How to print and adjust a Record of Employment (ROE)
Description
  • In Canada, you must give an employee who leaves the company a Record of Employment (ROE) form.
  • To print an ROE, you need a support plan that includes automatic payroll. If you don't have an active Sage Business Care plan, contact Sales at 1-888-261-9610.
  • Employers must validate the ROEs for accuracy before sending to the Canada Revenue Agency and providing a copy to the employee.
Cause
Resolution

To print an ROE

  1. Terminate the employee.
  2. Go to Reports, Payroll, the Print Record of Employment.
  3. Select a date range to list employees who have a termination date between the specified dates.
  4. Click Display.
  5. Type a payroll contact name and telephone number in the boxes provided.
  6. Click OK.

To adjust the ROE

Follow these steps to correct both Box 15A Insurance Hours and Box 15B Insurable Earnings.

  1. Change the Ins. Hours Start Date and Ins. Earnings Start Date to the dates you want to use.
  2. To make a manual adjustment to the calculated insurable hours or earnings totals for an employee.
    • Enter the corrected values in the Box 15A Ins. Hours and Box 15B Ins. Earnings boxes.
       CAUTION: Don't click the Recalculate button  

To adjust Box 17A Vacation Pay

  1. If you pay out vacation pay on every cheque, make sure the amount in this box is zero.
  2. If you retain vacation pay, enter the amount owing.
  3. If you've already paid the employee, enter the amount paid on the employee's final paycheque.
  4. Click Print to print the ROE.
    • You'll need to have the Record of Employment forms to print. You can order the forms from Service Canada.

Manually complete these sections

  1. If there was a period where the employee didn't receive any earnings, manually complete Section 15C of the ROE.
  2. If you pay the employee in 10 pay periods, two pay periods, or one pay period, consult government guidelines for special ROE instructions.
    • Review the amount printed in Section 15B of the ROE.
  3. Complete Block 17A-Payment of Benefits manually, if it applies to the employee.
  4. Complete Block 18 Comments manually if you need to enter more information.
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