1. Select Yes to Do you wish to create this Year-End Adjustments run?
2. Click Save.
Option A - If a new employee must be set up on the payroll for year-end purposes:
3. Click the Employee Profile link.
4. From the Create Year-End Pay Period screen, click the Go! button.
5. From the blank entry page, enter information for the new employee.
6. Click Save.
Once the screen is saved, you are able to make any year-to-date adjustment as required for that employee on the Year-End Adjustments screen. (see below)
Option B - If updates are required to any of the following items for an existing employee: name, address, S.I.N. information, CPP/QPP, EI, or QPIP Status
3. Click the Employee Profile link.
4. Select the employee from the Employee List.
Powerpay displays the information on the Employee Profile screen based on the values that existed with the last payroll run of the year.
Note:
In the EI Categorydrop-down menu, the options displayed (e.g. "Exempt from EI" or "Deducts EI") are based on the Business Number that pertained to that employee as of the last processed payroll run of the year. Different options will appear depending on the applicable Business Number.
If you require a change to the employee’s Business Number category (Example: Full Rate to 1st Reduced Rate), please contact your Ceridian Customer Care Team.
5. Update the values as required.
6. Click Save.
To make Year-End Adjustments:
7. Click on the Year-End Adjustments link.
8. Select the employee from the Employee List.
9. Complete the fields as required on the Year-End Adjustments screen.
Note: The entry does not have to balance. Any amount(s) will be accepted. If your intent is to update earnings from an hours type, simply enter the hours and Powerpay will compute the earnings based on the employee’s base rate at the end of the year. Alternatively, you may enter an exception rate if required.
10. Click Display Results & Save.
11. Repeat steps 8 - 10 for any other employee requiring a year-end adjustment.
12. Verify, preview, and submit for processing.
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