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Page References

Incoming links Outgoing links
UPROEF
UPROEF

Version management

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!!!PRODUCE WEB ROE FORM
!!!PRODUCE ROE FORM
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For Canadian users, the capability to send an interface file to the Human Resources And Social Development Canada (HRSDC) web site to print the Record of Employment on the web (ROE WEB) is provided.
For Canadian users, High Line provides capabilities to send an interface file to “Department of Employment and Social Development Canada” (ESDC) to print the Record of Employment.
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In prior years, HRSDC allows employers to download the ROELaser.exe program to print ROE from an interface file with ROELaser format. This ROELaser facility is not available on the web to employers for download any more. The ROELaser facility may be obsolete in the future by the government. HRSDC.has developed the ROE Web application for employers to print ROE on the web.
In prior years, HRSDC developed the ROE Web application for employers to print ROE on the web. This ROE WEB facility is not available on the web to employers for download any more. The ROE Web facility has become obsolete as of March 31st, 2016 by the government. HRSDC.has developed the ROE XML file for employers to produce the ROE information.
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If you have downloaded the previous ROELaser before, you can continue to use the ROELaser.exe program to print ROE by running the UPROE function until ROELaser is obsolete by the government. For employers who do not have the ROELaser program or who wish to migrate to ROE Web, please run the UPROEF function and refer to this document for detail ROE Web processing.
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You must refer to the following HRSDC web sites for government information and publication.
The users must refer to the following ESDC web site for government information and publication.
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;Human Resources And Social Development Canada (HRSDC) general web site:
http://www.esdc.gc.ca/en/ei/roe/user_requirements/appendix_d.page
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;: [http://www.hrsdc.gc.ca/en/home.shtml]
;:Click on 'Business', then click on 'Employment Insurance Information for Employers'.
;Employment Insurance Information for Employers web site:
;: [http://www.hrsdc.gc.ca/en/gateways/business/cluster/category/eiie.shtml]
;:Click on 'Record of Employment on the Web (ROE Web)' to:
;:[http://www.servicecanada.gc.ca/roeweb]
;:Then select the link 'Steps to register for ROE Web'
%%information All users must follow the procedures in section 'What you have to do to register' to obtain an Activation Code from HRSDC and then follow the steps to obtain an ePass Canada to sign in on the web with the government.%%
;:Click on 'User requirements for ROE Web' to:
;: [http://www.hrsdc.gc.ca/en/ei/employers/roeweb_ur53.shtml]
;:Then click 'Appendix B Bulk Transfer - Flat File Layout and Edit Rules' to:
;: [http://www.hrsdc.gc.ca/en/ei/employers/roeweb_ur53b_flatfile.shtml]
;:This is the file format supported in this document to send the ROE to ROE Web for printing.
;ROE Web Training Environment Web Site:
;:[http://www.hrdc-drhc.gc.ca/roeweb/training]
;:This ROE Web Training environment will be obsolete and is only applicable to users who have already registered prior to 2007, this ROE Web site prints the ROE form with 27 weeks in Box 15C.
;:ROE Web has been revised to print 53 weeks in Box 15C, all users should follow the ePass Canada registration and move to use the 53 weeks Box 15C reporting
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If you are a first time user for UPROEF (ROE Web), please run UPROEF in Trial mode for any one employee. UPROEF will generate all user-defined fields needed for ROE.
If you are a first time user for UPROEF (ROE XML) or in a new database environment, please run UPROEF in Trial mode for any one employee. UPROEF will generate all user-defined fields on IMUF for ROE processing to be entered on IEEI, IPCL, IDTR and IDGR screens.
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!Step 2 - Define User Fields For Pay Calendars - Pay Period Type in [IMUF]
The user field,[ROE Pay Frequency|ROE PAY FREQUENCY (UDF)], is used for the Pay Calendars ([IPCL]) screen. If the user field does not exist on [IMUF] screen, UPROEF program will generate the user field automatically.
!Step 3 - Define User Fields for ROE in [IEEI]
!Step 2 - Define User Fields for ROE in [IEEI]
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If you enter Box 17 or any overridden information for an employee on [IEEI] user fields, then if subsequent ROE is needed, you must re-set the [IEEI] user fields, otherwise the user fields information will be re-used for the next ROE.
If you enter any overridden information for an employee on [IEEI] user fields, then if subsequent ROE is needed, you must re-set the [IEEI] user fields, otherwise the user fields information will be re-used for the next ROE.
For ROE XML processing, some old IEEI UDF are no longer required. These UDF’s Prompts are identified with a suffix ‘-Obsolete’. These UDFs are for historical purpose and cannot be removed due to database constraint and these may have been used.
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!Step 3 - Define User Fields For Pay Calendars - Pay Period Type in [IMUF]
The user field,[ROE Pay Frequency|ROE PAY FREQUENCY (UDF)], is used for the Pay Calendars ([IPCL]) screen. If the user field does not exist on [IMUF] screen, UPROEF program will generate the user field automatically.
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According to HRSDC, the Pay Period type must be one of the following codes to be reported on ROE:
;:B - Biweekly
;:M - Monthly
;:O - Monthly Non-Standard
;:S - Semi-Monthly
;:E - Semi-Monthly Non-Standard
;:H - Thirteen per Year
;:W - Weekly
ROE Pay Period Type must be one of the following codes to be reported on ROE:
;:PAY PERIOD TYPE || Maximum # of Pay Periods to Include for Box 15
;:B – Biweekly | Last 27
;:M – Monthly | Last 13
;:O - Monthly Non-Standard | Last 13
;:S - Semi-Monthly | Last 25
;:E - Semi-Monthly Non-Standard | Last 25
;:H - Thirteen per Year | Last 14
;:W – Weekly | Last 53
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!Step 6 - Define Pay Elements For ROE Box 17 and 19 in [IPPE]
If you need to report Box 17 or Box 19 amounts, please set up the following elements on [IPPE] screen.
!Step 6 - Define Termination Reason Code [IDTR]
The user may enter the 3 character [ROE Reason Code|ROE REASON CODE] on [IDTR] screen for the termination code.
To enter this user field on [IDTR] screen, you must click the header section and then click the UDF button.
If the employee’s [IEEI] screen does not have a ROE Reason Code, then the IEEI Termination Code is used to retrieve the IDTR entry. If the IDTR entry has a UDF defined with the 3 characters, then this is used, otherwise the IDTR REASON CODE is used.
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The Element names for Box 17 and Box 19 correspond to the [IEEI] user field names.
!Step 7 - Define FolderCD User Field [IDGR]
The user may enter the [ROE FolderCD Code|ROE FOLDERCD CODE] on [IDGR] screen for the Group code.
To enter this user field on [IDGR] screen, you must click the header section and then click the UDF button.
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!Step 8 – Request for ROE [IEEI]
On the [IEEI] screen for an employee, after the Employment record is selected, the user may enter the [ROE Status|ROE STATUS] on [IEEI] screen.
If the ROE Status = ’00 - Not Required’, employees do not need to be terminated in order to print the ROE information on the UPROEF report.
!Step 9 - Define Pay Elements For ROE Box 17 and 19 in [IPPE]
If you need to report Box 17 or Box 19 amounts, please set up the following elements on [IPPE] screen or directly enter the amounts on the [IEEI] UDF to override the [IPPE] elements.
The Element names for Box 17 and Box 19 correspond to the [IEEI] user field names.
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|Box 17A| Vacation Pay Amount| N/A |'ROE VACN PAY'
|Box 17B |Statutory Holiday Amount| 'ROE STATHOL1DATE'|'ROE STATHOL1 DAT'
| |Statutory Holiday Amount| 'ROE STATHOL2 DATE '|'ROE STATHOL2 DAT'
| |Statutory Holiday Amount| 'ROE STATHOL3 DATE '|'ROE STATHOL3 DAT'
|Box 17A| Vacation Pay Amount| ‘ROE VACN PAY’ |'ROE VACN PAY'
|Box 17B |Statutory Holiday Amount| 'ROE STATHOL1 AMT'|'ROE STATHOL1 AMT'
| |Statutory Holiday Amount| 'ROE STATHOL2 AMT '|'ROE STATHOL2 AMT'
| |Statutory Holiday Amount| 'ROE STATHOL3 AMT '|'ROE STATHOL3 AMT'
| | ….up to
| |Statutory Holiday Amount| 'ROE STATHOL10 AMT '|'ROE STATHOL10 AMT'
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|Box 17C| Other Monies| 'ROE OTHER1 DESC '|'ROE OTHER1 DESC'
| |Other Monies |'ROE OTHER2 DESC '|'ROE OTHER2 DESC'
| |Other Monies |'ROE OTHER3 DESC '|'ROE OTHER3 DESC'
|Box 19 |Sick/Maternity/Parental Leave| 'ROE SICK LV DATE '|'ROE SICK LV DATE'
| | |'ROE SICK LV D/W '|'ROE SICK LV D/W'
| |Note: Please define element 'ROE SICK LV D/W' to contain same content as 'ROE SICK LV DATE' element. The UDF 'ROE SICK LV D/W' is reported only if element 'ROE SICK LVD/W' has non-zero amount|< |<
|Box 17C| Other Monies| 'ROE OTHER1 AMT'|'ROE OTHER1 ANT'
| |Other Monies |'ROE OTHER2 AMT '|'ROE OTHER2 AMT'
| |Other Monies |'ROE OTHER3 AMT '|'ROE OTHER3 AMT'
|Box 19 |Special Payments | 'ROE SPEC PYMT1 '|'ROE SPEC PYMT1'
| |Special Payments | 'ROE SPEC PYMT2 '|'ROE SPEC PYMT2'
| |Special Payments | 'ROE SPEC PYMT3 '|'ROE SPEC PYMT3'
Note: Effective March 2016, ROE is reported using the XML File format. The following Elements are OBSOLETE. User may rename these Elements to correspond to the Element Names above or to remove them.
| |Oboslete Element List: | |'ROE SPEC PYMT1'
| |Special Payments ||'ROE STATHOL1 DAT'
|| ||'ROE STATHOL2 DAT'
|| | |'ROE STATHOL3 DAT'
|| | |'ROE OTHER1 DESC'
|| ||'ROE OTHER2 DESC'
|| | |'ROE OTHER3 DESC'
|| ||'ROE SICK LV DATE'
|| ||'ROE SICK LV D/W'
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!Step 7 - Define Interface Format in [IDIF]
!Step 10 - Define Interface Format in [IDIF]
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SEED_IDIF_HL$CAN_ROEWEB_53.sql
SEED_IDIF_HL$CAN-ROE-XML.sql
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Most of the [HL$CAN-ROEWEB_53] set up are pre-defined, you only need to enter the company contact information on [IDIF] screen.
Most of the [HL$CAN-ROE-XML] set up are pre-defined, you only need to enter the company contact information on [IDIF] screen.
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This [IDIF] Form Code [HL$CAN-ROEWEB-53] is used for ROE Web with Box 15C 53 Weeks printing, please note the Form Type is 'CDN ROEWeb 53 Weeks'.
The file naming standard: The ROE file name must include a file prefix, a dot and an extension as follows: (e.g. CAN_ROE200_mex.BLK). The user can override this File Name in the Prompt when UPROEF is run.
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The old [IDIF] Form Code [HL$CAN-ROE-WEB] is used for ROE Web with Box 15C 27 weeks printing, this format will be obsolete in the future.
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UPROEF allows you to select employees from Employment screen to generate an interface file to send to the Human Resource And Social Development Canada (HRSDC) web site to print the Record of Employment Form on the web (ROE WEB)
UPROEF allows you to select employees from Employment screen to generate an interface file to send to the ‘Department of Employment and Social Development Canada’ (ESDC) to print the Record of Employment.
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The ROE Interface Code is mandatory, users may select either '[HL$CAN-ROEWEB-53]' or '[HL$CAN-ROE-WEB]', e.g. [HL$CAN-ROEWEB-53] or your own ROE Interface code.
The ROE Interface Code is mandatory, users may select either '[HL$CAN-ROE-XML]' or your own ROE Interface code.
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NOTE: please copy the supplied [HL$CAN-ROEWEB-53] Interface code to a user defined Interface Code and use your code on UPROEF.
If the '[HL$CAN-ROEWEB-53]' Interface Code is used, the interface file format is generated with the Box 15C 53 weeks format.
If the '[HL$CAN-ROE-WEB]' Interface Code is used, the interface file format is generated with the Box 15C 27 weeks format.
NOTE: please copy the supplied [HL$CAN-ROE-XML] Interface code to a user defined Interface Code and use your code on UPROEF.
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If Form Type is 'CDN ROEWeb 53 Weeks', then Box 15A, 15B, 15C number of pay periods used are according to the ROE Guide Chart III as below:
||Pay Frequency|| Box 15A periods|| Box 15B periods ||Box 15C periods
|Weekly| last 53| last 27| last 53
|Bi -Weekly |last 27 |last 14| last 27
|Semi-Monthly| last 25| last 13| last 25
|Monthly |last 13 |last 7 |last 13
If Form Type is 'CDN ROE Definition', then Box 15A, 15B, 15C number of pay periods used are according to the previous ROE guide Box 15A, 15B, 15C requirement, this requirement will be obsolete in the future and replaced by the ROE 53 Weeks reporting.
The UPROEF program can generate ROE Web Interface file in either (1) 53 weeks file format or (2) 27 weeks file format depending on the [IDIF] Form Type You MUST be very careful in choosing the correct ROE Interface Code
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If the 'Trial' toggle is checked, then the EMPLOYMENT information will not be updated.
If the 'Trial' prompt = ‘Yes’, then the EMPLOYMENT information will not be updated.
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If the 'Trial' toggle is not checked (i.e. in Update mode), the following EMPLOYMENT information will be updated if the [ROE Status|ROE_STATUS] = '01-ROE Required/Request', '03-Duplicate Requested'
If the 'Trial' prompt = ‘No’, (i.e. in Update mode), the following EMPLOYMENT information will be updated if the [ROE Status|ROE_STATUS] = '01-ROE Required/Request', '03-Duplicate Requested'
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;[ROE VACN PAY|ROE VACN PAY]: Prompt: ‘ROE Vacation Pay Amt:’
;[ROE REASON CODE]:Prompt: ‘ROE Reason Code:’
;[ROE STATHOL1 AMT]:Prompt: ‘ROE Stat Hol 1 Amt:’
;[ROE STATHOL2 AMT]:Prompt: ‘ROE Stat Hol 2 Amt:’
… up to
;[ ROE STATHOL10 AMT]:Prompt: ‘ROE Stat Hol 10 Amt:
;[ROE OTHER1 AMT]:Prompt: ‘ROE Other1 Amt:’
;[ROE OTHER2 AMT]:Prompt: ‘ROE Other2 Amt:’
;[ROE OTHER3 AMT]:Prompt: ‘ROE Other3 Amt:’
;[ROE SPEC PYMT1]:Prompt: ‘ROE Special Pymt1 Amt:’
;[ROE SPEC PYMT2]:Prompt: ‘ROE Special Pymt2 Amt:’
;[ROE SPEC PYMT3]:Prompt: ‘ROE Special Pymt3 Amt:’
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|ROE Interface Code| '[HL$CAN-ROEWEB-53]' or '[HL$CAN-ROE-WEB]' (Mandatory)
|ER Addr Location |Allows you to enter an overridden Location to retrieve the Employer Address (Optional) If this is not specified, the entity's location address is used.
|Sort by Active/Inactive| Check this toggle to sort inactive employees first for mailing purpose
|ROE Status| This indicates the ROE Statuses to be processed from Employments. This allows user to select to print ‘01 – ROE Required/Request’ or ‘03 – Duplicate Requested’ independently. If ‘00 – Not Required’ is selected, employees do not need to be terminated, the user can request sample ROE report prior to employee’s termination. If this parameter is not specified, all qualified Employments will be processed including to the previously issued ROE.
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|ROE Process Method| Indicates the ROE Processing method on the ROE Web interface file. (Optional) Lexicon [X_ROE_PROC_METH]. This allows you to select to print Draft or Actual ROE for each UPROEF run.
|Sort by Active/Inactive| Check this toggle to sort inactive employees first for mailing purpose
|ROE Interface Code| '[HL$CAN-ROE-XML]' or your Interface Code (Mandatory). NOTE – copy the High Line supplied HL$CAN-ROE-XML Interface code to a user defined Interface Code and use your code on UPROEF
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|ER Addr Location |Allows you to enter an overridden Location to retrieve the Employer Address (Optional) If this is not specified, the entity's location address is used.
|ROE Process Method| Indicates the ROE Processing method on the ROE Web interface file. (Optional) Lexicon [X_ROE_PROC_METH]. This allows you to select to print Draft or Actual ROE for each UPROEF run.
|User Comment| Allows entry of user comments to be printed on report (Optional)
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!!HRSDC ROE Web
!ROE Web - 53 Weeks File Format - Registration
Before uploading the ROE Web 53 Weeks file format to the HRSDC web site, you must follow the HRSDC registration procedures to obtain an activation code and then using this activation code to go to the CRA web site to obtain an ePass Canada login password to sign in to the HRSDC environment.
Please read this web site for detail procedures:
;:[http://www.servicecanada.gc.ca/roeweb]
The ROE Web environment for 53 weeks reporting is a real environment which is not the same as the Training environment for the 27 weeks reporting, the following training sections are not applicable to this environment. You can, however, review the following Training environment just for information purpose only.
!ROE Web Training - 27 Weeks Format - Login and Bulk Transfer
The following sections are for the ROE Web 27 Weeks reporting only, not applicable for the ROE Web 53 Weeks reporting.
HRSDC web site: [http://www.hrdc-drhc.gc.ca/roeweb/training]
You should register with the HRSDC to gain access to this ROE Web Training environment to learn and familiarize the ROE Web process prior to use the HRSDC production environment to print ROE.
Once after you are familiar with the training environment and after UPROEF is run, you may begin the Bulk File Transfer.
!ROE Web - View File and Print ROE
After the file is transferred to HRSDC web site, it may take about half an hour for HRSDC server to put your new file on the View tab
On the View tab, your file is displayed, ROE validation is performed and statistics are shown.
Please click the highlighted number for 'ROE Passed' column to generate the ROE forms with pdf format and save it internally on your PC for printing.
You must also click the 'ROE Rejected' column or 'ROE Failed' column to view any errors.
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[{InsertPage page='Internal.UPROEF' default='Click to create a new notes page'}]
[{InsertPage page='Internal.UPROEF' default
This page (revision-96) was last changed on 08-Nov-2023 21:53 by Karen ParrottTop