Quick Step Guide – Workman’s Comp Report


  1. Run Reports|System Table Reports|Labor Category Codes List with no filters.
  2. Run Reports|System Table Reports|Pay Types List filtered by Selected Categories = Wages.
  3. Run Reports|System Table Reports|Report Columns List.
  4. Run Reports|System Table Reports|Report Formulas List.
  5. Run Reports|System Table Reports|Workman Comp Codes List with no filters.

Missing Workman’s Comp Code

  1. Review the ‘Workman Comp Codes List’ for all codes in the Pontem PR program. Compare against the list of codes from your provider.
  2. If a code is missing, go to Primary Task|Manage Employees|Tools|Workman Comp Codes.
  3. Click the New button.
  4. Enter the appropriate Code # and a Description.
  5. Click the Save button.
  6. When finished adding codes, click the Close button to exit the tool.

Labor Categories

  1. Review the ‘Labor Category Codes List’ for proper assignment of Workman’s Compensation Codes to the Labor Category.
  2. If Workman’s Comp Codes are missing or incorrect, go to Primary Task|Manage Employees|Tools|Labor Categories.
  3. Select the appropriate code and click the Edit button.
  4. Select the appropriate Workman’s Comp Code and click the Save button.
  5. When finished with editing, click the Close button to exit the tool.

Pay Type Assignments for Report

  1. Review the ‘Report Columns List’ for the Report Name = Workman Compensation Report.
  2. Note the ‘Formula Names’ used in the report.
  3. Review the ‘Report Formulas List’ for the ‘Formula Names’ used in the Report Columns List.
  4. Compare the ‘Pay Types’ listed for the ‘Formula Names’ used in the ‘Workman Compensation Report’.
  5. All Wage Pay Types should be listed in one of the formulas used in the Workman’s Comp Report.
  6. To add missing Wage Pay Types to the correct formula go to Primary Task|Manage Checks|Tools|Report Formulas.
  7. Select the Formula Name to add the pay type to and click the Edit button.
  8. To add a new row to the list, click the “+” sign at the bottom of the grid.
  9. Select the Pay Type to add from the drop down, or type the name in.
  10. To remove a pay type, click once on the pay type to select it and click the “-“ at the bottom of the grid.
  11. Click the OK button to confirm the delete.
  12. When the editing this formula is complete, click the Save button.
  13. Click the light blue ‘Detail View’ bar to return to the formula list.
  14. Select the next formula to edit and repeat steps 7-12.
  15. When finished editing formulas, click the Close button to exit the tool.

Run the Workman’s Compensation Report

  1. Run the Reports|Check History|Workman Compensation Report.
  2. Enter the dates for the report.
  3. Some providers require only 1 code per employee. If this is required, click the check box next to ‘Summarize to one code per employee’. This will total all their wages into their primary code.
  4. Click the OK button.
  5. Enter a message if desired and click OK.
  6. Print, Save, or E-mail the file as needed.


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