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Processing Records of Employments

Information

  • Products: Sparkrock 2016
  • Summary: How to Process a Record of Employment

Details

The Record of Employment is inserted in this page when an employee has been terminated or put on leave using the HR Request. If you want to process an ROE without doing an HR Request, then use the Mass Create Record of Employment page (separate document covers this).

Resolution

  1. Use the Search bar to find ‘Records of Employment’ (do not navigate from the HR Employee Card).
  2. Employees who have been terminated will be listed.
  3. If you have Details to add, Navigate to Details.
  4. The First day worked is the Calculation Start Date of the most current HR Position; if necessary, you can edit this on the Record of Employment line ‘First Day Worked’.
  5. The Last day worked is the Calculation End Date of the most current HR Position; if necessary, you can edit this on the Record of Employment line ‘Separation Date’.
  6. If the Employee has terminated from All Positions the system will report the Position Title from the Last HR Position the employee received their final pay in, if necessary you can edit this in the Service Canada site. The ability to edit the ROE in Service Canada is available as long as the Export parameters were set as Draft.
  1. Enter Details as required i.e. Vacation Pay; Other Monies; Comments and so on. Where the Reason for Separation is ‘K’ a Comment is required. If the amounts are posted and included in employees final pay, then check the box ‘Already Posted’. This will ensure that the amounts do not get included in PP nbr1 twice.
  1. To export the file, click Actions and Export

Processing Method = Draft: Choosing this method allows you to Edit and submit the ROE in the Service Canada Site.

Processing Method = Submission: Choosing this method will automatically submit the ROE when uploaded to Service Canada. The only way to correct the ROE would be to Amend it.

Note: Remember to return to the Records of Employment Page and enter the Serial Number provided by Service Canada.

Note: If the Export file is run multiple times in the same day the system will overwrite each one with the new details. If you wish to keep export files separated, then you may rename the file before doing your next export. You can give it any name you like, but do not change the file extension. You may also keep a separate folder for completed ROEs and transfer the files completed into the folder. It is your choice.



Load Detail Lines from Last Pay (Run only when necessary):

Use ‘Load Detail Lines from Last Pay’ only if you issue the employee a payment after they have terminated (HR Request has been processed for the termination).


Service Canada runs separate from Microsoft NAV

Test the Export File on the Service Canada Web Site using their ROE WEB Demo section.
Note when using the Demo page, you will not be able to use your organizations BN. There will be a list of BN in the site for you to use.

Impact / Risks

  1. We suggest you practice in your QA environment first if possible.

Workaround

Not Applicable

Related Information

Mass Create Record of Employment

Update History

Date Details Link
7/2/2020 The first version of this Knowledge Base article was created.  

Keywords/tags

Attachment

Not Applicable

Keywords: ROE
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