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Creating a Record of Employment (ROE)

Creating an ROE file for government submission

Written by Heather
Updated this week

Create an ROE in the payroll platform whenever an employee has an interruption of earnings (e.g., termination, layoff, or extended leave). Be sure to create the ROE after the last payroll with earnings has been approved.

Generate the ROE:

  • Using the main navigation 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

  • Select the most appropriate Separation Code, then Generate ROE

Resolve Errors:

  • Any errors displayed on the ROE screen must be resolved before finalizing the ROE

  • 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 electronically transmitted to Service Canada on your behalf

  • 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

  • Click on three dots and select Duplicate ROE

  • This creates a new draft based on the original

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 electronically transmitted to Service Canada on your behalf

  • 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

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