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Administrator Guide
Last Updated: 2023-06-23
Prepare and Load Historic ROE Data

Prepare and Load Historic ROE Data

Either:
  • Start a new employment period as of your Workday implementation date.
  • Continue the existing employment period without an interruption of earnings.
Security:
Process: ROE (Create Data) - CAN
 in the CAN Payroll functional area:
To prepare your Workday tenant for ROE processing, you must load historical data from your previous payroll application:
  • ROE History - ROEs issued after running your final payroll.
  • ROE Prior Period History Results - Insurable hours and earnings paid 1 year before your Workday implementation.
If you don’t load ROE history from your previous payroll application, or you don't load prior period history results, all ROEs generated in Workday default the First Day Worked to the first day the worker receives insurable earnings in Workday.
  1. Before running your first pay calculation in Workday, ensure that you loaded historical data from your previous payroll application.
    • If you start a new employment period as of your Workday implementation date:
      Issue ROEs for all of your workers from your previous payroll application. Load the information for the issued ROEs into Workday. Your implementation partner loads ROE history for all workers before the Workday implementation, or you can access the
      Create ROE History
       task and enter the information manually by worker.
    • If you continue the existing employment period without an interruption of earnings:
      Your implementation partner will load your historical insurable hours and earnings into Workday with the
      Import ROE Prior Period History Results
       web service.
      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.
  2. If you issued ROEs for workers on leave and they returned from their leave within 1 year of your Workday implementation, you have to record their return from leave date. Workday uses this date to find the First Day Worked on the first ROE Workday creates.
    1. Access the
      Create ROE History
       task.
    2. Select a date on the
      Return from Leave Date (Prior to Go Live)
       calendar prompt.