PR Workers Compensation Audit

The Worker’s Compensation Audit Report was designed to greatly ease the burden of insurance audits frequently required by insurance companies. This report also provides a convincing audit trail for all Worker’s Compensation accruals. The following screen comes into view when this option is selected under Reports on the Payroll main menu.

Click on any column header to sort the listed items. This will be useful when the list of reports has grown.

To modify the information used in generating the report, press the Add button or highlight the desired report title and press the Change button. For more information, see Add or Change an WC Audit Report

Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted. If the No button is pressed, the program returns to the previous screen.

To print a report, highlight the desired report and press the Print button. For more information, see Printing Reports.

Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
A. There is no information within the selected limits. Remove all limits, then, one at a time, reinsert the limits. If the report still will not print, insert a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.

1.	Report Description: Workers Compensation Audit by Job
	Report Sample: Workers Compensation Audit by Job
2.	Report Description: Workers Compensation Audit by Employee
	Report Sample: Workers Compensation Audit by Employee
3.	Report Description: Workers Compensation Audit by State
	Report Sample: Workers Compensation Audit by State
4.	Report Description: Overtime Report by Employee
	Report Sample: Overtime Report by Employee
5.	Report Description: Overtime Report by Job
	Report Sample: Overtime Report by Job

To Add or Change a report, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of every timesheet detail is desired. Several limits may be set to narrow the list down to a very small range of detail items.

Following is a description of each of the limits. Check the appropriate boxes and enter the desired limits. When all desired limits have been set, press the OK button to save the settings. Press the Cancel button to return to the browse screen without saving the settings.

Hint: Increase speed on the Worker's Compensation Reports by limiting the date range. This does not apply to the Workers Comp Audit by Employee report, although the speed is increased by increasing the Fiscal Period Interval.

The name of the report. Warning: The title is used to store the selected limits. Without a title, there are no selected limits stored and the following message "Nothing to Print" will come into view when the Print button is selected from the previous screen.

If this option is selected, only the User listed in the User field can change or delete this report.

The information on the report may be limited to one state by checking the Select State box. If the Select State box is unchecked, all states will be reported on.

Enter the two-letter identification of the state to be printed or press the lookup button and the State Setup screen will come into view. Highlight the desired state and press the Select button.

Transactions from one fiscal period or a range of periods may be printed by checking the Select Periods box. If the Select Periods box is not selected, all fiscal periods will be printed. The following limits apply for all Worker's Comp Reports Types except Worker's Compensation Audit by Employee

Activates the ranges which are defined on the next lines. To select only one period, check this box and enter that period in both the From and To fields.

Selects the first period in a range of periods. Enter the period or press the lookup button and the Fiscal Period Maintenance screen will come into view. Highlight the desired fiscal period and press the Select button.

Selects the last period in a range of periods or a single period. Enter the period or press the lookup button and the Fiscal Period Maintenance screen will come into view. Highlight the desired fiscal period and press the Select button.

Activates the ranges defined on the next lines if the box is checked. This option may be used to limit transactions to a particular date or range of dates. To limit transactions to a range of dates, enter the first and last dates of the desired range. To limit transactions to a single date, enter that date in both the From and To fields.

Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.

Selects the last date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.

A specific range of Worker's Comp Codes may be chosen. If the Select Worker's Comp Codes box is not selected, all Worker's Comp Codes will be printed.

Activates the ranges which are defined on the next lines. To select one Worker's Comp Code, check this box and enter that code in both the From and To fields.

Select the first worker's compensation code in the range of codes or a single worker's compensation code. Enter the first code or press the lookup button and the Worker's Comp Code screen will come into view. Highlight the desired code and press the Select button.

Select the last worker's compensation codes in a range of codes or a single worker's compensation code. Enter the last code or press the lookup button and the Worker's Comp Code screen will come into view. Highlight the desired code and press the Select button.

Use this section to limit the report by employee. Use the Range setting to set a range of employee numbers. Use the List setting to specify a list of employees to be included.

Select the All radio button to ignore Employee reporting limits. Select Range to enter a range of Employees in the From and To fields. Select List to report on a list of selected Employees.

Selects the first employee in a range of employees or a single employee. To select a limited amount of employees, enter the first employee's ID number in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.

Selects the last employee in a range of employees or a single employee. To select a limited amount of employees, enter the last employee's ID number in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.

Click the Edit Employee List button to add or remove Employees from the list of Employees to be included in the report. The following screen will come into view.

Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.

All Available Employees that are not included in the list are displayed in these columns.

All Included Employees are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.

There are five different formats to choose from. Specify the desired report format by checking the radio button.

Check this box and more columns will appear on the report, one column for each month of the year instead of one column for each pay period ending date.

Check this box and the system will add two extra rows of detail for each entry, one for regular hours and one for overtime hours.

Check this box and the Fiscal Period and Date limits set on this window will apply to Check Dates, not Pay Period End Dates.

This option lists the Workers Comp. Summary in alphabetical order by State. If this option is selected, the user is also given the option of including or excluding Employee Detail.

Select this option to change any of the reports from weekly headings to monthly headings. The report will print data for one whole year. See Report - Sample 30 Day Version.

It is possible to tell the system which job(s)and cost code(s) to consider on the report. If the Select Jobs and Select Cost Code boxes are not checked, all jobs and cost codes will be printed. To limit the range of job and / or cost codes, select the appropriate box(es).

Use this section to limit the report by Job. Use the Range setting to set a range of Job ID numbers. Use the List setting to specify a list of Jobs to be included.

Select the All radio button to ignore Job reporting limits. Select Range to enter a range of Jobs in the From and To fields. Select List to report on a list of selected Jobs.

Selects the first job in a range or a single job. Enter the number or press the lookup button and the Job setup screen comes into view.

Selects the last job in a range or a single job. Enter the number or press the lookup button and the Job setup screen comes into view. Highlight the desired record and press the Select button.

If the List radio button is selected, this button will be available. The following screen will come into view when the Edit Job List button is pressed.

Use the arrows to move Jobs from the Available list to the Included list. All Jobs in the Included Records section will be included on the report. Use the tabs to sort each section by Job Number or by Job Name.

Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.

Enter the Cost Codes or press the lookup button and the Cost Codes screen comes into view. Highlight the desired Cost Code and press the Select button.

This section allows for the selection of specific Cost Codes for which the report should be printed. The six cost type categories are listed in the next section. Each checked category will be included in the report.

Select the All radio button to ignore Cost Code reporting limits. Select Range to enter a range of Cost Codes in the From and To fields. Select List to report on a list of selected Cost Codes.

Selects the first cost code in a range of codes or a single code. Enter the number or press the lookup button and the Cost Code screen comes into view. Highlight the desired code and press the Select button.

Selects the last cost code in a range of codes or a single code. Enter the number or press the lookup button and the Cost Code screen comes into view. Highlight the desired code and press the Select button.

Click the Edit Cost Codes List button to add or remove Customers from the list of Customers to be included in the report. The following screen will come into view.

All Available Cost Codes that are not included in the list are displayed in these columns.

All Included Cost Codes are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas

A single cost code may be broken down into six cost types. These cost types are Labor, Materials, Subcontracts, Equipment, General, and Burden. Choose the desired categories by checking the box(es).

Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.

Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.

Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.

The Worker’s Compensation Audit Report is grouped by job and by craft code. At the top of this report, a legend of the ranges and limits (as set ) will be shown.

Down the left-hand side of the report, the craft codes and craft names appear and detail for each is shown to the right. Cost codes (or G/L account numbers or equipment codes) are shown, as are individual transaction details. Regular, overtime and double time hours (including the dollar amounts for each worker’s compensation transaction) are shown.

Subtotals for each craft are also printed with job (or non-job) grand totals at the bottom of the report.

The Worker’s Compensation Audit Report is grouped by employee and by craft code. At the top of this report, a legend of the ranges and limits (as set ) will be shown.

Subtotals for each craft are also printed with job (or non-job) grand totals at the bottom of the report.

Down the left-hand side of the report, the craft codes and craft names appear, and detail for each is shown to the right. Cost codes (or G/L account numbers or equipment codes) are shown, as are individual transaction details. Regular, overtime and double time hours (including the dollar amounts for each worker’s compensation transaction) are shown.

Subtotals for each craft are also printed with job (or non-job) grand totals at the bottom of the report.

The Overtime Report by Employee is grouped by employee. The job and craft code for each employee are listed.

Down the left-hand side of the report, the employee names are listed. The cost category and description for each are shown to the right. Regular, overtime and double time hours and Gross Earnings (including the dollar amounts for each fringe) are shown.

A running Subtotal is listed after each employee with grand totals at the bottom of the report for all employees.

The Overtime Report by Job is grouped by job code. Regular, overtime and double time hours are listed. Gross Earnings (including the dollar amounts for each fringe) are also shown.

Subtotals for each job are also printed with Hours and Gross Earnings grand totals at the bottom of the report.