Create a Printed Record of Employment
Before you can perform this task
- Enter the employee's termination date in their employee record.
- Enter a ROE code in this employee's record.
- Set up your printer to print the record of employment if not exporting with ROE Web:
- Modify your printer setup
- Adjust the print alignment for federal payroll forms
- Load the printer with blank ROE forms.
To create a printed record of employment (ROE):
- In the Home window on the Reports menu, choose Payroll, then Print Record Of Employment.
- Select a date range to list employees who have a termination date between the specified dates, and click Display.
- From the list of employees displayed, choose one or more employees for whom you want to print an ROE, or click Select All to include all employees.
- Type a payroll contact name and telephone number in the boxes provided.
- Click OK.
- In the Record of Employment Options window, make any necessary changes to the following boxes:
- If these amounts are not correct, then change the Ins. Hours Start Date and Ins. Earnings Start Date to the start and end dates that you want Sage 50 Accounting to use to automatically calculate the employee's insurable hours and earnings.
- Click Recalculate to have Sage 50 Accounting recalculate the insurable hours and earnings amounts.
- If you need to make a manual adjustment to either the calculated insurable hours or earnings totals for a employee, enter the corrected values in the Box 15A Ins. Hours, and Box 15B Ins. Earnings boxes. Do not click the Recalculate button.
- If vacation pay is paid out on every cheque, the amount in this box should be zero.
- If you retain vacation pay, then enter the amount owing, or, if you've already paid the employee, enter the amount paid on the employee's final paycheque.
- Click Print to print the ROE.
- Review the printed ROE to ensure that the information is correct and complete. Fill in any sections that need to be completed manually.
Box 15A Insurable Hours and Box 15B Insurable Earnings
Box 17A Vacation Pay
Sections of printed ROE that may need to be completed manually
If using the printed forms, you may have to manually complete the certain sections of the ROE. For example:
- If, during the employee’s insurable earnings period, there was a period where the employee did not receive any earnings, then you need to complete Section 15C of the ROE.
- If the employee is paid in 10, 2, or 1 pay periods, then consult government guidelines for special instructions for the ROE, and review the amount printed in section 15B of the ROE.
- Complete Block 17A, Payment of Benefits if it applies to the employee.
- Complete Block 18, Comments if you need to enter additional information.