6 - Run your payroll & submit the register
HUMI PAYROLL USERS - Jump to this section below
Submitting your payroll register
Once your payroll has been updated with the contribution amounts, it's time to run your payroll. To confirm the amount the plan should deduct from your corporate bank account and allocate as employee and employer contributions, we require information from your payroll register.
The Employer Dashboard allows you to securely upload your payroll files directly into our system. In the 'Pay Contributions' tab, you can provide contribution instructions by uploading your payroll register with contribution details for each employee.
Before you run your payroll
Log in to the Employer Dashboard to see if you have any pending Employee Requests (such as a change in their RRSP or TFSA contribution amount). Update your payroll system with any new requests, and run your payroll.
After you run your payroll
Log in to the Employer Dashboard and go to the 'Pay Contributions' tab
- Download the payrollregister.xlsx template and populate it with the contribution information from your payroll system.
- Upload your payrollregister.xlsx file (within 3 business days of running your payroll). Before you submit your file, you will be able to review the payroll contribution amounts for each employee, and the total contribution amount for that pay period.
Completing your update
After you've uploaded your file in the 'Pay Contributions' tab of the Employer Dashboard:
- Review the on-screen summary of total contributions, the split between employee and employer contributions, and the pay period before uploading the file.
- Click the green “Submit” button in the bottom right corner of the screen. Make sure you see the Success message before you log out.
Once your payroll register is uploaded, instructions go to Canadian Western Trust to automatically withdraw funds from your account for contributions and fees owing to Common Wealth.
Note: This step is completed every payroll cycle. If there have been no changes since your last payroll upload, you can download your last submitted file, update the date columns to reflect the correct pay period, and upload that file.
Errors and warnings
If your file contains an error, an error message will appear in red. You’ll need to cancel your upload, resolve the error in your file, and submit the file again.
Common errors include:
-
Your file is missing an email address, first name, or last name
-
An email is already in use in our system (with your company or another partner)
If your file contains a warning, a warning will appear in orange. You can still submit the file, but we recommend reviewing it to fix any issues.
Common warnings include:
-
Name field is longer than 48 characters
-
You have already processed a payroll register for this period
-
Earnings validations and thresholds
-
Date of birth validations
###
Payroll register file dos and don’ts
Do
- Update your pay period start and end dates in each payroll register
- Be sure your payroll start and end dates don’t overlap
- Confirm that all date fields are entered in YYYY-MM-DD format
- Include two decimal points in your contribution columns
- Include both member and employer matching amounts, if applicable
Don’t
- Update or paste over the column headers
- Include formulas or cell references in your file
- Use negative values. If you’ve entered these by mistake, please contact us for help with making corrections.
- Leave any empty rows in your file or include an employee without a contribution
FAQ
What happens if I miss a payroll or forget to upload my register?
You can upload a payroll file for a missing period. Please contact Customer Success.
Can I make a catch-up payment or retroactive adjustment for an employee?
Yes, it is possible to make lump sum catch-up payments. Please get in touch with the Customer Success team.
HUMI PAYROLL
Reviewing your benefits
Before processing your payroll, you should download the template from the Humi platform to ensure everything was updated correctly. Head to your TFSA or RRSP benefit and click ‘Download CSV Template’ in the top right corner.
This file should match the payroll instructions file that you just uploaded.
Submitting your payroll report
After each payroll cycle, you should export a benefits report and upload it in the 'Pay Contributions' tab of your Employer Dashboard. To do this, head to 'Reporting' > 'Payroll' > 'Benefits Report' in the Humi platform.
Before you export the file, make sure the filter is set to ‘Annual’. This will ensure consistency with our system.
Completing your update
You'll now upload the benefits report in the 'Pay Contributions' tab of the Employer Dashboard:
- Review the on-screen summary of total contributions, the split between employee and employer contributions, and the pay period before uploading the file.
- Click the green “Submit” button in the bottom right corner of the screen. Make sure you see the Success message before you log out.
Once your payroll register is uploaded, instructions go to Canadian Western Trust to automatically withdraw funds from your account for contributions and fees owing to Common Wealth.
Note: This step is completed every payroll cycle. If there have been no changes since your last payroll upload, you can download your last submitted file, update the date columns to reflect the correct pay period, and upload that file.
Errors and warnings
If your file contains an error, an error message will appear in red. You’ll need to cancel your upload, resolve the error in your file, and submit the file again.
Common errors include:
-
Your file is missing an email address, first name, or last name
-
An email is already in use in our system (with your company or another partner)
If your file contains a warning, a warning will appear in orange. You can still submit the file, but we recommend reviewing it to fix any issues.
Common warnings include:
-
Name field is longer than 48 characters
-
You have already processed a payroll register for this period
-
Earnings validations and thresholds
-
Date of birth validations
###
Payroll register file dos and don’ts
Do
- Update your pay period start and end dates in each payroll register
- Be sure your payroll start and end dates don’t overlap
- Confirm that all date fields are entered in YYYY-MM-DD format
- Include two decimal points in your contribution columns
- Include both member and employer matching amounts, if applicable
Don’t
- Update or paste over the column headers
- Include formulas or cell references in your file
- Use negative values. If you’ve entered these by mistake, please contact us for help with making corrections.
- Leave any empty rows in your file or include an employee without a contribution
FAQ
What happens if I miss a payroll or forget to upload my register?
You can upload a payroll file for a missing period. Please contact Customer Success.
Can I make a catch-up payment or retroactive adjustment for an employee?
Yes, it is possible to make lump sum catch-up payments. Please get in touch with the Customer Success team.