The Workers Compensation Report lists the employee ID and name, SSN, hours, total wages, excess wages, taxable wages, and Workers' Comp amount for all or for selected employees. The report calculates the Workers' Comp amount for wages by state, class, and rate entered in the Pay Item Properties dialog (which is accessible from the Earnings tab of the Employees window). To change the primary sort method to department, mark the Departmental checkbox, click the Department selection tab, and select the departments to include in the report (the default selection is Print all departments).
In the report options dialog, you may choose to have the application calculate the amount in any of the following ways:
- Hours based. The amount is calculated as the number of hours recorded multiplied by the Workers' Comp rate.
- Regular hours based. The amount is calculated by determining the wage amounts for regular hours only.
- Taxable Wages based. The amount is calculated by determining the wage amounts as if there were no overtime or double-time premium, then multiplying by the Workers' Comp rate.
- Total Wages based. The wage amount (with overtime and double-time premiums intact) multiplied by the Workers' Comp rate.
- XactPAY. (For a client enrolled for the XactPAY workers' compensation insurance service.) The amount is calculated as the workers' compensation rate multiplied by the difference between gross wages and excluded wages, as found in the existing XactPAY files in the Utilities > Third-Party Workers' Compensation File Maintenance dialog.
Open the File > Print dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, or (3) choosing Print Reports from the File menu. On the Reports tab in the Print dialog, double-click Workers Compensation Report to move this report to the Selected pane. With Workers Compensation Report still highlighted, click the Options button to open the print options dialog for this report.
See also:Payroll CS reports; Payroll Compliance module reports
Print options
Print options for a report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you deselect a report for printing or exit the Print dialog (unless the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog).
General tab
Choose one of the following options from the drop-down list:
- Employee ID
- Last Name (default)
- Social Security Number
Note: For an All Class report, the primary sort is by class.
You can choose to have the application calculate the Workers' Comp amount in any of the following ways:
- Hours based. The amount is calculated as the number of hours recorded multiplied by the Workers' Comp rate.
- Regular hours based. The amount is calculated by determining the wage amounts for regular hours only.
- Taxable Wages based. The amount is calculated by determining the wage amounts as if there were no overtime or double-time premium, then multiplying by the Workers' Comp rate.
- Total Wages based (default selection). The wage amount (with overtime and double-time premiums intact) multiplied by the Workers' Comp rate.
- XactPAY. (For a client enrolled for the XactPAY workers' compensation insurance service.) The amount is calculated as the workers' compensation rate multiplied by the difference between gross wages and excluded wages, as found in the existing XactPAY files in the Utilities > Third-Party Workers' Compensation File Maintenance dialog.
Choose one of the following options from the drop-down list.
- Current month (default selection)
This option refers to the calendar month of the check creation, not of the check date.
- Previous quarter
This option includes all checks entered during the previous quarter, regardless of the check date.
Note: The application uses the current payroll period to determine the previous quarter.
- Current quarter
This option includes all checks entered during the current quarter, regardless of the check date.
Note: The application uses the current payroll period to determine the current quarter.
- Current year
This option refers to the calendar year of the check creation, not of the check date.
- Latest check date
Includes check records only with the latest check date and filters out any other check records.
- Selected ranges
If you choose this option, you may also fill in one or more of the following starting and/or ending dates to limit the range(s) of check records to include in the report:
- Check date: Start/End
- Period end date: Start/End
- Check number: Start/End
- 1st - 4th quarter
These options include all checks entered during the specified quarter, regardless of the check date. You must also specify the year of the selected quarter - Current year or Previous year.
- Current detail period/Previous detail period/Specific detail period (Only available if detailed payroll periods are active for this client)
These options include check records created during the current, previous, or a specified detail payroll period.
For information on selecting an appropriate range option for your report, see Range options for reports overview.
A departmental report includes a primary sort and filter on departments, which enables you to provide a multi-department client with a breakdown of information based primarily on departments rather than on employees or checks.
Mark the Departmental report checkbox to change the primary sort method to department. In addition, click the Department selection tab and choose either all departments or selected departments.
Note: If the Departmental reportcheckbox is marked, you may also mark the New page for each dept checkbox.
If you have marked the Exclude from workers' comp calc checkbox on the Calculations tab of the Deduction Items dialog for any deduction items, you can choose to exclude those items from the Workers Compensation Report. The Total Wages column will subtract these deduction items when the column is calculated.
When this checkbox is marked, the Show components checkbox is inactive.
You can choose all classes or a selected class.
Note that the drop-down list for the Selected field is populated with the items from the Class custom fieldview on the Other tab of the Pay Item Properties dialog (which is accessible from the Earning tab of the Employees window).
Notes
- For an All Class report, the primary sort is by class.
- The Class field is a custom fieldview, which is similar to regular fieldview or drop-down list except that you determine the entries that appear in its drop-down list. A custom fieldview is indicated by the arrow button.
To add an item to the drop-down list in a custom fieldview, simply enter the item into the field and then press CTRL+S.
To open a dialog where you may add or edit items in a custom fieldview's drop-down list, place the cursor in that field and then press CTRL+W.
You can choose to include all states or a single selected state in this report. The drop-down list is enabled only if the Selected option is marked.
Mark any of the following checkboxes to specify optional columns that you wish to include in the Workers Compensation Report:
- Employee ID
- Social Security Number
- Hours
- Show components
Details hours/amounts for regular, OT, and DT hours.
- Total wages
- Excess wages (Total Wage minus Taxable Wages)
- Taxable wages (Total hours times Rate, no multipliers)
- Rate
Mark this checkbox to display the Workers' Compensation rate on the report.
Employee Selection tab
Print all employees vs. Print selected employees
Employees available
Employees selected
Department selection tab
Print all departments vs. Print selected departments
Departments available
Departments selected
Font tab
Font tab
Page Layout tab
Page Layout tab