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Level 1

Can I issue the ROE prior to the pay cycle being complete?

 
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Level 7

Can I issue the ROE prior to the pay cycle being complete?

Hey cbmckeon11,
 

To ensure your employees have access to their benefits in a timely manner, it's crucial to submit ROEs efficiently and accurately. Due to current circumstances, there are certain things to keep in mind when producing these forms. Thankfully, the payroll solutions available in QuickBooks Online are here to get you through this without breaking a sweat. I'll be happy to help you through this.

 

If you're producing ROE's for employees off work due to COVID-19, please check out this page to ensure these are coded correctly: Coronavirus disease (COVID-19) – Employment and Social Development Canada

 

ROE forms produced by QuickBooks Online use the payroll information currently in the system when an employee is made inactive. For this reason, it's important for all pay runs to be finalized to ensure accuracy. The specific steps to create a ROE will vary depending on your payroll subscriptions. It's just a few easy steps in QuickBooks Online Standard Payroll:

  1. Select Employees from the left.
  2. Adjust the drop down menu to show All Employees.
  3. Select the desired employee from the list.
  4. Select the edit pencil next to Employment.
  5. From the Status drop-down menu, change the employee's status from Active to Terminated.
  6. Select Reason for Status Change and enter the appropriate termination date.
  7. Select Done.
  8. A pop-up will appear asking if you'd like to create the employee's Record of Employment. Select Yes.

Check out this awesome article for additional info: Create a Record of Employment (ROE)

 

Advanced Payroll Powered by WagePoint uses powerful automation to make the process even simpler. Check out this article to make sure your account is set up: Submit a Record of Employment (ROE) form

 

Hope this helps!