In this article, we explained the personal information you'll find in the employee profile. However, suppose you need any "employment-related" information about an employee, such as their bank account, compensation or tax exemptions. In that case, you'll find all of this in the "Job & Pay" tab.
All admins have access to this page; managers can view it for their direct reports only. However, note that admins can limit their manager's permissions and access to this page if needed.
This page includes the following sections:
If the employee is on Humi Payroll, it'll include these additional sections as well:
- Additional Income types
- Tax & Exemptions
- Additional Tax Credits
- Additional Taxes to be Deducted (TD1)
This article will describe the information in each section so that you can easily find what you're looking for.
Because the "Job & Pay "tab isn't accessible to all employees, we recommend placing any "custom fields and custom field groups" that contain sensitive information on this page instead of the "Personal" tab.
The employee's basic employment information can be found in the first section, "Employment Information." However, the information in these fields is critical because it directly impacts certain Humi features.
Date Hired: shows the employee's start date and could affect "Leave types," depending on how it's been set up.
For example, if the employee's vacation accrues upfront, their vacation time will be prorated from their hired date until the year's end.
Important note for re-hiring employees
We recommend that you do not change the "Date Hired" when re-hiring employees because this will change the employee's historical data at your company. Instead, please follow the "Rehire Process."
Hours per week, Stock Options, and Additional terms: These fields don't affect any features in Humi, but this information is stored here.
Payroll: If your employee is on Humi Payroll, you'll see an icon that says "Paying."
If you've just onboarded with Humi and haven't yet set your employee up for Humi Payroll, you'll see a
"Pay" button. To add the employee to Payroll, click the "Pay" button and confirm.
Once an employee is added to Payroll, you can't remove them.
Employees can edit their banking information in this section by clicking "Edit" and entering the new information.
This section can't be edited and displays the employee's current compensation details.
This section displays a historical record of the employee's compensation.
Click "Edit" if you need to change the employee's current compensation.
The status column displays the employee's current compensation. This amount is used in Humi Payroll, so keeping it up to date is critical.
When employees receive a raise, keeping this information up to date ensures they are paid correctly. If you've set up the "Promotion" request template, employees can submit compensation change requests for approval which can help ensure this information always stays up to date.
To create a "New" compensation for the employee, click the "+ Create Compensation" button in the top right corner.
- New Compensation: used for salary increases (raises, promotions etc.)
- Additional Compensation: used to add a concurrent salary
Additional income types
This section is where you can view the employee's "Additional income types."
This is a great feature to utilize if an employee receives a recurring amount each pay period, such as a car or phone allowance. Rather than manually entering this recurring amount every time you run Payroll, you can set it up as an "Additional income type" so it's automatically added each pay period.
We previously created the "Income Type - Cell Phone Allowance." That's why it's available in the "Income Type" dropdown menu in the above example.
If the "Income Type" you need isn't available in this dropdown, you'll need to set it up first. Learn how to add income types and allowances here.
Next, click "+ Income Type" to open the creation window, where you will be able to select the correct
Once created, a new line item with the specified amount will be added to the employee's Payroll and automatically added in every subsequent Payroll.
Taxes & Exemptions
These exemptions are set to the "off" position by default, but if necessary, you can set up exemptions here if an employee is exempt from CPP or EI deductions.
The "CPP Exemption" option is disabled by default as it's scarce that employees are exempt from CPP and thus would require a manual review. However, if you're sure an employee is CPP exempt, don't hesitate to contact email@example.com.
Additional Tax Credits
All employees are subject to basic personal tax credits on a Federal and Provincial level. These tax credits are automatically applied toward the employees' taxable income, and they won't be taxed until they exceed the tax credit amounts.
In this section, you can review the tax credits in effect and add any additional tax credits needed based on the employee's completed TD1 form. For more information about TD1 Tax credits, check out this article that breaks it down for you.
1. In the "Additional Tax Credits" section, click "+ Add" to open the creation window for personal tax credits.
2. Enter the credit name, amount and select the "jurisdiction" based on the employee submitted form. If they gave you the "Federal" form, you could choose "Canada" in the dropdown menu. If they gave you the "Provincial" form, select the correct province from the dropdown menu. Select the effective date and click the "Save" button.
The "Tax Credit" will now show up on their profile and will change the amount of tax being withheld for the employee.
We strongly advise you to consult an accountant to confirm if the employee is eligible for additional tax credits. Adding a tax credit here will reduce the income tax deducted per pay period and reduce the tax remittance to the CRA.
Additional Taxes to be Deducted (TD1)
Employees may wish to have additional taxes deducted from their pay each pay period.
This could be due to various factors, such as the need to offset previously under-deducted amounts or to cover an increased tax rate due to working multiple jobs.
You can do this here if an employee asks for additional taxes to be deducted. In this section, click "Edit," then add the amount to be deducted each pay period.
We hope this article helped make finding the information you need easier. Use the links below to learn more about what you can see in the employee profile.