Configuring ROE parameters

  1. Select Payroll > Administration > Reports.
  2. In the Canadian Regulatory pane, click Record of Employment.
  3. On the Setup panel, click Configurable Fields.
  4. Click Create.
  5. On the Parameters tab, specify this information.
    Note: These values are used as default values when your run the Generate Employee Totals action. These fields can be overridden in the actual action.
    Insurable Hours Pay Class
    Select a pay class.

    The selected pay class is used to compute Insurable Hours and Wages when the Action Form field is blank.

    Expected Recall
    Select the default recall status:
    • N: Not Return
    • U: Unknown
    • Y: Date

    This value is used when Action Form is blank.

    Block 17 Pay Period
    Select Block 15 Pay Periods or Final Pay Period.

    This value is used when Action Form is blank.

    Issuer
    Select the employee number of the ROE issuer or HRDC contact.

    This value populates Block 16.

    Issuer Phone Number
    Select the work phone number of the issuer employee, where the employee is set as Active and Use for Work is set to Yes.

    This value is used as phone number for Block 16.

    Unique File Name
    Select the unique file name for the ROE output.
    • No: Web file name only or ROEXML.BLK
    • File Name and Date Time: Web file name specified or ROEXML + MMDDYYYYHHMMSS
    • File Name and User Name: Web file name specified or ROEXML + Username
    • File Name Date Time Stamp and User Name: Web file name specified or ROEXML + MMDDYYYYHHMMSS + Username
    Web File Name
    Specify the file name for the ROE output.
    • The file name can contain a maximum of 28 characters.
    • This value is automatically appended with .BLK suffix.
    • If you leave this field as blank, the filename uses the default value of ROEXML.BLK.
    Printing Language
    Select English or French.

    This language is used for ROE block language when Action Form is blank.

    ROE Method
    Select Draft or Submitted.

    This value is used as the default method when Action Form is blank.

    Organization Number
    Specify the CRA payroll account number owner's organization number.

    The organization number can contain a maximum of 15 characters.

    Folder CD
    Specify the folder code if the organization uses folders or divisions.

    The folder code can contain a maximum of 30 characters.

    Allow Override of Insurable Earnings and Hours
    Select this check box to allow the Insurable Earnings and Hours field to be overridden at the employee level.
  6. On the Block 17A tab, specify the field values to add pay classes for Block 17A wage fields.
    Select the Allow Override From Employee Configurable Fields check box to allow the Block 17A (Vacation Pay) fields to be overridden at the employee level.
  7. On the Block 17C tab, specify the field values to add pay classes for Block 17C wage fields.
    Select the Allow Override From Employee Configurable Fields check box to allow the Block 17C (Other Monies) fields to be overridden at the employee level.
  8. On the Block 19 tab, specify the field values to add Pay Classes for Block 17A wage fields.
    Select the Allow Override From Employee Configurable Fields check box to allow the Block 19 (Contact/Communication) fields to be overridden at the employee level.
  9. On the Reason Code tab, select the HR Talent reason code based on the ROE reason code.
  10. Click Save.