Overview
The Reports > Payroll > Workplace Insurance 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.
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 instead of Employee ID and Employee. The additional columns in this export are:
- Pay Run ID
- Pay Run Number
- Pay Type
- Insurance Applied Date
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