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Workers' Compensation History

Access this report using Reports>Payroll>History>Workers' Compensation. It is only available with the Payroll module; it is not available for Payroll Link users.

Use this report to review an employee's workers' compensation history in summary or detail based on Period-to-Date (PTD), Quarter-to-Date (QTD), and Year-to-Date (YTD) amounts.

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Current Transaction Dates are required to specify the date range for the data included in the report.

Use this tab to determine what data to include in the report and to define the report layout.

By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Processing Group	This is the processing group code set up for the employee using the Maintain>Payroll>Employee Information form.
Employee ID	The employee's ID.
Employee Last Name	The employee's last name.
Employee First Name	The employee's first name.
First, MI Name	The employee's first name and middle initial.
Employee Name	The employee's full name, including his/her middle initial.
Employee Status	The status of the employee—Active, Inactive, or Terminated.
Social Security Number	The social security number. Note that only the last four digits of the number display. To view the entire social security number, you must have been granted Display Sensitive Data rights for Maintain>Payroll>Employee Information. These rights are granted by the Administrator using Security>Set Up Organization Menus form.
Class	The employee's class, such as Admin or Staff.
Position	The employee's position, such as Administrator or Program Rep.
Employee Type	This is the employee type, such as full-time or part-time.
Occupation Code	The occupational code of the employee, such as 4000 - AK Occupational Code and 4029 - LA Occupational Code.
Workers' Compensation Code	The workers' compensation code selected on the employee's timesheet.
Processing Group Title	The title of the processing group code.
Workers' Compensation Title	The title of the workers' compensation code.
Paid By	Whom the workers' compensation is paid by—Employer or Employee. This information was entered using the Maintain>Payroll>Workers' Compensation Codes form.
Calculation Method Code	The calculation method for the workers' compensation code. The system displays one of the following codes: RW (Rate per Hours Worked) RH (Rate per Workers' Compensation Hours) RE (Rate per $100 Earnings)
Calculation Method Title	The title of the calculation method, such as Rate per Hours Worked, Rate per Workers' Compensation Hours, or Rate per $100 Earnings.
Payroll Type	The payroll type—Adjust, Manual, Regular, Supplemental, or Void.
Pay Date	The date on the Payroll check (Activities>Payroll>Calculate Payroll).
Pay Period Begin Date	The pay period beginning date entered on the Maintain>Payroll>Processing Groups form.
Pay Period End Date	The pay period ending date entered on the Maintain>Payroll>Processing Groups form.
Timesheet Reference	A unique tracking number provided for timesheets.
Document Number	The document number (Activities>Payroll>Print Checks/Vouchers).
Document Date	The document date (Activities>Payroll>Print Checks/Vouchers).
Rate	The amount entered for the rate on the Maintain>Payroll>Workers' Compensation Codes>Calculation tab.
Adjustment Factor	The adjustment factor entered on the Calculation tab.
PTD Employee Subject Earnings	The period-to-date subject earnings based on the employee's history. These earnings are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Employer Subject Earnings	The period-to-date subject earnings based on the employee's history but paid by the employer. These earnings are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Hours	The period-to-date hours based on the employee's history. These hours are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Employee Amount	The period-to-date amount based on the employee's history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
PTD Employer Amount	The period-to-date amount based on the employee's history but paid by the employer. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
QTD Employee Subject Earnings	The quarter-to-date subject earnings based on the employee's history. These earnings are determined by the last quarter, using the Through date for the Current Transaction Dates entered on the Setup Tab.
QTD Employer Subject Earnings	The quarter-to-date subject earnings based on the employee's history but paid by the employer. These earnings are determined by the last quarter, using the Through date for the Current Transaction Dates entered on the Setup Tab.
QTD Hours	The quarter-to-date hours based on the employee's history. These hours are determined by the last quarter, using the Through date for the Current Transaction Dates entered on the Setup Tab.
QTD Employee Amount	The quarter-to-date amount based on the employee's history. This amount is determined by the last quarter, using the Through date for the Current Transaction Dates entered on the Setup Tab.
QTD Employer Amount	The quarter-to-date amount based on the employee's history but paid by the employer. This amount is determined by the last quarter, using the Through date for the Current Transaction Dates entered on the Setup Tab.
YTD Employee Subject Earnings	The year-to date subject earnings based on the employee's history. These earnings are determined by the current calendar year.
YTD Employer Subject Earnings	The year-to date subject earnings based on the employee's history but paid by the employer. These earnings are determined by the current calendar year.
YTD Hours	The year-to-date hours based on the employee's history. These hours are determined by the current calendar year.
YTD Employee Amount	The year-to date amount based on the employee's history. This amount is determined by the current calendar year.
YTD Employer Amount	The year-to date amount based on the employee's history but paid by the employer. This amount is determined by the current calendar year.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to set up any Available Options for the report.

Options	Description
Summarize Amounts	Select this option to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.