Employee Profile - Job & Pay Information

If you need any employment-related information about an employee, such as their bank account, compensation or tax exemptions, you can find it all in the Job & Pay tab. 

All admins have access to this page, and managers can only see it for their direct reports. However, note that admins can limit their manager's permissions and access to this page if needed. 

This article will describe the information found in each of these sections in more detail so you're able to find what you're looking for easily. 

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Important Note

We recommend placing any custom fields and custom field groups with sensitive employee information within the Job & Pay tab on the employee profile. Doing this ensures that only admins or managers with permission will be able to see the custom field information.

Default Sections

The default sections in the Job & Pay tab will be shown for all employees in Humi and include basic details of their employment. Use the drop-downs below to explore each section in more detail.

Employee Information

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The first section is Employment Information, which contains basic details about the employee. The information in these fields is essential because many will directly impact certain features in Humi.

Date Hired Reports to Department and Position Office Location

This 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

When re-hiring employees, don't change the "Date Hired" 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 Payroll

These fields don't affect any features in Humi, but this information is stored here.

Bank Account

To be paid through Humi Payroll, this section is mandatory. If not, this section is entirely optional. 

Current Compensation

This section can't be edited and displays the employee's current compensation details. 

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If you want to make any changes to the "Current Compensation," you can do so in the next section, Compensation History.

Note

The employee's manager usually has access to see that employee's salary; however, you can set up the permissions if you don't want managers to have access to their employee's wages. 

To be paid through Humi Payroll, this section is mandatory. If not, this section is entirely optional. 

Compensation History

This section displays a historical record of the employee's Compensation.

If you need to make a change to the employee's "Current Compensation," click "Edit." 

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It'll then direct you to the "Edit Compensation" page, where you can enter the changes. 

The "Current Compensation" amount is used in Payroll, so it's crucial to ensure that it's always up to date. When employees receive a pay increase, keeping this up to date will ensure they get paid accurately.

To create a "new compensation" for the employee, click the "+ Create Compensation" button in the top right corner.

There are two types of compensation you can create:

  • New Compensation: used for compensation increases (raises, promotions etc.)
  • Additional Compensation: used to add a concurrent compensation

All "New Compensations" will be added to this section.

Additional Sections for Humi Payroll

If an employee is on Humi Payroll, you'll see these additional sections in the Job & Pay tab as well. Use the drop-downs to explore each section in more detail.

Additional Income Types

In this section, you can view all "Additional income types" set up for the employee.

If an employee gets paid a recurring amount each pay, for example, a car or phone allowance utilizing "Additional income types" is a great feature to use.
Instead of manually entering this recurring amount every Payroll, you can set it up as an "Additional income type" so it's automatically added each pay period. 

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Note

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 need to set it up first. 

Next, click "+ Income Type" to open the creation window, where you will be able to select the correct 

"Income Type" and assign the recurring amount per period.

Once created, a new line item with the specified amount will be added to the employee's Payroll and automatically added to every subsequent Payroll. Learn more about How to set up Income Types and Allowances.

Vacation Pay Method
This section is where you can change how an employee receives their vacation pay.

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There are two options to choose from:

By default, all new employees' vacation pay method is set to "Accrued vacation pay will be banked in Humi and paid out when this employee takes vacation."

  • Accrued vacation pay will be banked in Humi and be paid out when this employee takes vacation. 
  • Pay out accrued vacation pay with every payroll. 

If you want to change the Vacation Pay Method, click "Edit" on the top right corner, select the option you prefer, then click Save. Screen_Shot_2022-10-04_at_2.38.28_PM.png

Tax & 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. 

To do this, toggle the switch to the "on" position, and the employee will be exempt from EI premiums. 

Important Note

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 support@humi.ca.

Additional Tax Credits
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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 the employee 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

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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 form the employee submitted. If they gave you the "Federal" form, you can 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.  

Important Note 

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)

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Sometimes an employee may want additional taxes deducted from their income each pay period.

There could be several reasons for this, for example, if they need to offset previously under-deducted amounts or cover an increased tax rate due to having multiple jobs.

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. 

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