FAQ: Processing ROE Data

Which report can I use to review all the ROEs that we created?: Use the
ROE Results for Worker(s)
report. This Workday-delivered standard report includes information to assist you to manage ROEs in Workday and enables you to view all created ROEs. Use these prompts to select the ROEs to view:
Status
Period(s)
Workers

Examples:
You want to view ROEs In Progress
. Select
In Progress
from
Status
and use the related action from the ROE to approve it.
You want to view ROEs In Error
. Select
In Error
from
Status
and take action on the ROE.

Workday recommends you periodically use the
Delete ROEs
task to keep the
ROE Result(s) for Workers
report as current as possible. You can only delete ROEs if they aren't Approved
or Issued
.
Does Workday automatically delete any ROEs?: No, unless you ignore the ROE-triggering event from the
Ignore ROE Event
task and the ROE isn't Approved
or Issued
. ROE triggering events include:
Termination
Leave of absence
Change in pay frequency because of a pay group transfer.
What happens if we rescind the event that triggered an ROE?: Workday appends
(rescinded)
to the description on the
Triggering Event
field on the ROE regardless of whether you issued it.
If you already issued the ROE, assess if you should amend the ROE or not.
If the ROE is Approved
, confirm that Service Canada didn't already issue the ROE before deleting it.
If the ROE is In Progress
, In Error
, or Not Required
, use the
Delete ROEs
task and manually delete the ROE.
What happens if I reverse a payment reported on an ROE?: Situation
Outcome

Workday reported the original payment on the ROE.
Workday allocates the reversal to the same reporting period as the original payment.
Example: You allocated the original payment to the period paid. Workday allocates the reversal to the same period.

Workday didn't report the original payment on the ROE.
Workday excludes the reversal from the ROE.
Example: Workday didn't report the original payment on the ROE because it occurred in a period before the maximum allowed reporting period in Block 15C. Workday won't report the reversal of that payment on the ROE.
Why don't I see the earnings that I expected to see on an ROE?: Workday only reports ROE earnings in the
ROE Insurable Earnings by Period
(Block 15C) when you configure them as insurable. They must belong to the EI Earnings
pay component group. If hours are insurable, the pay component-related calculation (PCRC) must belong to the EI Hours
pay component group.
How do we report retro payments on the ROE?: Configure the earning with an allocation reporting period for retroactive earnings and hours. Complete these prompts in the
ROE
section of the
Non-Effective Dated
tab on the
Create Earning
or
Edit Earning
task:
Allocation Reporting Period Retro
Allocation Reporting Period for Retro Hours

If necessary, you can override the allocation reporting period by editing the ROE after its creation.
Where does Workday report retro payments on a worker's ROE?: Workday reports:
Insurable retro payments for any supported retro event in the
ROE Insurable Earnings by Period
(Block 15C) grid.
All separation payments paid using retro processing on the
Separation Payments
(Block 17) section.
We have employees in Canada who are working for a U.S. company. How can we record their Last Day for Which Paid?: You can only record the Last Day for Which Paid for employees who work for a Canadian company.

When you terminate an employee, Workday HCM uses the worker's location to determine whether to display ROE fields. These fields can be:
Last Day for Which Paid
Expected Recall Date
Workday doesn't consider the worker's primary work state.
What happens if I create ROE data for a worker who is in multiple jobs and they experience an ROE triggering event, such as Termination?: Workday creates multiple ROEs based on Service Canada requirements.

Example: Workday creates 2 ROEs for a worker in 2 positions in 2 companies with different payroll account numbers.
Does Workday create an ROE if a worker in multiple jobs ends 1 job?: Workday doesn't support the
End Additional Job
event and doesn't create an ROE when a worker ends only one of their jobs.
How can I ensure that the ROEs I submit for workers in multiple jobs, in multiple pay frequencies, and in the same Payroll Account Number don't fail due to Overlapping Dates when I use Service Canada's ROE Web service?: You might need to contact Service Canada to request that they apply the Overlap Rule to the relevant Business Number in ROE Web. Service Canada extends the Overlap Rule permanently when your business regularly issues overlapping ROEs. See:ROE Web – Registration and account management guide.
Can I create only 1 ROE for a worker in multiple jobs when I use the Create On-Demand ROE task?: Workday creates multiple ROEs based on Service Canada requirements and a worker's circumstances. If a worker is set up to receive multiple ROEs, multiple ROEs are generated.
Can I view multiple ROEs created for a worker in multiple jobs together?: Yes, to view multiple ROEs together, enable the
View linked or multiple ROEs for a worker in list view
check box on the
Edit Tenant Setup – Payroll
task in the
ROE (CAN)
section.
What happens if I delete 1 ROE for a worker in multiple positions?: If Workday creates multiple ROEs for a worker in multiple jobs and you delete 1 ROE, you can re-create the deleted ROE regardless of the other ROE status.
Can we provide employees with paper copies of ROEs?: Workday doesn't generate printed ROEs. Employees can view or print their ROEs from the Service Canada website.
How can a worker indicate what language they want Service Canada to print their ROE in?: The worker can access the
Change Preferences
task and change the
Preferred Locale
.
How can I change the preferred language in which I view a worker's ROE?: Access the
Change Preferences
task to change your
Preferred Locale
and
Preferred Display Language
.
How can we change the preferred language for Service Canada to use to communicate with our company?: You can select English (Canada)
or French (Canada)
from the
Preferred Language
prompt. Navigate to
Record of Employment
Other Information - ROE Reporting
Preferred Language
on the
Edit Company Federal CAN Tax Reporting
task.
We forgot to load ROE Prior Period History Results as part of our implementation. Can we still include earnings and hours processed in our previous payroll application?: Use the Import ROE Prior Period History Results
web service to load the ROE prior period history. If you already created the ROE, recreate it to pick up the newly imported historical periods.; Before using the web service, ensure that your period schedules include the historical periods you want to load. We recommend that you load a minimum of 1 year before your Workday implementation date. Example: If your pay periods are semimonthly, load 24 payroll periods.; You can also edit the ROE and insert the missing legacy system periods using the
Edit Insurable Earnings for Prior Periods
grid on the ROE.
How can I populate a date for Block 14 – Expected Date of Recall on the ROE?: Add the
Date of Recall
field to the Request Leave of Absence
business process by adding
Date of Recall
on the
Additional Fields
tab on the
Edit Leave Type
task.
Why don't I see a specific ROE event in the Ignore ROE Events task, Cancel Ignored ROE Events task, or the View ROE Events report?: Workday only displays In Progress
and Successfully Completed
ROE events and doesn't display canceled ROE events in these tasks and reports:
Ignore ROE Events
Cancel Ignored ROE Events
View ROE Events

Workday doesn't display Rescinded
ROE events in the
Ignore ROE Events
and
Cancel Ignored ROE Events
task, but does in the
View ROE Events
report.

Workday doesn't include on-demand ROEs on these tasks and reports because you create them manually, not by an event.

Situation	Outcome
Workday reported the original payment on the ROE.	Workday allocates the reversal to the same reporting period as the original payment. Example: You allocated the original payment to the period paid. Workday allocates the reversal to the same period.
Workday didn't report the original payment on the ROE.	Workday excludes the reversal from the ROE. Example: Workday didn't report the original payment on the ROE because it occurred in a period before the maximum allowed reporting period in Block 15C. Workday won't report the reversal of that payment on the ROE.

How can I amend an ROE that I originally issued to Service Canada to change the reason code?: You can amend the issued ROE and edit the ROE to change the reason code.; Before you amend an ROE to report changes, confirm whether the ROE was included in the Canada ROE Outbound Integration file and sent to Service Canada.
If the ROE was sent to Service Canada and is in Pending Issuance
status in Workday:
Run the ROE Inbound integration file to update the ROE status to Issued
.
Amend the ROE in Workday.
Approve the ROE.
Send the ROE back to Service Canada using the ROE Outbound Integration.
Select
Cancel Pending Issuance
on the ROE when the ROE isn't sent to Service Canada and is in Pending Issuance
status in Workday. The ROE returns to In Progress
and you can make changes.

Concept: Ignore ROE Events

Steps: Set Up ROE Reporting

Set Up Earnings for ROE Reporting

Set Up Company Federal Taxes (CAN)

Create Leave Types