Workia

💡This feature is available to users with the ADMIN and MOBILITY roles only.

Admin and Mobility users can configure which details about the employee or case will show in the header when downloading a PDF report of a Cost Estimate or Compensation Calculation.

💡Note: Non-admin users will see the selected fields when downloading the Calculation Reports as PDFs but cannot change the configuration.

To get started click your Profile Icon &gt; Settings &gt; Calculation Templates.

On the upper right side of the screen, click on Report Templates.

To create a new Calculation Report Template, select from Cost Estimates or Compensation Calculation and click on "+". Add a Template Name and select from the following labels to include in the report:

- Salary
- Bonus
- Origin Location
- Destination Location
- Start Date
- End Date
- Origin Family Size
- Destination Family Size

- Case Type
- Owner
- Policy
- Move Reason

- First Name
- Last Name
- Employee Number
- Marital Status
- Origin Job Title
- Destination Job Title
- Origin Job Grade
- Destination Job Grade

- Primary (All/Current)
- Secondary (All/Current)
- Home (All/Current)
- Host (All/Current)
- Shadow (All/Current)

- Home Legal Entity (All/Current)
- Host Legal Entity (All/Current)
- Project Legal Entity(All/Current)
- Other Legal Entity (All/Current)

- Home Cost Center (All/Current)
- Host Cost Center (All/Current)
- Project Cost Center (All/Current)
- Other Cost Center (All/Current)

- Home Organization (All/Current)
- Host Organization (All/Current)
- Project Organization (All/Current)
- Other Organization (All/Current)
- Home Division (All/Current)
- Host Division (All/Current)
- Project Division (All/Current) 
- Other Division (All/Current) 
- Home Business Group (All/Current) 
- Host Business Group (All/Current)
- Project Business Group (All/Current)
- Other Business Group (All/Current)

- Salary
- Bonus
- Origin Location
- Destination Location
- Effective Date
- Origin Family Size
- Destination Family Size
- Calc Reason

Click on "Save Template" and you're done! You can also set a calculation report template as default by clicking on the "Set as default" checkbox.

To edit a Calculation Report Template, click on "..." and select "Open" or simply click on the template.

Choose which labels to add or remove from the report and click on "Save template" to apply the changes.

To delete a Calculation Report Template, click on "..." and select "Delete".

Calculation Report Templates

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Calculation Report Templates

Getting Started

Creating a Calculation Report Template

Cost Estimate Report Labels

Calculation Inputs

Case Info

Employee

Payroll

Entities

Cost Centers

Organization Info

Compensation Calculation Report Labels