Completing the Employee Setup wizard

After your short profile setup (Welcome, Identity, and Address), RoostPay may open the full Employee Setup wizard for your employment agreement. This nine-step flow collects tax, banking, and emergency contact details so your employer can pay you correctly.

The screen title is Employee Setup. A progress bar and Step X of 9 show where you are. Use Next and Back to move between steps. Tap Save in the top bar anytime to save progress without finishing.

1. Identity Verification

1. Enter your Legal first name and Legal last name under Full legal name (exactly as on government ID).
2. Optionally enter a Preferred name (how you want to be called in the app).
3. Enter your Date of birth.
4. Enter your mailing address under Mailing address.
5. Enter your Social Insurance Number (SIN).

6. If your SIN begins with 9, you’ll see Work Permit Required. Enter your Work permit expiry date and tap Upload work permit if asked.
7. Tap Next.

2. Residency & Other Income

1. Turn on the switch if you Did you move to Canada and become a resident this calendar year, or are you a non-resident of Canada? When on, enter the Date you arrived in Canada.
2. Turn on the second switch if you Do you have another job at the same time, or do you currently receive a Canadian pension? RoostPay may show a warning that your Basic Personal Amount is set to $0 for this job.
3. Tap Next.

3. Education & Disability

1. Answer whether you Are you currently a student taking post-secondary courses? If yes, enter Estimated tuition for this calendar year.
2. Answer whether you Do you have a Disability Tax Credit (DTC) certificate approved by the CRA?
3. Tap Next.

4. Family & Dependants

Answer each Yes/No-style switch as it applies to you:

1. Are you single, divorced, separated, or widowed and living with and supporting a child under 18 (or a related adult)?
2. Do you have a spouse or common-law partner who earns little or no income?
3. Do you financially support a spouse or adult relative who has a physical or mental infirmity?
4. Are you 65 years of age or older?
5. Do you have a dependent child under 18 with a physical or mental infirmity?
6. Tap Next.

5. Extra Tax Withholding

1. Answer Would you like us to deduct extra tax from each pay period?
2. If yes, enter an Extra amount per pay period.
3. Tap Next.

6. Direct Deposit

1. Read the banking security note explaining where pay is deposited.
2. Enter your Transit number (5 digits), Institution number (3 digits), and Account number (7–12 digits). Use the numbers from a void cheque or online banking.
3. Tap Next.

7. Emergency Contact

1. Enter Emergency contact name.
2. Enter Relationship to you.
3. Enter Phone number.
4. Tap Next.

8. Provincial Tax Credits (TD1)

1. Review the Provincial basic personal amount for your province.
2. Answer Do you want to claim the full provincial basic personal amount… for your province (Yes if this is your only job; No if you have multiple jobs or a pension).
3. Tap Next.

9. Review & Certify

1. Review the summary and the certification statement: I certify that the information given on this form is correct and complete.
2. Read the legal notice about making a false return.
3. Check I have read, understood, and certify the above TD1 declaration.
4. Confirm the Date shown.
5. Tap Submit & Complete.

You’ll see Setup Complete! when you’re done. Your employer is notified, and you can continue into the app.

Tips

• Leave and return later if needed — tap Save first so you don’t lose answers.
• Temporary SIN (starts with 9) requires work permit details before you can finish Identity Verification.
• Extra withholding and provincial credits affect how much tax is taken from each paycheque; answer carefully if you have more than one job.