Setting Up Employee Details In Your Employee’s Profile

Description:

• A complete instruction on how to add all the required details about your employees without getting any error.

Prerequisites:

• Log in to Harmony and navigate to Payroll Employees > Employee List.

Solution:

1. Click on the three dots next to the employee's name, which is needed to be updated.
2. In the "Payroll group" field, select a payroll group.
3. In the "Tax Province" field, select a tax province.
4. In the "Billing rate" field, select a rate and enter the rate.
5. In the "Payment Method" field, select a payment method.
6. Activate the “Receive paystubs by email” and/or the “Receive tax slips by email” toggles.
   • (An additional “Password” field will appear. Enter in the password your employees will use when opening their paystubs or tax slips files)

• “Add default payroll categories” Toggle: Assigns all default payroll categories when toggled on (green). This toggle will only apply prior to the first save of this employee.

      7. Click the “Save changes” button to save your changes.

Now go to "Other" Tab:

1. In the “Tax calculation method” dropdown field, you will see the two ways that Harmony can calculate your taxes (Per Process or Cumulative).
2. Select the “Employment Insurance (EI)” section to display all related fields.
3. Select the appropriate EI group for this employee (This will calculate the employee’s EI rate according to your company settings, impact reports, payroll calculations, and tax forms.)
4. Click the “Save changes” button to save your changes.

Now go to "Bank Account" Tab:

• Select whether you’d like to enter the values in percentages or dollar amounts. 
• Click “+” to add a new bank account for the employee.
• A pop-up window will appear. Enter the employee’s banking information.
  1. “Order”: This is the order of bank accounts that the employee’s pay will be deposited.
  2. “Institution”, “Transit Number”, and “Account Number”: These are fields that your employee must provide to you.
  3. “Account Type”: Determines what kind of account it is - either credit card, checking, or savings.
  4. “Amount”/”Percentage”: The amount or percentage of the employee’s pay that will be deposited into this account.
• Make sure you enter a transit number that is at least 5 digits long, or you may receive an error when processing the payroll.
• If you are entering the values in dollar amounts (“Amount”), you can enter “0” into a subsequent account to deposit the remaining balance into it.
• If you are entering the values in percentages, entering ‘100’ (max) in the “Percentage” field will mean you will be depositing 100% of the employee’s earnings into this bank account. If you are entering the values in amounts, enter in the dollar amount that will deposit into this bank account.

7. Click the “Save” button to save your changes.

Now go to "Federal Tax" Tab:

1. The basic claim amounts are managed by the automatic software and tax table updates you receive. You do NOT have to update the basic claim amounts on an employees taxation information screen yourself.
2. Fill out any required fields based on that specific employee.
3. Click the “Save changes” button to save your changes

When you select a "Tax Province" your selected province tab will appear:

• • The tab is divided into various parts that all include TD1 relevant fields. Harmony will calculate the net claim amount automatically, but you will need to input the values into other necessary fields. This will allow Harmony to correct the net claim amount when it changes each year.
  • Fill out any required fields based on that specific employee.

•  Click the “Save Changes” button at the top to save your changes.