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How to Print an ROE and or How to Adjust it

    Print an ROE and or adjust it

    Sage 50 has incorporated a plethora of features and tools to assist businesses and accounting professionals accomplish their accounting functions with desired efficiency. Sage 50 also provides useful functionalities for businesses to manage their employee records better. With just a few clicks, businesses can keep a better track of matters/records related to their employees and generate comprehensive reports quite easily. The management can use these reports to formulate future business strategies.

    Are you yet to create and manage ROE (Records of Employees ) in Sage 50? You are definitely missing something! But you don’t need to bother at all! We have it completely covered for you! Just go through this blog. Here, we will tell you from scratch, how to create , print and make necessary adjustments to ROEs and other related matters.

    How to Create an Employee Record in Sage 50?

    • Visit the Employees & Payroll Navigation Center.
    • Click the Employees icon
    • Now select New Employees from the drop-down list appearing on your screen.
    • The Maintain Employees&Sales Reps window will open up. Here, you will need to enter the relevant details of your employees
    Maintain Employees Sales Reps
    • Once you complete entering the information relevant to the employee, make sure to review your entries
    • On being satisfied, click Save. If you need to enter the record for another employee, click Save & New

    Read More-: Sage 50 Data Conversion

    How to Print an ROE form in Sage 50?

    You may carry out any of the following options to print ROE forms in Safe 50-

    1. Print ROE forms in Laser Print automatically
    2. Print ROE forms manually

    We will discuss a step-by-step procedure to perform each of these options-

    (A) Print ROE forms automatically

    Here are the steps to follow-

    • To accessthe ROE Run Viewer, perform the transactionHRPAYCA_ROEWB
    • Click on theNewtabstrip,
    • Select the form dataset to use for printing.
    • Click on the tab namedPrint ROE
    • Select the output device where you want to print the actual ROE form
    • After all the ROE forms included in the dataset are printed successfully, the ROE Export – Application Log will display the following messages:
      • Record imported from Laser ROE batch file
      • Record exported to Laser ROE batch file
    • Select Backto go back to the ROE Run Viewer.
    • Click on theCompletedtabstrip to check whetherallthe forms included in the form dataset selected by you have been printed successfully

    (B) Print ROE forms manually

    This process involves the following steps-

    Exporting ROE Form Data for Subsequent Printing

    • To accessthe ROE Run Viewer, perform the transactionHRPAYCA_ROEWB
    • Click on theNewtabstrip,
    • Select the form dataset to use for exporting.
    • Click on the tab namedExport
    • The system will now execute the ROE – Exporter on the subsequent screen.
    • Launch the ROE Laser Print
    • Specify the server and file path to export the selected ROE form dataset
    • Click on Execute
    • In response, the ROE Export – Application Log will display the following messages:
      • ROE file downloaded to:(address of the specified path )
      • Record exported to Laser ROE batch file
      • Run id(xxxxxxxxxx) set to status Exported.
    • Select Backto go back to the ROE Run Viewer

    Importing ROE Form Data and HRSDC Serial Numbers

    • To accessthe ROE Run Viewer, perform the transactionHRPAYCA_ROEWB
    • Click on theProcesstabstrip,
    • Select the form dataset to use for exporting.
    • Click on the tab namedImport 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 Backto go back to the ROE Run Viewer.

    How to make Necessary Adjustments in an ROE

    If the Insurable Hours and Insurable Earnings are not correct

    • Go to box 15 A
    • change theIns. Hours Start Date to the start and end dates you want to use
    • change theIns. 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 an employee, fill in the corrected values in the 15B Ins.
    • Earnings and 15A Ins. Hours boxes.
    • Do not click the Recalculate button.

    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

    Conclusion :

    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.


    👉Frequently Asked Questions

    Q 1. How can I Delete an Existing ROE  in Sage 50?

    Ans : Here are the steps to delete  an  existing record  of employees in Sage 50-

    ▪ Open Sage 50
    ▪ Navigate to the Employees & Payroll Navigation Center.
    ▪ From the panel on the right hand side,  click on the Employees list 
    ▪ The list of employee IDs would appear on your screen. Select the employee Id for which  you want to delete the record
    ▪ Click on the Maintain Employees & Sales Reps window corresponding to that particular employee
    ▪ Now click on the Delete icon
    ▪ A prompt will appear, asking you  ‘Are you sure you want to delete this record?’
    ▪ Click  Yes, if you are sure to delete the record

    Q 2. How Can I Record Employee Expenses in Sage 50?

    Ans : There are 2 ways to record employee expenses in Sage 50. You may either add expenses to the  net wages of the employee or you can reimburse expenses separately to him. In Sage 50, you can record the expenses in both ways- 

    ▪ If you want to reimburse him separately, you can set up the employee as a bank account in Sage 50 
    ▪ If you wish to add the expenses to the net wages of an employee, you can record the expenses through journals. 

    Q 3. How can I Modify an Existing Employee Record in Sage 50?

    Ans :
    ▪ Visit the Employees & Payroll Navigation Center.
    ▪ Visit the Employees list on the right hand side of the window
    ▪ From the employee IDs appearing in the list, select the Id  of the employee whose record you want to modify
    ▪ Open the Maintain Employees & Sales Reps window for that particular employee
    ▪ Make the changes desired
    ▪ Click Save

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