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Administrator Guide
Last Updated: 2023-06-23
Set Up ROE Configurations

Set Up ROE Configurations

Define:
  • Leave types in Workday Absence Management.
  • Termination categories in Workday Human Capital Management.
You can:
  • Configure criteria based on ROE events, worker eligibility, and pay results for Workday to automatically create ROEs.
  • Configure reason codes and default comments so that when you create ROE data, Workday automatically populates the comments and reason codes on the ROE.
  1. Access the
    Maintain ROE Configuration
     task.
    As you complete the task, consider:
    Option Description
    ROE Event
    You can configure ROE creation for these events:
    • Assign Pay Group
    • Change Organization Assignments for Worker
    • Request Leave of Absence
    • Termination
    Last Day for Which Paid Calculation
    Depending on the ROE event, Workday automatically populates the
    Last Day For Which Paid Calculation
    .
    Order
    Order the events and conditions by priority so that when you create ROE data and a worker's event passes several criteria, Workday only creates 1 ROE against the condition that you configured with the highest priority.
    ROE Creation Criteria
    You can:
    • Update the delivered ROE creation criteria to add any additional rule conditions to support creating the ROE in special scenarios.
    • Create new ROE Creation Criteria.
    ROE Reason Code
    You’re responsible for:
    • Mapping Service Canada reason codes for any new ROE configurations you create.
    • Reviewing Service Canada reason codes on delivered ROE Creation Conditions and updating as necessary.
    ROE Default Comments
    Workday automatically populates the comments when creating an ROE based on the configured conditions.
    Security:
    Set Up: Payroll (ROE) - CAN
     domain in the CAN Payroll functional area.
  2. Test new or updated ROE Creation Criteria with the
    Test ROE Creation Criteria
     task.
    Security:
    Set Up: Payroll (ROE) - CAN
     domain in the CAN Payroll functional area.
Workday:
  • Creates ROEs for triggering events that meet the ROE creation criteria.
  • Enters the specified comment on the
    Comments
     field (Block 18) on the ROE.
  • Enters the reason code on the
    Reason for Issuing the ROE
     (Block 16) field on the ROE.
  • Displays the ROE creation criteria that initiated the ROE.