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Creating a Record of Employment (ROE)

How to create an ROE in Collage Payroll

Written by Heather

Create an ROE in the payroll platform whenever an employee has an interruption of earnings (e.g., termination, layoff, or extended leave).

Records of Employment can be issued as soon as the payroll with the final earnings have been approved.

You can enable ROE SAT to allow for automatic transmission to Service Canada. To enable ROE SAT, follow the steps in this article.

Generate the ROE:

  • Navigate to the main menu --> select Employees

  • Find employee name and click on >

  • Go to ROEs and click Generate New ROE

  • Review the First Day Worked and Last Day for Which Paid fields

    • Note: First Day Worked should be the first day paid since the last ROE was issued, not necessarily initial hire date

  • Select the most appropriate Separation Code

  • Select the most appropriate Expected Recall Code

  • Generate ROE

Resolve Errors:

  • Once generated, resole all errors displayed on the ROE screen

  • To correct errors, click the three grey dots next to the ROE and select Edit ROE

  • Update the fields with errors and click Save Changes

Review Earning Details:

  • To view insurable earnings or other included earnings, click View on the applicable fields

  • Edit earnings, vacation type, or add additional comments as needed

Finalize and Submit:

  • Once all information has been reviewed and is accurate, click Finalize ROE

    • ROE will be electronically transmitted to Service Canada on your behalf

  • Once status is Done, you can download a PDF copy

Self-submission to ROE Web:

  • If you are submitting ROEs yourself to Service Canada:

    • Download the XML file and upload it to ROE Web

  • All ROEs (draft and finalized) are also displayed under Main Menu → ROEs


Amending the ROE:

  • Navigate to the original ROE under main navigation menu → ROEs or Employee → Select Employee → ROEs

  • Select Amend

Edit and Finalize:

  • Make the necessary changes (dates, values, separation code, etc).

  • Review for any errors

  • Save Changes

  • Once all information has been reviewed and is accurate, click Finalize ROE

    • ROE will be electronically transmitted to Service Canada on your behalf, OR

    • Download the XML file and upload it to ROE Web

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