Who this guide is for Payroll clerks, HR administrators, and finance reviewers running Canadian payroll in Eprecus.
Before the first payroll 1. Confirm the employing entity, Canada Revenue Agency payroll program account, work province, pay frequency, calendar, currency, and pay groups. 2. Complete employee records with legal name, address, Social Insurance Number handling under your privacy policy, province of employment, federal and provincial TD1 information, pay rate, benefit elections, bank details, and employment dates. 3. Review the active Canadian rule pack and effective dates. Confirm federal and provincial income tax treatment, CPP, CPP2 where applicable, EI, employer contributions, and any provincial payroll program or Quebec requirement that applies to the organization. 4. Record approved time, vacation pay, statutory holiday pay, taxable benefits, allowances, deductions, retroactive pay, and termination information with the correct effective period.
Run the payroll 1. Open the correct payroll period and review the employee population, pay group, and period boundaries. 2. Resolve missing time, unapproved leave, incorrect province, incomplete TD1 information, unusual earnings, and negative-net-pay blockers before previewing. 3. Review preview totals for gross pay, pensionable and insurable earnings, CPP, CPP2, EI, federal and provincial tax, employer costs, deductions, net pay, and year-to-date balances. 4. Compare material changes to the previous comparable period. Give special attention to new hires, terminations, bonus payments, taxable benefits, and annual maximums. 5. Obtain approval, execute the run, issue the approved payment file, and retain the payroll register, payslips, approval, payment evidence, and statutory reports.
After the payroll Reconcile payroll cash, deduction liabilities, employer expense, and general-ledger postings. Maintain an itemized remittance calendar and investigate differences before the next payroll. Correct through the approved Eprecus adjustment or reversal path so year-to-date records remain explainable.
When to stop and ask for help Stop when the province of employment, TD1 treatment, CPP or EI eligibility, Quebec treatment, tax account, or remittance frequency is unknown. Ask the payroll owner or a qualified Canadian payroll adviser before executing.