This page (revision-96) was last changed on 08-Nov-2023 21:53 by Karen Parrott

This page was created on 26-Nov-2021 10:22 by JEscott

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Page References

Incoming links Outgoing links
UPROEF
UPROEF

Version management

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!Step 1 - Define User Fields For [IEEI] Employment Screen in [IMUF]
!Step 1 - Define User Fields For [IEEI] Employment Screen & [IPPH} Employee Pays in [IMUF]
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There are user fields on the [IEEI] Employment screen to be used by the UPROEF. If the user fields do not exist on [IMUF] screen, UPROEF program will generate the user fields automatically.
There are user fields on the [IEEI] Employment screen and the [IPPH] Employee Pays screen to be used by the UPROEF. If the user fields do not exist on [IMUF] screen, UPROEF program will generate the user fields automatically.
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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.
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, IDGR and IPPH screens.
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!Step 2 - Define User Fields for ROE in [IEEI]
!Step 2 - Define User Fields for ROE in [IPPH]
On the ‘Final Pay’ of the employee on IPPH screen, user can manually enter the Vacation Pay amount, Start Date, End Date, Statutory Holiday Pay and all the information that is required for Box 17, Box 19 for this pay
If the employee has no ‘Final Pay’ and the user wants to review the ROE by running UPROEF, then the most recent Pay Header that is closed will be used, Box 17 / 19 information can be entered
The default Box 17, 19 information will be derived by UPROEF using the IPPE ROE Elements for the Final Pay or the most recent Closed Pay if IPPH or IEEI UDF ROE information are not manually entered, please see below for list of ROE Elements
The Pay Header’s Group is used to retrieve the IDGR Government Registration Number (BN), the IPPH ROE UDF information will be reported under this
Defining ROE Box 17, 19 information at the Pay Header UDF level allows the user to pay and keep all related monetary amounts at the ‘Final Pay’ and to specify all DATES related to this ‘Final Pay’, e.g. Statutory Holiday Date, Special Payment Date etc
When employee is paid by Multiple Government Registration number (Group), the user can enter ROE Box 17, 19 information on Pay Header of the ‘Final Pay’ that is for a specific BN
When UPROEF is run in non-Trial mode, the UDF of this ‘Final Pay’ or the most recent Pay Header will be updated
Note: IPPH UDF ‘Prev ROE Upto’, ‘ROE 1ST Work Date’, ‘ROE Last Work Date’ are system maintained, no need to enter this
;Multiple Government Registration Examples:
An employee can be paid by more than one Government Registration Number (i.e. BN Business Number), the ‘Final Pay’ of the Pay Header will be used to retrieve ROE information
Example (1) – one Employment record on IEEI, two BN
* an employee has one IEEI employment, two IEAS Assignments belong to two Groups (Full time and Part time), each Group has different IDGR Government Registration Number
* IPPH has been paid for 2 Groups: Fulltime and Parttime
Example (2) – Multiple Employment records on IEEI, same BN
* an employee has been terminated and re-hired, multiple records on IEEI for the same BN
* IPPH has been paid for the subsequent IEEI record
* On 'Final Pay', user can enter ROE Box 17 / 19 information on Pay Header
* Employee will be reported under same BNe
!Step 3 - Define User Fields for ROE in [IEEI]
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NOTE: User can manually enter Box 17, Box 19 information on IPPH UDF or IEEI UDF. The IPPH UDF level will be used if it exists, otherwise the IEEI UDF level will be used.
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When UPROEF is run in non-Trial mode, the UDF of the 'Final Pay' (or for most recent) will be updated, however the IEEI UDF will only be udpated for the following general information:
* Prev ROE Upto
* ROE 1st Work Date
* ROE Last Work Date
* ROE Submitted 1
* ROE Submitted 2
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!Step 3 - Define User Fields For Pay Calendars - Pay Period Type in [IMUF]
!Step 4 - Define User Fields For Pay Calendars - Pay Period Type in [IMUF]
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!Step 4 - Request For ROE in [IEEI]
!Step 5 - Request For ROE in [IEEI]
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!Step 5 - Define Pay Period Type For ROE in [IPCL]
!Step 6 - Define Pay Period Type For ROE in [IPCL]
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!Step 6 - Define Termination Reason Code [IDTR]
!Step 7 - Define Termination Reason Code [IDTR]
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!Step 7 - Define FolderCD User Field [IDGR]
The user may enter the [ROE FolderCD|ROE FolderCD (UDF)] on [IDGR] screen for the Group code.
!Step 8 - Define FolderCD User Field [IDGR]
The user may enter the following information on the [IDGR] screen for the Group code:
* [ROE FolderCD|ROE FolderCD (UDF)] - it is used to identify in which folder the ROE in the payroll extract file is to be filed
* [ROE ORGNUM|ROE ORGNUM (UDF)] - is used to identify the owner's organization number of the CRA Payroll Account Number
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!Step 8 – Request for ROE [IEEI]
!Step 9 – Request for ROE [IEEI]
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!Step 9 - Define Pay Elements For ROE Box 17 and 19 in [IPPE]
!Step 10 - Define Pay Elements For ROE Box 17 and 19 in [IPPE]
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!Step 10 - Define Interface Format in [IDIF]
!Step 11 - Define Interface Format in [IDIF]
This page (revision-96) was last changed on 08-Nov-2023 21:53 by Karen ParrottTop