ROE Form

Screenshot of ROE Parameter screen.

Pgm: PYROELSR – ROE Parameters Screen; standard Treeview path: International Payroll > Government Forms > ROE Form

The Record of Employment (ROE) screen should be completed by Canadian employers for employees receiving insurable earnings who experience an interruption of earnings. The form provides information on employment history and is important in establishing claims for employment insurance (EI) benefits.

Completing the screen and pressing the [Print] button creates an XML formatted ROE form which can be uploaded to Service Canada.

Company

Enter/select the company. The corresponding FEIN appears in the FEIN Number field.

Business Number

Enter/select the business number for the company.

Pay Year, Period

Enter the pay year and period during which the interruption of earnings took place.

From Employee, To Employee

Enter/select the range of employees whose earnings were interrupted. To complete the form for a single employee, enter the same code in both the From and To fields. To complete the form for the full range of employees, leave both these fields blank.

Employee Pick List

Enter/select a pick list to process a specific group of employees. Employee pick lists are created in the Pick List screen (standard Treeview path: International Payroll > Setup > Local Tables > Employee Pick List). This screen is also located in the US Payroll module; for more information, refer to Employee Pick List. For convenience, the [Edit] button is available to launch the Pick List pop-up directly from the ROE Form screen to edit or create employee pick lists.

Recall Date

Select one of the following options for the expected recall date (i.e., date of return to work) for the employees selected in the From Employee and To Employee fields:

  • Not returning: Select this option if the selected employees are not expected to return to work.

  • Unavailable: Select this option if the date of return is unknown.

  • Date of Recall: Select this option if the date of return is known. Enter/select the date in the Expected Date field.

Expected Date

Enter/select the expected date of recall. This field is only available if the "Date of Recall" option is selected in the Recall Date field.

Terminated Since

Enter/select the date the employee range was terminated.

Reason Code

Select the reason for the interruption of earnings.

Comm. Preferred

Select whether the employees should be contacted in English or French.

ROE Issue Date

Enter/select the date the ROE is issued.

Print Report – Checkbox

Check this box to print the report along with the XML file when the [Print] button is pressed. Checking this box disables all fields below it on this screen.

Contact’s First Name, Contact’s Last Name, Contact’s Number, Ext

Enter the first name, last name, phone number, and phone extension of the contact.

Issuer Name, Issuer’s Number, Ext

Enter the name, phone number, and phone extension of the person issuing the ROE form.

Comments

Enter any further comments here.

File to be Exported

Enter the file path of the XML file. The screen pre-populates this field when the Company field is filled. The file extension is “BLK” by default.

[Box 17A] – Button

Press this button to launch the ROE Parameters pop-up screen, which is used to input any vacation pay the employer has paid or will pay to the employee due to the interruption of earnings. For more information on this screen, please see ROE Parameters Pop-Up – ROE Box 17A below.

[Print] – Button

Press this button after the screen has been completed to create the XML ROE file. The file is exported to the file path entered in the File to be Exported screen.

ROE Parameters Pop-Up – ROE Box 17A

Screenshot of Roe Parameters Screen pop-up for ROE Box 17A

Pop-up launched from the [Box 17A] button on the ROE Parameters screen

This pop-up is launched from the [Box 17A] button on the ROE Parameters screen, and is used to input any vacation pay the employer has paid or will pay to the employee due to the interruption of earnings.

Employee No

This is a read-only field showing the employee code and defaults from the ROE Parameters screen.

Vacation Pay Type

Select one of the following types of vacation pay from the drop-down list:

  • Included with each pay: This type includes vacation pay that is usually paid as a percentage of the employee's earnings for a pay period and should not be reported in Block 17A. Do not include comments regarding this pay in Block 18.

  • Paid because no longer working: This type includes any vacation pay that is payable to the employee due to a layoff or termination of employment. Include any amount in the Amount field. Do not include comments regarding this pay in Block 18, such as "17A $$ is included in 15C P.P. 1.".

  • Paid for a vacation leave period: This type includes any vacation pay that is paid by the employer for a specific period of leave, when the employee plans to take a vacation leave after the date specified in Block 11 and the leave was granted by the employer. For paper ROEs, the dates of the vacation leave should be included in Block 18. For ROE Web online, the dates should be entered in the appropriate fields. Include any vacation pay paid for that specific period of leave in the Amount field.

  • Anniversary vacation pay (Paid on a specific date each year): This type includes any vacation pay that is paid on a specific date (or dates) each year, such as an anniversary date. For paper ROEs, the date of the anniversary should be included in Block 18. For ROE Web online, the date should be entered in the appropriate field. Include any amount in the Amount field.

From Date, To Date

Enter/select the start and end dates of the vacation period.

Amount

Enter the vacation pay the employer has paid or will pay to the employee.

Note: Do not report any amount if the Vacation Pay Type selected is 'Included with each pay'.