When working with Synergi, the Hire module can be used to calculate the Work Opportunity Tax Credit for your organization. This calculation pulls demographic data from the applications within Hire and compares this information against payroll data from Workforce payroll.
Users can download the WOTC Payroll Data (Synergi) report to send their organization's payroll data to Synergi. Payroll data should be sent to Synergi in accordance with your company’s payroll cycle (weekly, bi-weekly, etc.). After downloading the report, follow the instructions in the Submit the WOTC Payroll Data Report to Synergi article to ensure data is received and processed correctly.
Article Topics
Navigation
- In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears. - At the top of the My Reports screen, select Workforce.
The screen generates a list of reports in alphabetical order. - Locate the WOTC Payroll Data (Synergi) Report.
- Select Customize to adjust the report parameters and run the report.
Report Parameters
| Field | Description | |
| 1 | Pay Period End Date After | First date to include in the report. The Pay Period End Date After and Pay Period End Date Before fields create a date range for which to include data in the generated report. |
| 2 | Pay Period End Date Before | Last date to include in the report. The Pay Period End Date After and Pay Period End Date Before fields create a date range for which to include data in the generated report. |
| 3 | Filter For Employees Active During Date Range | If set to Yes, the report only displays information for employees who were active during the selected date range. |
| 4 | Filter | Allows the user to select one or more filters to determine which employees are included in the report. Default: All Employees. |
| 5 | Include Social Security Number | If set to Yes, employees' social security numbers are included in the report. |
| 6 | View options | Provides the user with options to select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
| 7 | Run | Generates the report. The green arrow button opens a drop-down from which users can Export, Email, or Print the report.  |
Report Columns
| Column | Description |
| Social Security Number | The employee's social security number. This column only appears if Include Social Security Number is set to Yes. |
| First Name | Employee's first name, or given name. |
| Last Name | Employee's last name, or surname. |
| Hire Date | Date when the employee officially began employment with the organization. |
| Term Date | Date when the employee officially ended employment with the organization. |
| Pay Period End | Last date included in the pay period for which the report was generated. |
| Hours | Total number of hours the employee worked in the pay period. |
| Wages | Total amount the employee earned in the pay period. |
| Date Of Birth | Employee's date of birth (month/day/year). |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.