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Administrator Guide
Last Updated: 2024-07-26
Steps: Process Pay Input for Successor Employer for Canada

Steps: Process Pay Input for Successor Employer for Canada

You must obtain:
  • A Canada Pension Plan (CPP) or Employment Insurance (EI) ruling from the Canada Revenue Agency (CRA). If you use overrides for deductions that Workday configures (CPP/CPP2, QPP/QPP2, EI, QPIP), Workday recommends you don't use this feature for the remainder of 2024.
  • The year-to-date records for your workers from the predecessor company.
Successor employer for Payroll for Canada doesn't require you to import the predecessor company and its data, if it's not in Workday. When you acquire companies, set up employee data to continue payroll and tax reporting in the new successor employer.
Workers in successor employer companies receive 2 year-end tax forms, 1 from the predecessor company and 1 from the successor employer company.
  1. Run a manual (off-cycle) payment prior to the first on-cycle payment with the successor company. See: Create Manual Payments.
    The payment date must be prior to the end of the first pay period with the successor employer company.
  2. As you complete the off-cycle payment, consider:
    Option Description
    Year-to-date values for:
    • CPP/CPP2
    • QPP/QPP2
    For these components:
    • Predecessor Taxable Wages
    • Predecessor Deducted Amount
    • Predecessor Credit Allowance
    Year-to-date values for:
    • EI
    • QPIP
    • QPIP (ER)
    For these components:
    • Predecessor Taxable Wages
    • Predecessor Deducted Amount
    To save time on data entry, Workday recommends you use an EIB for large quantities of workers.
  3. Once the off-cycle payment is complete, process on-cycle payments in the successor employer.