Define Legal Reporting Unit Contacts

The Record of Employment Archive process requires the primary ROE contact details you define for the LRU.

Use the Manage Legal Reporting Units for Human Capital Management task in the Setup and Maintenance work area to define LRU contact details.

You must also select the preferred language for the ROE contact. The language you select for the ROE contact is reported in Block 20 in the ROE worksheet and the ROE interface.

Before You Begin

Before you define the LRU contact details you must:

• Define a Canadian legal entity to which this LRU belongs.

• Define a legal address for the LRU for which you're defining the contacts.

• Define an LRU for which you're defining the contacts.

How to Create an LRU ROE Contact

To define the LRU ROE contact and select the preferred language:

1. Set the scope for this task as follows:

   1. In the Setup and Maintenance work area, do the following:

      • Offering: Workforce Deployment

      • Functional Area: Legal Structures

      • Task: Manage Legal Reporting Units for Human Capital Management

      Expand the entry to display a list of related tasks.

   2. Click Select Scope for the Manage Legal Reporting Unit task.

   3. On the Selected Scope window, select Search Legal Reporting Units.

   4. Select the Legal Entity and the Legal Reporting Unit.

   5. Click Apply and Go to Task.

2. On the Manage Legal Reporting Unit page, select the LRU name row, and click Contact.

3. On the Manage Contacts page, click Create Contact.

4. Enter the Role, First Name, Last Name, and the From Date. The From Date is the first date this person became a contact.

5. In the Contact Points tab, enter the phone details of the contact person.

6. Select the Contact Roles tab, and select Record of employment contact in the Legal Role field.

   If you define multiple contacts, you must identify one as the primary. To override the ROE contact information, you must set the contact person you want to include in the archive information, as primary.

7. Select the Additional Identifiers tab on the Manage Contacts page.

8. Select Preferred Language in the Identifier Type field, and enter one of the following values:

   • F or f for Canadian French

   • E or e for English

9. Click Save and Close.

How to Correct the ROE Contact

To change the ROE Contact, use the Contact icon on the Manage Legal Reporting Units page and select another contact.