ROE Workflow Process Overview

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: 

1. March Break
2. Christmas
3. 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). 

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. 

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**