Overview

This page provides the scope for our Services in Canada like Benefits, Benefits +, Managed Payroll, and HR Advisory. If you are signing up to receive any of these Services, then please take your time to read through this page and familiarise yourself with its scope.

Benefits+ services

Service Provider	Benefits+ is provided by Humi Soft Inc.
User(s)	The ‘User(s)’ for calculating the ‘per employee’ Fees for Benefits+ is the number of active employees assigned to a benefits plan on our platform in a monthly period.
Term and renewal	Benefits+ services are provided on a month-to-month basis. Either party may terminate by giving 30 days written notice to the other.
Fees	$5/month per employeeMinimum Fee is $50/month
Our Responsibilities:	We will: – process employee enrolments, profile changes, terminations and reactivation of benefits for rehires made in our Platform with the group insurance provider; – process employee change requests approved by you in our Platform with the group insurance provider; – process extension of benefits and leave of absences requested by you in our Platform with the group insurance provider; – complete relevant tasks in accordance with group insurance provider’s contract; – act promptly in the delivery of our services, including in cooperating with you to ensure we have all relevant information to perform the tasks relevant to the services; – retain signed enrolment forms or change forms in the Platform; – notify you promptly of any submission errors, data validation issues, or rejections from the group insurance providers; and – work with group insurance providers to correct discrepancies, if applicable.
Your Responsibilities:	You will: – ensure any updates made to employee records (e.g., terminations, salary changes) in our platform by us are accurate and reflect true employment changes; – make necessary employment changes in our platform promptly to ensure timely reflection in benefit plan data (e.g., terminate employees as of their last working day); – assign eligible employees to their benefit plan on our Platform to initiate their enrolment no later than 31 days after their effective date; – ensure only appropriate personnel have permissions to make changes in our Platform that trigger updates with the group insurance provider; – report any discrepancies to us within a reasonable period (e.g., 31 days from any effective change); – You understand and accept the limitations of the Benefits+ service, including that we are not responsible for errors due to incorrect or delayed data input by the client or employee; and – You acknowledge that changes made in our Platform by you will be processed by us with the insurance provider without any additional confirmation.

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Benefits services

Service Provider	The Benefits brokerage and its services are provided by Humi Inc.
Term and renewal	The Agreement remains on foot until terminated by either party. Either party may terminate by giving written notice to the other with immediate effect, subject to the time frames or conditions set out in any applicable Agent of Record letter between us and you.
Our Responsibilities:	We will be responsible for: – Providing access to a variety of group insurance providers and products across Canada. – Providing consulting and advisory services on your existing and alternative benefits products, with independence from the underlying group insurance providers. – Providing support during the implementation of the selected benefits plan, including coordination with the carrier, assistance with employee enrolment processes and providing admin and employee education. – Conducting strategic benefits planning, renewal analysis and negotiation advocating for the business. – Conducting plan audits and benchmarking analysis for plan competitiveness. – Supporting with claim escalations advocating for employees, where requested by the Customer. – Maintaining confidentiality when supporting employees with coverage inquiries. – Acting in accordance with your instructions in engaging with insurance providers. – Hold and maintain the necessary licences required to perform the Brokerage Services. – We do not provide advice in relation to tax, accounting, regulatory or legal matters.
Your Responsibilities:	You will be responsible for: – Providing complete and accurate information required for quoting, underwriting, and policy issuance. – Notifying us of any material changes to your business or employee structure that may affect coverage. – Cooperating with us by reviewing and approving benefits recommendations or plan selections within agreed timeframes. – Submitting enrolment and administrative documentation promptly. – Adhering to the eligibility, participation, and administrative guidelines set forth by the group insurance provider. – Executing all necessary agreements and documentation required by the group insurance provider. – Paying all premiums and fees due, including any late fees or penalties imposed due to late or non-payment, to the insurance carrier in a timely manner, as outlined in the group insurance provider’s agreement. – Ensuring employees receive accurate information regarding their benefits and enrolments including disseminating insurance carrier documents and notices to employees. – Notifying us promptly of any issues with service, claims, or coverage concerns so they can intervene or assist where appropriate. – Authorize us to communicate with service providers on your behalf, as is required to perform the Brokerage Services, including executing any required consent or authorization forms and ensuring they remain valid for the duration of the engagement. – Read all policies of group insurance providers carefully. There will be no liability on us in relation to policy documentation.

Managed Payroll Terms

Service Provider	Managed Payroll is provided by Humi Soft Inc.
User(s)	The ‘User(s)’ for calculating the ‘per employee’ Fees for Managed Payroll is the number of active employees on the Humi Payroll software in a monthly period.
Implementation Plan	Onboarding & Implementation (Week 1) We will facilitate a collaborative process in gathering employee and company information, validating data, and preparing CSV imports for your account setup. In addition, we will outline an onboarding process with timelines. Once Your Data is uploaded into our Platform, we will configure the payroll account detailing extra TD1 amounts, additional taxes, benefit deductions, vacation pay, and extra wages. System Testing and Configuration (Week 2 – Week 4) After the onboarding and implementation phase, our payroll team may conduct a series of reviews to test accuracy and validity of payroll data. This process will entail running payroll for one pay period in congruence with our current payroll provider (if any). This testing method ensures employee pay amounts align with prior pay periods and aims to ensure transition is seamless. Processing Payroll (Week 4 – Onward) – Our ‘Managed Payroll’ Service will process employee payments, remit taxes, and keep records each pay period on a recurring basis. Digital paystubs will be emailed to your employees on the morning of pay day. Additional employee compensations, including: bonuses, commissions, other amounts, expense reimbursements and vacation pay will be collected from you up to 3 business days before the payroll deadline. Data will be reviewed, audited, imported, and recorded into our Platform and reflected on employee paystubs. Servicing (Recurring) You will be assigned a Payroll Specialist that will be responsible for delivering our managed payroll experience and providing support. Based on the payroll exception report, we will adjust changes in employee income/ deductions into payroll taking into account: compensation adjustments, new onboard/terminations, updates to employee banking information and vacation payouts. In addition, we will update changes in benefit deductions based on employee salary changes; the adjustments will be configured on a percentage of salary basis.
Our Responsibilities	– Ensuring all data received by the agreed timeframes is entered into the system for processing in the appropriate pay cycle; – Processing payroll accurately and timely with the information provided in the Exception Report; – Updating TD1s, payroll deductions and additional tax credits; – Inputting, auditing, and updating benefit amounts based on monthly statement;Reconciling and auditing each payroll that is processed; – Automatically remitting source deductions to the CRA;Preparing, auditing, and issuing T4s to the CRA and ROEs to Service Canada; – Calculating, auditing, and remitting EPT amounts, including Year-end filing; – Ensuring payroll compliance with federal and provincial laws; and – Resolving payroll issues and responding to payroll inquiries from the payroll admin.
Your Responsibilities	– Maintaining an active payroll software subscription, without which you cannot access the Managed Payroll service; – Reviewing and approving the Payroll Register prior to the agreed-upon due date to ensure that we are authorized to run payroll for the period; – Providing accurate data for entry in the exception report within the agreed-upon due date to ensure that all processing schedules can be achieved; – Keeping all HR employee data, including employment status and compensation, up-to-date and accurate; – Notify us of any changes to TD1s or additional tax credits; – Reviewing and approving payroll registers before processing (payroll cannot be completed and paid until the register is approved); and – Maintaining all other modules outside of Payroll
Managed Payroll Extras	– Payroll deadline extension – $30 per extension – Stop payment – $50 per employee – Year-to-Date (YTD) record adjustment – $50 per employee – Rejected credit – $30 per employee – NSF debit – First occurrence: $100 / Second: $200 / Third (cap) $300 – Late payroll submission – $50 per late payroll – Wire transfer or Irrevocable E-transfer – $150 per occurrence – Tax Override – $50 per payroll – CRA remittance and YTD adjustments – $50 per employee – Payroll schedule change – $100 per occurrence – Update missing YTD information for an employee – $50 per employee – Trace payment (bank) – $45 per employee and per payroll

HR Advisory

Service Provider	HR Advisory is provided via third party HR and Legal partners experienced and qualified to provide HR advice.
Our responsibilities	We will provide access to (as detailed further below) Workplace Advice, Compliance and HR Documents  through our partners. – Workplace Advice: Means that we will offer limited (based on your subscription) advisory advice to Authorised Contacts to provide workplace relations and performance management advice – over the telephone or alternatively via email. You acknowledge and agree that Workplace Advice does not constitute legal advice, and cannot be relied on as legal advice. Workplace Advice is designed to guide and assist you only and we do not accept any liability for any loss (or alleged loss) suffered as a result of you relying on the Workplace Advice. The Service is also subject to Fair Use Code, as defined in the Terms & Conditions. – Compliance: The compliance audit covers advising on compliance obligations under relevant Canadian legislation (such as the Canada Labour Code and other specific provincial labour standards legislation), including health and safety (WHS) legislation as well as any applicable collective agreements. You will also be informed throughout the Service if there are any changes to legislation that may affect your obligations to employees or the contracts or policies you have in place.  – HR Documents means access to best practice and proven HR documents (including employment contracts, tools and workplace policies) that we have available on an as needs basis only. HR Documents are template documents and are not tailored to you and are provided without any warranty as to appropriateness or enforceability.
Your responsibilities	You must schedule an appointment with us for the purposes of carrying out this inclusion.