Payroll Tools & Resources | Payroll Calculator & Templates

Payroll Tools, Checklists & Calculators

Useful resources to keep you on track with your payroll responsibilities. Some tools are for members only, but many are open to the public.

2018 Year-end & New Year Requirements Checklist — A popular reference sheet to help keep you on track for a smooth year-end.
SIN Verification Tool — Find out if your new employee's social insurance number is valid.
Termination Checklist — A valuable summary of payroll-related actions for employer-initiated terminations.
Payroll Terminology — A useful tool to help you stay current with payroll terminology, find appropriate terms to create effective policies and procedures, and become a more effective communicator.
Payroll Compliance Tests — Find out how much you know. Take the quizzes that accompany our Payroll Best Practices Guidelines (essential self-service compliance tools to support you in your payroll duties).
PCP Visitor Centre – Is PCP Certification for you? Visit the free PCP Visitor's Centre to find out! Get a firsthand look at the newly designed online Learning Management System and learn more about how PCP certification can benefit you.
Record of Employment Guide from Service Canada (PDF)

Sample CPP/QPP Memo for Employees
Legislative Compliance Rates Sheet — Mission-critical compliance information such as payroll-related rates, maximums and deadlines. (Member benefit)
New Hire Checklist — Customize your list of action items for employment in your organization. (Member benefit)
Private Health Services Plans — Get information about coding, tax treatment and more. (Member benefit)
Record of Employment Information Sheet — Instructions you can share with employees. (Member benefit)
Retiring Allowance Transfer Form — Refer to this form when transferring a retiring allowance to an RRSP or an RPP. (Member benefit)
Vacation Request Template — A useful tool when scheduling vacations. (Member benefit)
Minimum Wage Updates — Be prepared for rate changes (Member benefit)
Request for Payroll Payment (PDF) (Member benefit)
Request for Payroll Payment Background and Explanation (PDF) (Member benefit)
WCB Assessable Earnings Chart (PDF) (Member benefit)
Detailed Vacationable Earnings Chart (PDF) (Member benefit)

CPP Decision Tool — Is your employee subject to the Canada Pension Plan (CPP) changes brought forth by Bill C-51? (Member benefit)
Termination Calculator — Figure out payments when terminating an employee. (Member benefit)
Written & Oral Communications Modules — Learn the communication skills payroll practitioners need to succeed. (Member benefit. Counts for CPE hours)

Payroll Tools, Checklists & Calculators