The L&I Payroll Summary Report report calculates payroll based on what has been invoiced to L&I during the payroll period.
The report gives a summary of invoiced case note charges for each unique combination of Referred VRC, Lead VRC, Timekeeper VRC, and Rate for case notes completed within the date range.
Parameters:
Payroll Start Date and Payroll End Date (required) define the official payroll period being reported. Case notes must be completed on or before the Payroll End Date to be included. Payroll Start Date has no filtering effect. Case notes completed before the Payroll Start Date will be included if they fall within the Payroll Cutoff Date parameters described below.
Prior Payroll Cutoff Date (required) and Current Payroll Cutoff Date (required) identify two L&I invoice dates. To be included, case notes must have been invoiced after the Prior Payroll Cutoff Date, and on or before the Current Payroll Cutoff Date. This ensures that only what was actually invoiced during that period is included and there is no overlap from the prior payroll report.
Customer Accounts (required) allows you to select which L&I accounts to include (your firm may have different accounts for vocational work and testing work, for example).
Timekeeper VRC (optional) lets you narrow the results to case notes completed by a particular individual or team. If left with None Selected, all users who completed case notes for your cases will be included.
Notes:
L&I invoices must have been created for the Prior Payroll Cutoff Date and Current Payroll Cutoff Date parameters to have selections available to choose from.
The Current Payroll Cutoff Date for this payroll period should be the Prior Payroll Cutoff Date for the next payroll period to avoid any overlaps or gaps.
Used by some firms to load data to their payroll system to calculate L&I-specific payroll formulas.