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  • All payrolls for the employee, including vacation payouts, are completed for the employee
  • The "Employment Status"  for the employee is changed to "Terminated" or "Inactive"
  • The employee's "Termination Date" is entered 
  • Know where your browser's default downloads folder is

Creating a Record of Employment Employment

  1. Navigate to Forms > ROE > Create ROE. 
  2. Verify the contact and issuer information. This will be the information that the government will contact you about the ROE, so be sure that this is accurate. 
  3. Select the appropriate employee(s) on the bottom-right side of the screen that you want to create ROEs for. 
  4. Click "Create" to create ROEs for your selected employee(s). 
  5. Click "OK" to confirm. The ROEs are now created. 

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I got an error message indicating that an element is invalid - what do I do? 

Your error message may say something like this: The 'FN' element is invalid - The value 'XXXXXX' is invalid according to its datatype 'FirstNameType' - The actual length is greater than the MaxLength value. 

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Field NameMax Character Length
Business Number15
Comments160
Employee Address (Line 1)35
Employee First/Given Name20
Employee Middle Name4
Employee Last/Family Name28
Employee Occupation 40
Employee Postal Code10
Payroll Reference Number26
Social Insurance Number (SIN)9

If your error message says something like this instead: The cast to value type 'System.DateTime' failed because the materialized value is null. Either the result type's generic parameter or the query must use a nullable type.
This means that there is a date field in your ROE record that is missing. This may be the 'first day worked', 'last day for which period', etc. Please check the ROE record for all dates that must be filled out.