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      How to Generate a New ROE

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

      To ensure all Insurable Earnings by Pay Period are captured accurately, the Record of Employment (ROE) should be generated only after the current pay period has been processed and paid. If the ROE is generated before the employee’s final pay is issued, the auto-populated Insurable Earnings by Pay Period may be incomplete, requiring manual adjustments.
      Skip to how to make manual adjustments.

      If you issue ROEs electronically

      If you issue ROEs electronically and your pay period is weekly, biweekly (every 2 weeks), or semi-monthly (twice a month, usually the 15th and last day of the month), you have up to 5 calendar days after the end of the pay period in which an employee's interruption of earnings occurs to issue an electronic ROE.

      If you have a monthly pay period or 13 pay periods per year (every 4 weeks), you must issue electronic ROEs by whichever date is earlier:

      • 5 calendar days after the end of the pay period in which an employee experiences an interruption of earnings, or
      • 15 calendar days after the first day of an interruption of earnings

      Source here

      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"

        CleanShot 2025-07-14 at 13.44.28@2x.png

      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

        CleanShot 2025-07-14 at 14.28.01@2x.png

      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

      The First Day Worked should reflect the earliest Effective To date recorded in Corfix. When you transition to a new payroll service provider and submit an ROE using code K17 (Change of Service Provider), using this earliest date maintains continuity with your previous ROE submissions.

      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

        CleanShot 2025-07-14 at 16.01.34@2x.png

         

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

        CleanShot 2025-07-14 at 16.05.51@2x.png

      Note: If changes are needed after finalizing, you can create a new ROE by duplicating the original and finalizing it again with the updated details.
      Learn more: How to Amend an ROE

      Not sure what submitter type you are? See: ROE Submission Types: Self Submitter vs. Managed Submitter

       

      Manual adjustments to previously generated ROEs

      If you generated an ROE before the employee’s last pay period was processed, the insurable hours and earnings may be incomplete and will require manual correction. Follow the steps below to update the ROE with the missing information:

      1. Navigate to the employee’s profile in Corfix Payroll.
      2. Open the Paystub tab.
      3. Copy the most recent Gross Pay amount.
      4. Switch to the ROE tab.
      5. Click the three dots (⋯) next to the relevant ROE.
      6. Select Edit.
      7. Scroll to Insurable Earnings by Pay Period and select View.
      8. Paste the copied Gross Pay into the first line.

      This ensures the ROE accurately reflects the employee's final insurable earnings.