Corfix Payroll

Getting Started

• Getting Started with Corfix Payroll.
• How to create a additional payroll schedules
• What is KYB (Know Your Business) and why it matters
• Understanding the difference between a Business Number and Corporation Number
• How pre-authorized debit (PAD) works for payroll funding
• Where the ROE contact info comes from, and how to update it
• Do you support paying independent contractors?
• How to create a business entity
• How to set up a business bank account and complete PAD authorization
• How to add a reduced EI rate to your payroll settings
• Company names in payroll setup: display vs. legal name
• Transitioning to Corfix Payroll (Including a Pay Frequency Change)

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Employee Setup

• Add/Manage Hourly Worker
• Setting up employee pay items (benefits, deductions, allowances, reimbursements, and earnings)
• How to set up a benefit for employees (preset or one-off)
• How to update a TD1 form for an employee
• How to enable Statutory Holiday Pay in the Portal
• What effective date should I use for benefits, allowances, and deductions?
• What does "Expected hours per week" mean, and why is it important?
• What are the different types of vacation pay, and when should I use each one?
• Stop Pay for Employees in Corfix Payroll
• Setting up a Worker in Corfix, with Corfix Payroll.
• Rehiring an Employee with Corfix Payroll.
• Adding Terminated Workers

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Running Payroll

• How to create and process an off-cycle
• Payroll Frequency Options
• How employee pay stubs are delivered to employees
• Understanding payroll review totals
• How to revert an approved payroll to draft
• Vacation Pay Calculation Timing
• How to download and understand journal entry reports (summary vs. detailed)
• When should I use an off-cycle payroll?
• What can I do from the employee menu in the Payroll earnings screen?
• Prorations Explained
• Understanding payroll deadlines and how they affect pay dates
• How are CPP exemptions handled in off-cycle payrolls?
• What should I do if I missed the payroll deadline?
• How do workers receive their paystubs?

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Troubleshooting

• Payroll funding: when debits happen and what to do if they fail
• What happens if an employee enters incorrect banking information?
• Troubleshooting Payroll

Taxes and Compliance

• Employer Payroll Tax (EHT, HE Levy, HAPSET)
• How to Amend an ROE
• ROE Submission Types: Self Submitter vs. Managed Submitter
• How to Generate a New ROE
• How to view ROEs
• Workers’ compensation (WCB) setup and reporting
• How to change your CRA remitter type
• How does the business province setting affect employee income tax?

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