INS: Healthcare Costs Report

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access.

• If the User has permission to only one company, then just that one company will display in the list.
• If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company.

When the Group By Company option is selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. When the Group By Company option is NOT selected, the default company prints on every page of the report.

For more information see Learning about WinTeam Reports.

Select to run a Detail or Summary report.

The Summary report displays the Healthcare amounts for both the Employee Cost and the Employer Premium.

The Detail report includes a breakout by each Plan Option.

You can run this report for reviewing Monthly or Yearly healthcare costs.

Enter the Tax Year for which you want to review healthcare costs.

Use Group By to group healthcare costs on the report by Employee Number, Employee Type, Classification, Distribution, Supervisor, Pay Frequency, Primary Job or Benefit. The default is Employee Number.

Use Sort to sort healthcare costs on the report by Effective Date, Employee Name, Employee Number or Benefit Type. The default is Employee Name.

Benefits

Use the Benefits category to select the Benefits to include on the report.

Select All to include all Benefits on the report.
Select Pick to define specific Benefits for the report. When you select Pick, the Benefits list displays. Select the check box next to each Benefit to include on the report.

Example:  Only the Benefits set up in INS: Benefit Setup with the Include on W2 as Employer Sponsored Health Coverage check box selected display in the Benefits list.

Classifications

Use the Classifications category to select the Classifications to include on the report.

Select All to include all Classifications.

Select Pick to define specific Classifications for the report. When you select Pick, the Classifications list displays. Select the check box next to each Classification to include on the report.

Distributions

Use the Distributions category to select the Distribution to include.

Select All to include all Distribution types.

Select Pick to define specific Distribution to include. When you select Pick, the Check Distributions add edit list displays. Select the check box next to each Check Distribution to include.

Employee Types

Use the Employee Types category to select the Employee Types to include.

Select All to include all Employee Types.

Select Pick to define specific Employee Types. When you select Pick, the Employee Types list displays. Select the check box next to each Employee Type to include.

Employees

Use the Employees category to select the Employees to include on the report.

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

Pay Frequencies

Select the Pay Frequencies to include on the report.

If using the Pick from List option, the system determines the check records to include by the Employee's current Pay Frequency set up in the Employee Master File. The only exception is when running the report for Format: Report and Report Type: Detail by Check.

Note:  When running the report for Format: Report and Report Type: Detail by Check and limiting the pay frequency using the Pay Frequencies category, the system will look at the pay frequency of the batch instead of the Employee's current pay frequency. All Batch Types have a Pay Frequency defined except for Void and Tax Adjustment Batches. For Void and Tax Adjustment batches, the current pay frequency of the Employee (as indicated in the Employee Master File) will determine whether the void or tax adjustment record is included.

Primary Jobs

Use Primary Jobs to filter the report by Primary Jobs.

Select All to include all Primary Jobs.

Select Range to define a range of Primary Jobs for the report. When you select Range, the range fields display. Type the beginning Primary Job Number in the From field and the ending Primary Job Number in the To field.

Select Pick to select the Primary Job(s) to include.

Select Create to define your own list of records. When you select Create, a small grid displays to the right. Enter the records you want to include in the list, or use the Lookup to locate the records.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the records you want to exclude in the list, or use the Lookup to locate the records.

Supervisors

Use the Supervisors category to filter the report by Supervisors.

Select All to include all Supervisors.

Select Pick to select the Supervisor(s) to include.

Companies

The Company Pick option filters for AR Invoice and Payment records. The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.

Note:  When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.

Locations

The Locations category is available for Clients using the Multi-Location feature.

Use the Locations category to select the Locations to include on the report.

Select All to include all Locations on the report.

Select Pick to define specific Locations for the report. When you select Pick, the Locations list displays. Select the check box next to each Location to include on the report.

The Transaction Date defaults to today's date. However, the date can be modified.

The Transaction Date field stamps the Print/Update function so when exporting data to a Payroll Tax adjustment batch, this date will be the batch date for the transactions.

This option is available to users who have more than one company, but is not selected by default. If selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. If not selected, the default company prints on every page of the report.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

Click the Preview button (or use the shortcut key, ALT + V) to view before printing.

Click to either print or create a tax adjustment batch using the Special W2 Description of Employer Sponsored Health Coverage. Normally, this is run on a regular basis, and should coincide with the amount represented in the ER Premium.

For example if your employer premium is a monthly amount, update/run monthly. If it is a quarterly amount, update/run quarterly. If your employer premium is a pay period amount (rare), run every pay period.

The system will display a message asking if you wish to create a Payroll tax adjustment batch. Click the Yes button to create and print the batch for the transactions, just as if you are making a Tax Adjustment in the Check Processing Wizard. The report is printed showing the items created in the tax adjustment batch. Click the No button to print the report but not update transactions.

For details on the tax adjustment see Printing and Updating Healthcare Costs.

The system displays a message when the creation of the Payroll tax adjustment batch is successful.

Click (or press ALT + X) to export the report to a specified format.

Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).