(CA) Records of Employment (ROEs) and year-to-date amounts

1. Records of Employment (ROE) – your prior payroll provider should prepare and submit ROEs for all active employees paid on their system using reason K17 - Other / Change of Service Provider. 

2. Year-to-date (YTD) amounts – save the payroll register report for your final payroll to ensure that you enter accurate YTD amounts in Wagepoint. YTD amounts have to be entered before you process payroll for an employee. Note: Any changes to YTD amounts after payroll has been processed will be charged at $10 per employee as per our Terms of Use.

Click here for a 5-step checklist to complete when switching payroll providers.