How to Generate a New ROE

Last updated: April 28, 2026

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 into the ROE tab

  3. Click "+ Generate New ROE"

    • This button appears at the top right of the ROE section.

  4. Select the appropriate business and pay schedule

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    • If you have multiple business entities, choose the correct Business Entity.

    • If the employee is assigned to more than one pay schedule, select the employee’s applicable Pay Schedule.

  5. Click Continue to proceed to the next step.

Note: If there is only one business entity or the employee is assigned to a single pay schedule, the system will automatically default to that business entity or pay schedule.

  1. Fill in the ROE details

    • Complete the following fields:

Field Description

First Day Worked

  • The date the employee first started working.

  • The date the employee was first paid on a new pay frequency.

  • The date the employee was first paid on a new payroll provider.

  • The date the employee was first paid after returning to work from a leave

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

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

  • What happens next

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

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

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