Create a New Pay Stub:

• Log in and click Create a Pay Stub.
• Choose an existing employee or add a new one. If adding a new employee:
  • Add employee name, address and employee id (if applicable)
  • Choose whether the employee is EI or CPP exempt.
  • Select federal and provincial claim codes, employer EI ratio, pay frequency, and employment province.
  • You will be prompted to add some additional employee information, including:
    • The employee's SIN number (Not required until you want to generate a T4 or ROE).
    • Date of birth (only required for generating T4s for employees who turned 18 or 70 in the reporting year; consider adding it regardless, though not required).
  • Enable Vacation Accrual (if applicable)
    • In the “Add/Edit Employee” window, toggle “Auto-Accrue Vacation” ON if the employee should earn vacation. This sets accrual based on your province’s default, which you can adjust manually. Note that vacation accrual is not the same as vacation pay. Vacation accrual is the employee earning vacation and the vacation pay is the employee getting paid for earned vacation.
    • Note that showing vacation accrual on pay stubs is not a standard practice in all provinces. Check your provincial employment standards to see if it is required in your province.
• If you choose an existing employee, you'll be prompted to select a previous pay stub. This ensure that correct YTD values are populated in the current pay stub.

Set Up Pay Period Details:

• Enter the pay period start and end dates (the dates of work for which the employee is being paid).
• Specify the pay date (when the pay will be issued to the employee).
• Ensure the dates align with your company's payroll schedule and employment standards.

Add Income Details

• By default, a Regular Income type will be present. Click the pencil icon next to "Regular" to edit:
  • Toggle between Fixed (salary) or Hourly.
  • Input the necessary details, such as hours worked and rate of pay.
  • Review and ensure all previous period amounts are correct.Unless this is the first pay stub of the year, the previous period amount should be the sum of all amounts paid to the employee in the current year prior to this pay stub.
• To add additional income items:
  • Click the + icon.
  • Select from available types (overtime, vacation pay, bonus, etc.) or create a custom income type.
  • Enter the required information for each income type.
• IF You’ve turned on auto-accrue vacation:
  • The system will automatically include income in vacation accrual (toggle is ON by default). When saved, the vacation summary appears on the pay stub, showing:
    • Vacation earned this period
    • YTD vacation earned
    • Vacation paid (will show $0 unless you have added a vacation pay income item)
  • NOTE: You can edit the vacation summary manually, enabling you to go in and override the system’s calculations if needed.
  • To pay accrued vacation, add it as a separate vacation pay income item to your income items. This will:
    • Increase the “used/paid” amount as it’s paying the employee out from the amount that’s been accrued
    • Reduce the “total remaining” balance

Calculate CRA Deductions:

• Choose to either Calculate CRA Deductions (recommended) or use your own calculations.
• If using CRA calculations, the system will calculate and auto-populate deductions based on current period and year-to-date data.
• You can also use the CRA calculations as a starting point and then edit them by clicking "Use my own calculations."

Add Additional Deductions:

• Click the + icon next to Taxes and Deductions.
• Add items like additional tax, health plan contributions, union dues or RRSP contributions, or create a custom deduction.
• Additional deductions will appear beneath CRA deductions and may affect tax calculations, so re-run the CRA deductions after editing them.