Complete and sign the ROE SAT registration addendum

By signing the ROE SAT (Record of Employment Secure Automated Transfer) registration addendum, you are granting Wagepoint permission to transmit your ROE data to Service Canada. 

This form must be signed if you would like to submit ROEs in Wagepoint. If you do not complete this process, you will need to submit ROEs manually, outside of Wagepoint.

Important Notes: 

• Please disable any active pop-up blockers in order for the e-Sign window to load properly.
• Once you have successfully e-signed the ROE SAT registration addendum, you will be emailed a completed copy with all signatures. Please keep this for your records. 
• Even if you do not sign up for SAT, you can still create an ROE in Wagepoint, but you will not have the option to send it to Service Canada directly from within the app.

To set up Secure Automated Transfer (SAT)

1. In the navigation menu, go to Payroll > Record of Employment.

2. Under Secure Automated Transfer (SAT), click Sign.

 

Step one: Assign Authorized Signatory & ROE Contact

Your first step is to assign an authorized signatory and an ROE Primary contact. This may be the same person or two different individuals. 

3. Under Authorized signatory, assign an authorized signatory. This is the individual who is responsible for signing the registration addendum form on behalf of your company. You have two options:

• (1) Select an existing administrator
  • Select the existing administrator from the drop-down menu
  • Complete any missing details in the Email, Phone number, Occupation (optional), and Language preference fields
• (2) Add new contact
  • Complete the First name, Last name, Email, Phone number, Occupation (optional), and Language preference details for your authorized signatory

4. Indicate whether your authorized signatory is also your primary contact on ROEs submitted to Service Canada.  The person listed as the primary contact is the person Service Canada will contact if they have any questions or need clarification. By default, this option is turned on.

• If your authorized signatory is NOT your primary contact on ROEs submitted to Service Canada,
  • Uncheck the box next to List this person as the primary contact on ROEs submitted to Service Canada
  • Under Primary contact, Assign a primary contact by selecting either 
    • (1) Select an existing administrator
      • Select the existing administrator from the drop-down menu
      • Complete any missing details in the Email, Phone number, Occupation (optional), and Language preference fields
    • (2) Add new contact
      • Complete the First name, Last name, Email, Phone number, Occupation (optional), and Language preference details for your authorized signatory

5. Click Save & continue.

Step two: Sign the registration addendum

6. Under Sign registration addendum, complete the registration addendum. 

• If you are the authorized signatory, click Sign to open the form in a new window. Complete the required fields, and click Sign.
• If you are not the authorized signatory, select the checkbox next to Send the registration addendum to the authorized signatory’s email. This will send an invitation to e-Sign the document to email address you provided for the authorized signatory. They must complete the form before you complete this step.

If successfully signed, under Registration addendum, you will see a green check and a date stamp.

If you are unable to e-sign the form for any reason, you can also download, sign, and upload the form.

7. Click Save & continue

Tip! To delete the form, click Delete. You will then be able to e-Sign or upload a new addendum.

Please reach out to customer support to let us know that you have submitted your ROE SAT registration addendum. We will need to approve the addendum before you can move forward with ROEs.

Change the authorized signatory for the ROE SAT registration addendum

Note: Changing the authorized signatory requires you to resign the ROE addendum.

Note: The Primary contact on the account can be different from the authorized signatory. To update this information, click Edit on the Primary contact card. This is the person who would be listed on the ROE and Service Canada will contact them if there are any questions.

1. In the navigation menu, go to Payroll > Record of Employment.

2. Under Registration addendum signed on [DATE], click View.

3. Click Edit.

4. Follow the steps above to complete the Assign authorized signatory and Sign registration addendum again.

5. Click Save & Continue.

FAQ: ROE SAT addendum

• Please reach out to customer support to let us know that you have submitted your ROE SAT registration addendum. We will need to approve the addendum before you can move forward with ROEs.