Steps to generate a new ROE
Go to Business Settings
From the main menu, click Settings
Open the Employees tab
Find the employee
Locate the employee who needs an ROE
Click the ⋯ next to their name
Select "View ROEs"
Click "Generate New ROE"
This button appears at the top right of the ROE section.Select the business and pay schedule
Choose the correct Business Entity
Select the employee’s associated Pay Schedule
Click Continue to move to the next step
Fill in the ROE details
Complete the following fields:
Field | Description |
First Day Worked | The date the employee first started working |
Last Day Worked | The final day the employee worked or received pay |
Separation Code | Select the appropriate reason from the dropdown |
Click Generate ROE to proceed
How to finalize the ROE
Click the ⋯ next to the draft ROE and select "Edit"
The ROE form will open. If there are any errors, they’ll be flagged in red at the top
Update the required fields to resolve any issues
Click Save Changes
Once all errors are cleared and changes are saved, the Finalize ROE button will become active
Click Finalize ROE to complete the process
What happens next
The finalized ROE file is now available to download and submit through ROE Web, for self submitters
If your submission type is managed, the "Submit" button will be inactive the ROE file will be automatically uploaded.
💡 Note: If changes are needed after finalizing, you can create a new ROE by duplicating the original and finalizing it again with the updated details.
💡 Not sure what submitter type you are? See: ROE Submission Types: Self Submitter vs. Managed Submitter
Disclaimer: This article is not intended to provide tax, legal, benefits, financial, or HR advice. Since laws and regulations are subject to change and may differ by location, please consult a legal or HR professional for personalized guidance.