How to Generate a New ROE

This article will summarize how to generate an ROE for a Worker.

You can generate a Record of Employment (ROE) directly from the payroll platform. This guide walks you through how to create and finalize an ROE for an employee.

Steps to generate a new ROE

1. Go to Business Settings

   • From the main menu, click Settings

   • Open the Employees tab

2. Find the employee

   • Locate the employee who needs an ROE

   • Click the ⋯ next to their name

   • Select "View ROEs"

   

3. Click "Generate New ROE"
   This button appears at the top right of the ROE section.

4. Select the business and pay schedule

   • Choose the correct Business Entity

   • Select the employee’s associated Pay Schedule

   • Click Continue to move to the next step

   

5. Fill in the ROE details
   Complete the following fields:

   	FieldDescription
   First Day Worked	The date the employee first started working
   Last Day Worked	The final day the employee worked or received pay
   Separation Code	Select the appropriate reason from the dropdown

   • Click Generate ROE to proceed

How to finalize the ROE

1. Click the ⋯ next to the draft ROE and select "Edit"

2. The ROE form will open. If there are any errors, they’ll be flagged in red at the top

3. Update the required fields to resolve any issues

4. Click Save Changes

5. Once all errors are cleared and changes are saved, the Finalize ROE button will become active

6. Click Finalize ROE to complete the process

What happens next

• The finalized ROE file is now available to download and submit through ROE Web, for self submitters

  

   

• If your submission type is managed, the "Submit" button will be inactive the ROE file will be automatically uploaded.