M9-PR-1130 Additional Workers Compensation Reporting

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Contents

Synopsis

This Custom Solution to the Payroll module adds a new file which stores most of the same data as the P/R Workers’ Compensation Detail File (PRM) with these changes:

  • Includes Check Date and Department Worked
  • Maintains the data historically so that it is purged when history is purged, rather than in the manner of the standard file which is kept for only a year.


A new report, Enhanced Workers Compensation Report, has been added. It uses this new file and allows you to sort records by State/Workers Compensation Code or State/Department Worked.


Installation

Before installing any Custom Solution, please verify that the version level referenced on your installation file is the same version level as your Sage 100 (MAS 90 MAS 200) installation. (For more information please call (800) 425-9843). It is recommended to have a complete and tested backup prior to installing any application on your Sage 100 (MAS 90 MAS 200) platform.

Custom Solutions Control Center

Installing any Custom Solution will add an Custom Solutions Control Center to the Sage 100 (MAS 90 MAS 200) Library Master Utilities menu. When you open the Control Center, the following options will be available:

  • Merge Installation Files
  • Custom Solutions Setup options

Custom Office

If you customize your Sage 100 (MAS 90 MAS 200), then you must run the Update Utility every time you install this Custom Solution.

Setup

Upon completion of software installation, you will need to access the Payroll Setup menu option screen. After the standard MAS 90 MAS 200 option screens have been displayed, a Setup screen for this Custom Solution will appear. Check the ‘Enable Custom Solution’ box to activate this Custom Solution (Figure 1).
File:PR-1130_Figure_1.png

Role Maintenance

The following Task has been added to Payroll, Report/Forms:

  • ‘Enhanced Workers’ Compensation Report


The following Task has been added to Payroll, Miscellaneous:

  • Purge Enhanced Workers Comp File Utility

You should visit this Setup screen after each upgrade or reinstallation of this Custom Solution.

Operation

Payroll Check Register Update

The payroll check register update has been modified to write to the new enhanced workers compensation detail file. This file will include the following fields:

State Code - State from PR Data Line Detail file
Workers’ Comp Code - Workers Comp Code from PR Data Line Detail file
Home Dept – from Employee Maintenance
Employee Number
Dept Worked – from Employee Maintenance
Check Date - Check Date is determined by using the check date of the first check found for the Employee
Tax Amount – Uses same calculation as data updated to PRM, but calculation is based only on earnings for this Check Date, Employee, Workers Comp Code, Dept. Worked.
Taxable Hrs – Uses same calculation as data updated to PRM, but calculation is based only on earnings for this Check Date, Employee, Workers Comp Code, Dept. Worked.
Taxable Earnings – Uses same calculation as data updated to PRM, but calculation is based only on earnings for this Check Date, Employee, Workers Comp Code, Dept. Worked.
Regular Earnings – All earnings with a pay rate multiplier of 1
Overtime Earnings – All earnings with pay rate multiplier of 1.5 before WC adjustment
Double Time Earnings – All earnings with pay rate multiplier of 2.0 before WC adjustment
Other Earnings – Any earnings that don’t fall into Regular, Overtime or Double Time categories as defined above.
Cafeteria & Pension Deductions – Cafeteria and Pension type deduction amounts that were used for the workers compensation calculation.

Enhanced Worker’s Compensation Report

This new report found on the P/R Reports menu contains the same selection criteria currently available for the standard Workers’ Compensation Report with the following additions (Figure 2):

  • Sort Options: by State/Workers Compensation Code or by State/Department Worked
  • Selection ranges includes Departments Worked and Check Dates

File:PR-1130_Figure_2.png

Figure 3 is a sample report by State\Workers Compensation Code.
File:PR-1130_Figure_3.png

Figure 4 is a sample report by State\Department Worked (Figure 4).
File:PR-1130_Figure_4.png

Purge Utility

The Purge Enhanced Workers Comp File Utility is available on the Payroll Period End menu. Select this and you will be prompted for a range of check dates (Figure 5). Click Proceed and all records in the defined range in the Enhanced Workers Comp file will be removed. File:PR-1130_Figure_5.png

Visual Integrator

The files listed below have been added or changed in the Data Dictionary by this Custom Solution for Visual Integrator purposes. File:PR-1130_vi.png


ODBC Dictionary

The files listed below have been added, or changed, in the ODBC Dictionaries by this Custom Solution for Crystal Reports purposes. File:PR-1130_odbc.png

Upgrades and Compatibility

The installation CD is labeled with the version of the Sage 100 (MAS 90 MAS 200) module for which this Custom Solution was prepared. This Custom Solution will check its compatibility with the appropriate Sage 100 (MAS 90 MAS 200) modules and will be disabled if an incompatibility is found. If you upgrade your Sage 100 (MAS 90 MAS 200) modules, this Custom Solution must be upgraded as well. Your Sage 100 (MAS 90 MAS 200) dealer can supply this upgrade.

Documentation

Only changes made by Blytheco, LLC to the standard operation of Sage Software, Inc. Sage 100 (MAS 90 MAS 200) have been documented in this manual. Operations not documented in this manual are standard procedures of Sage 100 (MAS 90 MAS 200) processing. Standard Sage 100 (MAS 90 MAS 200) processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document.

Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted Sage 100 (MAS 90 MAS 200) standards and procedures. These features may or may not benefit you in your application of Sage 100 (MAS 90 MAS 200).

Acknowledgments

Copyright © 2010 Blytheco, LLC. MAS 90 and MAS 200 are registered trademarks of Sage Software, Inc.


Revision Note: 4.4

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