Set Up Earnings for ROE Reporting

Select Canada
in the

Enabled Countries

field on the

Edit Tenant Setup – Payroll

task.

Set up the groups, criteria, calculation, payment source, and costing on the

Create Earning

task.

Security: Set Up: Payroll (Calculations – Payroll Specific)
domain in the Core Payroll functional area.

Identify:

Earnings as separation payments.

Insurable earnings. Specify the allocation, and define how to report payments. If you have insurable hours, create an Hours
related calculation.

Access the

Create Earning

Edit Earning

tasks for the ROE reporting earning.

Access the

Related Calculations

section on the

Effective Dated

tab. If hours related to the earning are insurable, select EI Hours
in the

Group

field on the related calculation for insurable hours.

If the earning or its hours are insurable, select EI Taxable
from the

Groups

field on the

Non-Effective Dated

tab.

In the

ROE

section of the

Non-Effective Dated

tab, specify the allocation for insurable earnings and hours. Your configuration defines which periods Workday allocates the payments to when creating ROEs.

When you use the

Maintain ROE Period Allocations

task to update the allocation method for insurable earnings and hours, the corresponding

Allocation Reporting Period

field also changes on the

Non-Effective Dated

tab for an earning or deduction code.

Option	Description
Allocation Reporting Period	Select the period that Service Canada requires for allocating this type of earning to pay periods. Period Earned : Allocate earnings to the period in which the employee earns them. Example: A worker receives earnings for the January 1st to 15th pay period. Workday allocates the earning to the January 1st to 15th pay period on the ROE. Period Paid : Allocate earnings to the Period End date of the last completed regular on-cycle pay period. Example: A worker receives a quarterly bonus payment for January 1 to March 31 on a non-regular run category in May. Workday allocates the earnings to the May 15th pay period on the ROE.
Allocation Reporting Period for Hours	If hours for the earning are insurable, select the period that Service Canada requires for allocating insurable hours to pay periods. The reporting period for insurable earnings and hours is usually the same, except for overtime hours paid to employees after their termination date.
Allocation Reporting Period Retro	Applies when you use the Run Retro Pay Calculation task to recalculate earnings in response to prior period changes, such as adjustments and corrections. Example: Payments for overtime and commission paid after the period worked. Select the period for allocating differences between the original and recalculated earning amount. The default period is the same as the Allocation Reporting Period . Period Earned : Allocate earnings to the period in which the employee earns them. Example: A worker receives retro earnings results for December 16 to 31st that were processed with the January 1st to 15th pay period. Workday allocates these earnings to the December 16 to 31st pay period on the ROE. Period Paid : Allocate earnings to the Period End date of the last completed regular on-cycle pay period. Example: A worker receives retro earnings results for December 16 to 31st that were processed with the January 1st to 15th pay period. Workday allocates these earnings to the January 1st to 15th pay period on the ROE.
Allocation Reporting Period for Retro Hours	Applies when you use the Run Retro Pay Calculation task to recalculate earnings with insurable hours in response to: Prior period changes (such as adjustments and corrections). Payments for overtime and commission paid after the period worked. Select the period for allocating differences between the original and recalculated hours. The default period is the same as the Allocation Reporting Period for Hours .

If you use the earning for one of these types of separation payments, assign it a

Reporting Type

so that Workday can report separation payments on the ROE:

Vacation (Block 17A)

Statutory holidays occurring after the last day of work (Block 17B)

Other monies (Block 17C)

Wage loss (Block 19)

When configured, Workday reports the:

Insurable earnings paid in or after the worker's final period, but before the start of the next employment period. The final period is defined as the period that:

Contains the worker's Last Day for Which Paid.

Is period 1 of the

Insurable Earnings Detail

(Block 15C) grid.

Payment start and end dates on the ROE, when you configure it on the

Edit Company Federal CAN Tax Reporting

task. Select

Default Payment Dates

in the

Record of Employment

tab.

Separation Payment type in one of these grids on the ROE:

Separation Payments

(Block 17).

Paid Sick, Maternity/ Parental Leave, Wage Loss

(Block 19).

Amount of the Separation Payment that you paid in or after the worker's final period, where required

ROE in In Error
when it includes an earning with a wage loss or statutory holiday reporting type. Edit the ROE and enter additional information about the earning.

This example illustrates how to create a bonus earning that reports both regular and separation pay bonuses on the ROE.

Service Canada requires that you allocate:

Bonuses to the period in which they’re paid.

Bonuses paid because of a separation in the last pay period of the employee.

Create a single Bonus
earning.

Configure the Bonus
earning on the

Non-Effective Dated

tab to report separation payment bonuses on the ROE:

From the

Groups

field, select EI Taxable
.

In the

ROE

section, select these settings:

Field	Setting
Allocation Reporting Period	Period Paid
Allocation Reporting Period for Hours	Leave empty.
Reporting Type	Bonus (Separation or retirement) (Other Monies)