ROE FORM#
Box 1 - SERIAL NO.#
Box 2 - SERIAL NO. OF ROE AMENDED OR REPLACED#
Box 3 - EMPLOYER’S PAYROLL REFERENCE NO.#
Box 4 - EMPLOYER’S NAME AND ADDRESS#
Box 5 - CRA PAYROLL ACCOUNT NUMBER#
Box 6 - PAY PERIOD TYPE #
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 |
To enter this user field on IPCL screen, you must click the header section and then click the UDF button.
Box 7 - POSTAL CODE#
Box 8 - SOCIAL INSURANCE NO.#
Box 9 - EMPLOYEE’S NAME AND ADDRESS#
Box 10 - FIRST DAY WORKED#
Box 11 - LAST DAY FOR WHICH PAID#
Box 12 - FINAL PAY PERIOD ENDING DATE#
Box 13 - OCCUPATION#
Box 14 - EXPECTED DATE OF RECALL#
Box 15A - TOTAL INSURABLE HOURS#
Box 15B - TOTAL INSURABLE EARNINGS#
Box 15C - THE FIRST ENTRY MUST RECORD THE INSURABLE EARNINGS FOE THE FINAL (MOST RECENT) INSURED PAY PERIOD. ....#
Box 16 - REASON FOR ISSUING THIS ROE#
There are 3 ways in which the ROE Reason Code can be defined for employees| Form | Column Name | Prompt | Lexicon | Length | Processing Order |
|---|---|---|---|---|---|
| IEEI | ROE_LETTER | ROE Letter | X_ROE_LETTER | 1 Digit | If populated this value will be used |
| IDTR | ROE_REASON | ROE Reason Code | X_ROE_REASON | 3 Digits | If the IEEI is not populated this value will be used |
| IDTR | ROE_LETTER | ROE Reason | X_ROE_LETTER | 1 Digit | If the IEEI and UDF are not populated this value will be used |
On the IDTR there are 2 options for entering an ROE reason on the IETR if the IEEI ROE Reason Code is left blank.
1) The user may enter the 3 character ROE Reason Code on IDTR screen for the termination code. This UDF is linked to the lexicon X_ROE_REASON. To enter this user field on IDTR screen, you must click the header section and then click the UDF button. Optionally this field can also be added to the form using the IMFDH.
2) If the UDF is left blank then the value selected in the ROE_REASON field found on the IDTR can be used. This column uses the X_ROE_LETTER lexicon for the ROE. 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.
If ROE Reason is with the old format with one character only, UPROEF will concatenate with ‘00, e.g. ‘K’ is changed to ‘K00’|Submitter Organization Name|Constant|Organization Name to receive unprocessed data
Box - FOR FURTHER INFORMATION, CONTACT#
Box 17 - ONLY COMPLETE IF PAYMENT OR BENEFITS (OTHER THA REGULAR PAY) PAID IN OR IN ANTICIPATION OF THE FINAL PAY PERIOD OR PAYABLE AT A LATER DATE#
If you need to report Box 17 or 19 amounts, 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. The IEEI user fields will be reported with the amount on ROE if there is non-zero amount in the associated elements on the 'Final Pay' or last pay of the employee.If the employee is terminated and has been paid for final pay, the pay header that is marked with 'Final Pay Method' = '01' will be used to derive Box 17 and Box 19.
If an employee has not been paid for the 'Final Pay', the system will retrieve the most recent pay header that has the pay category marked as Regular Pay with the Pay Period Ending date on or prior to the user selected As of Date or the Assignment Detail's Leave date (whichever is earlier), this most recent pay period is used to derive Box 17 and Box 19.
If the user has entered an overridden 'ROE Box 17 Period' on IPPH / IEEI user fields, then this overridden pay period is used for Box 17 processing.
Box 17A - VACATION PAY#
| Box Number | Description | IEEI User Field | Element |
|---|---|---|---|
| Box 17A | Vacation Pay Amount | ‘ROE VACN PAY’ | 'ROE VACN PAY' |
Box 17B - STATUTORY HOLIDAY PAY FOR #
| Box Number | Description | IEEI User Field | Element |
|---|---|---|---|
| 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' | |
| Note: 'ROE STATHOL1 DATE' is truncated to 16 characters element 'ROE STATHOL1 DAT' | < | < |
Box 17C - OTHER MONIES (SPECIFY)#
| Box Number | Description | IEEI User Field | Element |
|---|---|---|---|
| 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 18 - COMMENTS#
Box 19 - PAID SICK/MATERNITY/PARENTAL/COMPASSION/FAMILY CAREGIVER LEAVE OR GROUP WAGE LOSS INDEMNITY PAYMENT#
| Box Number | Description | IEEI User Field | Element |
|---|---|---|---|
| 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' |
