Create ROE Run

ROE runs are used to produce Record of Employment (ROE) forms for employees between the regular payroll runs defined in your calendar. Service fees apply.

Note: ROE runs will suspend an open regular or extra run. The regular or extra run can be accessed after the ROE run is processed.

ROE runs DO NOT produce payments. If you require a payment to be issued, an ROE run is not appropriate. Go to Create an Extra Payroll Run.

ROE Runs

  • Only ROE Forms are produced. No payments or other standard reports are produced.
  • No new employees can be set up.
  • Limited access is available to the following pages for making changes to an ROE Form:
    • Profile
    • Insurable Earnings History
    • Status Change
    • Preview
  • Employees for whom an ROE Form is requested must have:
    • A valid S.I.N.
    • An address, including postal code
  • ROE Forms are available on the Payroll Reports page.Closed From the Reports menu, select Payroll Reports.
  • ROE runs:
    • Cannot be processed in conjunction with regular, extra, or year-end runs.
    • Will suspend another open run. You must submit and process the ROE run before you can continue to work with any other open runs.
    • Can be closed without processing if the run is no longer required. For more information, see Close a pay period.
    • Cannot be the first run processed in the new year. To request an ROE, you must create an extra run.
Note:

If an ROE run is to include a change to the employee name, SIN or address and is required before the first pay period of the year is processed, review the information appropriate to your situation.

The tax forms already produced are not updated with the employee profile changes. The ROE will be updated.

Do not create an ROE run. Instead, create an extra run so that employee's tax form and the ROE will reflect the update.

Prerequisites

You have determined that you need to produce ROE forms without payments between payroll runs.

Video

Tasks

  1. Open the Select Pay page.Closed Select the Pay Period menu button.
  2. Click the Create New Run button.

  3. Select Create New ROE Run.

    Note: Only one ROE run may be open at one time.
    ROE runs must be submitted before you can return to or open a regular or extra run.

  4. Click Yes.
  5. Click Save.
  6. In the Pay Period Number field, select the pay period number into which the last day of work falls.
  7. In the Pay Period Ending Date field, select the Pay Period Ending Date into which the last day of work falls.
  8. The Payment Date displays Not Required as no payments are produced with an ROE run.
  9. Click Save.

Next Steps