Employee Records Window
Adding employees to Sage 50 Accounting helps you keep track of basic information, such as the employee's hire date and the amount you have paid the employee over a year. It is also essential if you want to take advantage of Sage 50 Accounting Automatic Payroll calculations and Payroll Updates.
In the Employee Records window, you can add, modify, or remove information on the following tabs:
Personal
Record the employee's contact and other personal information.
Add the employee's mailing address
Add the employee's personal email address
Select an employee's preferred language
Work Details
Record the employee's work-related information including hire date, work email address, termination date, and department information.
Select an employee's type of employment
Assign a job category to this employee
Assign a department to this employee
Assign an expense group to this employee
Add the employee's work email address
Enter an employee's employment termination date
Enter ROE code in an employee's record
Taxes
Record an employee's tax information and turn on or off deductions for Employment Insurance, CPP or QPP, and Québec Parental Insurance Premiums.
Add or modify an employee's personal tax information
Modify the tax table used for employee payroll taxes
Enter historical information about an employee
Income
You can set up how Sage 50 Accounting calculates the amounts on your employee's paycheque.
Calculate accrued vacation pay
Modify the settings used to calculate an employee's income
Enter historical information about an employee
Deductions
Records the deductions on an employee's paycheque.
Modify the settings used to calculate an employee's deductions
Enter historical information about an employee
WCB and Other Expenses
Records workers compensation and other expenses incurred by the employer.
Modify the Workers Compensation rate for an employee
Enter the user-defined expenses for an employee
Enter historical information about an employee
Entitlements
Records the entitlements (like sick days) an employee receives, and the number of hours in a work day.
Modify an employee's entitlement
Enter historical information about an employee
Direct Deposit
If you deposit the employee's paycheque directly into their bank account, enter their bank information in this tab. You can also indicate where the direct deposit stubs should be sent if sending through email.
Add or modify an employee's bank account information
Memo
Records any task or date-sensitive information about an employee.
Add or modify memos in an employee record
Additional Information
Records any additional information (like commission percentages and emergency contacts) about an employee. You can make this information pop-up with every sales transaction or when you are processing their paycheque.
Add, change, or remove additional information in an employee's record
Show or hide an employee's Additional Information Note in transactions
Add the employee's Member # for PRPP and VRSP
T4 and RL-1 Reporting
Records any payroll information that appears on T4 or Relevé 1 slips.