PAYHR TUTORIALS / TAXES & COMPLIANCE
When an employee leaves or goes on an unpaid leave, you need to issue a Record of Employment to Service Canada. This walkthrough shows PayHr's ROE dashboard, choosing free manual filing, checking the issuing officer and each employee's details, and preparing the ROE XML from approved payroll.
2 min narration 6 chapters Narration and captions Captions on YouTube
INSIDE THE WALKTHROUGH
Open R.O.E. in the sidebar. You need a Record of Employment when an employee has an interruption of earnings, like an unpaid leave or leaving the company. The cards count who's on leave, who's offboarded, ROEs prepared, and any deadlines passed.
Select Issue ROE beside Sam Carter. First, choose how to file. Do it manually is free self-filing: PayHr prepares the XML, and you file it in ROE Web. Auto issue ROE, where PayHr files for you, shows its availability right here. Choose Continue manually.
Step two checks the details. The issuing officer is the person Service Canada calls with questions. The address, SIN, last day paid and reason come from the employee's records. Refine the reason if needed, then select Save and prepare XML.
PayHr builds the ROE from approved payroll: insurable hours and earnings for each pay period up to the last day paid. Choose Download combined XML and upload it in ROE Web, within five days after that pay period ends.
After filing, find the ROE under Prepared and issued ROEs and select Review ROE. Enter the Service Canada serial number and upload the issued PDF. Until then, the status reads awaiting filing, and PayHr tracks the deadline for you.
At the bottom, Tax authorization forms holds the ROE Secure Automated Transfer Addendum. Signing it saves your consent for PayHr to file ROEs automatically. It doesn't register you with Service Canada, and manual filing doesn't need it.
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