SSC Payroll - Employee Profile Setup |
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SSC Payroll - Employee Profile Setup |
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SSC Payroll - Employee Profile Setup |
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SSC Payroll - Employee Profile Setup |
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Once the system configuration has been completed the employees' profiles need to populated.
These fields will be updated during the Employee Import, however, will be manually populated for new employees.
Configuration - Employee Profile
Benefits / Deductions
▪Select the Personnel menu. ▪Select HR Information. ▪Select Benefits / Deductions
▪To add Benefits and/or deductions, click on the Plus symbol.
The system will add a new line with a Rule Type of Benefit default. This default can change to Deduction base on what is added.
▪Double Click in the Code description field for the list of benefits and deductions. ▪Click on the desired code. ▪Populate the remaining fields as required. ▪Click Save.
Effective Date Enter the date the benefit or deduction is to be active.
End Date Enter the date the benefit or deduction is no longer active. Deleting the benefit/deduction will cause loss of history.
Employee Portion Based on the symbol shown to the right of the Rule Type the employee portion will be either a dollar value or a percentage. This was determined when the benefit/deduction rules were configured.
▪Click on the benefit/deduction to highlight it. ▪Click again in the Employee Portion column. ▪Enter the value applicable. ▪Click Save.
Company Portion Follow the instructions for Employee Portion. Comment Use this field to enter comments.
Benefit History
This provides an annual view of the benefits/deductions for the employee. Use the Year window to select the year.
Payroll Info
From the Personnel screen select Payroll Info / Payroll.
Here is where the government deductions, WCB and banking information are entered.
Tax Status ▪Click on the drop-down arrow for the category list. These rules are hard coded and follow the Canadian payroll practices.
EI Category ▪Click on the drop-down arrow for the category list. These rules are hard coded and follow the Canadian payroll practices.
Federal / Provincial Tax claim The Federal and Provincial tax yearly tax claim amounts fields are greyed out. These will be auto populated after the employee input to Payment Evolution.
To enter different values, tick on the Override Claims box. This will enable the fields for data entry. Once this option is selected it cannot return to default values.
An alternate method to update the Federal and Provincial Tax Claim amount is the use the Payroll tools found in the HR Tools menu. This function can be used to update multiple employees at once. Click in the employee name window and use the Employee Panel to select the employees you would like to update. Selecting the option Employee List from the Apply to drop-down will update all employees.
PE Employee Number This number is auto populated when the employee has been imported for payroll.
Deposit Type Click on the arrow for the drop-down list. Select either Percentage or Dollars. In the example below Percentage has been selected. Vacation Pay is set to 4.00. This is a typical setup for a part time employee to receive 4% vacation pay.
CPP, Tax and EI Exemption For most employees, these boxes will be unticked. There are only a few situations when an employee would be exempt. Age is an example: workers under the age of 19 and those over 71 do not pay CPP.
Employee banking Information When the Direct Deposit box is ticked the banking information fields are enabled. Populate Branch No., Branch Transit No. and Account No. with the employee's information. The Financial Institution drop-down list is not in use at this time.
Payroll History
The payroll history provides a detail review of previous pays. the data is populated based on the employee's worked facility, department, and class.
The Year option allows a year window on pay periods. Under the Pay End Date select the pay to be review. The detail view on the right is divided into two sections.
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Each employee must be setup with the Benefits and/or deductions for payroll.
▪Select the Personnel menu. ▪Select HR Information. ▪Select Benefits / Deductions.
To add Benefits and/or deductions, click on the Plus symbol.
The Rule type will default to Benefits; however, this will change based on the code that is selected. The codes were predefined as Benefits, Deductions and Earnings when setup. For Benefits, Deductions and Earning code setup see SSC Payroll - Earnings Benefits and Deductions
▪Click on the down arrow for the drop-down list and select the code required.
▪Double click in the date window to access the calendar, select the date. Repeat for the end date if needed. ▪Populate remaining fields as needed. ▪Click Save.
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