1. In the navigation menu, navigate to People.
2. Click Add people.
3. Under Employment type, indicate whether you are onboarding an Employee or Contractor.
4. Under New hires employment status, indicate if the person is:
- Active,
- Terminated, or
- On leave (unavailable for contractors).
5. Indicate if you would like to use self-onboarding for your staff:
- If you select Yes, that would be helpful, you will be prompted to select the information you’d like your staff to enter for themselves. Use the checkboxes to indicate your preferences.
- If you select No, I would like to onboard them myself, you will enter this information on behalf of your staff.
6. Click Start onboarding to enter the onboarding workflow.
7. On each page of the onboarding workflow, enter the relevant information and click Save & continue. If you exit the workflow at any time, your progress from previous pages will be saved.
Note: You can keep track of your progress in the navigation bar. If you miss a required field, the related section will show an "X" to indicate that something is missing or incorrect. The employee profile will not be finalized and will be tagged with "Profile incomplete."
If you are missing some key information, you can add what you have for now and come back later. You will not be able to proceed with the next step until each section has a green checkmark indicating that it is complete.
8. When you reach the final review page and have confirmed the employee’s details, click Done.
FAQs: Self-onboarding
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If you are unable to select one or more self-onboarding options for your employees or contractors, it's likely that you have the permission setting turned off.
To edit permissions for Employees and contractors, follow the steps below:
1. In the navigation bar, click Settings.
2. Select Roles & permissions.
3. Locate the relevant role and click View.
4. On the Permission settings tab, review the permission settings for the role. To make changes, click Edit.
5. Make any changes to the permission settings using the radio buttons. Then, click Save.
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1. In the navigation bar, click Settings.
2. Select Roles & permissions.
3. Locate the relevant role and click View.
4. On the Permission settings tab, review the permission settings for the role. To make changes, click Edit.
5. Make any changes to the permission settings using the radio buttons. Then, click Save.
FAQs: Troubleshooting
- This error most often occurs when an employee profile has been archived. To check if this is the case, follow these steps:
1. Log into your Wagepoint account. In the navigation bar, go to People.
2. Under People, click Filter.
3. Check View archived records, then click Show result.If the individual is on this list, you can either restore or delete the profile.
If you are not able to find a relevant archived profile, double-check your data to ensure you have entered everything correctly and received the correct information from your employee. If that does not work, please reach out to us at support@wagepoint.com so we can work through this together! - Wagepoint will calculate income tax, CPP, and EI (if applicable) for employees, but not for contractors. If you use the year-end workflow to create year-end forms, then you'll be able to generate a T4 for employees and T4As for contractors.
- You can add sales tax for contractors in their People profile.
1. Navigate to the People list, locate the relevant contractor, and click View.
2. On the Incomes, deductions, & benefits tax, click Add Incomes.
3. Select Contractor Pay.
4. Enter a per job amount and frequency. If desired, you can also enter the hours and sales tax province.
5. Click Save. - A TD1 (Personal Tax Credits Return) is crucial for both employers and employees in Canada as it determines how much tax should be deducted from an employee’s income. Employers are legally required to collect and use this form to determine payroll deductions and remain compliant with the CRA.
- The employee should provide you with their TD1 claim code. If you're unsure what to list as your TD1 claim code, please contact the CRA. This resource may be a good starting point.
- No, at this time, there is no bulk import option.