Generating and Auditing ROEs

Used only when the Final Data Export check box is selected.

Enter a maximum of eight characters. The system enters this number into the Insurable Earnings Balance History during the final data export.

If you do not enter an internal ROE start number, the process uses the last ROE number defined on the Payroll for NA Installation (INSTALLATION_PY) table to determine the next number. See Defining System Settings for Payroll for North America

The system matches this value with the language code in the employee’s Personal Information record for data export purposes. For example, if you select English, the system exports ROE data for those employees with a language preference of English.

Select either Correct Rejected/Failed Data or Submit Generated ROE Data.

Correct Rejected/Failed Data: Select this process type to create an XML bulk transfer file containing rejected or failed ROE data records that have been corrected. When the Final Data Export check box is selected, the system changes the ROE Process status on the ROE Data 1 page to XML File Created from a prior status of XML File Failed or XML File Rejected.

Submit Generated ROE Data: Select this process type to create an XML bulk transfer file containing ROE data records that have manually been assigned an ROE Process status of Generate. When the Final Data Export check box is selected, the system changes the ROE Process status on the ROE Data 1 page to XML File Created.

Prior to running the final report for export, create the file in non-final export mode by leaving the Final Data Export check box deselected. No internal ROE number is created when the file runs in non-final export mode. Run the file through a validating XML parser. Then run and review the ROE Web Export File Audit Report (PAY106CN) process and apply any necessary corrections. Repeat this step until the parser validation has passed and any necessary corrections have been completed.

Select the Final Data Export check box only after the file has been reviewed and corrected, and is ready to submit to Service Canada.

When you run the process with the Final Data Export check box selected, the system generates the XML export file of ROE data for bulk transfer to Service Canada and changes the ROE Process status on the ROE Data 1 page to XML File Created. After generating the final export, you can run the ROE Web Export File Audit Report (PAY106CN) process to view details of all records that were uploaded to the Service Canada Web ROE system.

See User Requirements for the Record of Employment on the Web (ROE Web) on the Service Canada web site. As of the date of this publication, see Appendix D: ROE Payroll extract file transfer - XML File Layout and Edit - Version 2.0.

Represents the number of ROEs in an XML file to be uploaded to the Service Canada website. The maximum number of ROEs in a single upload is limited to 1200 ROEs.

Represents the ROE export file number that was last generated by the Create ROE Web Export File (PAY015CN) process.

The output file generated by the process is named ROExxx, where xxx is the file number. The system increase the file number by one for each run. The number will reset to 1 after 999 runs.

Enter the filename of the applicable XML output file generated by the Create ROE Web Export File (PAY105CN) process.

Select All, Complete, Delete, Generate, Hold, XML Failed, XML Generated, or XML Rejected to indicate the status of the data records for which you want to generate the report.

If All is selected, all ROE data records will be listed in the report.

These are the same process values that are available on the ROE Data 1 page.

Enter the beginning and ending dates of the payable date range.

Sort the report by employee name or employee ID.

Select this check box to delete void ROE Data records that have a ROE process type of Delete.