Enter Record of Employment Screen Field Reference

This screen field reference describes the following:

General tab
Earnings & Hours tab
Separation Payments tab
Special Payments tab
Contacts/Routing tab
Activity/History tab
Binder tab

General tab


Field	Description
Template	Indicates whether the document is a template. Select the checkbox to indicate that the document is a template document.
Document Date	By default, displays the current date. If needed, enter the date for the ROE or click to select the date from a Date Picker.
Due Date	Enter the due date for the ROE or click to select the date from a Date Picker.
Document Form	Enter the code for the Modify Forms screen for the ROE or click to select the document form from a Lookup List.
Owner	By default, displays the current ProContractor user ID. If needed, enter the Users screen ID for the ROE owner or click to select the owner from a Lookup List.
Assigned To	If there is only one person on the Distributions tab who has a distribution type of Action Required, displays that user. If multiple people have a distribution type of Action Required, displays Various. If no one has a distribution type of Action Required, the field is blank.
Priority	Click to select the priority of the ROE. High Normal Low
Status	Enter the code for the Document Management Types screen for the ROE or click to select the status type from a Lookup List. The status type sets the active/inactive status of the request for information.
Inactive Date	If the status type sets the ROE to Inactive, enter the date the request for information became inactive or click to select the date from a Date Picker.
Memo	Enter any comments or notes about the ROE. This information is not included on the ROE PDF or XML file. You can enter formatted text in this field. Click to open the Formatted Text Editor.
ROE Information
1-Serial No.	If you are filing a paper ROE, enter the serial number from the paper form. If you are filing an electronic ROE, enter the serial number that Revenue Canada assigns when the form is submitted successfully.
2-Amended Serial No.	If you are amending a ROE to change or correct information, enter the serial number of the original ROE.
6-Pay Period Type	Click to select the pay period type for the ROE. B = Bi-Weekly M = Monthly O = Monthly Non-Standard - Use this option for monthly pay periods that don't end on the last day of the month. S = Semi-Monthly E = Semi-Monthly Non-Standard - Use this option for semi-monthly pay periods that don't end on the 15th or the last day of the month. H = Thirteen Per Year W = Weekly
10-First Day Worked	Enter the date of the first day the employee worked and received insurable earnings or click to select the date from a Date Picker. If you have previously issued a ROE for the employee, enter the first day the employee worked after the last ROE was issued.
11-Last Day for Which Paid	Enter the date of the last day the employee received insurable earnings or click to select the date from a Date Picker. This date is usually the last day of work; however, if the employee received paid leave, such as vacation, sick leave, earned days off, or salary continuance, enter the date of the last day of paid leave that is not a statutory holiday.
12-Final Pay Period End Date	Enter the end date of the final pay period that includes the date entered in the 11-Last Day for Which Paid field or click to select the date from a Date Picker.
13-Occupation	Enter the employee's main occupation.
14-Expected Date of Recall	Click to select the option for when the employee will return to work. U = Unknown N = Not Returning Y = Returning
Recall Date	If you selected Y = Returning in the 14-Expected Date of Recall field, enter the date the employee is expected to return to work or click to select the date from a Date Picker.
16-Reason for ROE	Click to select the reason the employee is separating from employment. A00 = Shortage of work / End of contract or season B00 = Strike or Lockout D00 = Illness or Injury E00 = Quit F00 = Maternity G00 = Retirement H00 = Work Sharing J00 = Apprentice Training K00 = Other M00 = Dismissal N00 = Leave of Absence P00 = Parental Z00 = Compassionate Care A01 = Employer bankruptcy or receivership E02 = Quit / Follow spouse E03 = Quit / Return to school E04 = Quit / Health reasons E05 = Quit / Voluntary retirement E06 = Quit / Take another job E09 = Quit / Employer relocation E10 = Quit / Care for a dependent E11 = Quit / To become self-employed G07 = Retirement / Approved workforce reduction K12 = Other / Change of payroll frequency K13 = Other / Change of ownership K14 = Other / Requested by Employment Insurance K15 = Other / Canadian Forces - Queen’s Regulations/Orders K16 = Other / At the employee’s request K17 = Other / Change of Service Provides M08 = Dismissal / Terminated within probationary period
Contact Info - This is the contact information for the person in the company who can provide more information about the reason for the ROE for the employee to Service Canada.
First/Last Name	Enter the first and last name for the contact.
Area Code/Phone/Extension	Enter the area code, phone number, and extension for the contact.
ROE Information continued (unlabeled)
18-Comments	Enter any specific details about exceptional circumstances you would like to communicate to Service Canada to help clarify the information on the ROE up to 160 characters. It is not necessary to reiterate information you have already provided on the form. For example, if you enter Code A00 in Block 16, there is no need to enter a comment in Block 18, such as "temporary shutdown of operations" or "employee layoff." Note: Do not include comments that confirm information you have already entered. You should only enter comments in exceptional circumstances.
ROE Information continued (unlabeled)
20-Communication Preferred In	Click to select the language in which your company prefers to communicate. E = English F = French
21-Telephone No.	Enter the area code, phone number, and extension for the contact at the company who can answer questions about the information entered on the ROE. Tip: If you submit ROEs electronically, enter the phone number for the Primary Officer.

Earnings & Hours tab

Use this tab to determine the insurable hours and earnings for blocks 15A-C on the ROE.


Field	Description
Total Insurable Earnings	Displays the total insurable earnings from the Pay Period grid. This information is used in block 15A on the ROE.
Total Insurable Hours	Displays the total insurable hours from the Pay Period grid. This information is used on block 15B on the ROE.
Pay Period grid - You can manually enter each pay period or you can retrieve payroll data based on dates entered on the General tab tab. This information is used on block 15C on the ROE. To Add pay periods manually: Click to add a row to the grid. Complete the fields described below. If needed, click to delete the active row from the grid. To Add pay periods automatically: Click Get Payroll Data. Click Yes. Note: When you click Get Payroll Data, all existing rows are deleted from the grid.
Pay Period	Displays a unique identifier for this line item. The number of pay periods to include on the ROE depends on the number of pay periods the employee worked and the pay period type. Add pay periods in reverse order starting with the most recent pay period and working backward to the total number of pay periods of employment or the total number of pay periods required by Service Canada based on the pay period type, whichever is smaller. For example, if you use a weekly pay period type and Alan worked from May 6, 2013 to June 28, 2013, you would add 8 pay periods to the grid. Pay period 1 is the period ending June 29 (which is the end of the week that contains June 28); pay period 2 is the period ending June 22; and so on back to pay period 8 ending May 12. There should not be breaks in the sequence of pay periods. If an employee did not work in a pay period, add the pay period to the grid and enter [0.00] in the Insurable Earnings and Insurable Hours columns.
Insurable Earnings	Enter the amount of insurable earnings for the pay period.
Insurable Hours	Enter the number of insurable hours for the pay period.

Separation Payments tab

Use this tab to record all payments or benefits other than regular pay that the employee has received or will receive because of the separation.


Field	Description
17a - Vacation Pay - Use this section to record vacation pay paid to the employee after the date in the 11-Last Day for Which Paid field.
Start Date	Enter the start date for the vacation pay or click to select the date from a Date Picker.
End Date	Enter the end date for the vacation pay or click to select the date from a Date Picker.
Code	Click to select the code for the payment. 1 = Included with each pay 2 = Paid because no longer working 3 = Paid for a vacation leave period 4 = Anniversary (Paid on a specific date each year)
Amount	Enter the amount of vacation pay the employee has received or will receive because of the separation.
17b - Statutory Holiday Pay grid - Use this grid to record statutory holiday pay paid to the employee after the date in the 11-Last Day for Which Paid field. You can add up to 10 rows to this grid.Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor.
Date	Enter the date of the statutory holiday, replacement day, or floater day or click to select the date from a Date Picker.
Amount	Enter the amount of statutory holiday pay the employee received or will receive.
17c - Other Monies grid - Use this grid to record other payments or benefits paid to the employee because of the separation. You can add up to 3 rows to this grid.Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor.
Start Date	Enter the start date for the payments or click to select the date from a Date Picker.
End Date	Enter the end date for the payments or click to select the date from a Date Picker.
Code	Click to select the code for the payment. B05 = Bonus(Holiday) E00 = Severance Pay G00 = Gratuities H00 = Honorariums I00 = Sick Leave Credits O00 = Other R00 = Retiring Allowance/Retirement Leave Credits S00 = Settlement Pay U12 = SUB Maternity/Parental/Compassionate Care/Parents of Critically Ill Children Y00 = Pay in Lieu of Notice B06 = Bonus(Production/Incentive) B07 = Bonus(Event) B08 = Bonus(Staying/Contract complete/End of season) B09 = Bonus(Separation of retirement) B10 = Bonus(Closure) B11 = Bonus(Other) J00 = Retroactive pay adjustment Q00 = Profit sharing T00 = Payout of banked overtime U13 = SUB Layoff U14 = SUB Illness U15 = SUB Training
Amount	Enter the amount of the payment the employee received or will receive.

Special Payments tab

Use this tab to record payments made to the employee for insurable sick leave, wage-loss insurance (either paid by the employer or by a third party), or insurable maternity, parental, or compassionate care leave.


Field	Description
19-Special Payment Information - Paid Sick Leave (PSL)
Start Date	Enter the start date for paid sick leave payments or click to select the date from a Date Picker.
End Date	Enter the end date for paid sick leave payments or click to select the date from a Date Picker.
Amount	Enter the amount of the paid sick leave payments.
Frequency	Click to select the frequency of the paid sick leave payments. Blank D = Per Day W = Per Week
19-Special Payment Information - Wage-Loss Insurance (WLI)
Start Date	Enter the start date for wage-loss insurance payments or click to select the date from a Date Picker.
End Date	Enter the end date for wage-loss insurance payments or click to select the date from a Date Picker.
Amount	Enter the amount of the wage-loss insurance payments.
Frequency	Click to select the frequency of the wage-loss insurance payments. Blank D = Per Day W = Per Week
19-Special Payment Information - Maternity/Paternity Care Leave (MAT)
Start Date	Enter the start date for maternity/paternity care leave payments or click to select the date from a Date Picker.
End Date	Enter the end date for maternity/paternity care leave payments or click to select the date from a Date Picker.
Amount	Enter the amount of the maternity/paternity care leave payments.
Frequency	Click to select the frequency of the maternity/paternity care leave payments. Blank D = Per Day W = Per Week

Contacts/Routing tab

Each row in the grid is a contact associated with the document. Click Add Document Routing Distribution Group to add users from one or more document routing distribution groups to the tab. The Document Routing Distribution Control checkbox on the Document Management Settings screen must be selected for the routing fields to be enabled. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.

Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.

If you are reviewing the document, update the Status and Memo from User fields.


Field	Description
One Time Contact	Select the checkbox to indicate whether this contact is a one-time contact.
Contact Type	Enter the Contact Type screen for this contact or click to select the contact type from a Lookup List. If you select a contact type, the lookup list for contacts is filtered by that contact type. If you select a contact before selecting the contact type, the contact type defaults to the most recent contact type used for that contact or, if the contact does not have a contact type, the contact type defaults to General. You can enter or select a new contact type for contact. ProContractor will associate the contact with the new contact type when you save the document.
Name	Enter the name of an existing Contact screen or click to select the contact from a Lookup List. The lookup list for contacts is filtered for the contact type you selected in the grid. In addition, the lookup window displays a column for each default contact type, which you can use to further filter the list. You can select to include one-time contacts and/or only contacts on the selected project in the lookup window. Tip: You can add new contacts or modify existing contacts from the lookup window. To add a contact, click New in the List of Contacts lookup window and complete the fields on the Contact screen popup window. When you are finished, click OK to save the contact. To modify a contact, in the List of Contacts lookup window, click on the contact you want to modify and click Open. Modify the fields on the Contact screen popup window as needed. When you are finished, click OK to save the contact.
Role	Click to select the contact's role. To From
E-mail As	Click to select the type of e-mail recipient for the contact. If you do not select a type, the contact will not receive an e-mail. Primary CC BCC
Notes	Enter any comments or notes about the routing. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Routing Type	Click to select the type of review expected of the user for this document distribution. You can only add routing for contacts who have a ProContractor user ID. Review Only - No response is expected from the reviewer. Action Required - A response is expected from the reviewer. No Routing - The contact does not review the document.
Routing Date	Enter the routing date or click to select the date from a Date Picker.
Routing Due Date	Enter the date the contact's response is expected or click to select the date from a Date Picker.
Routing Priority	Click to select the priority of the contact's response to the routing distribution. High Normal Low
Routing Status	Enter the code for the Document Management Types screen for the routing distribution or click to select the status type from a Lookup List. The status type sets the active/inactive status of the routing distribution.
Closed Date	Enter the date the routing distribution is closed or click to select the date from a Date Picker.
Routing Memo To User	Enter any comments or notes about the document to the user on this line. If you are the user on this line, other users can enter memos to you here. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Routing Memo From User	Enter any comments or notes about the document if you are the user on this line. This memo appears from you to all other users. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Routing Created By	Displays the user who added the contact to the document and the date and time the contact was added.
Company	Displays the company for the contact.
E-mail Address	Display the e-mail address for the contact.
Work Phone	Displays the work phone number for the contact.
Extension	Displays the work phone extension for the contact.
Cell Phone	Displays the cell phone number for the contact.
Main Address Street 1	Displays the first line of the contact's main address.
Main Address Street 2	Displays the second line of the contact's main address.
Main Address City	Displays the city of the contact's main address.
Main Address State	Displays the state of the contact's main address.
Main Address Zip	Displays the zip code of the contact's main address.
Main Address Country	Displays the country of the contact's main address.

Activity/History tab

Use this tab to record actions taken on the document and view the history of the document.


Field	Description
Document Activity sub-tab - Use this sub-tab to record actions taken on the document. ProContractor automatically enters activities for printing the PDF file using the On Save of Document options, sending an e-mail with the PDF file attached, and importing daily field report information into ProContractor. In addition, you can enter other activities manually based on the activity types you defined on the Document Management Types screen. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.
System Generated	Indicates whether ProContractor automatically created the row. If the checkbox is selected, the row cannot be modified or deleted. This field is display only.
Date	Enter the date the activity occurred or click to select the date from a Date Picker.
Time	Enter the time the activity occurred.
Type	Enter the code for the Document Management Types screen or click to select the activity type from a Lookup List.
Description	Enter a description of the activity.
Memo	Enter any comments or notes about the activity. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Document History sub-tab - This sub-tab records details every time the document is saved, including when it was saved, who saved it, and the owner. If a PDF file was created when the document was saved, you can view the document.
Change Comment	If you are modifying the document, enter the reason for the changes. You can enter formatted text in this field. Click to open the Formatted Text Editor. Depending on your Document Management Settings, this field may be required.
Revision History grid - Each row in the grid is a revision of the document. The fields are display only.
Revision Number	Displays the number for the document revision.
Modified Date	Displays the date the revision was saved.
Modified By	Displays the user who saved the revision.
Owner	Displays the document owner at the time the revision was saved.
Change Comment	Displays the change comment saved with the revision.
Document File	Click View to view the PDF file created when the document was saved. If the PDF file was not created the button is disabled.

Binder tab

This tab contains the following sub-tabs:

Binder sub-tab
User-Defined Fields sub-tab


Field	Description
Binder sub-tab - If user-defined fields exist for this function, the Binder sub-tab appears. Otherwise, the information appears on the Binder tab with no sub-tabs. Each row in the grid is a binder item. A binder item is an item associated with the record. You can attach a file to a binder item and set reminders for binder items. It can be useful to create binder items for contracts, legal documents, and photos. Use the Binder Item Types screen to create and manage categories for binder items. A paper clip icon appears on the tab when it contains binder items. Use the View Binder Items screen to manage all of your binder items in ProContractor. Click to add a row to the grid. Click to delete the active row from the grid. Tip: You can create a binder item with an attachment by dragging and dropping a file from the following programs: From Windows Explorer, drag and drop a file to the Binder Items grid to add the file as linked attachment. From Microsoft Outlook, drag and drop an item (such as an e-mail, note, or meeting) to the Binder Items grid to add the item as an embedded attachment. Note that Microsoft Outlook must be installed on your computer to drag and drop an item to the Binder items grid.
Reference Existing Binder Item	If a binder item already exists in ProContractor and is shared, you can reference it (rather than creating a new, separate binder item). Click Reference Existing Binder Item, select the binder item you want to reference from a Lookup List, and click OK.
Open	You can open one or more binder item attachments. You must have the software required to open an attachment—such as Adobe Reader—installed on your computer to be able to view it. Any changes you make to a binder item attachment are saved when you close the attachment. In the Select column, select the checkbox for each binder item you want to include in the e-mail and click Open.
E-mail	You can send one or more binder items in e-mail message. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with a binder item. In the Select column, select the checkbox for each binder item you want to include in the e-mail and click E-mail.
Binder grid
Select	Select the checkbox to perform an action on the binder item, such as opening the item's attachment or sending the item in an e-mail.
Binder Item Type	Enter the Binder Item Types screen for the binder item or click to select the binder item type from a Lookup List. The binder item type determines the various behaviors of binder items.
Description	Enter a description of the binder item.
Date	Initially displays the current date. If you want to modify the date for the binder item, enter the new date or click to select the date from a Date Picker.
Shared	Select the checkbox to make this binder item available for reference throughout ProContractor.
Attachment Value	Enter the full path and file name of the binder item attachment or click and navigate to select a binder item attachment.
Attachment Type	Displays the file type for the attachment.
Attachment Method	Defaults to the last attachment method used. Click to select the method to use for the attachment. Link - A linked attachment is stored within a file system (either on your computer or on your network). Other users must be able to access this file system in order to view or send the attachment in an e-mail. Note: If you delete a binder item with a linked attachment, you are deleting only the link. The attached document remains in your file system. Note: If you delete the attachment file from the file system, the link is broken. Embed - An embedded attachment is stored within ProContractor. You can set an embedded attachment so that it can be shared throughout ProContractor. Sharing an embedded attachment allows other users to reference it in other records in ProContractor. For example, if you create an embedded attachment of a contract, you might reference it in both the vendor record and the project record. Note: If you delete a binder item with an embedded attachment that is referenced in another record, you are deleting only the link. The attached document remains embedded in ProContractor. Note: If you delete a binder item with an embedded attachment that is not referenced in any other record, you are actually deleting the attached document. The document will no longer be available in ProContractor.
Status	Click to select the status of the binder item. Active - Binder item is available for use and appears in lookup lists. Inactive - Binder item is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
Owner	By default, displays the current ProContractor user ID. If needed, enter the Users screen for the binder item owner or click to select the owner from a Lookup List.
Reminder Date	Enter the date for the reminder for the binder item or click to select the date from a Date Picker. ProContractor uses this date to determine whether this binder item appears on the View Alerts screen and the View Tasks screen.
Notes	Enter any comments or notes about the binder item. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Inactive Date	If the status is Inactive, enter the date the binder item became inactive or click to select the date from a Date Picker.
Priority	Click to select the priority of the binder item. High Normal Low
Source Type Grid - When you click to display the card view, the Show All References button appears. Click Show All References to display and edit details for additional sources where the binder item is attached. Each row in the grid is a source where the binder item is attached. The first row in the grid is always the current source. Click to add a row to the grid. Click to delete the active row from the grid. When you add a binder item to another source using the Source Type grid, the binder item is automatically shared. Note: You cannot add binder items using the Source Type grid for the following source types: Connect Settings, Meeting Minutes Agenda, Meeting Minutes Action Item, Customer Lien Releases, and Vendor Lien Releases.
Source Type	Enter the type for the source to which you want to add the binder item or click to select the source type from a Lookup List.
Source Area	Displays the additional information about the source where relevant. For example, if the source is a vendor invoice, this field would display the company and vendor for the invoice. Source area information is not available for all sources.
Source	Enter the code that identifies the source to which you want to add the binder item or click to select the source from a Lookup List.
Source Name	Displays the name of the source.
User-Defined Fields sub-tab - If any user-defined fields exist for this function, this sub-tab appears. You can User-Defined Fields screen to customize this function. Any user-defined fields appear on this sub-tab. Complete the user-defined fields as needed.