General Information About the ROE Subtab

This topic describes the features in the ROE subtab in the Pay Run Management and Data Entry tabs, which are available to Canadian payroll only.

List of ROE entries in the Pay Run Management tab.

In the ROE subtab of the Pay Run Management tab, you can create and process new and amended Record of Employment (ROE) forms for Canadian employees for the pay run that you have loaded.

The ROE subtab in the Data Entry tab has similar functionality as the Pay Run Management version. However, a key benefit of the Data Entry version is that it allows you to create and edit new and amended ROEs for multiple pay runs and pay groups without having to load a specific pay run.

The ROE entries in the Data Entry tab are displayed from the following pay runs:

The current pay run that is open.
The next scheduled pay run.
Off-cycle pay runs that are open and associated with the current or next pay run. Moreover, the off-cycle pay run must have the Record of Employment type defined in its details.

Button Legend in the ROE Subtab

Buttons in the ROE subtab toolstrip
Button	Description
	Click the Refresh button to reload the information in the list.
	Click the Favorites button to open a menu where you can save your current filter settings as a favorite, load an existing favorite, or manage your favorites. See Favorites.
	Click the Filter button to open a panel where you can filter the list of entries based on a set of filter options. See The Filter Button.
	Click the Add button to add a blank entry with which you can create a new or amended ROE. See Create Individual ROEs and Create Amended ROEs. Pressing the keys Shift+Enter or Ctrl+Enter acts the same as clicking the Add button.
	Click the Copy button to create a copy of the one or more entries that you have selected from the list.
	Click the Delete button to delete the one or more entries you selected from the list.
	Click the Problems button to open a panel that displays error and warning messages. When you open the Problems panel in the ROE subtab, the application only displays a summary count of the messages for each ROE form. To view detailed messages, open the ROE form in the employee slide-out panel. See Problems Panel in the ROE Subtab.
	Click the Export button to export entries that are currently displayed in the list to a CSV file. See Import and Export Items to Individual Pay Runs.
	Click the Import button to open a menu where you can import entries from a CSV or TSV file, create an import template file, or view a list of past imports that you can filter by date. See Overview of Importing ROEs.
	Click the Import Status icon to view the status of imports that you have made in the last 24 hours. See Import and Export Items to Individual Pay Runs.
	Click the Generate button to open a menu with options for generating ROE forms. Used to manually generate ROE entries that are imported to the ROE subtab.
	Click the Regenerate button to open a menu with options for regenerating ROE forms. See Regenerate ROEs.
	Click the Move button to open a dialog box where you can move ROEs to other pay runs. See Move ROEs to Other Pay Runs.
	Click the Multiple ROE Request button to open a wizard where you can initiate multiple ROEs, as opposed to adding individual ROEs to the list. See Create ROEs Using the Multiple ROE Request Wizard.

Column Legend in the ROE Subtab

Columns in the ROE subtab
Column	Description
Mass ROE Group	Displays the name of the ROE group that you assign when you create multiple ROEs via the wizard. This column is read-only and does not display any data for ROEs that were added to the list individually. See Overview of Creating Individual ROEs.
Employee Name	Displays the name of the employees in the pay group. This includes employees with Active or Inactive status, and employees whose status was Terminated within the last two years.
Employee No.	Displays the employee numbers of the employees in the pay group. This includes employees with Active or Inactive status, and employees whose status was Terminated within the last two years.
Pay Run	(Only in the Data Entry tab) Displays the current pay run that is open, the next scheduled pay run, and off-cycle pay runs that are open and associated with the current or next pay run. Moreover, in order for an off-cycle pay run to be displayed, it must have the Record of Employment type defined in its details.
Lock	Contains a setting for locking or unlocking the ROE entry. See Lock ROEs.
Amended Serial No.	Contains a setting for creating an ROE amendment for employees who have a committed ROE in the last two years. See Create Amended ROEs.
Legal Entity	Displays legal entities that are associated with the work assignments in which the employee worked within the last two years, including those legal entities that are historical (that is, end dated).
ROE Reason	Displays list of preset reason options for why you are issuing the ROE for the employee.
Status	Displays the current status of the ROE, which can be Requested, Pending, or Committed. See ROE Processing Statuses.
Requested	Displays the date and time at which the ROE entry was created.
Requested By	Displays the name of the user who created the ROE entry.
Source	Displays the location in Dayforce where the entry was created. Available locations are Data Entry and Pay Run Management, as well as the People feature.
Saved By	Displays the user name of the user who last saved changes to the ROE entry.
Saved At	Displays the date and time at which the ROE entry was last edited.

Problems Panel in the ROE Subtab

The Problems panel above the main list of ROE entries in the ROE subtab includes a summary of the number of errors or warnings for each employee.

Problems panel in the ROE sub-tab displaying errors.

You can view specific errors and warnings for the employee when you open the ROE form in the slide-out panel. These error messages show you what you need to correct in the problematic ROEs. Like in the main Problems panel, you can export the messages or click the Problems button to expand or hide the messages:

Expanded Problems panel with Problems button highlighted.

In cases where errors persist, you can use the name of the employee to remove the ROE from the pay run so that the pay run can be recalculated and committed. See Move ROEs to Other Pay Runs.