HUMI: Adding employees to your plan

Setting up benefits

To set up employees with Humi Payroll, first you will need to create a new benefit in HUMI.

Go to 'Payroll' > 'Benefits & Deductions' > 'Benefits'. Click the ‘Create Benefit’ button located in the top right corner.

Add the type as ‘RRSP’ and name it “CW-RRSP”. Hit 'Save' in the bottom right corner.

For the second benefit, add the type as ‘TFSA’ and name it “CW-TFSA”. Then hit 'Save'.

You should now see your new benefits in the list below.

Creating a custom report 

Next, create a custom report with the employee information you'll upload the Common Wealth Employer Dashboard. This is a one-time operation - after you create the report, you can reuse it.

Head to ‘Reporting’ > ‘Custom Reports’.

We are currently supporting ‘Legal First Name’, ‘Legal Last Name’, and ‘Email’. You can select them under the ‘Personal’ columns.

Under ‘Job’, we only need the ‘Status’ field.

Finally under 'Termination', we’ll just select ‘Last Day of Work’.

Hit ‘Next’ in the bottom right corner. Now we can filter our results. Select ‘Status’ from the dropdown menu below, then ‘Is’, and finally, select ‘active’ and ‘terminated’.

Hit ‘Complete’ in the bottom right corner to save your custom report. You should now see the report in the table.

Exporting your employee file

Head to ‘Reporting’ > ‘Custom Reports’ and select the custom report you created in the previous step.

In the top right corner, click ‘Export’ and then select either ‘.csv’ or ‘.xlxs’ as the type. This is the file that you will upload in the 'Employees' tab of the Common Wealth Employer Dashboard. 

Note that if you have non-Canadian or part-time employees who you do not wish to enroll in the plan, you will need to edit this list. Additionally, you will need to exclude any employee who is subject to a probationary period and not entitled to an enrollment invitation at this time.

Completing your update

When you select and upload your employee file, the Employer Dashboard will check the file content and summarize the changed records so you can review before they are submitted.   

To complete your changes, click the green 'Submit’ button in the bottom right corner of the screen.  Make sure that you see the ‘Success’ message before you log out.

After you update

You’ll be able to see your changes immediately when you navigate back to the Employee List. New employees will show up in the Employee List as 'New' or 'Not Enrolled' until they set up their account.

Notifying new employees

An automated email will be sent to newly added employees at 4:00 pm ET that day. If you would like to send your new employee an email with plan information, view the employee retirement benefits email invitation template.

Employee file dos and don’ts

Do

• Make sure that your employees’ email addresses are formatted properly (i.e. janesmith@email.com)
• Confirm that all date fields are entered in YYYY-MM-DD format
• Make sure that your employees are assigned to the proper group (if applicable)

Don’t

• Include formulas or cell references in your file

Adding or removing employees after launch

To add or remove employees in the event of a new hire, temporary leave, termination, retirement or death, follow these steps.  

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