--- title: Getting Started with Corfix Payroll. description: This article summarizes steps to get set up with Corfix Payroll. --- [Skip to content](https://knowledge.corfix.com/articles/getting-started-with-corfix-payroll#main-content) - [English](https://knowledge.corfix.com/articles/getting-started-with-corfix-payroll) - [Español](https://knowledge.corfix.com/es/articles/getting-started-with-corfix-payroll) - [Français](https://knowledge.corfix.com/fr/articles/getting-started-with-corfix-payroll) - [Português](https://knowledge.corfix.com/pt/articles/getting-started-with-corfix-payroll) English Show submenu for translations ![black-logo (1)](https://knowledge.corfix.com/hs-fs/hubfs/black-logo%20(1).png?width=300&height=77&name=black-logo%20(1).png) Open main navigation Close main navigation - - [English](https://knowledge.corfix.com/articles/getting-started-with-corfix-payroll) - [Español](https://knowledge.corfix.com/es/articles/getting-started-with-corfix-payroll) - [Français](https://knowledge.corfix.com/fr/articles/getting-started-with-corfix-payroll) - [Português](https://knowledge.corfix.com/pt/articles/getting-started-with-corfix-payroll) English Show submenu for translations Got a question? Search the Corfix Guide! - There are no suggestions because the search field is empty. 1. [Corfix Guide](https://knowledge.corfix.com/articles?hsLang=en) 2. [Corfix Payroll](https://knowledge.corfix.com/articles/corfix-payroll?hsLang=en) 3. [Getting Started](https://knowledge.corfix.com/articles/corfix-payroll?hsLang=en#getting-started) January 14, 2026 # Getting Started with Corfix Payroll. ## This article summarizes steps to get set up with Corfix Payroll. #### Step-by-Step Guide ### **1. Set up the Company Details.** Business settings must be configured within your Corfix Account Settings. More on [Business Settings](https://knowledge.corfix.com/articles/how-to-create-a-business-entity-1?hsLang=en) ![Screenshot 2025-11-11 at 9.56.26 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%209.56.26%20AM.png?width=564&height=324&name=Screenshot%202025-11-11%20at%209.56.26%20AM.png) ### **2. Add a company bank account and sign PAD(Pre Authorized Debit).** You will want to set your company bank account after setting up your Company Details. More on [Adding Bank and completing PAD Authorization](https://knowledge.corfix.com/articles/how-to-set-up-a-business-bank-account-and-complete-pad-authorization?hsLang=en) ![Screenshot 2025-11-11 at 9.58.02 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%209.58.02%20AM.png?width=670&height=203&name=Screenshot%202025-11-11%20at%209.58.02%20AM.png) ### **4. Confirm Pay Schedule** Your Pay Schedule should already be configured from Step 1. Confirm the pay Schedule on the Pay Schedule's page through Business Settings by pushing Save. Configure the **Pay Day Movement Setting**, best practice is **Previous Business Day.** **![Screenshot 2025-11-11 at 9.59.28 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%209.59.28%20AM.png?width=670&height=239&name=Screenshot%202025-11-11%20at%209.59.28%20AM.png)** ### **5. Configure company presets** Set up company benefits such as health plans or additional allowances that apply to the employees, under the **Presets** tab. More on [Creating Business Benefits and Allowances](https://knowledge.corfix.com/articles/setting-up-employee-pay-items-benefits-deductions-allowances-reimbursements-and-earnings?hsLang=en) ![Screenshot 2025-11-11 at 10.00.57 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%2010.00.57%20AM.png?width=670&height=318&name=Screenshot%202025-11-11%20at%2010.00.57%20AM.png) ### **6. Adding Terminated Workers to Corfix.** If you’re beginning Corfix Payroll on January 1st and have already issued T4s through your previous system, you can skip this step. Before we can upload the YTD, you will need to create profiles for each employee that has been terminated in the current year. For more please read this Corfix Guide; [Add terminated Workers](https://knowledge.corfix.com/articles/adding-terminated-workers?hsLang=en) ### **7. Add Employee Pay Rates.** All Workers in Corfix should already have a Corfix Payroll account, you will need to update each Worker's Pay Rates. More on [Add/Manage Workers](https://knowledge.corfix.com/articles/corfix-payroll?hsLang=en#:~:text=See%20more-,Employee%20Setup,-Add/Manage%20Hourly) ![Screenshot 2025-11-11 at 9.24.32 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%209.24.32%20AM.png?width=670&height=158&name=Screenshot%202025-11-11%20at%209.24.32%20AM.png) ### **8. Input Worker payroll data** Add the following Worker data to Workers details page. - Social Insurance Number (SIN) - Bank Account - [Assign Benefits (Employee and Employer Contributions)](https://knowledge.corfix.com/articles/how-to-set-up-a-benefit-for-employees-preset-or-one-off?hsLang=en) - [Assign Allowances](https://knowledge.corfix.com/articles/setting-up-employee-pay-items-benefits-deductions-allowances-reimbursements-and-earnings?hsLang=en) - [Assign Deductions](https://knowledge.corfix.com/articles/how-to-set-up-a-benefit-for-employees-preset-or-one-off?hsLang=en) - [Set up Stat Holiday Pay](https://knowledge.corfix.com/articles/how-to-enable-statutory-holiday-pay-in-the-portal?hsLang=en) ![Screenshot 2025-11-11 at 9.00.24 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%209.00.24%20AM.png?width=670&height=278&name=Screenshot%202025-11-11%20at%209.00.24%20AM.png) ### **9. Configure Vacation Pay** Your **Vacation Pay (%)** will be paid out as per your configuration in Step 1. The percent you had assigned will be automatically assign to any Workers moving forward. Set **Calculation Date** and push Save. If you are setting up Vacation Pay for the first time you will need to add Vacation pay manually for each worker already in the system. The vacation pay instructions linked below only affects workers added after activating Payroll. This can be done by Adding Vaation Pay on each Employees profile in Corfix Payroll. More on [Vacation Pay Calculation Timing. (Company Setting)](https://knowledge.corfix.com/articles/vacation-pay-calculation-timing?hsLang=en) ![Screenshot 2025-11-11 at 10.04.47 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%2010.04.47%20AM.png?width=670&height=171&name=Screenshot%202025-11-11%20at%2010.04.47%20AM.png) ### **10. Add Employer payroll tax (EPT)** **Employer payroll tax (EPT)** is a provincial payroll tax that applies once a business’s annual payroll exceeds a specific threshold. The system automatically calculates EPT and helps forecast your liability, reducing year-end surprises and supporting compliance. [Adding Employer payroll tax (EPT)](https://knowledge.corfix.com/articles/how-to-create-a-business-entity?hsLang=en) ![Screenshot 2025-11-11 at 10.05.21 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%2010.05.21%20AM.png?width=670&height=254&name=Screenshot%202025-11-11%20at%2010.05.21%20AM.png) ### **11. Add Contractors** Contractors can be paid from Corfix Payroll. The following data will be needed for each Contractor. - Business Name - Personal Data (First Name, Last Name, Email Address) - Bank Account More on [Independent Contractors](https://knowledge.corfix.com/articles/do-you-support-paying-independent-contractors?hsLang=en) ![Screenshot 2025-11-11 at 10.06.12 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%2010.06.12%20AM.png?width=670&height=168&name=Screenshot%202025-11-11%20at%2010.06.12%20AM.png) ### **12. Obtain and submit the year-to-date report** Before launching, obtain your Year-to-Date (YTD) report from your current Payroll platform  and submit the YTD to your Corfix CSM. This ensures accurate data continuity and helps set the stage for the dry run (if applicable). ### **13. Complete KYB compliance** Ensure the Know Your Business (KYB) process is completed and cleared for regulatory compliance and financial integrity. **Your onboarding team will provide you with a unique link to complete your KYB.** [Understanding KYB (Know Your Business)](https://knowledge.corfix.com/articles/what-is-kyb-know-your-business-and-why-it-matters?hsLang=en) ### **14. Verify the ROE authorization form** Sign the Record of Employment (ROE) Authorization form, which is necessary for issuing ROEs on your behalf. **Email the filled out document to your Onboarding Team.** [ROE Consent Form](https://knowledge.corfix.com/hubfs/ROE%20Consent%20form%20for%20Corfix%20Payroll.pdf?hsLang=en) (If you would like for Corfix to submit ROE's on your behalf) [ROE Submission Types: Self Submitter vs. Managed Submitter](https://knowledge.corfix.com/articles/roe-submission-types-self-submitter-vs.-managed-submitter?hsLang=en) ### **15. Validate year-to-date (YTD) data** Verify that all YTD data is entered correctly for accurate payroll processing and reporting. ### **16. Communicate with employees** Remind your employees with an email informing them of the switch to a new payroll provider. The email should include details on any payroll frequency changes, new pay stubs, and corrections that might affect their net pay. Clear communication will help employees understand and adjust to the changes smoothly. Here is a helpful email template you can use. [Click here to download](https://knowledge.corfix.com/hubfs/Payroll%20Change%20Email%20Template.docx?hsLang=en). ### **17. Resolve outstanding issues from the dry run (if applicable)** Any issues identified during the dry run must be resolved before the client goes live. This helps prevent potential problems from affecting the actual payroll process. ### **18. Validate payroll calculations** If a dry run is not performed, check that net pay calculations are accurate by comparing them with the payroll register from the previous provider or using tools like Payroll Deductions Online Calculator (PDOC).[Click Here](https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-businesses/payroll-deductions-online-calculator.html) ### **19. Double-check the remittance frequency** Ensure the remittance frequency is set correctly according to your need's to prevent late payments. ### **20. Exit preview mode** When a dry run is conducted, your account enters **Preview mode**. In this mode, payroll can be processed for testing purposes, **but no actual funds will be transferred.** Once you've reviewed everything and are ready to go live, contact your **Customer Success Manager (CSM)** by email to request that your account be taken out of Preview mode. Only your CSM can complete this step. ### **21. Run payroll** Process the payroll to pay employees. Double-check the results to ensure everything is accurate. Following these tips and ensuring that each step is thoroughly completed will prepare you for a successful payroll launch. This preparation minimizes the risk of issues post-launch. 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