A preview of the templateCLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedJPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedMReview & process authorized time-off requests (e.g. Luna)CompletedUReview (and/or import) timesheets (e.g. Track)CompletedPCheck client bank balanceCompletedNProcessWagepoint Payroll ProcessingCreated by WagepointProcess the payroll for clients with salaried and hourly employees using Wagepoint.PayrollCanada212 downloads 4.3
A preview of the templateCLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the company details as related to your payroll setupCompletedJProvide your firm's CRA payroll account number (and Revenu Quebec payroll account number and employer HSF rate, if ap…CompletedTProvide the details for the bank account used to pay wages and payroll taxes (and upload voided cheque)CompletedFProvide any relevant provincial/territorial tax information (if applicable; see list below)CompletedRHow often would you like employees paid (monthly, twice a month, every 2 weeks, every week)? What would you like your…CompletedXSpecify any additional deduction types you would like to use (see list below)Ready To StartDue TodayZSpecify any additional income types you would offer or would like to use (see list below)Ready To StartDue TodayUConfirm (add/edit) the list of your company statutory holidays (see list below)Ready To StartDue TodayCWagepoint Payroll SetupCreated by WagepointCreate a streamlined payroll process with Wagepoint. PayrollCanada165 downloads 4.7