Create Record of Employment Forms Using ROE Web

Sage 50 Accounting makes sure the information in each record of employment (ROE) form is valid before uploading it to the ROE Web site. This ensures ROE Web will accept your file and allow you to make online corrections to failed ROEs.

To prepare ROE forms in Sage 50 Accounting for online submission:

In the Home window on the File menu, choose Import/Export, then Electronic Filing, and then Export ROE Web (Bulk File Transfer).
(Optional) If the introductory window opens with a description of how ROE Web works, click Continue. To bypass this window in the future, select Do not display this again.
Enter your CRA Business Number and fill in the information for the payroll contact person at your company.
Select a date range to list employees who have a termination date between the specified dates.
For each ROE that you want to prepare:
Click the name of the employee to open their ROE form, which extracts as much information as possible from the employee's record.

Section 1 - Employee

Block 9 - Employee Name and Address	Confirm this information from the employee's record.
Block 8 - SIN (Social Insurance Number)	Confirm this information from the employee's record.
Block 13 - Occupation	If known, type employee's occupation or job title.
Submitted ROE printed in	Select the language in which this submitted ROE will be printed.

Section 2 - Employment

Block 10 - First Day Worked	Confirm this date from the employee's record.
Block 11 - Last Day for Which Paid	Confirm this date from the employee's record.
Block 14 - Expected Date of Recall	If employee is expected to return, enter the date (if known).
Block 16 - Reason for Issuing this ROE	If the reason for issuing this ROE is not shortage of work, select the most appropriate description. If the reason is Other, provide additional information in Block 18 (Section 3).

Section 3 - Other Monies

Block 17A - Vacation Pay	Select how this employee receives their vacation pay: Included with each pay - If this selection shows an amount, an employee is still owed vacation pay. Make sure this is the correct selection. Paid because no longer working - Enter the accrued vacation amount paid or owing. If there are insurable hours associated with these earnings, add them to Add insurable hours from Section 3 in Block 15A (Section 4).
Block 17B - Statutory Holiday Pay	Enter the amount paid or owing for statutory holidays that come after this employee's last day (Block 11 in Section 2). If there are insurable hours associated with these earnings, add them to Add insurable hours from Section 3 in Block 15A (Section 4).
Block 17C - Other Monies	Enter amounts paid or owing for reasons such as pension payments, severance pay or retiring allowances, bonuses, pay in lieu of notice, retroactive wage increases, or profit sharing (click down arrow to view complete list). If there are insurable hours associated with these earnings, add them to Add insurable hours from Section 3 in Block 15A (Section 4).
Block 19 - Sick/Maternity/Paternal leave or group wage loss indemnity payment	Enter the starting date, and the payment amount and frequency (per day or week) that this employee will receive for sick leave, maternity or parental leave, or group wage loss indemnity payments paid after the last day worked (Block 11 in Section 2). Provide additional details about these payments in Comments (Block 18 in Section 3).
Block 18 - Comments	Include comments only if additional information or clarification is necessary. For example: - If the reason for issuing this ROE in Block 16 (Section 2) is K - Other, provide clarification. - Additional details about sick/maternity/parental leave or a group wage loss indemnity payments entered in Block 19 (Section 3).

Section 4 - Earnings

Block 6 - Pay Period Type

Confirm or change the pay period type to determine how many insurable pay periods are reported in Blocks 15A, 15B and 15C (Section 4).

Pay Period Type:	Insurable Pay Periods/Year:
Weekly*	1, 2, 10, 22, 52
Bi-weekly	26
Semi-monthly	24
Semi-monthly non-standard†	24
Monthly	12
Monthly non-standard‡	12
Thirteen per year	13

* Use the Weekly pay period type for employees who are paid solely on commissions or on salary and irregularly paid commissions, or for employees who are working on a contract basis and who are paid during pay periods that do not cover the entire period of the contract (for example, teachers).
† Use Semi-Monthly non-standard type if the pay period dates are not the 15th and the end of the month.
‡ Use Monthly non-standard type if the pay period date is not the end of the month.

Block 12 - Final Pay Period Ending Date

Confirm the ending date of this employee's final pay period, which can be on or after the date in Block 11 (Section 2).

Block 15C - Detailed Insurable Earnings

Verify the insurable amounts in pay periods by reviewing the assignment of cheques to pay periods. If you have a printout of the Employee Detail report, you can confirm cheque amounts by date.
To change the number of pay periods, modify Block 6 (Section 3).
To change the date range for pay periods, modify Block 10 (Section 2) or Block 12 (Section 4).
If required, fill in Add insurable earnings still owing in pay period 1.
To change the paycheque amount in a pay period, modify the amount.

Note: Revisions to pay period amounts in the ROE are not saved in employee records.

Block 15B - Total Insurable Earnings

Confirm the total insurable earnings, which is based on amounts in Block 15C (Section 4).

Block 15A - Total Insurable Hours

If the number of Hours from pay periods x to y is not correct, modify the number.
If there are insurable hours associated with earnings in Section 3, add them to Add insurable hours from Section 3.
To check if there are insurable hours associated with these earnings, consult the Service Canada Summary chart of insurable earnings and hours or contact CRA.

At the end of each completed ROE, select Validate this completed form when I click Save. This will change the Status of an employee to Validated in the employee list.
Click Save.
Once the Status of all the ROE forms that you want to submit is set to Validated, click Ready to Upload.
Review the list of employees in your bulk ROE file, and then click Save this bulk ROE file. In preparation for uploading these ROEs to the Web, copy the location of your saved file by highlighting it and pressing CTRL+C.
Click Go to ROE Web site, and follow the instructions to upload your bulk ROE file to the Web. Use CTRL+V to paste the copied location of your saved file.

Note: Your bulk ROE file is uploaded as a Draft, which you can still review and modify online to ensure that the information is correct and complete.

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