Checklist for Getting Started

Use this handy checklist for all the things you will need to get setup and running in payroll.  You can download a PDF version at the bottom of the page too.

**If you are moving from another provider part way through the year you MAY want to have them send interim ROEs for your employees, if you have a high turnover rate, to avoid manual adjustments later. 

Checklist for Getting Started with Payroll

  • Gather Your Documents
    • CRA number
    • Employee profile information
    • Address, bank details, pay rates, vacation etc.
    • Last payslips from previous payroll service (this will contain your YTD numbers)
    • TD1 forms for employees
    • Per payrun premium amounts per employee for any benefits/deductions
    • Ask us if you need help with this!
  • Complete Epay forms- complete and send these in while you work on the other stuff. You can download the form here:
  • Benefit/Deduction Discovery
    • Speak to your accountant/bookkeeper or benefits provider about the tax implications for any benefits/deductions you use for your employees
    • Write what you find out down, you will need it later.
  • Accounting integration
    • Do you need to add items to the Chart of Accounts in your accounting program that you need to integrate?
    • If yes, speak to your accountant/bookkeeper to find out what they want for reporting
  • Set up company
  • Add employees
    • Personal information- use an email so they can access paychequer easier
    • Don’t forget the vacation settings
    • Tax details- the GL code allows you to departmentalize
    • TD1 values are dollar values
    • Benefits/deductions
      • This is where you apply those per pay premiums to each employee.
    • YTD- add these before first payrun from the last payslip you gathered in step 1
      • If your payslips do not include Federal and provincial taxes broken down, put the full amount in Federal Tax
    • Ready to run!
    • Need more help? See our FAQ or help pages here: https://help.paymentevolution.com/hc/en-us
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