WOTC Billing: Accessing your Detailed Monthly Reports
We’ve recently made
changes to our WOTC billing process. Each month you will receive a summary
invoice that includes the total WOTC charges for the previous month.
With this billing process change, we’ve updated
EHX so that you can access the detailed monthly WOTC credit reports from within
EHX. You can also preview your current credits gained at any time during the
Your Monthly Credit Reports:
- Log into your EHX site with your Administrator login
- Select WOTC Reports from
the main menu, then select Payroll
& Credit Reporting. The WOTC Payroll & Credit
Report page displays.
This dashboard view displays a list of all
WOTC billing reports generated, sorted descending by date; the most recent
credit report will be at the top.
3. Click the green actions gear for the report you want to view. The Action Pane expands.
Totals row displays the Unclaimed, Claimed, and Total Credits from
inception to report date.
The Last Finalized row displays the Unclaimed, Claimed,
and Total Credits from the previously Finalized report from inception to report
The Difference from Last Finalized row displays the Unclaimed, Claimed, and Total Credits
difference between the last Finalized report and this report.
Your WOTC Credits invoice total for this month is based upon the number
in this column.
view the final credit report for this month in your browser, click View
browser based report includes hover over links in blue, green, and red that
will display the previous value for that data point.
indicates a decrease in a numerical value from the previous value.
indicates an increase in a numerical value from the previous value.
indicates a change in a non-numerical value like a change in Group Code.
download the final credit report for this month as an Excel spreadsheet,
click Download Report.
view the pending credits through this month in your browser, click View
Pending Credit Report.
download the pending credits through this month as an Excel spreadsheet,
click View Pending Credit Report.
your Current Credit Totals:
can preview your current credit totals at any point in the billing cycle.
a Fiscal Year and Month from the
drop-downs on the WOTC Payroll & Credit Report page.
Current Credits. The system displays a report that is a snapshot of all
WOTC credits through the month selected.
This is NOT a finalized billing or credit report, but you can view your total
current credits in process at any time during the billing cycle.