Create an Employee Record

To create an employee record:

In the Employee Records window

1. Open the Employee Records window. How?
   1. In the Home window, click Employees & Payroll on the navigation pane.
   2. In the Tasks pane, right-click the Employees icon and select Add Employee from the menu.
2. In the Employee box, type in the employee's name. Do not enter last names longer than 20 characters. Long last names will be truncated when you electronically file a T4 slip.
3. On the Personal tab, enter the employee's birth date.
4. On the Taxes tab, in the Tax Table list, select the province or territory in which this employee works.
5. On the Income tab, in the Pay Periods Per Year list, select the number of times this employee gets paid.
6. Click Save and Close.

In the Setup Guide

1. In the Home window, open the Setup menu, select Setup Guide, and then click Employees.
2. In a new line, type the Employee Name. Do not enter last names longer than 20 characters. Long last names will be truncated when you electronically file a T4 slip.
3. Press Tab to move to the next cell and enter the employee's basic personal information.
4. To enter payroll details for this employee, double-click his or her name, enter the appropriate information, and then click Save and Close.
5. Repeat steps 2-3 to add another employee or click Close if you are finished.

Note: You can also add an employee "on the fly" when you process a paycheque for an employee who has not been recorded in your Sage 50 Accounting company file.

What do you want to do?

Add more information to the employee record

Set up or modify payroll information for an employee