Workplace Insurance Report (Simple Method)

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