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Administrator Guide
Last Updated: 2023-09-08
Steps: Amend ROE Data

Steps: Amend ROE Data

  • The ROE type is
    Original
     or
    Amend
    .
  • The ROE status is
    Issued
    .
Security: These domains in the CAN Payroll functional area:
  • Process: ROE (Amend Data) - CAN
  • Reports: ROE Results for Worker(s) - CAN
  • Process: ROE (Edit Data) - CAN
  • Process: ROE (Approve Data) - CAN
You can amend an ROE that you’ve already issued with Service Canada, as long as you've issued the original ROE using the Workday Outbound and Inbound integrations.
Example: You process an ROE for a worker who receives an additional payment after you issued the original ROE. You can amend the ROE to reflect the additional payment.
An amended ROE reports:
  • The serial number of the original ROE.
  • Changes made since issuing the original ROE.
When you create an amended ROE for an original ROE with override values entered, you can preserve the override values.
Whenever possible, don't amend ROEs directly through the Service Canada web site. Use Workday to manage all ROE activity so that you can maintain Workday as your system of record for ROE reporting.
  1. Access the
    Amend ROEs
     task.
    Workday returns all ROEs with an
    Issued
     status.
  2. Select the ROE from the
    ROEs to Amend
     prompt.
    Workday identifies the ROE as
    Amend
     in the
    Type
     field.
  3. Resolve any errors on the ROE by editing or recreating it. When no errors exist, Workday sets the ROE status to
    In Progress
    .
  4. Select the check box to preserve any values you enter as an override.
    Preserving values applies to either hours or earnings (or both) that you enter for these fields:
    • Insurable Earnings by Period
       (box 15C)
    • Separation Payments
       (box 17A or C).
    Workday automatically selects the check box if you preserved the override values on the original ROE.
  5. From the related actions menu of the ROE, select
    ROE
    Approve
    :
    • To approve the ROE in
      Draft
       status, select only the
      Confirm
       check box.
    • Select the
      Confirm
       and
      Submit
       check boxes to set the ROE to
      Submit
       status in the ROE outbound integration. This action avoids the need to submit the draft ROEs manually after you load them to Service Canada.
      You can select the
      Submit
       check box automatically if you select the
      Select Submit by default on Approve ROE task
       check box on
      Edit Tenant Setup - Payroll
      .
Workday retains the original ROE for tracking purposes and creates a new amended ROE.
  • The new Amend ROE is
    In Progress
     or
    In Error
    . The
    Amended From
     field contains a link to the original ROE.
  • The original ROE remains in
    Issued
     status and the
    Amended By
     field contains a link to the amended ROE
  • If the
    View linked or multiple ROEs for a worker in list view
     check box is enabled in
    Edit Tenant Setup - Payroll
    , you can view the list of linked ROEs (Original and Amend) for the worker.