Before You Begin: For quick instructions, see Create Amended ROEs.
The steps for creating ROE amendments are similar to those for creating new ROEs. In the ROE sub-tab of the Pay Run Management or the Data Entry tab, you can create amended ROE entries directly in the list by clicking Add. You can use the Employee Name or Employee No. column to select the following employees from the pay group of the pay run that you have loaded:
- Employees with Active or Inactive status.
- Employees whose status was Terminated within the last two years.
In the ROE sub-tab of the Data Entry tab, you can only select employees from pay groups that you have access to.
When you select an employee who has an ROE form that was committed in a prior pay period, the Amended Serial No. column for the entry displays the Amend ROE link:
The application does not display the Amend ROE link if you already initiated a new ROE entry for all of the legal entities that are associated with the employee's record. For example, if an employee only has one legal entity associated with their employee record, and there is already an uncommitted ROE in the current pay run, the Amend ROE link isn’t displayed.
Clicking the Amend ROE link opens a dialog box that displays the last committed ROE entry for each legal entity that is associated with the employee's record:
If there is already a new, non-committed ROE for a particular legal entity, the last committed ROE for that legal entity isn’t displayed. Each committed entry in the dialog box displays the serial number of the committed ROE, the request date, and the reason. The list includes ROEs that were requested within the last two years.
You can select one committed ROE from the list and click OK. None of the other columns are editable.
When you click OK, the application closes the Amend ROE dialog box and updates the new entry with the legal entity (if it's different from the primary legal entity), ROE reason (which you can update), and source of the committed ROE.
Selecting a Pay Run in the Data Entry Tab for Amended ROEs
Unlike the Pay Run Management tab, the Data Entry tab allows you to add entries for multiple pay runs without loading a single pay run.
In the Data Entry tab, after you select an employee in the ROE sub-tab, Dayforce displays the employee’s current pay run in the Pay Run field, which includes the name of the pay group and the pay period. If needed, you can click the Pay Run field to select the next scheduled pay run, or an off-cycle pay run (if available) for the employee’s pay group.
If the employee's current regular pay run is committed, and there is an off-cycle pay run associated with the committed pay run with a Record of Employment type, Dayforce automatically populates the Pay Run field with the off-cycle pay run. If there is more than one off-cycle pay run, Dayforce uses the one that was most recently created. This behavior is different from other sub-tabs of the Data Entry tab (for example, Quick Entry) where, if the current pay run is committed, Dayforce automatically populates the Pay Run field of a payroll entry with the next regular pay run and not the off-cycle pay run.
Automatically Generated Form
After you save the entry, the application automatically generates the ROE form and updates the ROE status from Requested to Pending without your having to refresh the screen:
The application automatically generates ROEs in the background, so that you can continue to use the application, or even log out, while the application is generating the forms. This functionality is especially useful when you save a large number of new entries at the same time.
Moreover, the Amended Serial No. column displays the serial number instead of the Amend ROE hyperlink.
Once the application generates the form, you can make the necessary edits. See Enter Details in ROEs.
Non-Editable Fields
When the application generates an ROE, the Employee Name, Employee No., and Legal Entity fields are no longer editable. If you need to move the ROE to another pay run (for example, to an off-cycle pay run), you can use the Move button in the toolstrip. See Move ROEs to Other Pay Runs.