Workplace Insurance 2023 Report (Simple Method)

Overview

The Reports > Payroll > Workplace Insurance 2023 report displays insurance details for a specified period.

The report includes a summary of the data for the entity, split by employee and workplace. Beneath the report summary, employee data is listed on a separate report line for each workplace.

By default, the Workplace Insurance report will show data for the last full calendar month.

Note: The Workplace Insurance 2023 is replacing the original Reports > Payroll > Workplace Insurance report. Both reports provide the same information, with the newer version using the Payroll Tax Report 2023 and the refined calculation method. This calculation applies to the Workplace Insurance report regardless of whether the insurance module or simple method is being used in your portal.

Both reports will be available in the short-term to allow you the opportunity to familiarise yourself with the new reports. 

When are pay runs included in the report?

As well as using the refined calculation for payroll tax, the Workplace Insurance 2023 report picks up pay run data at a different trigger point to the previous version of the report.

In the Workplace Insurance 2023 report, only pay runs that have been marked as Paid will be included. 

The older version of the report picks up all pay runs that are either:

• locked and have had the bank file exported; or,
• been marked as Paid.

On-screen Columns

If you are using the Simple Method for recording insurances, the on-screen report will display the following columns, where the Insurance Reference and Insurance Rate reflect what has been manually entered for each job

In the Workplace Insurance Report Summary:

• Summary
  • Period
  • States
  • Customers
  • Workplaces
  • Employees
• Totals
  • Gross Wages
  • Super
  • Total
  • Estimated Insurance (Insurance Rate)
• State Totals
  • State
  • Employees
  • Wages
  • Super
  • Total
  • Estimated Insurance (Insurance Rate)

In the body of the report:

• State
• Employee
• Workplace
• Insurance Reference
• Insurance Rate
• Workcover Liable Wages
• Workcover Liable Super
• Total
• Estimated Insurance (Insurance Rate)

Export Options

There are four export options for the Workplace Insurance report. You can export the on-screen view of the report in either .pdf or .csv format.

You can also export a Detailed CSV and a Detailed Payrun-Insurance CSV.

The Detailed CSV contains:

• State
• Payroll Entity ID
• Pay Through Entity
• Billing Entity ID
• Bill Through Entity
• Branch ID (subentity 1)
• Branch (subentity 1)
• Division ID (subentity 2)
• Division (subentity 2)
• Customer ID
• Customer
• Workplace ID
• Workplace
• Job Debtor Code
• Employee ID
• Employee
• Workcover Liable Wages
• Workcover Liable Super
• Total
• Insurance Reference
• Insurance Rate
• Pay Currency
• Estimated Insurance (Insurance Rate)

The Detailed Payrun-Insurance CSV contains the same data as the Detailed CSV, but includes pay run information. The additional columns in this export are:

• Pay Run ID
• Pay Run Number
• Pay Type
• Insurance Applied Date