Edit employee compensation information

The Compensation tab includes data relating to the compensation for the person selected in the People list, including pay and payroll information, taxation, entitlements, banking information and distribution and costing.

Important: To amend employees with a year-end adjustment run (Y-run), see Amend employee profile on a year-end run.

Tasks

Employment information

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person to update from the People List.
  3. Go to the Employment Information section.
  4. View and edit any information as required.
  5. Click Save.

Taxation

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person to update from the People List.
  3. Go to the Taxation section.
  4. View and edit any information as required.
  5. Click Save.

Entitlements

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person to update from the People List.
  3. Go to the Entitlements section.
  4. View and edit any information as required.
  5. Click Save.

When your payroll is set up with multiple vacation plans, you can assign a specific plan to an employee.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the employee from the Employee List.

  3. In the Vacation Pay Accumulator section, select the vacation plan for this employee.

    You can have up to eighteen different vacation plans with different calculations for hours and earnings. For example, some provinces indicate that vacation pay is calculated on vacation pay, while others do not. To create new plans, contact your Customer Support Team.

    Note: The plan defaults to 'Not Applicable' for all existing employees.

  4. Enter the rate of vacation accrual for this employee in the Rate field. Rates are based on legislative requirements and the employee's entitlement.

    For plans that accrue in percentage, enter the percentage as a whole number along with two decimal places (for example, 4 percent would be entered as 4.00 in this field.) Do not enter the percent sign (%).

    For plans that accrue in hours per pay, enter the number of hours the employee should accrue per pay. Enter the hours as a whole number along with two decimal places (for example, 7.5 hours would be entered as 7.50 in this field.)

    Note: Accruing vacation hours is only available for salaried employees in Powerpay. This functionality is not available for hourly employees.

    For legislative requirements, visit the Dayforce Compliance Centre for a link to provincial Employment/Labour Standards sites.

  5. Click Save.

  6. For customers using the Time Off Request module, and setting up accumulators for the first time, also complete the instructions for validating and enabling your standard entitlements. See Time off request account set up.

If your payroll is set up with additional accumulators, you can assign a specific plan to an employee.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the employee from the Employee List.
  3. Go to the Entitlements section.

  4. Select the plan type from the Plan list.

  5. Enter the rate of accrual for this employee in the Rate field.

    For plans that accrue in percentage, enter the percentage as a whole number along with two decimal places (for example, 4 percent would be entered as 4.00 in this field.) Do not enter the percent sign (%).

    For plans accrue in hours per pay, enter the number of hours the employee should accrue per pay. Enter the hours as a whole number along with two decimal places (for example, 7.5 hours would be entered as 7.50 in this field.)

  6. Click Save.

  7. For customers using the Time Off Request module, and setting up accumulators for the first time, also complete the instructions for validating and enabling your standard entitlements. See Time off request account set up.

When the Sick Pay Accumulator is set up, employees who should accrue hours must be assigned to the applicable Sick Pay plan and the number of hours to accrue per pay.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the employee to assign the accrual from the Employee List.
  3. Go to the Entitlements section.

  4. In the Sick Pay Accumulator section, select Sick Pay from the Plan list, and enter the number of hours the employee should accrue per pay in the Rate field (if applicable). Hours per pay are not required.

    Note: The plan defaults to 'Not Applicable' for all existing employees.

  5. Click Save.

Banking information

Note: Be sure to record bank account information accurately. Banking institutions DO NOT verify employee's names and will deposit the amount of payment to the account you specify.
If the combination of transit and account numbers belongs to someone other than the employee, and that account is credited with the employee's pay, contact the financial institution directly to try to recover the funds. If the combination does NOT belong to anyone, the financial institution refunds Dayforce, and Dayforce credits your account. The credit and the corresponding details appear on your Funds Summary report.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.

  2. Select the employee for whom to set up direct deposit from the People List.
  3. Go to the Banking Information section.

  4. Ensure the Enable Deposit check box is selected.

  5. Enter the employee’s banking data from the employee’s void cheque:

    • Financial Institution - From the list, choose the name of a financial institution.

    • Transit No. - Enter the 5-digit transit number that corresponds with the selected financial institution.

    • Account No. - Enter the account number.

    For more information see, Reading information from a void cheque.

  6. Click Save.

    Powerpay saves the data and displays it.

  7. If an employee requests that their payment be divided and paid into more than one account, click Add Additional Deposit. Dayforce can make direct deposits to a maximum of six accounts for each pay period. For more information see Enabling additional direct deposits for an employee.

    A new line is available in the Banking Information list.

  8. From the Priority list, select the priority of this additional deposit.

  9. Ensure the Enabled checkbox is selected.

  10. Enter the banking data from the person’s void cheque:

    • Select a Financial Institution from the list.
    • Enter the 5-digit transit number that corresponds with the selected financial institution.
    • Enter the account number.

  11. Select a deposit type, Dollar or Percentage and enter the amount to deposit.

    • Select Dollar to specify an actual dollar amount to be deposited in the additional deposit account for each pay period. In the Amount field, enter the dollar amount.

    • Select Percentage to specify a percentage of the payment that should be deposited in the additional deposit account for each pay period. In the Amount field, enter the percentage

      Note:

      • When Percentage is selected, the percentage refers to the amount remaining net pay to be deposited, not the entire earnings.

      • The maximum deposit value for an additional deposit is $99,000.

  12. Click Save.
  13. Repeat steps 5 to 12 for each additional direct deposit account.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.

  2. Select the employee for whom to set up additional direct deposit accounts from the People List.
  3. Go to the Banking Information section.

  4. Click Add Additional Deposit.

    A new line is available in the Banking Information list.

  5. From the Priority list, select the priority of this additional deposit.

  6. Ensure the Enabled checkbox is selected.

  7. Enter the banking data from the person’s void cheque:

    • Select a Financial Institution from the list.
    • Enter the 5-digit transit number that corresponds with the selected financial institution.
    • Enter the account number.

  8. Select a deposit type, Dollar or Percentage and enter the amount to deposit.

    • Select Dollar to specify an actual dollar amount to be deposited in the additional deposit account for each pay period. In the Amount field, enter the dollar amount.

    • Select Percentage to specify a percentage of the payment that should be deposited in the additional deposit account for each pay period. In the Amount field, enter the percentage

      Note:

      • When Percentage is selected, the percentage refers to the amount remaining net pay to be deposited, not the entire earnings.

      • The maximum deposit value for an additional deposit is $99,000.

  9. Click Save.
  10. Repeat steps 4 to 9 for each additional direct deposit account.

Once banking information has been entered for an employee you can attach a void cheque or direct deposit form to the deposit.

Note: Only .jpeg, .png and .pdf file types are accepted. The file size must not exceed 20 MB.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person for whom to upload the image from the People List.
  3. Go to the Banking Information section.
  4. Click the Attach File button in the Actions column for the account to add the image.

  5. Click Browse to locate the image. The following file types are supported: .jpeg, .png or .pdf.

  6. Select the file to attach and click Open.

    A preview of the file displays.

  7. (optional) Click Preview to view the image. When you are finished, click Close to close the preview dialog box.
  8. Click Upload to attach the file.

The file is uploaded, and a checkmark appears adjacent to the paperclip icon indicating an image is attached to the account.

The void cheque/direct deposit form can be reviewed at any time by clicking on the and clicking Preview.

If an employee’s direct deposit information changes you can replace the void cheque/direct deposit form on file.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person for whom to replace the image from the People List.
  3. Go to the Banking Information section.

  4. Click the Attach File button in the Actions column for the account to replace the image.

  5. Click Browse to locate the new image. The following file types are supported: .jpeg, .png or .pdf.
  6. Select the file to attach and click Open.

  7. Click Upload.

    A confirmation message displays.

  8. Click Replace.
  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person for whom to delete the image from the People List.
  3. Go to the Banking Information section.

  4. Click the Attach File button for the account to delete the image.

  5. Click Delete.

    A warning message displays.

  6. Click Delete.

The attached image is deleted, and the checkmark no longer appears adjacent to the paperclip button.

Note: The Primary deposit account cannot be deleted when additional accounts are set.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person for whom to delete an additional direct deposit account from the People List.
  3. Go to the Banking Information section.

  4. In the Action column, click the trash can button for the account to delete.

    A confirmation message displays.

  5. Click Delete.

    The account is removed from the Banking Information list.

  6. Click Save.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person for whom to modify direct deposit account setup from the People List.
  3. Go to the Banking Information section.

  4. In the Action column, click the edit button for the account to modify.

  5. Modify the account information as required.

  6. Click Save.

Distribution and Costing

Pay statements and tax forms can be delivered electronically through Powerpay Self Service or the employee can select to receive a printed copy. The employee’s delivery selection from Self Service displays and can be edited.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person for whom to edit or view delivery options from the People List.
  3. Go to the Distribution and Costing section.
  4. Edit the Pay Statement Delivery option as required.
  5. Edit the Tax Form Delivery option as required.
  6. Select a Cheque/Pay Statement Delivery Location as required. This option is only relevant for printed statements.
  7. Click Save.

Use the Department and X, Y and Z fields to assign the employee a home department. This distribution codes can be used to allocate (cost) earnings and company expenses for the employee.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Select the person for whom to edit or view distribution and costing options from the People List.
  3. Go to the Distribution and Costing section.
  4. Select the Department field as required. You can add a department if the one required is not on the list.

  5. Select the employee's category as required for any of the X, Y or Z fields.

  6. Click Save.
  1. Navigate to the Profile tab.Closed From the People menu, select People List > Profile tab.
  2. Go to the Work Assignment section.
  3. Click the plus button adjacent to the Department list.
  4. Click Add.
  5. Enter a department number, and English and French description.
  6. Click Save.

The new department is available in the Department list for all people in the People list.

To remove a department from the list, go to the Department/Distribution Setup page.Closed From the Company menu, select Department/Distribution Setup.

  1. Navigate to the Profile tab.Closed From the People menu, select People List > Profile tab.
  2. Go to the Work Assignments section.
  3. Click the edit button adjacent to the Department label.
  4. Modify the label as appropriate in both English and French.
  5. Click Update.

The label is updated throughout the application, in the Work Assignments section on the Profile tab and the Distribution and Costing section on the Compensation tab.

To remove a department from the list, go to the Department/Distribution Setup page.Closed From the Company menu, select Department/Distribution Setup..

The fields default to Field 1(Y), Field 2 (Z) and Field 3 (X) unless they were setup for the payroll in Powerpay before the payroll was migrated to Powerpay People.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.

  2. Go to the Distribution and Costing section.
  3. Click the plus button adjacent to the field list.
  4. Click Add.
  5. Enter the field ID, and English and French description.
  6. Click Save.

The new field is available for all people in the People list.

  1. Navigate to the Compensation tab.Closed From the People menu, select People List > Compensation.
  2. Go to the Distribution and Costing section.
  3. Click the edit button beside the field label.
  4. Modify the label as appropriate in both English and French.
  5. Click Update.

Field information

the number of the payroll the person is associated with

the payroll’s pay frequency (weekly, monthly, bi-weekly, semi-monthly etc.)

the employee number for the person selected in the People list

sometimes referred to as a start date, or anniversary date (the first day worked). The first day worked appears on the employee's Record of Employment.

the First Day Worked unless the person has a previously produced ROE.

the date of the last day a person worked. This value appears only when status changes have been made on the employee Status Change page in Powerpay.

the seniority date for the position the person is currently working in.

identifies the employee as hourly or salaried (with variations on these two types).

Some of the pay types have the added functionality of paying out vacation pay and previous vacation or auto stat pay (for example, for construction companies) on a per-pay-period basis.

for hourly pay types only. The person’s hourly rate to three decimal places.

for salary pay types only. The person’s pay annually or per pay period.

for HOURLY, the amount displayed is: Hourly Rate x Hours Per Pay x No. of Pay Periods in the year.

for salary pay types only. The annual pay for the person when the selected Rate Option of Annual.

for salary pay types only. The amount of salary per pay period when the selected Rate Option is Pay Period.

the currency the person is paid in.

Enter the employee's normal hours per pay period to two decimal places.

* To calculate the hours per pay, use the formula below based on your payroll frequency.

Payroll Frequency Formula Example based on an 8 hour work day Hours per Pay
Weekly Average hours per day x regular work days in the week 8 x 5

40.00
Biweekly Average hours per day x regular work days in the pay period 8 x 10 80.00
Semi-monthly Average hours per day x regular work days in the week x 52 weeks in a year divided by 24 pay periods (8 x 5 x 52) / 24 86.67
Monthly Average hours per day x regular work days in the week x 52 weeks in a year divided by 12 pay periods (8 x 5 x 52) / 12 173.33

This figure is a factor in calculating rates for salaried employees who are paid additional hours (for example, overtime) unless an exception rate is specified or the employee has other insurable earnings.

This field is also used for salaried employees, to determine insurable hours for Employment Insurance purposes. For a salaried employee who has not worked full time, the salary override amount for the pay period is evaluated as a ratio to the regular salary, and actual worked hours is evaluated by applying this ratio to the standard hours per pay.

Example: An employee whose regular salary is $1200 may get paid $600 for one pay period (salary override). The hours per pay is 80 hours, so the calculated insurable hours would be 40.

Note: If no salary is entered in the Pay Rate field and the employee's Hours per Pay is set at a value other than zero, the employee's EI Hours are computed as that value. For example, if you enter 80.00 hours in the Hours per Pay field, the EI Hours are also recorded as 80.00. In this situation, you may want to set the Hours per Pay to zero and adjust this value when a standard salary is entered. Another option would be to enter a regular salary in the Pay Rate field and override the salary amount as required on the Employee Timesheet - Regular Payment page. If this situation applies to your payroll, contact your Customer Support Team to determine the best solution for the employee's situation.

the person’s Social Insurance Number without spaces or dashes. The SIN is required for issuing year-end forms. To help protect sensitive information, this field is masked in the application. To view and edit the information unmasked click the .

for valid temporary Social Insurance Numbers (SIN) starting with a ‘9’. This field is required for people with temporary SIN numbers.

the province or territory in which the employee works (not necessarily where the employee lives). This selection is used to determine what calculations to use for income tax, employee health plan, and so on.

If required, to change the basic amount of the Federal Tax Exemption, select the Apply specific amount option and enter the Federal Tax Exemption for this employee from the TD1 form, in whole dollars (no cents).

This option affects tax calculations. If no value is entered, the default value in this field is the current minimum legislated amount. If you change the exemption amount, the change is taken into account beginning in the pay period in which you made the change.

If required, to change the basic amount of the Provincial Tax Exemption, select the Apply specific amount option and enter a specific Provincial Tax Exemption amount, based on the provincial form filled out by the employee, in whole dollars (no cents).

If the employee works in the USA or another area not subject to provincial tax, select Not Applicable - employee works in USA or Other. This option affects tax calculations.

the person's tax status. If you select Permanent Tax %, be certain to specify the percentage in the Tax Options – Permanent values fields.

the person’s CPP/QPP status.

the employee's EI category. Most employees pay E.I. The default rate for employers is 1.4 times the employee rate.

Employers can qualify for up to two reduced rates. Contact your Customer Support Team if there is any change to the reduced rates for which the employer qualifies.

Be certain to choose the EI category because the employer must cover any deficiencies in employer payments at the end of the year and employer overpayments are not recoverable. Employees can make corrections to their EI amounts when they fill out their tax returns.

The selection made here affects the information displayed in the Statutory Deductions page, and determines the Business Number to which the employee's statutory deduction amounts are allocated.

in most cases, leave the default option Subject to Provincial Health & Education Tax. If the person works in a province that does not have payroll taxes, this option has no effect. Select Exempt only in the rare case when a person works in province with payroll taxes but is self-employed and makes CPP/QPP, EI, and tax contributions directly. In this situation, Dayforce recommends that you check provincial legislation and guidelines regarding exemptions from provincial Payroll/Health Taxes.

These options only appear when the person’s tax status is set to Permanent Tax %.

  • Permanent Tax Percentage to be Taken – select this option and enter a percentage in the adjacent box to specify a permanent percentage value at which to calculate federal and/or provincial taxes on the person's gross earnings. This option is used rarely. It may be used when earnings fluctuate from one payroll run to another.

    Be aware that:

    • This option disables the automatic movement to another tax bracket if earnings in any single payroll run fall into a higher or lower tax bracket (annualization of earnings to determine the federal tax percentage level)

    • If you choose this option, Dayforce recommends that you obtain a completed Canada Revenue Agency form TDX1 from the employee to keep on file.

    Note: Do not use this option for commissioned employees who require a fixed percentage. Commissioned employees should complete a TD1X form every year. Entering the values from this form also provides an annualization of the tax bracket.

  • None of the above – cancels all options and performs the regular calculation for federal and/or provincial tax.

if the person’s province of employment is Nova Scotia or Quebec, select that value from the Type list

choose the applicable plan from the Plan list.

if the person’s province of employment is Quebec, select the Quebec option and then select the applicable option from the Status list. In almost all cases, a Quebec employee is Subject to QPIP. If the employee's province of employment is other than Quebec, select Not Applicable.

the vacation plan assigned to this person

the rate of vacation accrual for this person. Rates are based on legislative requirements and the person’s entitlement. If Plan 7 is selected, the Rate (Hrs/Pay) displays.

the additional accumulator plan type

the rate of accrual for this plan. If Plan 7 is selected, the Rate (Hrs/Pay) displays.

the sick plan for this person

the number of sick pay hours the person should accrue per pay (optional)

You can set up multiple direct deposit accounts if the person requests that their payment be paid to two or more (up to six) different accounts.

When multiple direct deposit accounts are set up and enabled, the deposits occur in the order: Deposit Priority 1 through 5 and then Primary Deposit. The amount deposited in the Primary Deposit is the remaining balance of the earnings after the deposits have been made in Deposit Priority accounts 1 through 5. If the earnings are unable to meet a priority deposit value, that deposit priority is skipped, and the process continues with the next deposit priority.

indicates if the account is enabled for direct deposit.

name of a financial institution.

5-digit transit number that corresponds with the selected financial institution. Do not forget to include any leading zeros.

the account number for the direct deposit.

edit or delete the direct deposit account

the person’s pay statement delivery selection from Self Service. This option can be edited.

the person’s tax form delivery selection from Self Service. This option can be edited.

Note: For payrolls with Self Service enabled, and employees with Self Service accounts only.

when distributed delivery/transfer payment is set up for your payroll assign the person’s cheque/pay statement delivery location. The default value is primary location.

Note: Cannot be used on conjunction with the pay statement only option

the person’s distribution department. The department is used to allocate (cost) earnings and expenses to the person’s home department.

the person’s ID category.