eNETEmployer Help Menu Click here to navigate back to the Home menu of the Help Assistant. Click here to view an indexed listing of the help program. Click here to view a series of basic and complex program tasks. Click here to view a list of useful Payroll and HR websites and resource tools. Click here to access a search function to find words and terms in eNETEmployer help. Click here to view detailed descriptions of the various icons, buttons, and controls in eNETEmployer.

Quick Start Guide Progress:
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Step 3: Setup Your Payroll Details

eNETEmployer requires a number of details about your payroll in order to operate. These range from basic items such as business name, address, contacts, business account, etc., to more detailed items such as your earning types, accumulators, benefits, deductions, WCB settings (where applicable) and more. Use the instructions below to learn how to set up your payroll details.


3A - Log In and Open the Payroll Service:

  1. Sign in to eNETEmployer and choose the Payroll service icon from the Welcome screen.
    Fig. 01: Choose eNETmployer's Payroll service icon to begin
    Fig. 01: Choose eNETEmployer's "Payroll" service icon to begin.


3B - Define Your Company's Name and Address Information:

  1. When the Payroll screen appears, click on the Payroll tab and then choose the Current Payroll - Name & Address menu command. This displays the Name & Address screen that is used to define information about the company who is subscribed to the eNETEmployer service. Some of the information is initially populated using the information provided when your company signed up for the service. Other cells may be modified as required
    Name & Address Help page...   Select this button to view detailed help for this program screen.
    Fig. 02: The "Name and Address" command under the Payroll tab's Current Payroll menu
    Fig. 02: The "Name and Address" command under the Payroll tab's Current Payroll menu.
  2. Double-click on the first row in the table to activate Edit Mode for the cells. If your company has only one payroll, you will see that some of this information is similar to the details that were entered earlier in the Employer tab's Name & Address screen.
  3. Edit the various cells as they relate to your payroll.
    Example: In our example below, our sample company's address can be used for mailing purposes.
    Fig. 03: The Name and Address screen with completed sample data
    Fig. 03: The Name and Address screen with completed sample data.
  4. Once your data is complete, select the Save button (the check mark icon at the left side of the row). This accepts the changes and the Edit Mode icons are removed to indicate that the entire row has been saved.

This completes the name and address information for the payroll. You are now ready to setup your payroll's contact information.



3C - Define Your Payroll's Contact Information:

  1. Choose the Current Payroll - Contacts menu command to open the Contacts screen. This screen is used to define personnel in your organization who may be contacted if we have any questions or concerns regarding your payroll. Contacts Help page...
  2. Double-click on the default row that appears at the top of the table (if a default row is not already displayed in the table, choose the New button to insert a new contact row).
  3. Edit the various cells as they relate to your payroll.
  4. Once you are finished editing the contact details, save the row to store its information.
  5. If you require more than one contact person, choose the New button as needed to insert additional contact rows.
  6. Save the row information to continue.
    Example: In our example below, our sample contact person is the payroll's Administrator.
    Fig. 04: The Contacts screen with completed sample data
    Fig. 04: The Contacts screen with completed sample data.

This completes the contact information for the payroll. You are now ready to setup your payroll's control information.



3D - Define Your Payroll's Control Information:

  1. Choose the Current Payroll - Control menu command to open the Control screen. This screen allows you to define certain payroll characteristics such as the frequency at which it will be calculated, and the maximum net cheque amount that the program will be allowed to issue. Control Help page...
  2. Double-click on the default row that appears at the top of the table to open Edit Mode, and then edit the various cells as they relate to your payroll.
  3. Save the row information when you are complete.
    Example: In the example below, the new payroll will have 26 periods and will not display a Calculation Review report after each calculation (we can do that manually if needed). The program will also provide a warning if an employee's cheque supercedes $2,500 and/or if an employee's pay changes by more than 20%.

    Pay Period Calculation Review Max. Net Amount Max. Gross Difference
    BiWeekly(26) No $2,500 20%
    Fig. 05: The payroll Control screen with completed sample data
    Fig. 05: The payroll Control screen with completed sample data.

This completes the control information for the payroll. You are now ready to setup your payroll's business accounts.



3E - Define Your Payroll's Business Account Information:

  1. Choose the Current Payroll - Business Accounts menu command. This opens the Business Accounts screen that is used to enter one or more of your business accounts as required by the CRA. Though not all businesses require a business number (BN), most employers will need a payroll program account at the very least. If your business has more than one account, this screen can be used to enter each one easily. For example, you could have one account at the regular rate for E.I. premiums that are deducted from each employee's insurable earnings, and a second account that is set at a lower rate if you provide your employees with a short-term disability plan. In this case, the Description for the two accounts could be entered as Full Rate and Reduced Rate, respectively. Business Accounts Help page...
  2. Use the drop down list immediately to the right of the New button to choose the account type you wish to add, and then click the button to insert an account row in the table.
  3. Edit the various cells as they relate to your payroll.
  4. If your business has more than one account, you can use the New button to add another account type along with its pertinent information.
  5. Save each row's information when you are complete.
    Example: In the example below, we have created two accounts; one at the Manitoba Full Rate of 1.4, and a second Manitoba Reduced Rate account at 1.115.

    Type Bus. No. RP E.I. Rate Description EFT EFT Account EFT Threshold EFT Reference ID
    Full Rate 123456782 0001 1.4 Full Rate Yes Full Rate MB Account Regular (Under $15,000) -
    Reduced Rate 123456782 0002 1.115 Reduced Rate Yes Reduced Rate MB Account Regular (Under $15,000) -
    Fig. 06: The Business Accounts screen with completed sample data
    Fig. 06: The Business Accounts screen with completed sample data.

This completes the business account for the payroll. You are now ready to setup your payroll's earnings.



3F - Define Your Payroll's Earning Information:

  1. Choose the Current Payroll - Earnings menu command to open the Earnings screen. eNETEmployer uses earning types to control the wages or salary for each employee. Earnings must be defined in order to to provide pay rates for regular time, overtime, vacation pay, etc. Earning types also have to be defined for amounts that are to be paid out as a result of Accumulator processing. Earnings Help page...
  2. Choose the New button to insert an earning row in the table.
  3. Edit the various cells as they relate to your payroll.
  4. Repeat the preceding two steps for each new earning, remembering to save each row to store its information.
    Note: To make additional room for more rows on the screen, select the No Word Wrap button (the No word wrap icon located above the table on the right side).
    Example: In Fig. 07 below, we have entered 8 common earning types (Regular, Salary, Overtime, Double Time, Statutory Pay, Vacation, Commission and Bonus).

    Show Me How...

    Note:
    Although the Vacation earning is tied to both Hourly and Salary related employees, it is classified as "Salary" in this screen because its payout is based on the result of a calculated function. All fixed earning types (i.e. Salary) and any others that are based on a Function should be entered as the Salary type here. Example: In our example below, our sample company's address can be used for mailing purposes.
    Fig. 07: The payroll Earnings screen with 8 sample earnings
    Fig. 07: The Earnings screen with 8 sample earnings (as discussed in the Earnings Tutorial)

This completes the earnings for the payroll. You are now ready to setup your payroll's functions.



3G - Define Functions for Your Payroll:

  1. Choose the Current Payroll - Functions menu command to open the Functions screen. Functions are used to automate the calculation of various items in your payroll (e.g. deductions, benefits, accumulators, etc.). Common functions used by many businesses are; accruing employee vacation pay over the year, recording sick or banked time, collecting RRSP deductions, garnishment purposes, etc. Functions Help page...

    Manual and Pre-Defined Functions - The program allows you to create functions manually (where you enter the function and supporting variables), or automatically where you choose your function from a list of pre-defined options.

    • If you wish to use a pre-defined function: Use the drop down list immediately to the right of the New button to specify the function type, then select the button to insert it into the table. Once added, you can define the details for each variable in the fields at the right side of the table. You may also modify the pre-defined expression as needed.
    • If you wish to use a custom function: Use the drop down list immediately to the right of the New button and choose the Empty Function option, and then select the button to insert it into the table. Once added, you can create your expression and then enter the details for each variable in the fields at the right side of the table.

  2. Use the New button to insert a function row in the table (whether it be a blank function, or a pre-defined function as discussed in the Manual and Pre-Defined Functions note above).
  3. Edit the various cells as needed to define your function.
  4. Repeat the preceding two steps for each new function, remembering to save each row to store its information.
    Example: In Fig. 08 below, we have entered 4 common functions (Group Insurance, RRSP Deduction, Vacation Pay and Wage Garnishment).

    Show Me How...
    Fig. 08: The payroll Functions screen with 4 sample functions
    Fig. 08: The Functions screen with 4 sample functions (as defined in the Functions Tutorial)

This completes the functions for the payroll. You are now ready to setup your payroll's deductions.



3H - Define Deductions for Your Payroll:

  1. Choose the Current Payroll - Deductions menu command, to open the Deductions screen. Deductions refer to regular, non-statutory deductions - amounts that are subtracted from the employee's pay to fund such as items as dental plan premiums, life insurance premiums, pension contributions, union dues, garnishee orders etc. Deductions Help page...
  2. Choose the New button to insert an deduction row in the table.
  3. Edit the various cells as needed to define your deduction.
  4. Repeat the preceding two steps for each new deduction, remembering to save each row to store its information.
    Example: In Fig. 14 below, we have entered 3 common deductions (Group Insurance, RRSP Deduction and Wage Garnishment).

    Show Me How...
    Fig. 14: The Garnishment deduction completed and saved
    Fig. 14: The Deductions screen with 3 sample deductions (as defined in the Deductions Tutorial)

Note: Since deductions and benefits are closely related in many situations, each time you add a deduction row, the program will automatically create a corresponding benefit record (and vice versa). You then have the option of utilizing the deduction only, the benefit only, or both. You can view the corresponding benefit record via the Current Payroll - Benefits menu command. View the Deductions help screen to learn more about these items.

This completes the deductions for the payroll. You are now ready to setup your payroll's benefits.



3I - Define Benefits for Your Payroll:

  1. Choose the Current Payroll - Benefits menu command to open the Benefits screen. A benefit represents payments made by the company on the employee's behalf, and can be calculated as a factor of a deduction or as a percentage of an earning type. They can also be entered as a fixed amount on a per-pay-period basis. For example, if the company has a pension plan where 5% of earnings are deducted from the employee and the company matches or contributes 5% to the plan, the company contribution is referred to as a benefit. Benefits Help page...

    Note: If you are entering your payroll data in a logical manner via the Current Payroll menu (from top to bottom), when you open the screen for the first time, you may notice that one or more Benefit records already appear. Since deductions and benefits are closely related in many situations, the program automatically creates a corresponding benefit record each time a deduction is created (and vice versa). You then have the option of utilizing the deduction only, the benefit only, or both. You can view the corresponding benefit record via the Current Payroll - Benefits menu command. View the Benefits help screen to learn more about these items.


  2. Choose the New button to insert an deduction row in the table.
  3. Edit the various cells as needed to define your benefit.
  4. Repeat the preceding two steps for each new deduction, remembering to save each row to store its information.
    Example: In Fig. 16 below, we have defined the appropriate settings for 2 common benefits (Group Insurance and the taxable benefit associated with the employer's portion of an RRSP Deduction).

    Show Me How...
    Fig. 16: The Benefits screen with completed sample data
    Fig. 16: The Benefits screen with several benefits defined (as defined in the Benefits Tutorial)

This completes the benefits for the payroll. You are now ready to setup your payroll's accumulators.



3J - Define Accumulators for Your Payroll:

  1. Choose the Current Payroll - Accumulators menu command to open the the Accumulators screen. Accumulators are used to collect or build up amounts that will be used in various payroll calculations. The most common use of accumulators is to calculate vacation pay owing to the employee as well as to disburse vacation pay on each cheque. Other common uses of accumulators are to calculate sick entitlements, seniority time, banked time, etc. Accumulators Help page...
  2. Choose the New button to insert an accumulator row in the table.
  3. Edit the various cells as needed to define your accumulator.
  4. Save the row information when you are complete.
  5. Example: In the example below, we have defined one accumulator for accruing vacation time. The program will then use the accumulator in conjunction with an associated Vacation function (as discussed earlier in Step 3G).

    Name Short Name Enable Calculate Calculate Function Pay Out As
    Vacation Pay VAC Yes By function Vacation Pay Vacation

    Note: In this example, we created one basic accumulator only, whereas in a live payroll scenario you would likely have several other accumulators, depending on your payroll requirements. For example, common accumulators such as Sick Time or Banked Time could be added in a similar manner to the Vacation example. Each new accumulator would also require a corresponding Function record (i.e. a Sick Time and Bank Time function), both of which would be base their calculations on the employee's corresponding earnings.
    Fig. 17: The Accumulators screen with completed sample data
    Fig. 17: The Accumulators screen with completed sample data.

This completes the accumulators for the payroll. You are now ready to setup your payroll's WCB information.



3K - Define Worker's Compensation (WCB) Settings for Your Payroll:

  1. Choose the Current Payroll - WCB menu command to open the WCB screen. This screen is used to define the Worker's Compensation details for your province (where applicable). Generally, if your business is incorporated, or if you have any employees, you must register with your provincial WCB so that you can remit WCB insurance premiums. WCB Help page...
  2. Choose your province from the drop down list beside the New button, and then select the button to insert a new WCB account row into the table.
  3. Edit the various cells as needed to define your WCB settings.
  4. If your business has more than one account, you can use the New button to add another account type along with its pertinent information.
  5. Save each row's information when you are complete.
    Example: In the example below, we have defined two WCB records. One account for British Columbia employees at a rate of 1.94 and one Manitoba account that has two defined rate classifications (1.50 and 0.68 respectively). For the Manitoba account, you will need to use the Expand Row icon (the downward facing arrow located at the left side of the row) to gain access to the sub-rows.

    Province Enable Yearly Max Assessable EFT EFT Account Remit Frequency Description Rate/Hundred
    Manitoba Yes $121,000.00 No - - Rate 1.50
      Rate 0.68
    British Columbia Yes $80,600 No - - Rate 1.94
    Fig. 18: The WCB screen with completed sample data
    Fig. 18: The WCB screen with completed sample data.

This completes the WCB information for the payroll. You are now ready to setup your payroll's provincial health settings (where applicable).



3L - Define Provincial Health Settings for Your Payroll (where applicable):

  1. Choose the Current Payroll - Health menu command to open the Health screen. This screen is used to define your province's health rate so that eNETEmployer can allocate the cost of Provincial Health to all the areas that your employees have worked. Entering the rate will also provide you with a reporting method for the province(s) you maintain for employment purposes. Health Help page...
  2. Choose your province from the drop down list beside the New button, and then select the button to insert a new Provincial Health account row into the table.
  3. Edit the various cells as needed to define your provincial health settings.
  4. If your business has more than one account, you can use the New button to add another account type along with its pertinent information.
  5. Save each row's information when you are complete.
    Example: In the example below, we have defined a provincial health records for Manitoba. Its premium rate is set to 2.15% of the employees applicable earnings (as defined in the Earnings column).

    Province Enable Rate Earnings Benefits EFT EFT Account Remit Frequency
    Manitoba Yes 2.15% Statutory Pay, Salary, Overtime, Vacation, Double Time, Regular - No - -
    Fig. 19: The Health screen with completed sample data
    Fig. 19: The Health screen with completed sample data.

This completes the provincial health settings for the payroll. You are now ready to setup your payroll's EFT settings, if necessary.



3M - Define EFT/Direct Deposit Settings (OPTIONAL):

The following step is optional - If you do not pay your employees via Electronic Funds Transfer (EFT) / Direct Deposit, please skip forward to Step 3N - Defining CSB Settings below.
  1. Choose the Current Payroll - EFT menu command to open the EFT screen. This screen is used to define the profile and banking information that will be used if you plan to use the Electronic Funds Transfer (EFT) feature to pay your employees. Also referred to as Direct Deposit, EFT allows you pay your employee's electronically by transferring funds directly to their bank account or financial institution. The information you provide in your profile will be used to create the EFT file that will be forwarded to the company's bank (or any other financial institution) for insertion into each employee's account. EFT Help page...
  2. Choose the New button to insert an EFT row in the table.
  3. Edit the various cells as needed to define your EFT settings.
  4. Save the row's information when you are complete.
    Example: In the example below, we have defined an EFT record for our fictional TD Canada Trust account. Our sample bank account information will be included in the EFT file when it is generated.

    EFT Format Originator-ID Bank Data Centre Return Bank Account Creation Number Enable
    TD Canada Trust 1234567890 12345 55555-333-12121212 1 Yes
    Fig. 20: The EFT screen with completed sample data
    Fig. 20: The EFT screen with a sample bank profile.

This completes the EFT settings for the payroll. You are now ready to setup your payroll's CSB settings, if necessary.



3N - Define Canada Savings Bonds (CSB) Settings (OPTIONAL):

The following step is optional - If your employees do not do pay into the Canada Savings Bond program, please skip forward to Step 3O - Defining Distribution Settings.
  1. Choose the Current Payroll - CSB menu command to open the CSB screen. This screen is used to define the profile and banking information that will be used if you plan to use the Electronic Funds Transfer (EFT) feature to transmit employee Canada Savings Bond (CSB) deductions to the Bank of Canada. At each payroll date, deductions will be made from the pay of each participating employee and eNETEmployer will produce a file for electronic transmission to the Bank of Canada. The file will contain the pay date, summary information and the deduction amount for each employee. CSB Help page...
  2. Choose the New button to insert a CSB row in the table.
  3. Edit the various cells as needed to define your CSB settings.
    Example: In the example below, we have defined an CSB record for our fictional TD Canada Trust account. Our sample bank account information will be included in the CSB file when it is generated.

    EFT Format Originator-ID Bank Data Centre Return Bank Account Creation Number Enable
    TD Canada Trust 1234567890 12345 55555-333-12121212 1 Yes
    Fig. 21: The CSB screen with completed sample data
    Fig. 21: The CSB screen with completed sample data.

This completes the CSB settings for the payroll. You are now ready to setup your payroll's Distribution settings.



3O - Define Distributions for Your Payroll:

  1. Choose the Current Payroll - Distributions menu command to open the Distributions screen. This screen is used to define codes that are used by the program to translate allocated hours and amounts that corresponding to a General Ledger (GL) entry. Many businesses prefer to use distributions to "break down" hours by department (distributions can be thought of as "departments"). Distributions Help page...

    Default Distribution - All payrolls must be assigned a "default" distribution at the very least, so that the program can generate the Journal Entry report. If any account areas are left blank, eNETEmployer will use the corresponding Default Distribution for the GL account number. In this case, you can input all of the normal General Ledger accounts in the Default Distribution Table (row) and any exceptions to these can be entered separately.


  2. Choose the New button to insert a distribution row in the table.
  3. Edit the various cells as needed to define your department allocations.
    Example: In Fig. 23 below, we have created two distributions (Default and Factory).

    Show Me How...
    Fig. 21: The Distributions screen with two additional sample account entries
    Fig. 23: The Distributions screen completed with sample account entries.

This completes the distribution settings for the payroll. You are now ready to setup your payroll's template settings, if necessary.



3P - Define an Employee Template: (OPTIONAL):

The following step is optional - This step is not required to perform the payroll procedure. However, we suggest that you create a template in order to make the process of adding new employees much easier (since they contain pre-defined settings that can be applied in one step). If you do not wish to create an employee template, then you are finished entering your company's payroll-related information and can move to Step 4: Enter Your Employees and Their Individual Payroll Details.
  1. Choose the Current Payroll - Templates menu command to open the Templates screen. This screen is used to create and edit employee templates - the records that contain preset information about similar types of workers. Templates are useful in simplifying the set up process for new employees since you can define the details needed for one staff member, and then apply the same details to many new members that share similar employment characteristics. Templates Help page...
  2. Choose the New button to insert a Template row in the table.
  3. Edit the various cells as they relate to new employees that will be added to your payroll.
  4. Example: In Fig. 23 below, we have created two templates (Hourly and Salary).

    Show Me How...
    Fig. 24: The Templates screen with two completed examples
    Fig. 24: The Templates screen with two completed examples; Hourly and Salary.

 


Step 3 is Complete!

This completes the basic payroll-related settings for this Quick Start Guide. To view detailed descriptions of these and other topics, simply open the Online Help by pressing <F1> on any program screen, then browse the various topics using the Help Index at the top. You can also view video tutorials of these functions by visiting our YouTube channel at www.youtube.com/c/Canpay-payroll-services.

You are now ready to move to the next step:

Step 4: Enter Your Employees and Their Individual Payroll Details


Quick Start Guide Progress:
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