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Workers' Compensation Report Setup

Greg Hatfield Updated by Greg Hatfield

The Workers' Compensation Report is only available with the Live Payroll enhancement. The setup screen is accessed from the Payroll Reports screen by clicking the button next to the Workers' Compensation option. All workers' compensation information must be entered by the user prior to running reports.

The user must set the various options before running the report. The options are designed to allow users to produce a report showing the workers' compensation data in a format that is useful in completing their particular state or insurance agency's form.

The options are described below. When finished setting up the options, click the Save Options button to save them for just this employer or for all employers. If you use custom hourly income and overtime items and must recalculate overtime wages at straight time rates, then it is recommended that you save the option for just this employer.

Reporting Period

Select the reporting period for the report from the dropdown list or select Custom Date Range and enter the start and end date in the appropriate boxes.

Withholding State

Select the state. Only paycheck data saved with this Withholding State will be used for the report. This option allows users to produce separate reports for multi-state employers.

Calculate premium from hours instead of wages

Check this option if the workers' compensation premium is calculated by multiplying hours times the rate instead of wages times the rate.

Exclude vacation, holiday, and sick pay

Check this option to exclude the program preset vacation, holiday, and sick pay income items from the workers' compensation calculations. These income items can be independently set as EXEMPT from workers' compensation on the Income Item setup screen. However, if a multi-state employer has one state that includes those items and one that excludes them, this option provides a way to easily run a report for both states. In this case the user should set the Income Items to "Use employee default code" and then check this option only when running the report for the state that excludes the items.

Divide rates by 100 to calculate premium

Check this box if the workers' compensation premium rates are entered as percents or as rates per $100.

Only Display Codes with Tax

Check this box to only display worker's compensation codes for which a worker has hours and/or wages and a tax is being calculated. This allows the user to suppress the display of unused codes.

Hours to add for salaried employees if not entered by user

This option is not needed if the report does not require or use hours. If the user has entered the actual hours for all salaried employees then do not enter a number. If hours for salaried employees have not been entered, the number of hours entered will be added for each salaried employee only if no hours have already been entered for that employee. The number of hours entered must correspond to the period of the report. One example is that the Washington state form instructions say to use 480 hrs per quarter for salaried employees unless actual records are kept.

Recalculate overtime (OT) wages based on straight time rate

Check this option if overtime wages must be recalculated at the straight time rate before multiplying by the premium rate. Straight time Income Items must be associated with the overtime Income Items as explained below. This option will display the Overtime Excess on the report.

Associate Hourly Income Items with Overtime #1 and Overtime #2 Income Items

Setup of this option is required to recalculate overtime wages based on straight time. The program provides three hourly Income Items: Reg Wages, OT Wages, and OT2 Wages. If those are Income Items used by the employer then they should appear on the same line in that order. If the user has set up their own custom hourly Income Items and associated overtime items, then they must be associated in the same manner. Select the regular or straight time item in the first column. Select the associated overtime #1 item in the second column and select the associated overtime #2 item, if any, in the third column. The program will recalculate each employee's overtime wages using the employee's rate for the straight time Income Item in the first column. Be sure you have set each employee's pay rates on the employee screen.

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Workers' Compensation Information

Workers' Compensation Setup