How to Run Payroll - Step 2: Edit Payroll

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Are you using the Time Off/Time Tracking & Payroll Integrations?

If you are, read Step 1: Hours before jumping into this article.


 

If you're new to Humi Payroll, start with our Payroll Overview article. Ready to dive in? Keep scrolling!

In this article, we'll cover recurring payroll. For one-time payments on off-cycle payroll, see our Off-Cycle Payroll article.

 

Important Notes Before Running Payroll

  • Ensure bank accounts, tax credits, compensations, and terminations are set up correctly for all employees
  • Ensure benefits and deductions, and income types are set up correctly for all employees
  • Verify the payroll period dates are accurate
  • Run payroll at least four business days before the pay date, by 4:30 pm EST. (Note: Three-day processing is available. Please contact support for this option.)

 

How to Edit Payroll

  1. In the Payroll module, click the Run Payroll tab and select the current payroll period. Only one payroll line should exist per period. 
    If you see more than one payroll line, it means a payroll period was missed. Contact support immediately.
  2. On the Edit Payroll page, review and adjust employee pay as needed.
  3. Once all adjustments are made, click Next to proceed to the next step.

 

How to find an employee 

There are a few ways to quickly find the person you need on the Edit Payroll page including:

  • Using the search box.
  • You can reorder the employee list by clicking the arrow beside the "Employee" column. This will sort the list by alphabetical order.
  • You can use a filter by clicking on the funnel icon and selecting the criteria to quickly find the employee you need.
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Payroll fields 

You can adjust many fields on the Edit Payroll page. Scroll down or use the links in the table of contents on the right to learn more about each field. 

Salaried Employees

When you're on the Edit Payroll page, you'll see your employees' earnings for the payroll period in the Compensation column.

Payroll Calculation For Salaried Employees 

The salary amount will be pre-populated for salaried employees. It is calculated based on the annual salary amount divided by the number of payroll periods.

Any amount in the compensation field can be edited as needed to accommodate special circumstances.

 

Hourly employees

If you have hourly employees, their "hours worked" must be entered into the system each payroll 

period. 

You can enter their hours by: 

  1. Adding the number of hours they worked in the Hourly field. 
  2. Use our Hours Template tool to add all employees' hours to a CSV file, which can then be uploaded to Humi.

Hourly Pay Rate and Overtime Rates

The hourly pay rate is based on the compensation you've set up on the employee's profile.

If you need to enter overtime hours, select the green + Overtime link. A new input field will appear, and any hours entered will be calculated as 1.5x the regular hourly rate. 

 

Add Extra Pay

If you need to pay your employees additional earnings beyond their regular wages, you can either:

  1. Enter the amounts in the Extra Pay column
  2. Use our Income Importer tool to include them in a single CSV file, which can then be uploaded to Humi.

There are three types of extra pay: Commission, Bonus, or Other Income.

Bonus Pay

There are two types of bonuses, "Work-Related" or "Discretionary." You must choose the correct bonus type if you are paying a bonus. Learn more about bonus types here. 

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Other Income

For any payments outside of commissions or bonuses, you can use the "+ Other Income" field to add these to your payroll.

If you have hourly employees, we strongly advise you to add these "insurable hours" income types to your payroll to ensure these hours are generated correctly on their ROEs.

Learn about the "Other Income" types Humi provides here.

Important Note

To use the "+ Other Income" field, the required income type(s) must be added to your payroll. Learn how to add income types here. 

If you haven't set up income types, when you click the "Other Income" button, you will get this pop-up on your screen.

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You can click the "Set up Income types" button to be directed to the Income Types page. Learn about setting up Income types here. 

 

Add a Reimbursement

A reimbursement is a non-taxable amount that is used to repay an employee for an expense they incurred.

The employee's gross pay will not increase if you add a reimbursement and reimbursement will show up as a separate line item on the employee’s pay stub.

 

Prorations

If an employee gets a raise or has any type of compensation change during the payroll cycle, their salary will be automatically prorated. Find out more about how Humi prorates pay here

 

Confirm the payment method

If you want to pay your employees through direct deposit, their banking information must be set up correctly. The default method of payment is through direct deposit, however, you can pay by cheque if you would like to. 

Important Note

Humi will keep the amounts paid by cheque as records, but the payments will not be processed through Humi Payroll.

 

Finish editing Payroll

Once you've completed all payroll editing, click the "Next" button on the bottom right.

You'll be taken to the next page to Review Payroll. This is the stage where Humi Payroll will calculate deduction amounts such as CPP, EI, and income tax.

All amounts within the payroll will also become temporarily locked in to prevent changes in employees’ compensations or benefits or other admin’s conflicting edits from affecting the current payroll.

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