Start here - Payroll Quickstart Guide

Welcome to Humi Payroll—we're so excited to have you here!

We get it—learning new software can feel a little overwhelming, and figuring out where to start isn’t always easy.

That’s why we put together this Payroll Quickstart Guide! It’ll walk you through the key steps in the right order, so you can get up to speed quickly and feel confident using Humi Payroll in no time.

Use the list below to read through each article and learn how to start using Humi Payroll. 

Payroll Quickstart Guide

1. Add employees to Humi Payroll 
2. Update employee Tax Exemptions/Tax credits if needed
3. Set up Income Types and Allowances
4. Set up Benefits
5. Set up Deductions
6. Enter YTD data
7. Enter all employees' Vacation Starting Balances
8. Set up Workers' Compensation if applicable
9. Run Payroll Guide – Learn how to edit and run Payroll 
10. How to generate a Payroll Register

Payroll Module

When you click on the Payroll module, you'll see seven tabs:

Run Payroll

This is where you'll see a list of your currently active payrolls. From here, you can click into the payroll to edit, review and process the payment or "Run Payroll" for the payroll period.

Records 

This is where you'll find payroll records such as historical payrolls, tax forms, ROEs, T4 Adjuster tool and YTD information that was imported during your Humi onboarding.

Benefits and Deductions

Manage the benefits and deductions that you offer your employees.

Income Types

Manage additional cash-based income types that you may offer to your employees.
Some examples of income types you can add are: Vacation Payout, Holiday Pay, and Cell Phone Allowance.

Vacation Adjustments

There may be instances when you need to add or subtract vacation pay from an employee's balance outside of a pay run. When this happens, you can make the adjustments using our Vacation Adjustments feature.

Workers Comp

Learn more about setting up Workers' Comp here. 

Settings

Manage company settings such as paystub notification emails and wage subsidy eligibility status.