PEO View Listing

ClientSpace provides a series of PEO views in the Reporting Profile that are preformatted to give you easy access to commonly used data. Descriptions of these views are as follows.

View name

Description

peo_vwBenefitsComparison

This view pulls fields from BenefitsBenefitPlan, BenefitPlan, RateGroupDetail, and PreSaleBenefitPlan tables.

1. Benefits Benefit Plan (OBP): Presented Benefit Plan

Returns all fields on this dataform.

2. Benefit Plan (BP)

If there is a Benefit Plan, it brings back all the fields on this dataform.

3. Rate Group Detail

Brings back all of the fields on this dataform if there is a Rate Group and if the group matches the Rate Group on the Presented Benefit Plan table.

4. PreSale Benefits Plan (PSBP)

Brings back all the fields on this dataform if one exists and its primary key matches the fk on the Presented Benefit Plan table.

peo_vwBenefitsACACompliance

This view shows a listing of all health benefit plans which are not compliant with ACA guidelines by client for each group (i.e., Benefits Batch) of Offered Benefit Plans (OBPs). Any health plan where the employer is not contributing at least 50% of the lowest cost benefit plan in the Benefits Batch for the EO (Employee Only) coverage level is displayed on the report.

 

Some of the key columns included in the view are:

  • Client Name (WS Client Name)

  • Benefit Batch ID (BB PKID)

  • Plan Name (OBP CPC)

  • Employer Contribution Dollar Amount for the EO Coverage Level (OBP ERCont EO$)

  • OBP Employee Premium (OBP EEPrem)

  • Employer Contribution Percent of the Lowest Cost Plan (ContrPCT_LowCostPlan)

  • 50% of the Lowest Cost Plan (50PCT_LowCostPlan)
peo_vwClaimDetail

This view pulls all fields from Comp Claim, Comp Claim Claimant, Comp Claim Injury, Comp Claim Legal, and all fields from the latest record on the Comp Claim Financial and Comp Claim RTW.

1. Comp Claim (CC)

Pulls all fields.

2. Comp Claim Claimant (CCC)

Pulls all fields.

3. Comp Claim Injury (CCI)

Pulls all fields.

4. Comp Claim Legal (CCL)

Pulls all fields.

5. Comp Claim Financial (CCF)

Pulls the financial record with the Current Record option selected.

6. Comp Claim RTW (RTW)

Pulls the latest Record for the Comp Claim based on the Date Started.
peo_vwClientServiceCase_Active Brings back the MOST RECENT and ACTIVE case information for a project based on the Date Created. Excludes Org with multiple workspaces.

peo_vwCaseSubscribers

This view contains the following fields: Client Service Case ID (C_kClientServiceCaseID), Subscriber Email (S_Email), Subscriber First and Last Name combined (S_FirstAndLastName), Subscriber First Name (S_FirstName), Subscriber Last Name (S_LastName), and Project ID (S_fkProjectID). Use this view to create a filtered report showing only subscribed cases for a specific subscriber (or subscribers).

peo_vwTaskSubscribers

This view contains the following fields: Task/Incident ID (T_fkIncidentID), Subscriber Email (S_Email), Subscriber First and Last Name combined (S_FirstAndLastName), Subscriber First Name (S_FirstName), Subscriber Last Name (S_LastName), and Project ID (S_fkProjectID). Use this view to create a filtered report showing only subscribed tasks for a specific subscriber (or subscribers).
peo_vwCompanyWorkspaces Brings back the MOST RECENT information for an Organization based on the Date Created. Excludes Org with multiple workspaces.
peo_vwCompanyWorkspaces_All Brings back ALL the information for an Organization even if it has more than one workspace (ProjectID) associated with it. Includes Org with multiple workspaces.
peo_vwCompanyWorkspaces_Clients Brings back the MOST RECENT information for an Organization based on the Date Created and WHERE Org_crCategory=Client. Excludes Org with multiple workspaces.
peo_vwCompanyWorkspaces_Clients_All Brings back ALL the information for an Organization even if it has more than one workspace (ProjectID) associated with it and WHERE Org_crCategory=Client. Includes Org with multiple workspaces.
peo_vwCompanyWorkspaces_Prospects Brings back the MOST RECENT information for an Organization based on the Date Created and WHERE Org_crCategory=Prospect. Excludes Org with multiple workspaces.
peo_vwCompanyWorkspaces_Prospects_All Brings back the ALL information for an Organization even if it has more than one ProjectID associated with it and WHEREOrg_crCategory=Prospect. Includes Org with multiple workspaces.
peo_vwEmployees Brings back an Employees Info and their Employment Info when Employment is ACTIVE.
peo_vwLOA Brings back an Employees Information, their most recent Employment record, their most recent LOA information based on Date Created and the status must be Current or Pending. Also brings back their Comp Claim ID # if the claim is ACTIVE and status is OPEN.
peo_vwPricingInfo Brings back the most recent information from (peo_vwCompanyWorkspaces) and all the information associated with that project.
peo_vwPricingInfo_All

Brings back the all information from (peo_vwCompanyWorkspaces_All) and all the Pricing Batch, Pricing State, and Pricing Code information associated with that project. Pulls the pricing information from the batch that is marked as the Current Record.
peo_vwMBRCredit Brings back the Master Benefits Record Credits information used by our Benefits Reconciliation system.
peo_vwMBRDebit Brings back the Master Benefits Record Debits information used by our Benefits Reconciliation system.