Processing employees

  1. Select Payroll > Administration > Reports.
  2. In the Canadian Regulatory pane, click Record of Employment.
  3. On the Report panel, click View Employee Configurable Details.
  4. View the employee details per status.
    1. On the Not Processed tab, employees that match the criteria in any of the add actions are displayed. Perform any of these actions:
      • Delete: Removes selected employees from the list if the employee does not require an ROE filing.
      • Generate Employee Totals: Computes the wages required for the ROE filing.
      • Set To Batch: Assigns batch numbers to multiple employees. Employees with the same batch numbers are processed and reported under a single ROE XML file. Once a batch number has been assigned, the employee is moved on the Batch tab.
      • If the override flags are enabled in the configurable fields, you can update the amounts.
      • If the employee is not added on this tab, check the Errors tab to validate possible errors in the processing.
    2. On the Batch tab, employees that are added after you run the Generate Employee Totals and Set To Batch actions are displayed. Perform any of these actions:
      • Set To On Hold: Removes employees from the In Batch list. The batch number is removed from the ROE file generation.
      • Generate Employee Totals: Computes the wages required for the ROE filing.
      • Generate Record of Employment File: Creates the XML file required for the ROE filing.
      • If the override flags are enabled in the configurable fields, you can update the amounts.
    3. On the On Hold tab, employees that are added after you run the Set To On Hold action are displayed. Perform any of these actions:
      • Set To Batch: Assigns a batch number to employees. Once a batch number has been assigned, the employee is moved on the Batch tab.
      • Generate Employee Totals: Computes the wages required for the ROE filing.
      • If the override flags are enabled in the configurable fields, you can update the amounts.
    4. On the Completed tab, employees that are added after you run the Generate Record of Employment File action are displayed.
      Once the employee is in Completed status, only then you can add the same employee for a different ROE filing.

      To implement additional changes to an employee, click Amend ROE. The selected employee is moved to the Reprocess tab.

    5. On the Reprocess tab, employees that are added after you run the Amend ROE action on the Completed tab are displayed. These employees have been processed and included in the ROE XML output file. Perform any of these actions:
      • Generate Employee Totals: Computes the wages required for the ROE filing.
      • Generate Record of Employment File: Creates the XML file required for ROE filing. After you run this action, employees are moved to the Completed tab.
      • If the override flags are enabled in the configurable fields, you can update the amounts.