Employee Records Window

Adding employees to Sage Simply Accounting helps you keep track of basic information, such as the employee's hire date and the amount you have paid the employee over a year. It is also essential if you want to take advantage of Sage Simply Accounting's Automatic Payroll calculations and Payroll Updates.

In the Employee Records window, you can add, modify, or remove information on the following tabs:

Personal tab

Record the employee's contact and other personal information, hire and termination dates, and department information.

What do you want to do on this tab?

Add the employee's mailing address

Select an employee's preferred language

Enter an employee's employment termination date

Enter ROE code in an employee's record

Assign a department to this employee (Premium)

Assign a job category to this employee

Assign an expense group to this employee (Premium)

 

Taxes tab

Record an employee's tax information and turn on or off deductions for Employment Insurance, CPP or QPP, and Québec Parental Insurance Premiums.

What do you want to do on this tab?

Add or modify an employee's personal tax information

Modify the tax table used for employee payroll taxes

Enter historical information about an employee

 

Income tab

You can set up how Sage Simply Accounting calculates the amounts on your employee's paycheque.

What do you want to do on this tab?

Retain vacation pay

Calculate accrued vacation pay

Modify the settings used to calculate an employee's income

Enter historical information about an employee

 

Deductions tab

Records the deductions on an employee's paycheque.

What do you want to do on this tab?

Modify the settings used to calculate an employee's deductions

Enter historical information about an employee

 

WCB and Other Expenses tab

Records workers compensation and other expenses incurred by the employer.

What do you want to do on this tab?

Modify the Workers Compensation rate for an employee

Enter the user-defined expenses for an employee

Enter historical information about an employee

 

Entitlements tab

Records the entitlements (like sick days) an employee receives, and the number of hours in a work day.

What do you want to do on this tab?

Modify an employee's entitlement

Enter historical information about an employee

 

Direct Deposit tab

If you deposit the employee's paycheque directly into their bank account, enter their bank information in this tab.

What do you want to do on this tab?

Add or modify an employee's bank account information

 

Memo tab

Records any task or date-sensitive information about an employee.

What do you want to do on this tab?

Add or modify memos in an employee record

 

Additional Information tab

Records any additional information (like commission percentages and emergency contacts) about an employee. You can make this information pop-up with every sales transaction or when you are processing their paycheque.

What do you want to do on this tab?

Add, change, or remove additional information in an employee's record

Show or hide an employee's Additional Information Note in transactions

 

T4 and RL-1 Reporting tab

Records any payroll information that appears on T4 or Relevé 1 slips.

What do you want to do on this tab?

Add or modify an employee's T4 or RL-1 report information

Enter historical information about an employee

 

What do you want to do?

Create an employee record

Remove an employee record

Make an employee record inactive

Open an Employee List report