Setting up your company consists of entering your details, such as pay frequency, custom pay rules, and more.
To configure your company settings, login to your account and:
A. click SETTINGS
B. COMPANY PROFILE
The Company Profile tab contains all of the account-specific information, such as your payment details, expiration date, and company name.
The Corporation Profile is where you can enter all of your company's details. Most of the information is entered upon registration, but you can always change it, or add to it by entering the new information and clicking C. UPDATE.
Feel free to enter a company alias (a shortened name for your company) to assist your employees signing into PayChequer.
The Payments Profile contains the banking information associated to your account. To begin adding an account:
D. Click ADD
Once an account is added, you will see it as a selectable option from the dropdown. For full instructions on setting up ePay, please click HERE.
Setting up ePay for your account typically takes 5 business days. As a result, we recommend beginning this process early during your set up to give yourself some time to gather all of the documents you'll need.
The Account Details tab will show other account details, such as your last sign-in time and when your plan will expire.
E. PAYROLL OPTIONS
Under Payroll Options, you can set payroll settings, such as pay frequency, the payroll year, and your GL configuration.
In System Options, you can set pay and remittance frequency for your company. Please be sure to enter your remittance frequency according to the CRA to ensure that we can remit on time for you (if setting up ePay). Here, you can also set your timesheet entry preference to either daily, entering hours per day, or in bulk, entering the total hours worked for the pay run.
The G/L tab is for configuring your General Ledger. You will need to return here if you are integrating with an accounting program.
Cheque Layout allows you to configure the cheques that will be printed on each pay run (if applicable). If you intend to print cheques and pay slips, be sure to visit this tab to modify the layout to best suit your needs.
In the PIN Security tab, you can set up a PIN that will be needed to finalize each transaction for the account. The six digit PIN is available on all paid plans.
To change the Payroll Year, go to this tab and select any of the available years from the dropdown, click SAVE.
Payroll Options
Pay Rules is where to set up deductions, benefits, earnings, company rules (BC, ON, and QC only), and vacation.
If you have any benefits or deductions that you need to add to your employees, visit the respective tab to create it. For full instructions on creating custom rules, see our guide HERE for custom earnings, and HERE for custom benefits and deductions.
If you have to set up EHT for Ontario or BC, or CNESST in Quebec, go to Company Rules. If you do not see the employer tax rule that you are looking to set up, please contact us. For more information on setting up these taxes, please see the articles below:
*Note: If you're moving from another payroll provider, you will want to follow the next steps in Changing Payroll Providers to simplify your transition. You can also refer to our Easy Getting Started Guide.