Canada Payroll

This application provides a comprehensive solution for managing Canadian payroll. It supports both manual and automatic payroll processing modes, enabling flexible configuration based on organizational requirements. In automatic mode, payroll rates, rules, and salary structures are generated according to the selected Canadian states and in alignment with CRA regulations. The system ensures accurate management of Federal Tax, Provincial Tax, Canada Pension Plan (CPP and CPP2), and Employment Insurance. It also facilitates employee payroll configuration and supports seamless payslip generation with accurate salary computation.

• Go to Payroll > Configuration > Settings.
• Under the Canada Payroll section, find the field "Payroll Processing Mode".
• This field provides two options: Manual Configuration and Automatic Processing.
• Choose how payroll rates, rules, and salary structures should be managed.
• In Manual Configuration, you need to manually configure and update all payroll rates, rules, and structures.
• In Automatic Processing, payroll rates and rules are automatically generated and updated based on current CRA regulations.

• Go to Payroll > Configuration > Canada Payroll Yearly Rates.
• The records displayed here depend on the selected Payroll Processing Mode in Settings.
• If Manual Configuration is selected, no records will be created automatically.
• If Automatic Processing is selected along with state selection, records will be created automatically for the selected states.
• The system generates records for the following components:
• Federal Taxes
• Provincial Taxes
• Canada Pension Plan (CPP and CPP2)
• Employment Insurance

• Go to Payroll > Configuration > Rule Categories.
• The records shown here depend on the selected Payroll Processing Mode in Settings.
• If Manual Configuration is selected, no state-wise rule categories will be generated automatically.
• If Automatic Processing is selected, rule categories for the selected states will be created automatically.
• Company Contribution rule category records are generated for each selected state.
• These categories include applicable rate configurations for:
• CPP Deduction
• CPP2 Deduction
• EI Deduction
• Federal Tax
• Provincial Tax

• Go to Payroll > Configuration > Structures.
• The salary structures depend on the selected Payroll Processing Mode in Settings.
• If Manual Configuration is selected, no salary structures are created automatically.
• You need to create salary structure records manually as per your requirements.
• If Automatic Processing is selected, Canadian salary structures are automatically created for the selected states.
• Each salary structure includes salary rules configured for the respective state.

• Go to Payroll > Employees > Employees.
• Open the record of any existing employee.
• Navigate to the Payroll tab in the employee form.
• You can configure payroll details for the employee in this section.
• Make sure to fill the required fields:
• Wage Type
• Wage
• These fields are mandatory for payroll processing.

• Go to Payroll > Payslips > Payslips.
• Click on the "New Off-Cycle" button to create a new payslip.
• Select the configured employee.
• Choose the appropriate salary structure:
• Manually configured salary structure, or
• Automatically generated Canadian salary structure based on the selected state.
• Click on the "Compute Sheet" button in the header.
• Navigate to the Salary Computation tab.
• The salary will be calculated automatically based on the selected structure and its rules.

• If you want to keep the configuration in manual mode, first select Automatic Processing and configure the required states, then save the settings. After that, switch back to Manual Configuration. This will generate the initial data, and no further updates or new period records will be created automatically.
• If Automatic Processing is selected, the system will automatically create new period data whenever there are updates from CRA regulations.
  This functionality works only for the currently selected states.
  If you select a state and later remove it from the configuration, no new period records will be generated for that state.