Configure Employer and Employee Information for ROE Processing

Prior to processing the Record of Employment (ROE), complete the configurations required for ROE processing. The configurations are done at both the employer level and the employee level.

Define Employer Level Information

This table lists the tasks for defining the employer level information for ROE processing.

Define employer name and address
Define ROE contact
Define ROE occupation default

Task	Description
Define Employer Information	Define the employer's name and address, while defining the LRU. The Alternate Name is reported, if populated.
Define ROE Contact	Define the ROE contacts while defining the LRU. The ROE contact name and telephone number are mandatory for ROE Interface processing. The contact information is reported in Block 16 of the ROE. Define the ROE contacts on the Contacts page opened from the Manage Legal Reporting Unit page, while defining the LRU. You must set up the primary contact with phone details and attach the Legal Role of Record of employment contact. You can define additional contacts; however, designate the contact you want reported on the ROE as the primary contact. For more information, refer Define Legal Reporting Unit Contacts topic in the Help Center.
Define ROE Occupation	Select Job Name or Position Name from the list of values for the Record of Employment Occupation in the Payroll Statutory Unit Details region while configuring the Legal Entity HCM Information. If you don't make a selection, the Job Name is reported by default as the employee's occupation on the ROE. Access the Payroll Statutory Unit Details region using the Manage Legal Entity HCM Information task located in the Setup and Maintenance work area.
Define ROE Reason Defaults	Define ROE Reason defaults for absences and termination. Use the Manage Legal Entity HCM Information task in the Setup and Maintenance work area to configure the ROE Reason defaults at the PSU level. Create the mappings in the Payroll Statutory Unit Details region under the Record of Employment Mappings sections as given below: Termination Actions -> Record of Employment Reason Absences Secondary Classification -> Record of Employment Reason Once these mappings are configured, they're used by the ROE archive process to derive the Record of Employment Reason. Don't create the Reporting Information calculation card, if you don't want to override the default ROE Reason configured for the PSU. If no calculation card is created, the ROE Reason for the PSU is reported on the ROE.
Review Wage Basis Rules	The wage basis rules determine if an element is insurable. View the wage basis rules for the Federal Component Group and confirm that the earnings are subject to EI. Secondary classifications that are defined as subject to EI are automatically included in Blocks 15 A, B and C on the ROE. Classifications that aren't subject to EI, but are fed to a Block 17A or 17C balance or entered on the reporting information card, are also reported. Wage basis rules are predefined for all delivered secondary classifications. If you add a new secondary classification you must configure the wage basis yourself.
Define Earnings or Absence Elements for ROE Insurable Hours/Earnings	Specify whether the insurable earnings are allocated by Date Earned or Date Paid. Also, specify if there are insurable hours associated with the element.
Define Absence Elements for Event Creation	Define the Absence elements and specify if the absence element should create the ROE Notification event.
Define ROE Balances for Blocks 17A and 17C Reporting	Define balance feeds for Vacation Pay and Other Monies paid in the final pay period. For more information, refer Define ROE Balances for Blocks 17A and 17C Reporting topic in the Help Center.
ROE Notification Events	For an employee to be automatically included for ROE processing when an absence record is entered for a leave, the element associated with the absence plan must be defined to create an event notification.

For more information, refer Configure Earnings and Absence Elements for ROE Reporting topic in the Help Center.

Define Employee Level Information

This table lists the tasks for defining the employee level information for ROE processing.

Task	Description
Exempting an employee from EI premiums	You can exempt an employee from EI premiums by selecting the EI Exempt check box on the employee's federal tax card.
Setting the employee's correspondence language	The employee's language preference, Correspondence Language, is sent in the ROE Interface file to Service Canada so that they can generate the Record of Employment in the employee's preferred language. Select Canadian French as the employee's Correspondence Language in the Biological Information section of the Person page of the employee.

Task

Description

Exempting an employee from EI premiums

You can exempt an employee from EI premiums by selecting the EI Exempt check box on the employee's federal tax card.

Setting the employee's correspondence language

The employee's language preference, Correspondence Language, is sent in the ROE Interface file to Service Canada so that they can generate the Record of Employment in the employee's preferred language.

Select Canadian French as the employee's Correspondence Language in the Biological Information section of the Person page of the employee.