The Workers' Compensation Report is a critical document used to determine the amounts owed to a workers' compensation agency based on the employee's payroll data and workers' compensation code.
To generate the Workers Compensation Report, navigate to the 'Reports' Module and click "Company Reports" & locate the report. Since this report has settings, please ensure these are established first before processing the report.
Click on the grey [Cogwheel] button to enter edit mode. You will need to identify the types of earnings and deductions. To add a new option, click the blue [+] button, select the relevant fields, and choose the appropriate option. Once you have completed the entries, click [Save] to preserve the report settings.
Once settings have been set, click on the green [Play] button on the selected report to proceed. This will open a new tab; here, you will see the filters for you to input the information desired for the system to build the report.
Filters:
- Check Date Range Begin: Start Date.
- Check Date Range End: End Date.
- Group By: Client or Compensation Code.
- Filter for Branch: Select a branch to filter or leave blank to include all.
- Check Type: Both, Regular Checks, or Direct Deposit.
- Hide Details: Enable this option to conceal employee information.
- Sort By: Last Name or Employee ID.
- Subgroup By: Default or Employee.
After applying your filters, click on 'Build Report.' This report will provide a comprehensive breakdown of the hours worked by type, the various types of wages earned by the employee during the check period, the Workers' Compensation (WC) rate, and the premium amount. The premium amount reflects the sum to be paid to the agency.
Once the report is generated, you may choose to either 'Download' it as a PDF or 'Create File' for a CSV file.