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Administrator Guide
Last Updated: 2023-06-23
Example: Create an ROE for a Terminated Worker

Example: Create an ROE for a Terminated Worker

This example illustrates how to create a Record of Employment (ROE) for a terminated worker.
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
  1. Set up ROE reporting.
  2. You can:
    • Complete on-cycle payroll for the period, which includes the worker's last day.
    • Pay final wages using an off-cycle payment in the period containing the Last Day for Which Paid.
  3. Create ROE data for the terminated worker.
  4. Access the
    ROE Results for Worker(s)
     report to select the ROE and the relevant command. When no errors exist, Workday sets the ROE status to
    In Progress
     and you can approve the ROE.
  5. From the related actions menu of the ROE, select
    ROE
    Approve
    :
    • To approve the ROE in
      Draft
       status, select the
      Confirm
       check box.
    • Select the
      Confirm
       and
      Submit
       check boxes to set the ROE to
      Submit
       status in the ROE outbound integration. Selecting both enables you to avoid the need to submit the draft ROEs manually after you loaded 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
      .
  6. Select options from these fields on the
    Launch/Schedule Integration
     task to select which Approved ROEs to include in the outbound file for Service Canada:
    • Pay Group
    • Company
    • Worker
    Workday includes all ROEs in
    Approved
     status in the outbound integration file if you don't select an option.
    Approved ROEs sent to Service Canada update to
    Pending Issuance
    . If you need to update or change an ROE in
    Pending Issuance
     status:
    • Select
      Cancel Pending Issuance
      , either when you view the ROE or from the worker profile (
      ROE
      Cancel Pending Issuance
      ) to change the status of a single ROE back to
      In Progress
      .
    • Use the
      Change ROE Pending Issuance Status to Approved
       task to revert all ROEs in an outbound integration file to
      Approved
      .
  8. Import the issued ROEs into Workday from Service Canada.
    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. For more information, see the Service Canada web site.
    The imported ROE status updates from
    Pending Issuance
     to
    Issued
    . The Issued Date and ROE Serial Number display on the ROE.