When using Onboarding in Canada, some special considerations may be required to ensure ease of use and compatibility which are listed below.
General
- E-Verify and Work Opportunity Tax Credit are not offered in Canada and will not be available for Onboarding.
Settings
Navigating to Settings
- Click Administration from the menu bar.
- The "Settings" tab should be the initial tab shown.
- Voluntary Surveys should be disabled.
Locations
Navigating to Locations
- Click Administration from the menu bar.
- In the Administration menu, click Locations.
- Some fields will use Canadian-appropriate labels:
- Provinces instead of States.
- Zip Codes will allow 6 characters with a space in between.
- E-Verify is not available in Canada and will not be available for Onboarding.
- Federal EIN are not required for Locations.
Forms
Navigating to Forms
- Click Administration from the menu bar.
- From the Administration bar, click Forms.
- Click ... from the Actions column and click Form Activation Settings.
- I-9, W4 Federal, and W4 State forms do not need to be activated for locations.
- Canadian tax forms must be created as Custom Forms and may require routine maintenance to keep up with Canadian compliance.