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 gender

Select an employee's type of employment

Assign a job category to this employee

Assign a department to this employee (Sage 50 Premium Accounting)

Assign an expense group to this employee (Sage 50 Premium Accounting)

Add the employee's work email address

Sync with Sage HR

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.

Retain vacation pay

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.

Add or modify an employee's T4 or RL-1 report information

Enter historical information about an employee