Employees

An employee is generally a person working for your company who you pay on a regular basis; they may perform work your company requires on a day-to-day basis (such as administration, marketing, shipping) or work performed for your customers (on-site services, such as technical support or cleaning services).

Contact your accountant or local CRA office for more details on setting up different types of employees.

Why do I need to create employee records? 

Creating employee records in Sage 50 Accounting lets you keep track of basic information, such as the employee's hire date and the amount you have paid the employee over a year. With an employee record, you can also process paycheques quickly, because pre-determined amounts are deducted automatically from your bank account.

Quickly add a new employee

Sage 50 Accounting allows you to add a new employee to the program without going through the formal process of creating a new employee record. For example, you have hired a group of 40 youth painters for summer painting jobs and need to get them into your database quickly before the first pay period.

You can add a employee "on the fly" when you process a paycheque. You can always go back later into the employee record to enter more information.

My employee quit/terminated

If you do not want to continue issuing paycheques for an employee, and the employee is not a salesperson, set their record to Inactive.

If you no longer require reporting details for an employee, you can remove their record when:

• You have printed the T4 slips, Relevé 1 slips (for Quebec employees), T4 and Relevé 1 summaries, and Employee summary and detail reports at the end of the calendar year.
• You have entered the date of the employee's last day of work in their Sage 50 Accounting employee record.
• There are no amounts outstanding in their record from the current or previous year. For example, if there are advances outstanding or vacation pay owing, you must wait until transactions have cleared and changed the balances to zero.
• There are no amounts outstanding in their record from the current or previous year. For example, if there are advances outstanding, you must wait until transactions have cleared and changed the balances to zero.

What do you want to do?

Create an employee record

Add an employee using the Setup Guide

Add an employee "on the fly"

Delete an employee

Display and print a list of employees

Learn about automatic payroll deductions

Learn about the income types used in Sage 50 Accounting

Process an employee departure

Process a Paycheque

Process a Payroll Cheque Run

Update the personal tax claims subject to indexing for all employees