We're no longer updating our reference guides, but you can access the archived guide. Year-End Reference Guide
Looking for the latest information on processing Year-End or creating Tax Slips? Check out our checklist:
Elizabeth Seymour
Modified on: Mon, 14 Mar, 2022 at 3:05 PM
-
Payroll
-
Employee Profile
- Employee Profile Overview
- Hire an Employee
- Terminate an Employee
- Issuing Multiple ROEs for the same employee.
- Change an Employee’s Name
- Assign a Position to an Employee
- Employee Full Time Equivalency (FTE)
- Change Employee Vacation Options
- Employee Profile: Master Earnings
- Additional Employee Direct Deposit Information
- Employee Tax Factors
- Add Additional Tax for Employee
- Show ROE Exported
- Renumber Employees
- Import Employee Documents
- Delete Terminated Employees
- Import Employees
- Mass Rehire
- Mass Termination
- Company Document Review Reports on Desktop
- Copying Roles to Position Codes
- Export Employee Documents
-
Payroll Processing
- Payroll Processing I: Payroll Data Batches
- Payroll Processing II: The Payroll Process
- Process Manual Payments
- Payroll Data Entry
- Cancelling a Payment in Avanti
- Issue a Cheque
- Generate Retroactive Pay
- Pay Out Entitlements
- Initialize Entitlements and Vacation
- Basic Garnishment Deduction Code
- Bonus Earnings
-
Payroll Configuration
- Dental Benefits Reporting in Avanti
- Opting out of CPP and QPP
- Enhanced CPP and QPP Setup Guide
- Set Up Vendor Remittance for Receiver General
- Set Up Vendor Remittance for Quebec Receiver
- Location Code Setup Guide
- Adding a Position Code
- Pay Group Setup Guide
- Vacation Group Levels & Advancement
- Pay Statements: Statement Forms and Formatting
- Override Bonus Tax
- Tax Groups
- Worker’s Compensation Setup Guide
- Employment and Job Status Code Wizards
- Formula Variables
- Maximum Payment Warning in Payroll Processing
- Rate Grid Setup Guide
- Position Rates
- Future Dated Rates
- Ontario Personal Emergency Leave (PEL)
- Automobile Allowance Configuration
- Employee Expense Reimbursement with Payroll
- Formulas: Earning Code Formula Basics
- Employment Defaults
- Federal Personal Leave (PL), Bereavement Leave (BL), and Leave for Victims of Family Violence (LVFV)
- BC EHT - Installing the Remittance Report
- BC EHT - Source Code Group
- BC EHT - Changing Payroll Thresholds
- ON EHT - Installing the Remittance Report
- ON EHT - Creating a Source Code Group
- Payroll Reports
- General Ledgers (GLs)
-
Employee Profile
-
Self-Service Portal
- Overview Guides
-
Setup Guides
- ASSP & Avanti Go Sign-In Setup Guide
- Notification Setup Guide
- Widget Setup Guide
- Messages Setup Guide
- Employee Directory Setup Guide
- Available Leave Setup Guide
- Personal Information Setup Guide
- Additional Information Setup Guide
- Emergency Contacts Setup Guide
- Banking Info Setup Guide
- Dependents Setup Guide
- Compensation Setup Guide
- Adding New Features to ASSP
- Tax Docs Setup Guide
- Employee Info Setup Guide
- Change Statement Password Setup Guide
- Tax Slip Setup on ASSP & Avanti Go
- Set Up Expense Reimbursement on ASSP
- Advanced Setup Guides
- Transition Guides
- Security & Access
-
Configuration
- Messages Widget on the Self-Service Portal
- Maximum File Size of Documents Uploaded on ASSP
- French in Avanti
- How to Delay Tax Slip Display on ASSP & Avanti Go
- Employment Verification Letter - Set Up
- Employment Verification Letter - Modify
- Allow Employees to add Additional Information
- Employee Name Format on ASSP
- How Can Employee Access Tax Slips On ASSP
- Unassign Requirements on Cancelled Entries
- Document Review
-
Time & Attendance
- Approvals
-
Scheduling
- Schedules: Templates
- Schedules: Selecting Days on the Calendar
- Create Employee Schedules using Templates
- Schedule Reminder Workflow
- Schedule Assigned Workflow
- Sort Employees in Schedule Approval on ASSP
- Assign from Requirement Schedule in Schedules By Group - (Avanti Desktop)
- Assigning Requirement Schedules to First Available Employee (Avanti Desktop)
- Assign from Requirement Schedule in Schedule Approval - (ASSP)
- Import Schedules
-
Schedule Pooling
- Schedule Pooling Overview
- Sort Employees in Schedule Pooling
- Allow Pickup Requests Only in Schedule Pooling
- Notifications when Post is About to Expire
- Schedule Pooling Notifications for Employees
- Schedule Pooling Notifications for Managers
- Schedule Pooling Setup Guide
- Schedule Pool: Manager Guide
- Schedule Pool: Employee Guide
-
Configuration
- Adjusting Alberta Holiday Pay Calculation - Bill 32
- Premiums and Differentials: Shift Premiums
- Premiums and Differentials: Position Premiums
- Import Clock Punches
- Import Time Data
- Adjust Time Cards by Daylight Savings Time Setup
- Albertan Averaging Arrangement, Overtime Averaging Period - Bill 32
- Bill 2: Changes to General Holiday Pay and Banked Overtime
- Overtime Rules: The Setup
- Break Rules: The Setup
- Premium and Differentials: Corresponding Earning Codes
- Workflows
- Recruitment & Onboarding
-
System Administration
-
System Administration
- How to Add New Items to Your Avanti Menus
- Remove Items From Your Menu
- Backup Your Company to a Test Company
- Email Settings
- Changing a Company from a Production Company to a Non-Production Company
- How to Run Schema
- Company Information Locations
- Creating a New Test Company
- Document Types
- Lookup Size Settings
- Securities
- Role Assignments
-
User Setup
- Set Up Microsoft Sign-On in Avanti
- Set Up Avanti Users for Microsoft Sign-On
- Microsoft Sign-On: No Employees Can Sign In
- Setting Employees up for the Self-Service Portal
- Microsoft Sign-On: Employee Cannot Sign In
- Creating an Admin User Group
- Multi-factor Authentication Overview
- Authenticator App or Security Questions Setup Guide
- Authenticator App Setup Guide
- Security Questions Setup Guide
- Signing into Avanti
-
System Administration
-
Avanti Go Mobile
- Avanti Go Overview Guides
-
Avanti Go Setup Guides
- Schedule and Check In/Out Setup on Avanti Go
- Geofencing Setup Guide
- Available Leave and Time Off Requests on Avanti Go Setup Guide
- Profile on Avanti Go Setup Guide
- Pay on Avanti Go Setup Guide
- Employee and Company Docs on Avanti Go Setup Guide
- Notifications Setup on Avanti Go
- How to Receive Workflow Notifications on Avanti Go
- Guides for Employees and Managers
-
Report Designer
-
Getting Started
- Report Designer Overview
- Creating New Reports - The Basics
- Sorting Reports
- Filtering a Report
- Creating Stylized Reports
- Creating a Formula Driven Report
- Column Settings in Report Designer
- Advanced Column Settings in Report Designer
- Report Designer: Seniority Report
- Include Your Report on the Avanti Self-Service Portal
- Add a Report to the System Menu
- Saving Reports to your Favourite Folders
- Save Reports to OneDrive
- Save Your Report Setup
- Report Templates
-
Getting Started
-
Year-End
-
Year-End Prep
- Year-End Prep Checklist
- Reviewing Codes for CRA and RQ Compliance
- Reviewing Accumulators
- Reviewing Terminated Employees
- Ensure No Entries Remain in Time Cards and Time Data
- Ensure Manual Cheques and Cancelled Payments are Processed and Updated
- Ensure All Payroll Batches are Processed
- Ensure Payroll is Processed for the Last Pay of the Year
- Verifying the January 1 Update Installation
- Year-End Balancing
-
Year-End Processing
- Year-End Processing Checklist
- Initialize Employee Totals
- Verify the New EI Rate and Update EI Reduced Rates
- Verifying CPP and QPP Rates
- Verifying QPIP Rates
- Update WCB Rates and Maximum Assessable Earnings
- Add the Financial Calendar for the New Year
- Add the Payroll Calendars for the New Year
- Updating Pay Periods per Year for Weekly and Bi-weekly pays
- Update the Vendor Remittance Reports
- Review Formulas for the New Payroll Year
- Updating Holiday Dates for the New Year
- Update the Company Web Settings for the New Year
- Update Time Entry and Time Entry Approval for the New Year
- Year-End Resources for Payroll
- Year-End Resources to Share With Your Employees
-
Tax Slip Processing
- Tax Slip Checklist
- Review Tax Slip Boxes Indicated on Codes
- Reviewing your Dental Benefits on Pay Groups
- Ensure all Employee Addresses and Social Insurance Numbers are Up-To-Date
- Add, Review, and Update the Transmitter Data
- Create, Update, and Review Tax Slip Groups
- Pension Adjustment Formulas
- Extract Employee Tax Slip Data
- Importing Your Employee Tax Slip Information
- Tax Slip Import File Format
- Import Tax Slip Pension Adjustments
- Review, Modify, and Add Employee Tax Slips
- Validate Your Tax Slips
- Print Tax Slip Review Listings
- Tax Slip Balancing
- Repeat Tax Slip Modification, Import, Validation, and Review
- Print and Update The RL-1 Summary
- Create Tax Slip Transmission Files for CRA or RQ
- Save Employee Tax Slips
- Printing Your Tax Slips
- Printing Your Laser Slips
- Emailing Tax Slips
- Delivering Tax Slips to Employees
- Delivering Tax Slips to Terminated Employees
- Tax Slip FAQs
- Tax Slip Adjustments
- Additional Tax Forms
- Previous Source Deductions, Rates and Payroll Changes
-
Year-End Prep
- Benefits Administration
-
Clock Connect
- Getting Started with Clock Connect
-
Employee Management
- Adding an Employee to a Clock
- Adding an Employee Directly on a Clock
- Update Employee Verification on uFace 800 Clocks
- Adding Multiple Employees to Clocks
- Allow Employees to Punch on Another Clock
- Copy Employees From Another Clock
- Removing an Employee from Clocks
- Clock Administrator Access for Salaried Employees
- Clock Administrator Access for Employees
- Clock Management
- Troubleshooting Clock Connect
- Avanti Product Feedback Forum
-
Release Notes
-
Release Notes
- Avanti Release FAQ
- Check Out What's New in Avanti 24.9.1
- Check Out What's New in Avanti 24.8.1
- Check Out What's New in Avanti 24.7.1
- Check Out What's New in Avanti 24.6.1
- Check Out What's New in Avanti 24.5.2
- Check Out What's New in Avanti 24.5.1
- Check out What's New in Avanti 24.4.1
- Check out What's New in Avanti 24.3.1
- Check out What's New in Avanti 24.2.1
- Check out What's New in Avanti 24.1.1
- Check out What's New in Avanti 23.12.2
- Check out What's New in Avanti 23.12.1
- Check Out What's New in Avanti 23.11.1
- Check Out What's New in Avanti 23.10.1
- Check out What's New in Avanti 23.9.1
- Check out What's New in Avanti 23.8.1
- Check Out What's New in Avanti 23.7.1
- Check Out What's New in Avanti 23.6.1
- Check Out What's New in Avanti 23.5.1
- Check out What's New in Avanti 23.4.1
- Check out What's New in Avanti 23.3.1
- Check out What's New in Avanti 10.08.02
- Check out What's New in Avanti 10.08
- End of Avanti On-Prem
- Check out What's New in Avanti 10.07
- Check out What's New in Avanti 10.06.03
- Check out What's New in Avanti 10.06.02
- What's New in Avanti 10.06
- What's New in Avanti 10.05
-
Release Notes
-
FAQ
-
FAQ
- Logging into Your Avanti Desktop for the First Time
- Password Reset Didn't Work
- An Employee Cannot Sign into ASSP or Avanti Go
- An Employee Cannot Create an Account
- Keeping Time Clocks Sanitary
- How to Navigate the Menu in the Avanti Desktop
- Finding your Avanti Serial Number or Org ID
- How-to Transfer Files Using WinSCP
-
FAQ
- Avanti Horizons
-
Skill-Up Questions and Answers
-
Skill-Up with Avanti Webinar Q and A
- Unveiling the Future (2024-09)
- Time and Attendance Essentials II (2024-08)
- Time and Attendance Essentials I (2024-07)
- Navigating Payroll Essentials II (2024-06)
- Navigating Payroll Essentials I (2024-05)
- ASSP Essentials for Managers II (2024-04)
- ASSP Essentials for Managers (2024-03)
- Canadian Dental Plan Workshop (2024-01)
- Tax Slip Processing (2024-01)
- CPP Enhancements (2023-11)
- Year-End Prep Webinar (2023-11)
- Mastering CPP Calculations (2023-10)
- Unleashing the Power of Avanti's General Ledger (2023-09)
- APIs & Avanti (2023-08)
-
Skill-Up with Avanti Webinar Q and A
-
Archive
-
Reference Guides
- Applicant Management Reference Guide
- Benefit Administration Reference Guide
- Canadian Payroll Reference Guide
- Career Connector Reference Guide
- Cheque Reconciliation Reference Guide
- Email Pay Statements Reference Guide
- Employee Profile Reference Guide
- Epicor Reference Guide
- Financial Systems Reference Guide
- Human Resources Reference Guide
- Position Management Reference Guide
- Report Designer Reference Guide
- System Administration Reference Guide
- Time and Attendance Reference Guide
- Time Clocks Reference Guide
- Training and Development Reference Guide
- Web Services Reference Guide
- Web Time Reference Guide
- Workflows Reference Guide
- Year-End Reference Guide
-
Reference Guides