ROE Workflow Process Overview

Modified on Mon, 7 Jul at 4:22 PM

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)

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**Choose New**

 

Configure NEW Batch ROE for Submission

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**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

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**Choose desired EID**

 

Sample EID – Employee ROE Modify

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**Choose New Employee ROE button**

 

NEW Employee ROE Configuration

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**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

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**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. 

 

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**Ensure Submit Mode = SUBMIT is completed** 

Note: This is important to update the ROE Status. 

 

REPORTS > PROCESS REPORTS > PRINT ROE PROCESS

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**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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