Workers' Compensation History Report
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.
You can choose to use the report as-is by clicking or , or make edits to the report by clicking .
Tip: If you're not familiar with the MIP Cloud Report Builder interface, see Report Builder for an introduction.
If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under Column Heading.
Current Transaction dates are required to specify the date range for data included in the report. Enter these dates on the Setup tab.
The following fields are available to include in the report:
Processing Group |
This is the processing group code that was set up for the employee using the Payroll>System Setup>Employee Information>Employee Record 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.
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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. |
Calculation Method Code |
The calculation method for the workers' compensation code. The system displays one of the following codes:
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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. |
Pay Period Begin Date |
The pay period beginning date entered on the Payroll>System Setup>Payroll Codes>Processing Groups form. |
Pay Period End Date |
The pay period ending date entered on the Payroll>System Setup>Payroll Codes>Processing Groups form. |
Timesheet Reference | A unique tracking number provided for timesheets. |
Document Number |
The document number. |
Document Date |
The document date. |
Rate |
The amount entered for the rate (see Payroll Workers' Compensation Codes). |
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 the Filter tab to narrow down and define the data using the available filters.
Use the Options tab to Summarize Amounts on the report, to implement security features, and more.
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Select "Summarize Amounts" 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
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You can secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.
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Select the "Year End Adjustments" option to include year end adjustments on the report. This entry type was designated during transaction entry.
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Select the "Replace total debits and credits with Balance" option to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.
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Select "Suppress Lines with All Zeros" so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.
Use the Layout tab to change the font and page setup for a report.