How to Print a Record of Employment (ROE) and How to Make Adjustments in Sage 50?

How to Print a Record of Employment and How to Make Adjustments in Sage

Sage 50  provides useful  tools  and  functions   for businesses to keep  a  proper  track  of their employee records . With    Sage ,   businesses    can  also   generate comprehensive reports related  to  their  employees  quite easily and   formulate business strategies  accordingly.

If  you  are  yet to create and manage  your  Records of Employees  (ROE )   in Sage 50,  you  are  at  the  right  place.  In  this blog, we will show easy ways to create , print and adjust ROEs.

Procedure to Create an Employee Record

  • Open the Sage 50  application
  • Navigate to the Employees & Payroll Navigation Center.
  • Click on  the Employees  tab
  • Select New Employees
  • You  will see the Maintain Employees & Sales Reps window appearing on your  screen. Enter all   the details of your employees
  • review your entries before  submitting the same
  • If satisfied, click on the Save button.
  • For entering another employee record, click Save & New.

What is the Procedure to Print an Record of Employment (ROE) Form?

Total Time: 15 minutes

Option  1- Print the ROE Forms Automatically

🔷 To access the ROE Run Viewer, perform the HRPAYCA_ROEWB  transaction
🔷 Select the  New tab strip,
🔷 Select the dateset to print.
🔷 Click on Print ROE 
🔷 Select the output device where you wish to print the ROE form
🔷 After  all the ROE forms included in the data set are printed successfully, the ROE Export – Application Log will display the following messages:
🔷 “Record imported from the Laser ROE batch file
🔷 “Record exported to Laser ROE batch file
🔷 Click  on  the  Back button  to go to ROE Run Viewer.
🔷 Click  Completed tab-strip in  order  to check if all the forms included in the dataset have been printed

Option  2- Print ROE Forms Manually 

This process involves the following steps-
1. Exporting ROE Form Data for Subsequent Printing

🔷 To access the ROE Run Viewer, perform the transaction HRPAYCA_ROEWB
🔷 Click on the  New tabstrip,
🔷 Select the form dataset to use for exporting.
🔷 Click Export 
🔷 The ROE – Exporter will  be  executed on the subsequent screen.
🔷 Now  start the ROE Laser Print
🔷 Specify the address  of  the  server and file path to export  the ROE form dataset
🔷 Click on  Execute  
🔷 The ROE Export – Application Log will display the messages  shown   below:
🔷 ‘ROE file has been downloaded to:(path  address)
🔷 ‘Record exported to the  Laser ROE batch file
🔷 ‘Run id(xxxxxxxxxx) has  been  set to status Exported’.
🔷 Click  on  Back to go to ROE Run Viewer.
 
2. Importing ROE Form Data and HRSDC Serial Numbers:

🔷 To access the ROE Run Viewer, perform the transaction HRPAYCA_ROEWB
🔷 Click on the  Process tabstrip,
🔷 Select the form dataset to use for exporting.
🔷 Click on the  tab named Import Run
🔷 The system will now execute the ROE – Importer on the subsequent screen.
🔷 Specify the server and file path to import  the selected ROE form dataset
🔷 Click on Execute
🔷 In response, the ROE Import – Application Log will display the following messages:
🔷 ROE file uploaded from:(address of the specified path )
🔷 Run id(xxxxxxxxxx) set to status Completed
🔷 Select  Back to go back to the ROE Run Viewer.

How to Make Necessary Adjustments in an ROE

Method 1: If the Insurable Hours and Insurable Earnings are Not Correct

  • Go to box 15 A
  • change the Ins. Hours Start Date  to the start and end dates you want to use
  • change the Ins. Earnings Start Date  to the start and end dates you want to use
  • Click on  Recalculate
  • If you wish to manually  adjust  to either the earnings totals  or the calculated insurable hours for a employee, fill in the corrected values in the 15B Ins. Earnings  and 15A Ins. Hours  boxes.
  • Do not click the Recalculate button.

Method 2: If the Vacation Pay Details are Not Correct

  • Go to box 17 A
  • If you wish to pay out the vacation pay in each cheque, the amount in this box should be zero.
  • If you wish to retain the vacation pay, enter the amount due to the employee
  • If you have already made the payment to the employee, enter the same
  • Click on Print.

Also Read: How to Record an NSF Check Form a Customer in Sage 50

Final Words!

We hope the discussion above would help you “Create, Print and Manage your ROE in Sage 50“. If you need further help in this regard, we would advise you to speak  to some of the authorized Sage experts.

Accountingadvice Help Services 16

📢Frequently Asked Questions

In Sage 50, How Can I Modify an Existing Employee Record?

🔷 Click on  the Employees & Payroll Navigation Center  tab
🔷 Navigate  to the Employees list
🔷 From this, select the employee  Id   whose record you  need to modify
🔷 For  this  employee ,   open the Maintain Employees & Sales Reps window
🔷 Change  the  records   as  you  desire
🔷 Click  on Save  for  the  changes   to  take  effect.

How to  Record Employee Expenses in Sage 50?

You can record employee expenses in 2  ways  in Sage 50. Either you   may  add the  expenses to the  net wages of the employee or you can reimburse expenses separately to him.  
🔷 If you want to reimburse separately, set up the employee as a bank account in Sage 50
🔷 To add the expenses to the net wages of an employee, record the expenses through journals.

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