How To Create A Record Of Employment (ROE)
What you need to know:
A Record of Employment (ROE) summarizes an employee’s employment history and insurable earnings. Employers must issue an ROE whenever an employee has an interruption of earnings, whether temporary or permanent.
The ROE generated in AgExpert Accounting is for reference only. Official ROEs must be submitted electronically through Service Canada.
For more information on Records of Employment, please, visit Service Canada's ROE Instructions.
What you need to do:
Identify the employee who you need to create a Record of Employment (ROE) for.
Determine whether the interruption of earnings is temporary or permanent.
Obtain the employee's last day worked and, if applicable, their expected return date.
How to (Step by Step):
Click Payroll from the left menu.
Select Employees.
Select the employee for whom you want to create a Record of Employment (ROE).
Click Employment.
Update the employee’s Status by choosing one of the below options in the drop-down menu:
a) Select Leave if the interruption of earnings is temporary or
b) Select Terminated if the interruption is permanent.
Use the Reason drop-down menu to select the appropriate option for the interruption of earnings.
Enter the employee’s Last day worked.
If the employee is on leave, enter the Expected return date.
Click Save.
On the main Employees page, click the three vertical dot menu located to the far right of the employee’s name.
Note: You may need to use the Employee status filter to show Terminated and/or on leave employees, otherwise the employee may not appear on the page.
Select Record of Employment.
Note: This option will not be available unless the employee’s status is set to Leave or Terminated.
The employee’s Record of Employment (ROE) will be downloaded as a PDF file.
Note: The ROE generated by AgExpert Accounting is not an official record and should only be used as a reference when submitting the data to Service Canada.
References and Additional Resources
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.