A "Record of Employment" (ROE) is the document employees use to apply for Employment Insurance (EI) benefits. It that contains information about their employment history, hours worked and the total earning amount while employed.Whenever there is an interruption to an employee’s insurable earnings, the employer must issue an ROE within five calendar days.
The information on the ROE determines your employee's EI claim eligibility and payment amounts, so all earnings and hours must be recorded as accurately as possible.
Creating accurate ROEs can be nerve-racking, but the good news is that Humi can do the majority of the heavy lifting in generating this form. However, there are a few sections that require manual entry from the employer.
If you're a new Humi customer, or are still in the onboarding process, you MUST issue all outstanding ROE's with your previous provider PRIOR to setting up your Payroll with Humi. The start dates on all ROEs issued by Humi will be the start date you joined Humi for Payroll.
Please keep in mind that the ROEs listed in Humi are NOT finalised copies.
ROEs are only considered final once they have been submitted or uploaded to the Service Canada Web ROE (Service Canada's portal) and a serial number is issued.
Humi can submit ROEs to Service Canada on your behalf directly through your account but only if you submit the document authorizing this action.
If you're an existing Humi customer please follow the steps below.
This ROE guide will explain the things you should do before issuing ROEs and how to:
- Issue an ROE
- Edit an ROE
- Review an ROE
- Submit an ROE
In order to issue an ROE for an employee, the employee must be terminated in Humi. If you're unsure how to terminate an employee in Humi, click here.
Once you've terminated the employee, you'll see an option to "Issue ROE" on their account.
Prior to issuing ROEs, there are two things you should do:
- Update the employee's email to their personal email – If the terminated employee had a company email set up on their Humi account, you should change their primary email to their personal email so their T4 will be sent to the correct email account.
To do this, you can ask them for an updated email but if that isn't possible you can use the email saved on their account from when they were first invited to join Humi.
You can find this email by navigating to their employee profile > click on the "More" tab > choose the dropdown option "Account"> Check the "Emails" field. This is where you will update their email.
- Ensure that the employee's final earnings are processed.
Learn more about terminating employees here.
1. In "People," under the "Directory" tab, click on the filter icon next to the "Status" column and select the "Terminated" checkbox.
2. Select the terminated employee and Humi will direct you to their employee profile. Click the 3 dots in the top right corner and select "Issue ROE" from the dropdown.