A Record of Employment (ROE) provides information on employment history and is the document used by employees to apply for Employment Insurance (EI) benefits. Whenever there is an interruption to an employee’s insurable earnings, the employer must issue an ROE within five calendar days.
As the EI claims eligibility and their payments are dependent on the ROE, all earnings and hours must be recorded as accurately as possible.
This can be a little nerve-wracking, but the good news is that Humi can do the bulk of the heavy lifting in generating this form, but there are still a few sections that require some manual entry from you (the employer).
If you are a new Humi customer, or 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.
Additionally, please note that ROEs listed in Humi are NOT finalized copies.
ROE's are only final after they are submitted/uploaded to 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 are an existing Humi customer please follow the steps below.
This ROE guide will cover the following steps from creating to submitting ROEs:
- Issue ROE
- Review ROE
- Edit ROE
- Submit ROE
In order to issue an ROE for an employee, the employee must be terminated in Humi. If you are unsure how to terminate an employee in Humi, click here.
Once the employee has been terminated, there will be an option to "Issue ROE" on their account.
Prior to issuing ROEs, there are two things you should do:
1. If the terminated employee had a company email set up on their Humi account, you should update it back 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.
2. Please ensure that the employee's final earnings are processed.
1. Navigate to the terminated employee's profile (Click the People module > Filter/Change status to terminated > find employee)
2. Click the 3 dots in the top right corner and click "Issue ROE"