Import ROEs

Payroll Administrator Guide
Version
R2025.2.1
ft:lastEdition
2025-12-01
Import ROEs

You can import ROE entries into a specific pay run in Payroll > Pay Run Management or import ROE entries into multiple pay runs or pay groups in Payroll > Data Entry.

See Overview of Importing ROEs.

To import ROE entries:

  1. Create a CSV import file.
    1. Go to the ROE sub-tab in Payroll > Pay Run Management or Payroll > Data Entry.
    2. In the ROE sub-tab, click Import and then Create Import Template.
    3. Enter the ROE entries under the appropriate columns.
    4. Save as a CSV file.
  2. Go to the ROE sub-tab.
  3. Click Import and select Import Items.
  4. In the Import Items dialog box, upload the CSV import file that you've created.
    1. Enter an import set name. The import set name is limited to 512 characters and is used to uniquely identify this import set from other import groups when viewing the import history or status.
    2. Select the action that Dayforce should take if a validation error occurs.
    3. Click Next.
    4. Click Add File to select the CSV file on your computer.
    5. Click Upload.
  5. Click Refresh to see the imported entries in the ROE sub-tab.
  6. If you do not see any entries, either an import error has occurred or the imported entries are hidden by the current filter settings. You can open the import status dialog box to download the error log. See View Import Status.
  7. Manually generate the ROEs that have Requested status using one of the following methods:
    • Select one or more entries from the list and click Generate > Generate Selected from the toolstrip.
    • Click Generate > Generate All from the toolstrip to generate all of the ROEs that have Requested status. When you use this option, the application generates ROEs regardless of your current filter settings. For example, if the ROE entry for an employee is currently filtered out of the list, the application still generates the ROE form for that employee.
  8. View or enter details in the generated ROEs if needed. See Enter Details in ROEs.

Note that after you generate an ROE, you can no longer edit the Legal Entity and Pay Run fields. You can still assign generated ROEs to other pay runs (for example, to an off-cycle pay run) by clicking Move in the toolstrip.