ROE Workflow Process Overview
GOAL: To provide a wholistic overview of the ROE Workflow process and to outline different considerations for boards and districts to consider when processing ROE’s across the school year.
ROE Times Of the Year:
- March Break
- Christmas
- Summer
This is due to Mass Layoffs which occur and these EID are applicable for EI – hence the need to process ROE files.
Examples: EAs, ECEs
STEP 1 (GROUP): PAYROLL > ROE > PRODUCE BATCH ROE(s)
**Choose New**
Configure NEW Batch ROE for Submission
**Configure Batch ROE fields and additional details**
Typically, boards will choose either Employee Returning = Yes or Unknown, its simply an unpaid vacation (example summer).
- Typically, they are not actually being terminated.
Employee Returning = Unknown can have some implications from CRA. Your telling Service Canada that the person is laid off and we don’t know if they are coming back.
STEP 1 (INDIVIDUAL): PAYROLL > ROE > PREPARE OR REDO EMPLOYEE ROE
**Choose desired EID**
Sample EID – Employee ROE Modify
**Choose New Employee ROE button**
NEW Employee ROE Configuration
**Configure as desired**
Employee Prepare ROE Record
Note: This record created, and all other configured this way or via Batch ROE, are now ready to be drawn into the next Print ROE process run.
STEP 2: PAYROLL > ROE > PRINT ROE
**Process Print ROE in Draft > Submit mode**
Submit Mode = DRAFT: This does do a test version, but its ALSO issues an ROE File in XML format that is actually able to be updated in ROE Web Portal.
- You still need to run this in Submit Mode after so the ROE get marked as Complete
Submit Mode = SUBMIT: This will mark the Employee ROEs status as Completed.
**Ensure Submit Mode = SUBMIT is completed**
Note: This is important to update the ROE Status.
REPORTS > PROCESS REPORTS > PRINT ROE PROCESS
**Verify the ROE Not Issued Report + Find .ROE File here**
STEP 3: Upload the XML ROE File to ROE Web
**For detailed steps on this process review the below Solution Article**
Upload ROE to Service Canada Process Overview: https://support.edsembli.com/en/support/solutions/articles/8000109479-how-to-upload-roe-to-service-canada
STEP 4: PAYROLL > ROE > IMPORT WEB ROE SERIAL NUMBER
**Import File from ROE Web back into HRP**
STEP 5: PAYROLL > ROE > MODIFY ROE
**This process re-issues a like a new ROE, with new updated data from WEB Roe Portal**
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