Reference: ROE Results for Workers

The reason contact information you configured on the

Record of Employment

tab on the

Edit Company Federal CAN Tax Reporting

task.

This field is available when you edit the ROE.

The preferred language you configured on the

Record of Employment

tab in the

Edit Company Federal CAN Tax Reporting

task. Service Canada uses this language if they need to contact the employer for questions.

Workday updates this number when you import the ROE inbound file from Service Canada.

When you generate an ROE:

For events, Workday automatically populates the reason code on the ROE. The reason is based on the ROE creation criteria in the
Maintain ROE Configuration
task.
On-demand, you can select any reason code.

Service Canada requires you to enter a comment for reason codes

K00 - Other

and

K15 - Other/Canadian Forces - Queen's Regulations/Orders

. An ROE that has this reason code will be

In Error

status until you enter a comment.

If the worker had a return from leave within 53 weeks before Workday implementation, this date is important for ROEs generated by Workday. Workday uses this date when calculating the

First Day Worked

for the worker's ROEs after the Workday implementation date.

The first day for which the employee receives insurable earnings. Defines the start of the employment period.

You can edit the ROE to override this date on the

Override First Day Worked

field.

When you enter a date on this field, Workday reports the overriding date instead of the default first day worked date.

Workday recommends that you correct the source data by editing the hire, rehire, or return-from-leave date. Then, add insurable earnings into the period that contains the first day of work, or move the insurable earnings into the period. This correction of the source data helps ensure that Workday can accurately calculate the

First Day Worked

when creating the ROE.

Often,

First Day Worked

errors occur on the ROE because the first payment for a new hire is in the period after the hire. Workday recommends that you use retro processing to report the retroactive amounts due in the correct period of the ROE. Enter pay input using the start and end date of the hire period. Check that you're using the correct allocation method in your earnings. When you create the ROE, Workday allocates the retro earnings to the retro period indicated in the pay input.

Defines the end of the worker's employment period. When you create an ROE using the

Create ROE Data for Events task

, Workday derives this date from the

Last Date for Which Paid

field on the business process.

When you create an ROE using the

Create On-Demand ROE

task, Workday derives this date from the period end date of the worker's last completed pay result.

For pay group changes or company transfers that result in a change in pay frequency, this date is 1 day before the effective date of the business process.

You can edit the ROE to override this date with the

Override Last Day for Which Paid

field.

Workday recommends that you correct the source data by updating the

Last Date for Which Paid

date on the business process for the ROE-generating event instead.

This date is the period end date of the period that contains the

Last Day for Which Paid

.

Displays in Block 14.

Workday indicates

Unknown

in the

Expected Date of Recall

field on the ROE when you:

Don't enter a date on the
Date of Recall
field on the
Leave of Absence
business process.
Or, you didn't configure the field on the
Request Leave of Absence
business process.

The

Period Start Date

and

Period End Date

come from the

Period Schedule

for the pay frequency. Workday reports all required periods up to the maximum reporting periods by pay frequency.

Workday pulls insurable hours and insurable earnings from completed payroll results that fall within the employment period of the ROE.

The

Override Insurable Hours

and

Override Insurable Earnings

fields display when you edit the ROE. Select the corresponding

Enable Override

check box to enter an override. However, Workday recommends that you correct the source data in Workday instead.

When you select the

Preserve ROE period and separation payment overrides

check box, Workday includes the overriding data on the ROE when Workday recreates it.

This grid enables you to insert periods that occurred before your Workday implementation date. The hours and earnings entered here reflect payroll periods processed in your legacy system. Enter information for ROE Prior Period History results that are missing.

You can only insert periods that:

Occurred before your Workday implementation date.
You included in the period schedule as part of your Workday cut-over.

You can't select a period that's before the worker's hire date or after the first period processed in Workday. Inserting a period in this grid won’t add an ROE Prior Period History Result record for the worker.

Example: Your organization went live on Workday Payroll on 2018-04-01. You loaded 1 year of ROE Prior Period History results for periods 2017-04-01 through 2018-03-31. These results reflect period by period insurable hours and earnings paid to workers from your previous payroll application.

A monthly paid worker takes a leave of absence on 2018-05-01. When you create the ROE, you realize that the ROE prior period history results are missing for August 2017. You can add the missing period by editing the ROE in the

Edit Insurable Earnings for Prior Periods

grid.

Recreate the ROE for Workday to include the inserted period, insurable hours, and insurable earnings in Block 15C.

This column won’t display if there are no historical periods reported in Block 15C.

You can edit these reporting periods directly on the ROE by selecting the related action on the period. Editing the insurable earnings or hours will update the imported ROE Prior Period History Results record for that period.

Workday displays the allocation method of the pay component.

To update the allocation method, use the pay component's

Non-Effective Dated

tab or the

Maintain ROE Period Allocations

task.

The period in which Workday reports the insurable hours and earnings in Block 15C, based upon the allocation method configured on the pay component.

See: Set Up Earnings for ROE Reporting.

You can report on future earnings by inserting a row on the

Vacation Pay

grid. Select the payment type on the

Override Payment Type

field.

The

Override Amount

field displays when you edit the ROE. Select the corresponding

Enable Override

check box to enter an override amount. Workday clears the overriding data from these fields if you recreate the ROE, unless you select the

Preserve ROE period and separation payment overrides

check box.

Workday recommends that you correct the source data in Workday instead of overriding data.

You can report a total of 10 Statutory Holidays in Block 17B.

If the ROE includes separation payments for statutory holidays paid after the

Last Day for Which Paid

, you must edit the ROE and complete the

Statutory Holidays

amount fields. The sum of your entries should equal the statutory holiday separation payments you paid to the employee.

The

Override Amount

field displays when you edit the ROE. Select the corresponding

Enable Override

check box to enter an override amount. Workday clears the overriding data from these fields if you recreate the ROE, unless you select the

Preserve ROE period and separation payment overrides

check box.

Workday recommends that you correct the source data in Workday instead of overriding data.

You can report a total of 3 separation payments in Block 17C.

You can report on future earnings to Service Canada by inserting a row on the

Other Monies

grid. Select payment types not already reported on the ROE in the

Override Payment Type

field.

The

Override Amount

field displays when you edit the ROE. Select the corresponding

Enable Override

check box to enter an override. Workday clears the overriding data from these fields if you recreate the ROE, unless you select the

Preserve ROE period and separation payment overrides

check box.

Workday recommends that you correct the source data in Workday instead of overriding data.