PAYROLL
Prepare your first payroll run
A practical checklist from employee details to approval.
01Before you start
Confirm your business information and pay schedule. Review employee start dates, province of employment, earnings, tax settings and year-to-date opening balances. The employee workflow is Ontario-first. Quebec payroll is not currently supported.
02Prepare and review
Open Run payroll in your workspace and choose the appropriate period. Review employee hours and earnings, deductions and totals. Resolve missing information before approving. Check the payment date and the employees included.
03Approve and save your records
Approve only after reviewing the run. Approved payroll creates saved records, statements and exports. Pay-as-you-go usage is measured at approval, so check carefully before approving a correction or additional run.
04Arrange payments and remittances
Approval does not, by itself, transfer wages or remit payroll taxes. Follow the payment and tax workflow available to your workspace, and verify completion separately. Keep your payment confirmations with your payroll records.
05Need to fix something?
Review Payroll history and contact support if an approved run needs correction. Do not assume a changed payroll record also reverses a payment, remittance or service fee.