Sage Simply 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.
Before you can perform this task
To upload ROE forms that you will finish preparing online:
To prepare ROE forms in Sage Simply Accounting for online submission:
| 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. |
| 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). |
| 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). |
| 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).
* 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. |
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| 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. |
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| Block 15B - Total Insurable Earnings |
Confirm the total insurable earnings, which is based on amounts in Block 15C (Section 4). |
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| Block 15A - Total Insurable Hours |
If the number of Hours from pay periods x to y is not correct, modify the number. Be sure to include insurable hours for vacation time that is taken, but not tracked on cheques. 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. |
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.
Get more information from the ROE Web site