Workers' Compensation History Report

To access this report, go to Reports>Payroll>History Reports>Workers' Compensation History

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.

  • To view the entire social security number, you must have been granted Display Sensitive Data rights for Payroll>System Setup>Employee Information. These rights are granted by the Administrator by going to Administration>Users>Manage Users, selecting the "Payroll" module, scrolling down to the "System Setup" section and selecting the checkbox under "Display Sensitive Data".

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:

  • 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.

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.

  • 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

  • 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.

  • Select the "Year End Adjustments" option to include year end adjustments on the report. This entry type was designated during transaction entry.

  • 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.

  • 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.