--- title: PAYROLL - Employee Details description: Employee settings and defaults used in generating Payroll Timecards --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Payroll - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Payroll - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # PAYROLL - Employee Details ## Employee settings and defaults used in generating Payroll Timecards ### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-24-2023-09-59-18-3507-AM.png?width=50&height=46&name=image-png-May-24-2023-09-59-18-3507-AM.png) ![EmployeeStatus](https://cs.geminilogic.com/hs-fs/hubfs/EmployeeStatus.png?width=688&height=96&name=EmployeeStatus.png) - **Status** - **Active** - this Employee is accessible to process paycheques (timecards) - **Terminated** - prohibits processing paycheques (timecards) for this Employee and allows ROE creation (see [PAYROLL - Record of Employment](https://cs.geminilogic.com/en/manual/payroll-record-of-employment)) - **On Leave** - might not require a Record of Employment - **Details tab** **  ![EmployeeDetailsTab](https://cs.geminilogic.com/hs-fs/hubfs/EmployeeDetailsTab.png?width=578&height=378&name=EmployeeDetailsTab.png)** - - **Department** - **Setup** - Payroll text menu > **Payroll Departments**                            ![PayrollTextMenuDepartments](https://cs.geminilogic.com/hs-fs/hubfs/PayrollTextMenuDepartments.png?width=242&height=308&name=PayrollTextMenuDepartments.png)                               ![PayrollDepartmentList](https://cs.geminilogic.com/hs-fs/hubfs/PayrollDepartmentList.png?width=348&height=164&name=PayrollDepartmentList.png)  - - - **New Department**                       - - - - click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-09-22-32-39-PM.png?width=17&name=image-png-Sep-04-2022-09-22-32-39-PM.png) **New **(or open an existing Department and click ![Copy](https://cs.geminilogic.com/hs-fs/hubfs/Copy.png?width=25&height=25&name=Copy.png) to **Copy** this Department into a new one) - type a number in the **Code** field - type a **Description** - **Accounts** tab                              ![PayrollDepartmentServices](https://cs.geminilogic.com/hs-fs/hubfs/PayrollDepartmentServices.png?width=328&height=494&name=PayrollDepartmentServices.png) - - - - - click into the **Account Number** to browse for the GL Account that matches the corresponding **Payroll Account** item - **Entries** tab - establish Timecard Entry Code defaults - **Benefits** tab - establish any non-monetary amounts that extra tax will be charged on for Employees in this Department - **Deductions** tab - establish any non-government deductions to use for Employees in this Department - - - **![](https://cs.geminilogic.com/hubfs/image-png-May-24-2023-10-10-15-9575-AM.png) Edit Department** - select the existing **Department Code** and click ![](https://cs.geminilogic.com/hubfs/image-png-May-24-2023-10-10-55-7394-AM.png) **Edit** - option to change the **Description** - option to click into the GL **Account Number** for any **Payroll Account** item and type orbrowse for the preferred GL Account - select **Sex** - - enter or browse for **Date of Birth** which determines when CPP no longer calculates on timecards (between 18 and 70 years of age) - enter **SIN** (Social Insurance Number) - enter **Union ID** (if applicable) - option to enter **Health No** - accept English as Language or change to French - if  ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Direct Deposit** is activated (see [Payroll - Direct Deposit](https://cs.geminilogic.com/en/manual/payroll-direct-deposit)), complete the following: - employee’s bank **Institution** - employee’s bank **Transit** - employee’s bank **Account No** - - **Title** - enter Employee’s formal title (prints on the Record Of Employment) - select provincial **Tax Table** depending on where the Employee resides \*\* employees using the **Quebec** tax table will solicit different deduction columns in the timecard - right-click on any of the Timecard Batch column headings and activate the columns![](https://cs.geminilogic.com/hubfs/image-png-Sep-04-2022-10-48-42-91-PM.png) - - select number of **Periods** this Employee is paid per year as established in [Payroll Schedule](https://cs.geminilogic.com/en/manual/payroll-payroll-schedule) - **Weekly **(52 pay periods a year) - **Biweekly** (26 or 27 pay periods a year) - **Semi-monthly** (24 pay periods a year) - **Monthly** (12 pay periods a year) - **13 pay periods a year** - every 4 weeks - **Quarterly** (4 pay periods a year) - **Annually** (1 pay period a year) - enter or browse for **Hire Date** - - option to enter **Review Date** if this is to be tracked - enter **Termination Date** for terminated Employees - **Address** tab - - **Validate Address** if Avatax (US taxes) is Integrated - enter any or all address fields - enter **Contacts** Name / Phone / Fax or Cell / Email - if phone is UK format, select the **Country** first - select **Contact Type** (manage Contact Types: Edit > Company Settings > Company > Contact Types tab)         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-08-08-17-1164-PM.png?width=638&height=507&name=image-png-Dec-16-2022-08-08-17-1164-PM.png) - - - Communications - see [PAYROLL - Employee Communications](https://cs.geminilogic.com/en/manual/payroll-employee-communications)   - **Amounts** tab ![PayrollEmployeeAmountsTab](https://cs.geminilogic.com/hs-fs/hubfs/PayrollEmployeeAmountsTab.png?width=615&height=509&name=PayrollEmployeeAmountsTab.png) - - **Credits and exemptions** - - - **Federal TD1 Claim** (see also [Payroll - Year End](https://cs.geminilogic.com/en/manual/payroll-year-end)) - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Automatic** with amount at zero will allow automatic calculation as provided by CRA Tax Tables (see also [Payroll - Year End](https://cs.geminilogic.com/en/manual/payroll-year-end)) - - - - uncheck ![CheckBoxUnchecked-1](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxUnchecked-1.png?width=16&height=16&name=CheckBoxUnchecked-1.png) **Automatic** and fill in ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-10-50-09-91-PM.png?width=72&name=image-png-Sep-04-2022-10-50-09-91-PM.png) for manual calculation - **Child care tax credit amount** - **Alimony** tax credit amount - - - **Remote** residence tax credit amount - **Provincial TD1 Claim** (see also [Payroll - Year End](https://cs.geminilogic.com/en/manual/payroll-year-end)) - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Automatic** with amount at zero will allow automatic calculation as provided by CRA Tax Tables (for participating provinces only) - - - - uncheck ![CheckBoxUnchecked-1](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxUnchecked-1.png?width=16&height=16&name=CheckBoxUnchecked-1.png) **Automatic** and fill in ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-10-50-22-91-PM.png?width=73&name=image-png-Sep-04-2022-10-50-22-91-PM.png) for manual calculation - ** ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Tax Exempt (Claim Code E)** - option to exempt this employee from tax deductions - **Payments** - these amounts are system tracked and will display in Timecards for this Employee - - - **Advance Balance** option to enter an opening amount - this is updated automatically whenever Advance is used as a pay Type in a timecard, whether it be a positive or negative to increase or decrease the balance - **Vacation Owed** - option to enter an opening amount on a new employee - tracks all amounts calculated on paycheques provided **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png)** Retain Vacation is checked, and is reduced by all amounts paid out as **Vacation pay** Type on paycheques (timecards) - **Deductions and rates** - - - **RSP / Pension** - enter the amount by dollar amount or percentage, that is to be deducted from each paycheque for this Employee - **Union Dues** - enter the amount (if applicable) for deduction on each paycheque - **Additional tax deduction** (TD1) - if Employee has other non-taxed sources of income, they may elect to have extra tax taken for each paycheque (no decimals accepted) - **Estimated Pay\*** - for commission remunerated employees, the tax is pro-rated over 12 months based on this annual estimate to even out per-pay tax calculations (reduced by Estimated Expenses) - to assist in deductions calculations, see the **Days Since Last Pay** field in the  Timecard                          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-13-01-70-PM.png?width=443&height=445&name=image-png-Sep-04-2022-11-13-01-70-PM.png) - - - **Estimated Expenses\*** reduces the Estimated Pay for a net taxable annual earning, pro-rated over 12 months - - - **Employer EI Rate** (Employment Insurance) **Factor** represents the employer’s portion of the Employment Insurance deducted from this Employee due to Canada Revenue Agency - claim exemption from - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) CPP** (Canada Pension Plan) - Date of Birth will trigger an exemption automatically for anyone surpassing the regulatory exemption age - - - - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) EI** (Employment Insurance) - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) QPIP** Quebec Parental Insurance Plan - - - **WCB** (Worker’s Compensation Board, also known as **WSIB –** Workplace Safety and Insurance Board) - **Rate** - enter a rate to have Spire calculate the premiums for this Employee for each paycheque (timecard)- the GL Account this would be accumulated in is established in the Payroll Department list of accounts (see Department) - **Assessable** - represents maximum assessable earnings for the current year - this is updated with each new Payroll tables update (see Payroll Year End)       - check [**wsib**.on.ca/](http://www.wsib.on.ca/) for the current year’s maximum - **Vacation Rate** - establish the percentage that will be calculated to retain or release (pay out) per paycheque (timecard) - - - - ** ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Retain Vacation** - checked - Spire will calculate and accrue (hold in a GL Account until paid out) the vacation pay amount based on the rate entered - unchecked - Spire will calculate and add to the paycheque, the vacation pay amount based on the rate entered - to pay out accrued vacation, choose **Vacation** pay **Type** in the Timecard ![PayrollTimecardVacation](https://cs.geminilogic.com/hs-fs/hubfs/PayrollTimecardVacation.png?width=688&height=331&name=PayrollTimecardVacation.png) - - - **Benefits reporting** - establish **Dental benefits** options for T4s ![PayrollEmployeeAmountsTabDentalBenefitsOptions](https://cs.geminilogic.com/hs-fs/hubfs/PayrollEmployeeAmountsTabDentalBenefitsOptions.png?width=688&height=98&name=PayrollEmployeeAmountsTabDentalBenefitsOptions.png) - not sure?  Visit https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html - **Timecard Entry Codes **tab - see [Payroll - New Timecard Batch](https://cs.geminilogic.com/en/migrated/manual/payroll-employee-details#PayrollTimecardEntryCodes) - **Benefits** tab - **Benefit setup** - Payroll Menu > Payroll Departments                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-24-2023-10-58-39-1797-AM.png?width=240&height=299&name=image-png-May-24-2023-10-58-39-1797-AM.png) - - - select **Payroll Department ![PayrollDepartmentsList-1](https://cs.geminilogic.com/hs-fs/hubfs/PayrollDepartmentsList-1.png?width=385&height=158&name=PayrollDepartmentsList-1.png)** - - - click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-18-49-03-PM.png?width=17&name=image-png-Sep-04-2022-11-18-49-03-PM.png) **Edit** (or just double-click on the Department) - select the **Benefits** tab                    ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-19-48-89-PM.png?width=404&height=316&name=image-png-Sep-04-2022-11-19-48-89-PM.png) - - - click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-18-57-87-PM.png?width=17&name=image-png-Sep-04-2022-11-18-57-87-PM.png) **New** - enter **Benefit Name** as it will appear in the Employee Benefits tab (ie Medical) - determine whether this amount will have calculations on it for ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-19-08-82-PM.png?width=17&name=image-png-Sep-04-2022-11-19-08-82-PM.png)  **Tax** / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-19-08-82-PM.png?width=17&name=image-png-Sep-04-2022-11-19-08-82-PM.png) **EI** / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-19-08-82-PM.png?width=17&name=image-png-Sep-04-2022-11-19-08-82-PM.png)**CPP** / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-19-08-82-PM.png?width=17&name=image-png-Sep-04-2022-11-19-08-82-PM.png) **WCB** (not sure? check [cra-arc.gc.ca)](http://www.cra-arc.gc.ca) - select **Amount Type** **$** or **%** - enter the **Amount** of the benefit claimed per paycheque (this can be changed for each Employee and each Timecard) - enter Benefits into Employee settings: - Employee Benefits tab - option to **Use Defaults** as established above in **Benefit Setup** or establish different Amounts and Tax / EI / CPP / WCB calculation rules                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-22-56-49-PM.png?width=459&height=215&name=image-png-Sep-04-2022-11-22-56-49-PM.png) - **Deductions** tab- establish any non-government deductions, setup per payroll department - - **Deduction setup** - Payroll menu > **Payroll Departments** **                 ![PayrollTextMenuDepartments-1](https://cs.geminilogic.com/hs-fs/hubfs/PayrollTextMenuDepartments-1.png?width=239&height=242&name=PayrollTextMenuDepartments-1.png)** - - - select **Payroll Department ![PayrollDepartmentsList-1](https://cs.geminilogic.com/hs-fs/hubfs/PayrollDepartmentsList-1.png?width=385&height=158&name=PayrollDepartmentsList-1.png)** - - - click **Edit** (or just double-click on the Department) - click **New** - enter the **Deduction Name** as it will appear in the Employee Deductions tab (ie **Social**) - enter the General Ledger **Account Number** that this Deduction will be accumulated in                        ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-24-17-95-PM.png?width=423&height=270&name=image-png-Sep-04-2022-11-24-17-95-PM.png) - - determine whether this amount will have calculations on it for ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-23-25-99-PM.png?width=17&name=image-png-Sep-04-2022-11-23-25-99-PM.png)  **Tax** / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-23-25-99-PM.png?width=17&name=image-png-Sep-04-2022-11-23-25-99-PM.png) **EI** /  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-23-25-99-PM.png?width=17&name=image-png-Sep-04-2022-11-23-25-99-PM.png) **CPP** / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-23-25-99-PM.png?width=17&name=image-png-Sep-04-2022-11-23-25-99-PM.png) **WCB** - - - not sure? check [cra-arc.gc.ca](http://www.cra-arc.gc.ca) - - select **Amount Type** as **$** or **%** - enter the **Amount** that will be automatically deducted per paycheque (this can be changed for each Employee and each Timecard) - **Employee** settings          ![PayrollEmployeeDeductionsTab](https://cs.geminilogic.com/hs-fs/hubfs/PayrollEmployeeDeductionsTab.png?width=436&height=166&name=PayrollEmployeeDeductionsTab.png) - - - Employee **Deductions** tab - option to **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-10-49-58-84-PM.png?width=17&name=image-png-Sep-04-2022-10-49-58-84-PM.png)** **Use Defaults** as established above in **Deductions Setup** or establish different Amounts and Tax / EI / CPP / WCB calculation rules - **Timecards** tab ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-25-31-12-PM.png?width=653&height=262&name=image-png-Sep-04-2022-11-25-31-12-PM.png)** - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-25-36-54-PM.png?width=13&name=image-png-Sep-04-2022-11-25-36-54-PM.png) Refresh** to load any Timecards that may have been posted by another user since last refresh and that may not be displaying on this list - - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-25-52-75-PM.png?width=57&name=image-png-Sep-04-2022-11-25-52-75-PM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-25-58-82-PM.png?width=75&name=image-png-Sep-04-2022-11-25-58-82-PM.png)Filter / Search / Customize Timecards List** - see [Employee List Customization](https://cs.geminilogic.com/en/manual/payroll-employee-details#EmployeeListFilters) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Sep-04-2022-11-26-36-99-PM.png) Export** Employee Timecard(s) in Excel or CSV format - see [Employees Export](https://cs.geminilogic.com/en/manual/payroll-employee-details#EmployeeExport) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-26-42-41-PM.png?width=20&name=image-png-Sep-04-2022-11-26-42-41-PM.png) New** Timecard Batch - see [Payroll - New Timecard Batch](https://cs.geminilogic.com/en/manual/payroll-new-timecard-batch) - - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-26-52-95-PM.png?width=17&name=image-png-Sep-04-2022-11-26-52-95-PM.png) Edit** the selected Timecard to view or to add a supplementary Timecard, or to void a Timecard - **![](https://cs.geminilogic.com/hubfs/image-png-May-24-2023-11-22-25-7844-AM.png) Delete** the selected Timecard (if it is not posted yet) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-27-10-69-PM.png?width=37&name=image-png-Sep-04-2022-11-27-10-69-PM.png) Print** to select from available reports on the selected Timecard(s) - see [Payroll - Reports](https://cs.geminilogic.com/en/manual/payroll-reports) - - Employee Timecards Tab **Context Menu** - right-click on any line to access                 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-27-21-33-PM.png?width=129&height=178&name=image-png-Sep-04-2022-11-27-21-33-PM.png) - **Earnings tab** displays This Year and Last Year Earnings, Withholdings, Deductions and Benefits for the current Employee           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-27-27-57-PM.png?width=599&height=476&name=image-png-Sep-04-2022-11-27-27-57-PM.png) - **T4 Statements** tab displays the T4 for current employee that was previously generated (see also [Payroll - Year End / T4s](https://cs.geminilogic.com/en/manual/payroll-payroll-year-end-/-t4s-/-t4as-/-t5018s))![](https://cs.geminilogic.com/hubfs/image-png-Sep-04-2022-11-27-35-90-PM.png) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-30-02-39-PM.png?width=14&name=image-png-Sep-04-2022-11-30-02-39-PM.png) Refresh** to load any T4 Statements that may have been posted by another user since last refresh and that may not be displaying on this list - - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-30-26-29-PM.png?width=57&name=image-png-Sep-04-2022-11-30-26-29-PM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-30-32-31-PM.png?width=75&name=image-png-Sep-04-2022-11-30-32-31-PM.png) Filter / Search / Customize T4 Statements List** - see [Employee List Customization](https://cs.geminilogic.com/en/manual/payroll-employee-details#EmployeeListFilters) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Sep-04-2022-11-30-47-99-PM.png) Export** T4 Statement(s) in Excel or CSV format - see [Employee Export](https://cs.geminilogic.com/en/manual/payroll-employee-details#EmployeeExport) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-30-53-40-PM.png?width=19&name=image-png-Sep-04-2022-11-30-53-40-PM.png) New T4** - see [Payroll - Year End / T4s](https://cs.geminilogic.com/en/manual/payroll-payroll-year-end-/-t4s-/-t4as-/-t5018s) - - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-31-04-49-PM.png?width=17&name=image-png-Sep-04-2022-11-31-04-49-PM.png) Edit** the selected T4 - see [Payroll - Year End / T4s](https://cs.geminilogic.com/en/manual/payroll-payroll-year-end-/-t4s-/-t4as-/-t5018s) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-31-13-18-PM.png?width=17&name=image-png-Sep-04-2022-11-31-13-18-PM.png) Delete** the selected Timecard (if it has not been Remitted yet) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-31-22-29-PM.png?width=37&name=image-png-Sep-04-2022-11-31-22-29-PM.png) Print** T4 or T4 Summary on the selected T4(s) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-04-2022-11-31-30-24-PM.png) Generate T4’s** to create T4’s for the last Payroll Year - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-31-34-99-PM.png?width=20&name=image-png-Sep-04-2022-11-31-34-99-PM.png) Mark Remitted** to identify the selected T4 as having been sent to CRA - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-04-2022-11-31-41-79-PM.png) Export for CRA** to create the file to submit on the CRA website - - Employee T4 Statements Tab **Context Menu** - right-click on any line to access                      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-04-2022-11-31-47-12-PM.png?width=161&height=229&name=image-png-Sep-04-2022-11-31-47-12-PM.png) - **User Defined Tab **(see [User Defined Fields](https://cs.geminilogic.com/en/manual/user-defined-fields-add-edit-fields)) - - The User Defined Fields (UDF) allows you to add unlimited information fields that are not included in the default Spire program, for use in list Filters, Excel exports, and for setting into forms and reports![](https://cs.geminilogic.com/hubfs/image-png-Sep-04-2022-11-31-58-03-PM.png) [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - 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