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Intuit

About the QBO Advanced Payroll in-product ROE experience

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Managing the QBO Advanced Payroll in-product Record of Employment (ROE) feature

When an employee is either terminated or taking a leave of absence, navigate to to the employee list and click the drop-down menu at the far right next to the employee’s name.

Click Change Status.

Choose either Terminated or On Leave:

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Select the most appropriate reason from the provided options list:

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If the employee is not leaving the company but requires a record of employment for other reasons, select Create ROE from the drop-down list. These reason codes would fall under the K-Other heading.

The choices are:

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If the ROE is being created due to a change in payroll frequency, navigate into the employee profile.

Click on the Employment tab.

Choose the applicable new pay schedule:

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This is triggers an ROE which reports the income earned under the old pay schedule.

Once you have completed this process, view the ROE by navigating to Reports -> Payroll Reports -> Records of Employment.  A list of employees displays for which ROEs have been issued.

Find PDFs uploaded from Service Canada to the account by clicking View Older ROEs:

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