Start here - Payroll Quickstart Guide

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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.

Set Up Your Payroll Information First

Before you get started, make sure you've added your company's payroll and bank account details.

Go to Company – Overview, scroll down to the relevant section, and click Edit in the top right corner to enter the information. Once you've run payroll, bank account details can no longer be changed without reaching out to support@humi.ca.

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

 

Quebec Payroll: Additional Steps To Complete

In addition to the steps above, if you're in Quebec, you may need to add the following:

  1. Your RQ number in Company Settings
  2. Your QHSF % in Payroll Settings
  3. Set up CNESST if applicable. 

If you're already paying employees through Humi and wish to start paying existing employees in Quebec, please reach out to Humi support.

Payroll Module

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

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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 formsROEs, 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.
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