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Administrator Guide
Last Updated: 2023-06-23
Steps: Create ROE Data to Report to Service Canada

Steps: Create ROE Data to Report to Service Canada

  • Set up ROE reporting.
  • Complete one of these actions:
    • Complete on-cycle payroll for the period in which the ROE-triggering event occurred.
    • Pay final wages using an off-cycle payment in the period containing the Last Day for Which Paid.
  • Security: These domains in the CAN Payroll functional area:
    • Process: ROE (Create Data) - CAN
    • Reports: ROE Results for Worker(s) - CAN
    • Process: ROE (Edit Data) - CAN
    • Process: ROE (Approve Data) - CAN
You can create, review, and approve ROE data in preparation for sending to Service Canada. You can create ROE data for these ROE triggering events:
  • Assign pay group with a pay schedule or frequency change.
  • Change organization assignment.
  • Request Leave of Absence.
  • Termination.
  1. Create an ROE:
    • For an ROE triggering event. See: Steps: Create ROE Data for Events.
    • On-demand. Use only when you need to issue an ROE that isn’t a result of an ROE triggering event. See: Steps: Create ROE Data On-Demand
      You can create an on-demand ROE only when the worker has either:
      • No prior ROEs.
      • Issued
         prior ROEs.
      You can't create an on-demand ROE for a worker who has an ROE in one of these statuses:
      • Approved
      • In Error
      • In Progress
      • Pending Issuance
    • On a schedule. See: Steps: Schedule ROE Creations.
    For workers in multiple jobs, Workday creates:
    • 2 ROEs for a worker who has 2 positions in 2 pay groups with different pay frequencies.
    • 2 ROEs for a worker who has 2 positions, in 2 companies with different payroll account numbers.
    • 2 ROEs for a worker who has 2 positions, in 2 pay groups with the same frequency and different payment dates.
    • One ROE for a worker who has 2 positions in the same company, but 2 different pay groups with the same pay frequency and schedule.
  2. Access the
    ROE Results for Worker(s)
     report to review and correct any errors.
  3. Select the
    ROE
     and the relevant command. When no errors exist, Workday sets the ROE status to
    In Progress
    . You can approve the ROE.
  4. From the related actions menu of the ROE, select
    ROE
    Approve
    :
    • Select
      Confirm
       to approve the ROE in
      Draft
       status.
    • Select both
      Confirm
       and
      Submit
       to set the ROE to
      Submit
       status in the ROE outbound integration. Selecting both enables you to avoid submitting the draft ROEs manually after you import 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
      .
You can launch the ROE integration file for Service Canada. Workday includes all ROEs in
Approved
 status. Filter the selection by choosing options from these fields on the
Launch/Schedule Integration
 task:
  • Pay Group
  • Company
  • Worker
Use an integration connector to prepare ROE files, upload them directly to Service Canada, and import ROEs issued by Service Canada. The ROEs in Workday remain in
Pending Issuance
 status until you import the issued ROEs from Service Canada.
Workday recommends you complete the full process and run the ROE inbound integration to update ROEs in
Pending Issuance
 status to
Issued
.
Workday recommends that you import only ROEs with an
Issued
 status from Service Canada. If you import ROEs with the
Passed
,
Failed
, or
Rejected
 status into Workday, you must delete or recreate the ROE data before sending the ROE back to Service Canada.
Use the
View ROEs to Amend
 report to view terminated workers and workers on unpaid leave who have an Issued ROE who receive earnings after Service Canada issues the ROE, but before the worker's return to work.
Monitor the status of ROEs submitted to Service Canada using the
ROE Results for Worker(s)
 report.
For more information, see the Service Canada web site.