Powerpay 5.4

To help protect your employee’s sensitive information and prevent shoulder surfing, Powerpay now masks private employee information.

Note: Available in the new user interface only

You can now configure Powerpay to send you, or other Powerpay users, email notifications when year-end adjustment processing and tax forms are complete and available on the Year-End Reports page.

Powerpay now validates the transit number is valid for the selected financial institution to avoid cheques being produced instead of direct deposits.

• The User & Contact Management page has a new layout, and collapsible sections making it easier and more efficient to work in.

• Rapid Entry pages - Employee column in the Rapid Entry grid is now locked, so the employee names and numbers are always visible.

• Manual and Reversal pages - To improve efficiency and eliminate an extra click, the Display Results button has been removed. Click Save to validate the data on the page and display calculated amounts.

• Enhanced Seachable Menu – The menu now allows for flexibly, matching partial input to find matches. For example, typing “msg” in the menu search returns all the pages that include the letters m, s and g in that order.

Powerpay now validates that the Transit No., entered on the Direct Deposit page. From the Payroll menu, select Hire/Profile > Direct Deposit. or through import, is valid for the selected financial institution.

If the Transit No. is not valid, Powerpay displays an error message.

You can now configure Powerpay to send you, or other Powerpay users, email notifications when:

• year-end adjustment processing is complete and the year-end reports are available on the Year-End Reports page.
• tax forms are complete and available on the Year-End Reports page.

To set your email notification preferences:

1. Navigate to the User & Contact Mgmt page. From the Company menu, select User & Contact Mgmt.

2. From the user list, click the Edit icon for the user to receive the notifications.
3. In the Email Messages & Notifications section, select the Tax Form processing is complete and Year-End Adjustment processing is complete checkboxes.
4. Click Save.

Note: Available in the new user interface only

To help protect your employee’s sensitive information, Powerpay now masks private employee information.

Note: The SIN, Street Number, Street Name and Postal Code WILL display in the "Preview ROE Form"

Employee Profile Page

The following items are masked:

• SIN (all but last 3 digits),
• Birth Year,
• Street Number,
• Street Name and
• Postal Code.

To view and edit the information unmasked, click the button.

Note: When printing the page, the information will print as it displays on the screen. If the information is masked on the page, the page will print masked. To print the information unmasked, click the button for each of the fields before clicking Print.

Employee Profile Popup - Rapid Entry Page and Rapid Entry – Second Payment

The following items are masked:

• Birth Year,
• Street Number,
• Street Name and
• Postal Code.

Direct Deposit Page

The following items are masked:

• Account Number (all but last 3 digits)

To view or edit the Account No., click the Edit button.

Note: When printing the page, the information will print as it displays on the screen. If the information is masked on the page, the page will print masked. To print the information unmasked, click Edit before clicking Print.

Data Verification Page

The following items are masked:

• Birth Year
• SIN
• Street Number
• Street Name
• Postal Code

To view the data unmasked, click the .

T4 Other Information amounts can now be entered in Powerpay on year end runs.

To enter T4 Other Information Codes:

1. Navigate to the T4 Other Information Codes page. From the Payroll menu, select T4 Other Information Codes.

2. If a specific Pay Element or Contribution code is setup with an option directing to a T4 Code, those items are removed from the ‘T4 Other Information’ table. They are included in a new table displayed below the ‘T4 Other Information’ table that is titled ‘T4 Other Information – Special Consideration’.

   Note: Messages included in each table on the page explaining the functionality.

3. Enter an amount as required.

   Some of the codes include validation such as maximum allowable amounts.

4. Click Save.

User & Contacts Management Page

The User & Contact Mgmt page. From the Company menu, select User & Contact Mgmt. has been updated with a new layout, and collapsible sections making it easier and more efficient to work in.

Rapid Entry Page

The Employee column in the Rapid Entry grid is now locked, so even if you add numerous columns to the grid the employee names and numbers are always visible.

Manual and Reversal Pages

To improve efficiency and eliminate an extra click, the Display Results button has been removed from the Manual page. From the Payroll menu, select Adjustments > Manual. and Reversal page. From the Payroll menu, select Adjustments > Reversal.

Click Save to validate the data on the page and display calculated amounts. If the data is in balance [the amount in the Gross Pay field equals the amount in the Total Deductions (including Net Pay) field, the page is saved. If there is an issue with the data entered, follow the instructions in the warning message, then click Save again to revalidate and save the data.

Enhanced Searchable Menu

The menu now allows for flexibly, matching partial input to find matches. Using the search feature, you do not need to open and close menu items to locate the page you need. Simply start typing the name of the page you are looking for, and the menu sorts automatically to only display the pages that meet your criteria. For example, to locate the Employee Messages page, type “msg” in the menu. The search returns all the pages that include the letters m, s and g in that order.