Run Workers' Compensation Payroll Classification Audit Worksheet — Free

Audit Scope and Policy Information

Policy period and audit period match the final workers' compensation policy term critical (required)

Audited legal entity and FEIN are identified on the worksheet critical (required)

Primary work locations and states are documented for class code review

Note (optional)

Audit source documents are available for review critical (required)

Employee Classification Verification

Clerical employees are separated from field, production, or service work critical (required)

Yes No N/A

Class code 8810 or equivalent clerical classification is supported by job duties

Yes No N/A

Healthcare employees are assigned to the appropriate healthcare class code based on actual duties

Yes No N/A

Class code 8824 or equivalent healthcare classification is supported by job duties

Yes No N/A

Employees performing mixed duties are split between class codes using documented payroll allocation critical (required)

Yes No N/A

Payroll Reconciliation

Reported payroll reconciles to payroll registers within acceptable variance critical (required)

Gross wages, overtime, bonuses, commissions, and taxable fringe benefits are included where applicable critical (required)

Excluded payroll items are documented and supported by policy or carrier rules

Yes No N/A

Payroll is allocated to the correct class code by employee or department critical (required)

Yes No N/A

Variance explanations are documented for all material differences

Yes No N/A

Supporting Records and Audit Evidence

Job descriptions accurately reflect actual duties performed during the policy period

Yes No N/A

Time records or schedules support allocation of mixed-duty employees critical (required)

Yes No N/A

Subcontractor certificates of insurance are on file where subcontractor labor was excluded

Yes No N/A

Audit notes identify the source document used for each classification decision

Yes No N/A

Findings, Adjustments, and Sign-Off

Misclassifications or payroll omissions are listed with estimated premium impact critical (required)

Final adjusted payroll by class code is summarized critical (required)

Open questions or carrier follow-up items are documented

Auditor sign-off is completed critical (required)

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Run: Workers' Compensation Payroll Classification Audit Worksheet

Audit Scope and Policy Information

Employee Classification Verification

Payroll Reconciliation

Supporting Records and Audit Evidence

Findings, Adjustments, and Sign-Off

Get your results