PR> Reports> Workers' Compensation

Workers' Compensation Report

Summary

The Workers' Compensation Report window is used to generate two different reports: the Workers' Compensation Tax Report and the Workers' Compensation Insurance Report. Only committed paychecks will be included on the reports.

The Workers' Compensation Insurance Report displays the subject wages, overtime excess, base amount, adjusted base and adjusted premium of either Disability 1 or Disability 2 (the title of these fields is user-defined). This report can be printed in summary or detail format. The detail format displays everything on the summary report, but it includes employee level detail.

Step by Step

1 Open the Workers' Compensation window (PR> Reports> Workers' Compensation).

2 Configure the report.

The Report drop-down menu is used to select the information that will display on the report.

Select Insurance if you would like to generate the Workers' Compensation Insurance Report. The insurance report displays the subject wages, overtime excess, base amount, adjusted base and adjusted premium of either Disability 1 or Disability 2.
Select Tax if you would like to generate the Workers' Compensation Tax Report.

The Type drop-down menu is used to select the information that will display on the report. The functionality of this field depends on if you are generating a tax or insurance report.

Tax Report

The summary version of the report displays the employee, number of hours included on the report, the rate and the amount.
The detail report displays all of the information on the summary version but includes the pay type and a separate line item for each timecard line item included on the report.

Insurance Report

The summary version displays the workers' compensation code, description, base rate, subject wage, overtime excess, base amount, base premium, adjusted base and adjusted premium. This version of the report is totaled by workers' compensation code and does not include any employee level detail.
The detail version of the report displays all of the information that displays on the summary version, but it also includes the employee level detail.

The Gross drop-down menu is used to select the disability pay that will display on the report.

The values that display in this drop-down menu are user defined and set up using the Miscellaneous Field Labels window (SS> Utilities> Miscellaneous Field Labels). Click here for information on miscellaneous field label maintenance.
The selection in this drop-down menu determines which wages will display on the report. Only timecard line items associated with pay codes that are set up to affect the selected disability wage will be included on the report.
For example, if you select Disability 1, only timecard line items attached to pay codes that are set up to increase Disability 1 wages will be included on the report.
Pay codes are set up to increase disability wages using the Pay Code Maintenance window (PR> Maintenance> Pay Code> Gross to Increase section> Disability 1 or Disability 2 toggles).

The Employee Filter drop-down menu is used to select how you would like to filter the employees that display on the report. The selection in this field will determine the functionality of the field below it.

Select All if you would like to include all of the employees on the report.
Select Employee Number if you would like to include a single employee on the report. This will change the field below to an employee number filter field. Enter an employee number or click the Employee Number field label to select one from a list.
Select Reporting Group if you would like to include a single reporting group on the report. This will change the field below to a reporting group filter field. Enter a reporting group number or click the Reporting Group field label to select on from a list.

Reporting groups are created using the Reporting Groups Maintenance window (PR> Maintenance> Reporting Groups). Employees are added to reporting groups also using the Reporting Groups Maintenance window.

The SSN Option field is used to select how the social security numbers of the employees on the report will display.

This field can be used in conjunction with the Report Publishing feature to control how users access social security numbers. Click here for information on the Report Publisher tool.

The Batch Type drop-down menu is used to filter the checks that display in the report by the type of batch used to create the payroll check. If you select Computer or Manual from the drop-down menu, the Batch Number field will be enabled so that you can select a specific committed Manual or Computer Checks batch.
This will also disable the Date to Use, Date From and Date To fields.

Select All if you would like to include checked generated in Computer Checks and Manual Checks batches in the report.
Select Computer if you would like to include only checks generated in a Computer Checks batch (PR> Computer Checks) in the report.
Select Manual if you would like to include only checks generated in a Manual Checks batch (PR> Manual Checks) in the report.

The Date to Use drop-down menu determines the function of the Date From and Date To fields. Select the type of date you would like to use to filter the report.

Select Batch if you would like to filter the paychecks that display on the report by the batch month and batch year of the batch used to generate the paycheck. Click here for information on batch dates.
Select Check if you would like to filter the report by check date. The Date From and Date To fields will be used to filter the payroll checks included in the report by check date. The check date of a payroll check created using the Computer Checks batch is set during the Checks step (PR> Computer Checks> Checks> Check Date field). Click here for information on the Checks step of the Computer Checks process.
Select Period End to filter the payroll checks included in the report by the period end date of the Computer Checks batch used to create the report. The period end date of a payroll check created using the Computer Checks batch is set up during the Generate step (PR> Computer Checks> Generate).

The function of the Date From and Date To fields are determined by the Date To Use drop-down menu.