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PEO View Listing

Owned by Tim Borntreger
Last updated: Jul 06, 2017 by Tony Hayes
2 min read

NetWise provides a series of PEO views in Ad-hoc reporting that are pre-formatted to give you easy access to commonly used data.  Descriptions of these views are as follows:

PEO Views

VIEW NAME

DESCRIPTION

 peo_vwBenefitsComparison

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

  1. Benefits Benefit Plan (OBP) – “Presented Benefit Plan”
    1. Returns all fields on this dataform.
  2. Benefit Plan (BP)
    1. If there is a Benefit Plan it will bring back all the fields on this dataform.
  3. Benefit Plan Tier (BPT)
    1. Brings back all of the fields on this dataform  if there is a Plan Tier and if the Plan Tier matches the Plan Tier on the “Presented Benefit Plan Table”
  4. Presale Benefit Plan (PSBP)
        1. 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_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)
    1. Pulls all fields
  2. Comp Claim Claimant (CCC)
    1. Pulls all fields
  3. Comp Claim Injury (CCI)
    1. Pulls all fields
  4. Comp Claim Legal (CCL)
    1. Pulls all fields
  5. Comp Claim Financial (CCF)
    1. Pulls the latest Financial Record for the Comp Claim based of the “Date VAO”
  6. Comp Claim RTW (RTW)
    1. Pulls the latest Record  for the Comp Claim based of the “Date Started”
 peo_vwClientServiceCase_ActiveBrings back the MOST RECENT and ACTIVE case information for a project based of the “Date Created”. Excluding Org with multiple workspaces.
 peo_vwCompanyWorkspacesBrings back the MOST RECENT information for an Organization based of the “Date Created”. Excludes Org with multiple workspaces.
 peo_vwCompanyWorkspaces_AllBrings back the ALL information for an Organization even if it has more than one workspace (ProjectID) associated with it. Includes Org with multiple workspaces.
 peo_vwCompanyWorkspaces_ClientsBrings back the MOST RECENT information for an Organization based of the “Date Created” and WHERE Org_crCategory = 'Client'. Excludes Org with multiple workspaces.
 peo_vwCompanyWorkspaces_Clients_AllBrings back the ALL 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_ProspectsBrings back the MOST RECENT information for an Organization based of the “Date Created” and WHERE Org_crCategory = 'Prospect'. Excludes Org with multiple workspaces.
 peo_vwCompanyWorkspaces_Prospects_AllBrings back the ALL information for an Organization even if it has more than one ProjectID associated with it and WHERE Org_crCategory = 'Prospect'. Includes Org with multiple workspaces.
 peo_vwEmployeesBrings back an Employees Info. and their Employment Info. when Employment is ACTIVE.
 peo_vwLOABrings back an Employees Information, their most recent Employment record, their most recent LOA information based off “Date Created” and the status has to be “Current” or “Pending”, also brings back their Comp Claim ID # if the claim is ACTIVE and status is “OPEN”.
 peo_vwPricingInfoBrings back the most recent information from (peo_vwCompanyWorkspaces ) and all the “Pricing Batch, Pricing State, and Pricing Code” information associated with that project.
 peo_vwPricingInfo_AllBrings back the all information from (peo_vwCompanyWorkspaces_All ) and all the “Pricing Batch, Pricing State, and Pricing Code” information associated with that project.
 peo_vwMBRCreditBrings back the Master Benefits Record Credits information used by our Benefits Reconciliation system.
 peo_vwMBRDebitBrings back the Master Benefits Record Debits information used by our Benefits Reconciliation system.

  

 

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm