ClientSpace Table Listing

When you build a report in Report Center or Business Intelligence (BI), you select the tables and views that hold your data. Table names do not always describe what they hold. For example, activities (notes, emails, calls and follow-ups) are stored in tblContactMgmtNotes. Use the following table to find the data model that holds the information you are looking for.

The table lists the data models in the same order as the Core Data Models list in Report Center. To find an item quickly, press Ctrl+F and search the page for a word in the Looking For column.

  • Data Model - The name of the table or view. Dataforms are shown as the dataform name followed by the table name in parentheses.
  • Looking For - The information the data model holds.
  • Module - "System" for a built-in ClientSpace table, "View" for a report view that PrismHR provides to make reporting easier, or the dataform group for a dataform.
  • Description - A short description of the data.

Report views (Module "View") combine related tables so that you do not need to join them yourself. Many of these views have longer descriptions in the CORE View Listing and PEO View Listing topics.

Data Model Looking For Module Description

DataType

Dataform field types

System

Built-in list of dataform field types.

Incident

Tasks

System

Tasks.

IncidentUser

Task notifications

System

Users notified about each task.

nw_vwAdHocReports

Ad hoc report details

View

Each Report (BI) report with its last run and design users.

nw_vwAdHocReportsWidgets

Widget reports and layouts

View

Widget reports and the widget layouts that use them.

nw_vwAppointments

Appointment attendees by occurrence

View

Each appointment occurrence per attendee, with company and contact.

nw_vwEmailTemplate

Email template settings

View

Each email template with all its settings, active or not.

nw_vwFieldChangeAudit

Field change history

View

Field value changes in the last 30 days, old and new.

nw_vwImportQueue

Import queue details

View

Import queue rows with source file and import status.

nw_vwLookups

Lookup values with groups

View

Each lookup value with its lookup group name.

nw_vwLookup_FieldLabels

Lookup field labels

View

Lookup-type fields and the lookup group each uses.

nw_vwOrganization_Activities

Organization activities

View

Appointments, tasks and notes for each organization.

nw_vwTimeTracker_By_User

Time tracking by user

View

Time entries with user, category, department and week.

nw_vwTwoFactorAuthentication

Two-factor sign-in codes

View

Two-factor codes emailed to users, with status.

nw_vwUploadedFiles

Uploaded files on records

View

Files attached to records, with who added or changed them.

nw_vwUploaded_Files_GUIDs_To_Varchar

Uploaded files (text IDs)

View

All uploaded files, with IDs also shown as text.

nw_vwUser

User details

View

Each user with name, address, phone and department.

nw_vwWorkspaceTemplates

Workspace templates

View

Workspace templates and their workspace groups.

peo_vw365Profit

Client profit, last 365 days

View

Billing, cost, profit and claims per client, last 365 days.

peo_vwBenefitsACACompliance

ACA affordability issues

View

Health plan offerings where employer contribution fails affordability.

peo_vwBenefitsComparison

Benefit plan comparisons

View

Offered plans with plan, tier and pre-sale comparison.

peo_vwCaseSubscribers

Case subscribers

View

Users notified on each client service case.

peo_vwClaimDetail

Comp claim details

View

Each comp claim with claimant, injury, legal and financials.

peo_vwClientServiceCase_Active

Active cases

View

Active cases with status, priority, assignee, client and age.

peo_vwCompanyWorkspaces

Company workspaces

View

Each organization's primary workspace with client details.

peo_vwCompanyWorkspaces_All

Company workspaces (all)

View

Every workspace for each organization, with client details.

peo_vwCompanyWorkspaces_Clients

Client workspaces

View

Each client's primary workspace.

peo_vwCompanyWorkspaces_Clients_All

Client workspaces (all)

View

Every workspace for each client.

peo_vwCompanyWorkspaces_Prospects

Prospect workspaces

View

Each prospect's primary workspace.

peo_vwCompanyWorkspaces_Prospects_All

Prospect workspaces (all)

View

Every workspace for each prospect.

peo_vwEEActiveCountPerClient

Active employee counts

View

Active employee count for each client.

peo_vwEmployees

Employees with current job

View

Each employee with current employment details.

peo_vwLOA

Latest leave of absence

View

Each employee's most recent leave of absence.

peo_vwMBRExceptions

MBR collection exceptions

View

Active benefits records with premium amount mismatches.

peo_vwPricingInfo

Pricing info

View

Comp codes by state in each current pricing batch.

peo_vwPricingInfo_All

Pricing info (all)

View

Comp codes by state for every workspace's current pricing batch.

peo_vwTaskSubscribers

Task subscribers

View

Users assigned or subscribed to each task.

ProjAttribXref

Dataform column definitions

System

Field definitions for each dataform.

ProjectGrp

Workspace groups

System

Workspace groups.

Projects

Workspaces

System

Workspaces, such as client workspaces.

Projects_ProjectTypes

Workspace dataforms

System

Dataforms available in each workspace.

ProjectTypes

Dataform definitions

System

Dataform definitions: names, tables and settings.

ProjectUser

Workspace users

System

Users assigned to each workspace.

tblAdHocProfile

Reporting profiles

System

Profiles that set which tables a user can report on.

tblAdHocReport

Ad hoc reports

System

Saved Report (BI) ad hoc report definitions.

tblAdHocReportArchive

Archived BI reports

System

Report (BI) reports an admin archived; can be restored.

tblAdHocReportAttributes

BI report field index

System

Tables and fields used by each Report (BI) report.

tblAdHocReportPersonalization

BI report favorites

System

Each user's Report (BI) settings, such as Favorite.

tblAPIConfiguration

API configurations

System

Connection settings for outside systems and mailboxes.

tblAPIPipelineLinking

API-enabled fields

System

Form fields available to the API through a pipeline.

tblApplication

App settings

System

System-wide settings stored as name/value pairs.

tblApplicationFeature

Implementation features

System

Items that implementation groups turn on or off.

tblApplicationUser

API users

System

Users' API access settings and allowed IP addresses.

tblAttachedLink

Attached links

System

Web links attached to records.

tblCalendarEvent

Appointments

System

Calendar appointments.

tblCalendarEventAttendee

Appointment attendees

System

People invited to each appointment.

tblCalendarEventOccurrence

Appointment occurrences

System

Individual dates of recurring appointments.

tblCallCenterLog

Call center call logs

System

Logged phone calls with caller, workspace and notes.

tblCompanyHoliday

Company holidays (system)

System

Company holiday names and dates.

tblConfigurationParameter

Configuration settings

System

Widget settings and email template or workflow attachments.

tblContact

Contacts

System

People at organizations.

tblContactIncident

Org and contact tasks

System

Tasks on organizations and contacts.

tblContactMgmtNoteContacts

Activity contacts

System

Contacts linked to each activity.

tblContactMgmtNotes

Activities

System

Notes, emails, calls and follow-ups on organizations and contacts.

tblContactUser

Contact sync to Outlook

System

Contacts synced to users' Outlook.

tblCRMCalendarEvent

Org and contact appointments

System

Appointments on organizations and contacts.

tblCustomFieldDisplayRule

Field display rules

System

Rules that hide, disable or style fields.

tblCustomLinkCondition

Custom link conditions

System

Conditions that control when a custom link shows.

tblCustomLinkConfiguration

Custom links

System

Action links on records and their settings.

tblCustomLogicRule

Business rules

System

Rules that run when a record is saved.

tblCustomLogicRuleParameter

Business rule parameters

System

Parameter values passed to each business rule.

tblCustomLogicRuleParameterType

Business rule parameter types

System

Internal list of business rule parameter types.

tblDashboard

Dashboards

System

Dashboard definitions.

tblDashboardUser

Dashboard user security

System

Who can see each dashboard.

tblDataformNotification

Dataform subscriptions

System

Users subscribed to dataform records.

tblDepartment

Departments

System

Internal departments for users and cases.

tblDuplicateOrgReview

Duplicate organization reviews

System

Requests to review a possible duplicate organization.

tblEmailAction

Mailbox items

System

Emails saved to records from Outlook.

tblEmailIntegration

Email integration aliases

System

Inbound email aliases that turn mail into records.

tblEmailTemplate

Email templates

System

Automated email templates and their triggers.

tblEmailTemplateHistory

Email template send history

System

When each email template last fired for a record.

tblEmailTemplateRecipient

Email template recipients

System

Recipients on each email template.

tblExceptionLog

Exception log

System

Logged application errors with user and workspace.

tblExecutionTrigger

Execution triggers (set conditions)

System

Condition sets for emails, workflows and widget layouts.

tblExecutionTriggerCondition

Execution trigger conditions

System

Individual conditions inside an execution trigger.

tblExternalCalendarEventOccurrences

External calendar event occurrences

System

Occurrences of events synced from users' calendars.

tblExternalCalendarEvents

External calendar events

System

Events synced from users' external calendars.

tblExternalSourceLinking

External source links

System

Links records to their IDs in outside systems.

tblGlobalSearchFieldParams

Global search result fields

System

Fields Global Search shows for each form.

tblHelpConfiguration

Help links

System

Help links with category, URL and publish dates.

tblImplementationGroup

Implementation groups

System

Named groups of features, sometimes tied to a license.

tblImplementationGroupLinking

Implementation group assignments

System

Which features belong to each implementation group.

tblImport

Import files

System

Uploaded import files.

tblImportException

Import errors

System

Error messages for rows in import files.

tblImportMapDetail

Import map field mappings

System

Column-to-field mappings for each import map.

tblImportMapHeader

Import maps

System

Import map definitions.

tblImportQueue

Import queue

System

Records waiting to be imported.

tblImportQueueDetail

Import queue raw data

System

Raw incoming data for each import queue entry.

tblIncidentPriority

Task priorities

System

Task priorities.

tblIncidentRecurrence

Task recurrences

System

Repeat schedules for tasks.

tblIncidentTemplate

Task templates

System

Task templates.

tblIncidentTemplateTrigger

Task template trigger events

System

Events that create tasks from templates.

tblIncidentType

Task types

System

Task types.

tblIncidentWorkflow

Task workflows

System

Task workflows.

tblLicense

Licenses

System

Licenses that control feature access.

tblLicenseUser

License users

System

Users assigned to each license.

tblLookup

Lookup values

System

Values in each lookup list.

tblLookupGroup

Lookup groups

System

Lookup lists.

tblMarketingCampaign

Marketing campaigns

System

Marketing campaigns.

tblMarketingCampaignTarget

Marketing campaign targets

System

Organizations and contacts targeted by campaigns.

tblMarketingCampaignTargetType

Marketing campaign types

System

Types of campaign targets.

tblOrganization

Organizations

System

Companies, such as clients and prospects.

tblPipelineLinking

Pipeline linking

System

Processing pipelines for rules, workflows, emails and imports.

tblScheduledProcess

Scheduled processes

System

Scheduled background processes.

tblScheduledProcessHistory

Scheduled process history

System

Run history for scheduled processes.

tblSecEntity

Secured entities

System

Items protected by security roles.

tblSecEntityRow

Secured records

System

Individual records with security applied.

tblSecEntityType

Secured entity types

System

Types of secured items.

tblSecOrgCategory

Organization category security

System

Security by organization category.

tblSecRole

Security roles

System

Security roles.

tblSecRoleEntity

Entity permissions

System

What each security role can do with each item.

tblSecRoleEntityRow

Record permissions

System

Record-level permissions for security roles.

tblSecUserRole

Security role membership

System

Which users belong to each security role.

tblStoredProcRegistry

Registered custom procedures

System

Custom SQL procedures approved for the API or links.

tblSuccessScore

Customer success scores

System

Customer Success Score setups and risk thresholds.

tblSurveyDesign

Survey designs

System

Survey questions, look and response settings.

tblTableColumnMetadata

Table column metadata

System

Column settings for each table.

tblTableMetadata

Table metadata

System

Table settings, including BI Names.

tblTenantTemplateLinking

Workspace template links

System

Rules, workflows and email templates linked to workspace templates.

tblTimeTracking

Time tracking

System

Time tracking entries.

tblTimeTrackingCategory

Time tracking categories

System

Time tracking categories.

tblTimeZone

Time zones

System

Time zones.

tblTriggerCondition

Template trigger conditions

System

Conditions that fire older template triggers.

tblTriggerConfiguration

Template triggers

System

Older template triggers that copy records into workspaces.

tblTriggerLinking

Template trigger history

System

Records copied by older template triggers.

tblUploadedFiles

Uploaded files

System

Stored files with name, type, size and tags.

tblUploadedFilesIndex

Document search index

System

Searchable details about uploaded files.

tblUploadedFilesLinking

File attachments

System

Links uploaded files to records, fields and categories.

tblUploadedFilesQueue

E-signature queue

System

Documents sent for e-signature and tracked until returned.

tblUploadedFilesQueueAttachment

E-signature queue documents

System

Files in each e-signature request.

tblUploadedFilesQueueRecipient

E-signature queue signers

System

Signers on each e-signature request.

tblUserFlaggedRecord

Watch list items

System

Records users are watching, with review dates.

tblUserOutOfOffice

Out of office settings

System

Users' out-of-office dates and backup user.

tblWidgetConfigurations

Widgets on a layout

System

Widgets placed on each layout.

tblWidgetLayouts

Widget layouts

System

Widget page layouts.

tblWidgetLibrary

Widget library

System

Catalog of available widgets.

tblWorkflowChannel

Workflow channels

System

Workflow channel base configuration.

tblWorkflowFieldVariable

Workflow content values

System

Field values workflows copy into records they create.

tblWorkflowItem

Workflows

System

Workflows in each channel: what they create and when.

tblWorkflowItemLinking

Workflow history links

System

Links workflow-created records to their source.

tblWorkflowNotificationUser

Workflow notification users

System

Users notified when a workflow fires.

UserLog

User log

System

User activity log.

Users

Users

System

ClientSpace users.

[Admin - WC Loss Run Import Mapping Lookup (gen_AdminLossRunImportMappingLookup)]

Loss run lookup maps

Risk

Value mappings for loss run imports.

[Announcements (gen_Announcements)]

Announcements

Administrative

Announcements shown to users on the Home page.

[BEN RECON - Admin (gen_BenefitsReconAdmin)]

Benefits recon admin

Benefits

Settings for benefits reconciliation.

[BEN RECON - Convert EDV Records (gen_ConvertEDVRecords)]

EDV record conversions

Benefits

Conversions of employee deduction voucher records.

[BEN RECON - Deduction Vouchers (gen_DeductionVoucher)]

Deduction vouchers

Benefits

Employee benefits deductions from payroll.

[BEN RECON - EDV (gen_EmployeeDeductionVoucher)]

Employee deduction vouchers (EDV)

Human Resources

Employee deduction vouchers for benefits reconciliation.

[BEN RECON - MBR (gen_MasterBenefitsRecord)]

Master benefits records (MBR)

Benefits

Master benefits records for reconciliation.

[BEN RECON - MBR Matching Record (gen_MBRMatchingRecord)]

MBR matching records

Benefits

Links between matched MBR records.

[BEN RECON - MBR Reconcile (gen_MBRReconcile)]

MBR reconciliations

Benefits

MBR reconciliation results.

[BENEFITS - 401k (gen_Company401k)]

Company 401k

Benefits

Client 401k plan details.

[BENEFITS - Banded (gen_BenefitBand)]

Benefit bands

Benefits

Age bands for banded benefit plan rates.

[BENEFITS - Batch (gen_BenefitsBatch)]

Benefits batches

Benefits

Client benefits batches, such as renewals.

[BENEFITS - Benefit Tier Definition (gen_BenefitTierDefinition)]

Benefit tier definitions

Benefits

Coverage tier definitions, such as employee only or family.

[BENEFITS - BPM Contacts (gen_BPMContacts)]

BPM contacts

Benefits

Client contacts who use the Benefit Plan Manager.

[BENEFITS - Dependents (gen_Dependent)]

Dependents

Benefits

Employee dependents for benefits.

[BENEFITS - Employee Benefits Detail (gen_EmployeeBenefitsDetail)]

Employee benefits detail

Benefits

Detail lines for employee benefit enrollments.

[BENEFITS - Existing Plan (gen_PreSaleBenefitPlan)]

Existing (pre-sale) benefits plans

Benefits

A prospect's current benefits plans before the sale.

[BENEFITS - Indication Pricing (gen_BenefitsPricing)]

Benefits indication pricing

Benefits

Indication pricing for benefits quotes.

[BENEFITS - Offered Plan (gen_BenefitsBenefitPlan)]

Offered benefits plans

Benefits

Plans offered to a client in a benefits batch.

[BENEFITS - Offered Plan Group (gen_OfferedPlanClassification)]

Benefit groups

Benefits

Employee groups that benefit plans are offered to.

[BENEFITS - Offered Plan Summary (gen_OfferedBenefitPlanSummary)]

Offered benefits plan summaries

Benefits

Summaries of plans offered to a client.

[BENEFITS - Plan (gen_BenefitPlan)]

Benefits plans

Benefits

Master benefits plans.

[BENEFITS - Plan Group (gen_BenefitsPlanGroup)]

Benefits plan groups

Benefits

Groupings of benefits plans.

[BENEFITS - Rate Group Detail (gen_BenefitPlanTier)]

Rate group details

Benefits

Plan rates by coverage tier (rate groups).

[BPM Config (gen_BPMConfig)]

BPM configuration

Benefits

Settings for the Benefit Plan Manager portal.

[CASE - AI (gen_CaseAIAnalysis)]

AI case analyses

Client Service

AI-generated analysis of cases.

[CASE - Discussion (gen_ClientServiceCaseDiscussion)]

Case discussions

Client Service

Discussions attached to cases.

[CASE - Discussion Message (gen_DiscussionMessage)]

Case discussion messages

Client Service

Messages in case discussions.

[CASE - Discussion Recipient (gen_DiscussionRecipient)]

Case discussion recipients

Client Service

Recipients of case discussion messages.

[CASE - Discussion Thread (gen_DiscussionThread)]

Case discussion threads

Client Service

Threads within case discussions.

[CASE - Employee Termination (gen_EmployeeTermination)]

Employee terminations

Client Service

Employee termination requests.

[CASE - Escalation (gen_ClientServiceCaseEscalation)]

Case escalations

Client Service

Escalation levels for each case priority.

[CASE - Expenses (gen_ClientServiceCaseExpenses)]

Case expenses

Client Service

Expenses logged on cases.

[CASE - History (gen_CaseHistory)]

Case history

No group

Change history for cases.

[CASE - Master (gen_ClientServiceCase)]

Cases

Client Service

Client service cases.

[CASE - Types (gen_AdminCaseTypes)]

Case types

Client Service

Case type settings.

[CLIENT - Collateral (gen_Collateral)]

Collateral

Client Information

Files associated with a client.

[CLIENT - Commission Details (gen_CommissionDetail)]

Commission details

Sales

Sales commission details for clients.

[CLIENT - Department Code (gen_DepartmentCode)]

Department codes

Client Information

Client department codes.

[CLIENT - Division Code (gen_DivisionCode)]

Division codes

Client Information

Client division codes.

[CLIENT - HCM Imp - Invoice Line Items (gen_HCMImplementationInvoiceLineItems)]

HCM implementation invoice line items

Implementation

Invoice line items sent to HCM at implementation.

[CLIENT - HCM Imp - Workers Comp (gen_HCMImplementationWorkersComp)]

HCM implementation workers comp

Implementation

Workers' comp details sent to HCM at implementation.

[CLIENT - HCM Implementation (gen_HCMImplementation)]

HCM implementations

Implementation

Client data sent to HCM at implementation.

[CLIENT - Job Code (gen_JobCode)]

Job codes

Client Information

Client job codes.

[CLIENT - Locations (gen_ClientLocation)]

Client locations

Client Information

Client worksite locations.

[CLIENT - Master (gen_ClientMaster)]

Client master

Client Information

Main record for each client.

[CLIENT - Milestones (gen_ProjectMilestone)]

Project milestones

Client Service

Implementation project milestones.

[CLIENT - New Position Request (gen_NewPositionRequest)]

New position requests

Client Information

New position requests.

[CLIENT - New Worksite Location Request (gen_NewWorksiteLocationRequest)]

New worksite location requests

Client Information

New worksite location requests.

[CLIENT - Pay Group (gen_PayGroupCode)]

Pay group codes

Client Information

Client pay group codes.

[CLIENT - Rescues (gen_ClientDistressCall)]

Client rescues

Client Service

Efforts to keep at-risk clients.

[CLIENT - Shift Code (gen_ShiftCode)]

Shift codes

Client Information

Client shift codes.

[CLIENT - State Compliance(gen_PFMLStateCompliance)]

PFML state compliance

Human Resources

Paid family and medical leave compliance tracking.

[CLIENT - State Config (gen_PFMLConfig)]

PFML configuration

Human Resources

States to check for paid family leave compliance.

[CLIENT - Statistics (gen_ClientStatistics)]

Client statistics

Client Service

Statistics tracked for each client.

[CLIENT - Team (gen_ClientProcessingTeam)]

Client teams

Client Information

Staff assigned to each client's team.

[CLIENT - Team Role (gen_ClientTeamRole)]

Client team roles

Client Information

Roles people play on a client's team.

[CLIENT - Terminations (gen_Termination)]

Client terminations

Client Information

Client contract terminations.

[CLIENT - Visits (gen_AcctManagerVisit)]

Client visits

Client Service

Account manager visits to client sites.

[Client Vitals (gen_ClientVitals)]

Client vitals

Administrative

Key summary details for each client.

[COI - Holder (gen_COICertificateHolder)]

COI certificate holders

Risk

Holders named on certificates of insurance.

[COI - Master (gen_CertificateOfInsurance)]

Certificates of insurance

Risk

Certificates of insurance issued for clients.

[Contact Type Other Info Metadata (gen_ContactTypeOtherInfoMetadata)]

Contact type other info metadata

Metadata

Extra details for contact types.

[Cost Drivers (gen_CostDrivers)]

Cost drivers

Benefits

High-cost conditions from a benefits census.

[EMPLOYEE - 401k (gen_Employee401k)]

Employee 401k

Benefits

Employee 401k elections.

[EMPLOYEE - Benefits (gen_EmployeeBenefits)]

Employee benefits

Benefits

Employee benefit enrollments.

[EMPLOYEE - Census Import (gen_CensusEmployeeImport)]

Employee census imports

Sales

Employee census imported for quotes.

[EMPLOYEE - COBRA (gen_COBRA)]

COBRA

Benefits

Employee COBRA continuation coverage.

[EMPLOYEE - Employment History (gen_EmployeeEmploymentInformation)]

Employee employment history

Human Resources

Employee job and employment history.

[EMPLOYEE - HSA (gen_HSA)]

HSA

Benefits

Employee health savings accounts.

[EMPLOYEE - I9 (gen_I9)]

I-9s

Human Resources

Employee I-9 forms.

[EMPLOYEE - LOA (gen_FMLA)]

Employee leaves of absence

Human Resources

Employee leaves of absence.

[EMPLOYEE - LOA Request (gen_LeaveOfAbsenceRequest)]

Leave of absence requests

Human Resources

Leave of absence requests.

[EMPLOYEE - Master (gen_Employees)]

Employees

Human Resources

Main record for each employee.

[EMPLOYEE - Payroll Voucher Statistics (gen_PayrollStatistics)]

Payroll statistics

Human Resources

Payroll statistics by client.

[EMPLOYEE - Payroll Vouchers (gen_EmployeeVoucher)]

Employee vouchers

Human Resources

Employee payroll vouchers.

[EMPLOYEE - Skill (gen_EmployeeSkill)]

Employee skills

Client Service

Employee skills.

[EMPLOYEE - State Continuation (gen_StateContinuation)]

State continuation

Benefits

State continuation coverage.

[EPLI CLAIM - Financials (gen_EPLIClaimFinancial)]

EPLI claim financials

Human Resources

Financials for EPLI claims.

[EPLI CLAIM - Legal (gen_EPLIClaimLegal)]

EPLI claim legal

Human Resources

Legal details for EPLI claims.

[EPLI CLAIM - Master (gen_EPLIClaim)]

EPLI claims

Human Resources

Employment practices liability (EPLI) claims.

[Garnishments (gen_Garnishments)]

Garnishments

Payroll Info

Employee wage garnishments.

[Gradient AI Health Results (gen_GradientAIHealthResults)]

Gradient AI health results

Benefits

Health scoring results from Gradient AI.

[Gradient AI Risk Underwriting (gen_GradientAIRiskUnderwriting)]

Gradient AI risk underwriting

UW

Gradient AI risk underwriting results.

[HCM Subscription (gen_HCMSubscription)]

HCM subscriptions

Administrative

HCM integration subscriptions.

[Import External Source Linking (gen_ImportExternalSourceLinking)]

External source linking import staging

Administrative

Staging records for external source linking imports.

[Import_CMN (gen_ImportCMN)]

CMN import staging

Administrative

Staging records for CMN imports.

[Import_Contact (gen_ImportContact)]

Contact import staging

Administrative

Staging records for contact imports.

[Import_Import Queue (gen_ImportImportQueue)]

Import queue import staging

Administrative

Staging records for import queue imports.

[Import_Incident (gen_ImportIncident)]

Task (incident) import staging

No group

Staging records for task imports.

[Import_Lookup (gen_ImportLookup)]

Lookup import staging

Administrative

Staging records for lookup imports.

[Import_Organization (gen_ImportOrganization)]

Organization import staging

Administrative

Staging records for organization imports.

[Import_User (gen_ImportUser)]

User import staging

Administrative

Staging records for user imports.

[Individual Risk Tiers (gen_IndividualRiskTiers)]

Individual risk tiers

Benefits

Risk tier breakdown from a benefits census.

[Initial Import (gen_InitialImport)]

Initial imports

Administrative

Initial data import records.

[Kandu Deals (gen_KanduDeals)]

Kandu deals

Sales

Potential sales deals.

[Location OSHA Totals (gen_LocationOSHATotals)]

Location OSHA totals

Client Information

OSHA totals by client location.

[Loss Run File Map (gen_AdminLossRunImportMapping)]

Loss run file maps

Risk

File layouts for loss run imports.

[Loss Run Import (gen_AdminLossRunImport)]

Loss run imports

Risk

Imported loss run files.

[METADATA - Benefit Plan Contribution Method Metadata (gen_BenefitPlanContributionMethodMetadata)]

Benefit plan contribution method metadata

Metadata

List of employer contribution methods for plans.

[METADATA - Benefits Batch Types Metadata (gen_BenefitsBatchTypesMetadata)]

Benefits batch type metadata

Metadata

List of benefits batch types.

[METADATA - Benefits Plan Category (gen_BenefitsPlanCategoryMetadata)]

Benefits plan category metadata

Metadata

List of benefit plan categories.

[METADATA - Body Part (gen_BodyPartMetadata)]

Body part metadata

Metadata

List of body parts for injury claims.

[METADATA - Case Priority (gen_ClientServiceCasePriorityMetadata)]

Case priority metadata

Metadata

List of case priorities.

[METADATA - Case Status (gen_ClientServiceCaseStatusMetadata)]

Case status metadata

Metadata

List of case statuses.

[METADATA - Cause of Injury (gen_CauseofInjuryMetadata)]

Cause of injury metadata

Metadata

List of injury causes for comp claims.

[METADATA - Client Satisfaction Level (gen_ClientSatisfactionLevelMetadata)]

Client satisfaction level metadata

Metadata

List of client satisfaction levels.

[METADATA - Client Team Role (gen_ClientTeamRoleMetadata)]

Client team role metadata

Metadata

Extra details for the Client Team Roles lookup.

[METADATA - Client Visit Schedule (gen_VisitScheduleMetadata)]

Visit schedule metadata

Metadata

List of client visit schedules.

[METADATA - Client Visit Type (gen_ClientVisitTypeMetadata)]

Client visit type metadata

Metadata

List of client visit types.

[METADATA - COI Version (gen_COIVersionMetadata)]

COI version metadata

Metadata

List of certificate of insurance versions.

[METADATA - Contract Status (gen_ClientMasterStatusMetadata)]

Contract status metadata

Metadata

Extra details for client contract statuses.

[METADATA - Contract Type (gen_ContractTypeMetadata)]

Contract type metadata

Metadata

List of contract types.

[METADATA - Employment Status (gen_EmploymentStatusMetadata)]

Employment status metadata

Metadata

List of employment statuses.

[METADATA - Industry Code Mapping (gen_IndustryCodeMapping)]

Industry code mappings

Metadata

Industry code mappings.

[METADATA - Organization Source (gen_OrganizationSourceMetadata)]

Organization source metadata

Metadata

List of organization sources.

[METADATA - Organization Status (gen_OrganizationStatusMetadata)]

Organization status metadata

Metadata

List of organization statuses.

[METADATA - Pay Frequency (gen_PayFrequencyMetadata)]

Pay frequency metadata

Metadata

List of pay frequencies.

[METADATA - Payroll Batch Billing Code (gen_BillingVoucherCodeMetadata)]

Payroll batch billing code metadata

Metadata

List of payroll billing codes.

[METADATA - Payroll System (gen_PayrollSystemMetadata)]

Payroll system metadata

Metadata

List of payroll systems.

[METADATA - Pricing Method Metadata (gen_PricingMethodMetadata)]

Pricing method metadata

Metadata

List of pricing methods.

[METADATA - Sales Region (gen_SalesRegionMetadata)]

Sales region metadata

Metadata

List of sales regions.

[METADATA - State (gen_StateMetadata)]

State metadata

Metadata

Extra details for the US States lookup.

[METADATA - Surcharge Type (gen_SurchargeTypeMetadata)]

Surcharge type metadata

Metadata

Extra details for surcharge types.

[METADATA - Survey (gen_SurveyMetadata)]

Survey metadata

No group

Survey settings.

[METADATA - Task Category (gen_TaskCategoryMetadata)]

Task category metadata

Metadata

Extra details for task categories.

[METADATA - Waiting Period (gen_WaitingPeriodMetadata)]

Waiting period metadata

Metadata

List of benefit waiting periods.

[METADATA - WC Claim Nature of Injury (gen_NatureofInjuryMetadata)]

Nature of injury metadata

Metadata

List of injury types for comp claims.

[METADATA - WC Claim Return to Work Status (gen_CompClaimRTWStatusMeta)]

Return-to-work status metadata

Metadata

List of return-to-work statuses.

[METADATA - WC Claim Types (gen_ClaimTypeMetadata)]

Comp claim type metadata

Metadata

List of comp claim types.

[METADATA - WC Policy Code (gen_PolicyCodeMetadata)]

Policy code metadata

Metadata

List of workers' comp policy codes.

[METADATA- Categories (gen_AdminCaseCategory)]

Case categories

Metadata

Case categories and the workspace groups they apply to.

[ORG - Contact Other Info (gen_ContactOtherInfo)]

Contact other info

Sales

Extra fields on a contact's Other Info tab.

[ORG - Organization Other Info (gen_OrgOtherInfo)]

Organization other info

Sales

Extra fields on an organization's Other Info tab.

[OSHA Forms (gen_OSHAForms)]

OSHA forms

Risk

OSHA form records.

[OSHA Process (gen_OSHAProcess)]

OSHA processes

Risk

OSHA processing records.

[Pay Group (gen_PayGroup)]

Pay groups

Payroll Info

Client pay groups.

[PAYROLL - Payroll Batch (gen_PayrollBatch)]

Payroll batches

Payroll Info

Payroll batches.

[PAYROLL - Payroll Voucher (gen_BillingVoucher)]

Payroll vouchers

Payroll Info

Payroll (billing) vouchers.

[PAYROLL - Profile (gen_PayrollInformation)]

Implementation/payroll profiles

Payroll Info

Client payroll setup from implementation.

[PEO - Admin Discount Defaults (gen_DefaultAdminFee)]

Default admin fees

Sales

Default pricing method and fee rates by employee count.

[PEO - Default Client Team (gen_DefaultClientTeam)]

Default client teams

Client Service

Default team assignments for clients.

[PEO - EPLI Policies (gen_EPLIPolicy)]

EPLI policies

Human Resources

EPLI insurance policies.

[PEO - Holiday (gen_AdminHoliday)]

Company holidays

Administrative

Company holiday calendar.

[PEO - Legal Entity (gen_AdminLegalEntity)]

Legal entities

Administrative

PEO legal entities.

[PEO - PEO Default Configurations (gen_AdminDefaultInformation)]

PEO configuration

Administrative

PEO-wide default settings.

[PEO - Pricing Discount Threshold (gen_DiscountThreshold)]

Discount thresholds

Sales

Limits on comp, admin and SUTA pricing discounts.

[PEO - Sales Entity and Commissions (gen_SalesEntity)]

Sales entities

Sales

Sales entities and commission setup.

[PEO - Service Team (gen_AdminServiceTeam)]

Service teams

Client Service

PEO service teams.

[PEO - State Legal Entity (gen_AdminStateLegalEntity)]

State legal entities

Sales

PEO legal entities by state.

[PEO - State Master (gen_AdminStateRates)]

State master

Sales

State settings and rates.

[PEO - Surcharge Type (gen_SurchargeType)]

Surcharge types

Sales

Surcharge type settings.

[PEO - Surcharge Type Dependency (gen_SurchargeTypeDependency)]

Surcharge type dependencies

Sales

Dependencies between surcharge types.

[PEO - Surcharge Type Price Threshold (gen_SurchargeTypePriceThresholds)]

Surcharge type price thresholds

Sales

Price thresholds for surcharge types.

[PEO - Underwriting Approval Definition (gen_UnderwritingDefinition)]

Underwriting approval definitions

Sales

Templates for underwriting approvals.

[PEO - Underwriting Approval Dependency (gen_ApprovalDependency)]

Underwriting approval dependencies

Sales

Dependencies between underwriting approvals.

[PEO - WC Code Master List (gen_AdminCompCodeMaster)]

Comp code master list

Sales

Master list of workers' comp codes.

[PEO - WC Code Rates (gen_AdminPolicyCompCodes)]

Policy comp codes

Risk

Comp code rates on workers' comp policies.

[PEO - WC Code Translation Link (gen_CompCodeTranslationLink)]

Comp code translation links

Risk

Links between translated comp codes.

[PEO - WC Code Translations (gen_CompCodeTranslation)]

Comp code translations

Sales

Translations from one comp code to another.

[PEO - WC Discount Configurations (gen_DefaultCompDiscount)]

Default comp discounts

Sales

Default comp discount by total comp premium.

[PEO - WC Policies (gen_AdminWorkersCompPolicy)]

Workers comp policies

Risk

Workers' comp policies.

[PEO - WC Policy State Cost Factors (gen_PolicyStateCostFactors)]

Policy state cost factors

Sales

State cost factors for workers' comp policies.

[PRICING - ACORD Questionnaire (gen_RFPQuestionnaire)]

ACORD questionnaires

Sales

ACORD questionnaire answers used to price prospects.

[PRICING - Batch (gen_PricingBatch)]

Pricing batches

Sales

Pricing (quote) batches for prospects.

[PRICING - Code (gen_PricingCompCode)]

Pricing comp codes

Sales

Comp codes priced in a quote.

[PRICING - Loss History (gen_LossHistory)]

Loss history

Sales

Prospect loss history for pricing.

[PRICING - States (gen_PricingBatchState)]

Pricing states

Sales

States included in a quote.

[PRICING - Surcharges (gen_Surcharges)]

Surcharges

Sales

Surcharges applied in a quote.

[PRICING - Underwriter Approvals (gen_UnderwriterApproval)]

Underwriting approvals

Sales

Underwriting approvals on quotes.

[PrismHR API Subscription (gen_HRPSubscription)]

PrismHR subscriptions

Administrative

PrismHR integration subscriptions.

[PrismHR Event (gen_PrismHREvent)]

PrismHR events

Administrative

Events received from PrismHR.

[PrismHR Import Automation (gen_PrismHRImportAutomation)]

PrismHR import automation

Administrative

Automated PrismHR import settings.

[Remuneration (gen_Remuneration)]

Remuneration

Human Resources

Employee remuneration details.

[Separation Information Response (gen_SIResponse)]

Separation information responses

Human Resources

SIDES separation information responses.

[SIDES - External Contacts (gen_SIDESExternalContacts)]

SIDES external contacts

Human Resources

External contacts for SIDES responses.

[SIDES - Failed to Report (gen_SIDESFailedtoReport)]

SIDES failed to report

Human Resources

SIDES failed-to-report details.

[SIDES - Pension and 401K (gen_SIDESPensionand401K)]

SIDES pension and 401K

Human Resources

SIDES pension and 401K details.

[SIDES - Previous Temp Assignments (gen_SIDESPreviousTempAssignment)]

SIDES previous temp assignments

Human Resources

SIDES previous temp assignment details.

[SIDES - Prior Incidents (gen_SIDESPriorIncidents)]

SIDES prior incidents

Human Resources

SIDES prior incident details.

[SIDES - Witnesses (gen_SIDESWitnesses)]

SIDES witnesses

Human Resources

Witnesses for SIDES responses.

[Skill Code (gen_SkillCode)]

Skill codes

Client Information

Skill codes.

[Slavic PlanHub (gen_SlavicPlanHub)]

Slavic PlanHub

Sales

Slavic PlanHub integration records.

[Special PrismHR Processes (gen_SpecialPrismHRProcesses)]

Special PrismHR processes

Administrative

Queued PrismHR processes run by a scheduled job.

[STAFFING - Staffing Placement (gen_StaffingPlacement)]

Staffing placements

Staffing

Placements for staffing employees.

[Survey Question Answers (gen_csSurveyQuestionAnswers)]

Survey question answers

No group

Answers to survey questions.

[Survey Results (gen_csSurveyResults)]

Survey results

No group

Survey results.

[SYSTEM - Interface Exception (gen_InterfaceException)]

Interface exceptions

Administrative

Exceptions from nightly payroll imports.

[UI CLAIM - Benefit Charges (gen_UnemploymentBenefitCharges)]

Unemployment benefit charges

Human Resources

Unemployment benefit charges.

[UI CLAIM - Financial (gen_UnemploymentClaimFinancial)]

Unemployment claim financials

Human Resources

Financials for unemployment claims.

[UI CLAIM - Master (gen_UnemploymentClaim)]

Unemployment claims

Human Resources

Unemployment (UI) claims.

[WC CLAIM - Attorney (gen_Attorney)]

Comp claim attorneys

Risk

Attorneys on comp claims.

[WC CLAIM - Claimant (gen_CompClaimClaimant)]

Comp claim claimants

Risk

Injured worker details for comp claims.

[WC CLAIM - Deductible Bill (gen_ClaimDeductibleBill)]

Comp claim deductible bills

Risk

Deductible bills for comp claims.

[WC CLAIM - Financials (gen_CompClaimFinancial)]

Comp claim financials

Risk

Running history of comp claim valuations.

[WC CLAIM - Injury (gen_CompClaimInjury)]

Comp claim injuries

Risk

Injury details for comp claims.

[WC CLAIM - Jurisdiction Report Format (gen_JurisdictionReportFormat)]

Jurisdiction report formats

Risk

FROI report format for each state.

[WC CLAIM - Legal (gen_CompClaimLegal)]

Comp claim legal

Risk

Legal details for comp claims.

[WC CLAIM - Loss Development Factor (gen_LossDataFactor)]

Loss development factors

Risk

Loss development factors for claims.

[WC CLAIM - Master (gen_CompClaim)]

Comp claims

Risk

Workers' comp claims.

[WC CLAIM - Medical Provider (gen_MedicalProvider)]

Comp claim medical providers

Risk

Medical providers on comp claims.

[WC CLAIM - Notes (gen_ClaimNotes)]

Comp claim notes

Risk

Notes logged on comp claims.

[WC CLAIM - OSHA Code (gen_OSHACode)]

OSHA codes

Risk

OSHA codes for claims.

[WC CLAIM - Payment (gen_CompClaimPayment)]

Comp claim payments

Risk

Payments made on comp claims.

[WC CLAIM - Predictive Score (gen_CompClaimPredictiveScore)]

Comp claim predictive scores

Risk

Predictive scores for comp claims.

[WC CLAIM - Reserve (gen_CompClaimReserve)]

Comp claim reserves

Risk

Reserve amounts on comp claims.

[WC CLAIM - Return to Work (gen_CompClaimRTW)]

Comp claim return-to-work history

Risk

Return-to-work history for comp claims.

[WC CLAIM - Subrogation (gen_CompClaimSubrogation)]

Comp claim subrogation

Risk

Subrogation recovery on comp claims.

[WC CLAIM - TPA (gen_TPA)]

Third party administrators (TPA)

Risk

Third party administrators for comp claims.

[WC CLAIM - Treatment (gen_CompClaimTreatment)]

Comp claim treatments

Risk

Medical treatments on comp claims.

[WC CLAIM - Witness (gen_CompClaimWitness)]

Comp claim witnesses

Risk

Witnesses to comp claim incidents.

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