carpenter funds administrative office of northern … quick...carpenter funds administrative office...
TRANSCRIPT
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Carpenter Funds Administrative Office of Northern California, Inc.
Quick View of
Employer Online Reporting
(ERSS)
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ERSS “Log In”
.
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Home Page
In order to process a report, you may click “Review Employer Reports, Billing History & Payments”
OR
Select “Reports, Billing History & Payments” from the drop down in the top right hand corner of the screen.
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Edit Work Report
Click:
*Select appropriate row in “Initial” Report Status
*Click “Edit Work Report”
**Each month a New Work Report will be placed in your account in “Initial” status. If it is not there, you may create one using “New Work Report” more details are in the complete ERSS User Guide.
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The Work History report should open with the employees that were on your last report. Verify the employees you wish to report hours for and Enter the hours under the “HW” column ONLY.
When finished, Click SAVE
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Report SAVED
Notice the Superintendent and Owner hours only populated in the Fund columns that are applicable to the signed agreement.
If further editing is needed, click Edit
Or
Click Close
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Click View Summary
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View Summary Page
This screen totals the Funds due for each Occ/Skill and Totals All Funds. Notice all View Details are checked
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Although you SAVED the report on the prior screen, you have not actually transmitted the report into the Fund Office .
If the report balanced and you are in agreement with the totals to transmit the report to the Fund Office to process you MUST click “SUBMIT”
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Once SUMBIT is clicked, a popup will ask you to confirm. If yes, click “OK”.
If you do not wish to SUBMIT click “cancel”
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You will be returned to the Work Reports screen. Notice that the “Initial” report is no longer visible. The report you just submitted will now in Prebill status.
Click “Generate Deposit Slip”
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Click “Print” Mail a copy of this deposit slip with your Check to the address at the bottom right of the deposit slip.
Click “Close”
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Click “Logout”
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Exit the web browser.
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User Guide
This presentation is intended to demonstrate ERSS and is not a complete detailed “How To” for using this reporting method.
Refer to the complete User Guide available to download or open on the website:
http://www.carpenterfunds.com