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. |