Please note: The WA State Employment Security Department wants PFML and Long Term Care (LTC) filed together in one CSV file. In the program, the payables for PFML and LTC are created separately.

Go to: Advanced Payroll > Reports > Benefits

1. Enter date range for quarter needed
2. Enter PFMLA or PFML (the name your entity calls the PFML deduction in the program)
3. Click Generate
4. Click on Excel button

If you've saved the PFML Export report in a previous quarter double click the report name, verify the selected fields and click the CSV button the skip to step 10. If there isn't a saved report, continue to step 5. (If this is the first time including LTC in the PFML Export, there are additional fields needed for the Export. The additional fields are Exempt and DOB.

5.  Click Clear All and Select only the fields needed for reporting. (These are: EmployeeSocialSecNum, EmployeeLastName, EmployeeFirstName, EmployeeMiddleInitial, vRounded Hours, mReportableWages, Exempt and DOB. )

6.  Check Selected Only

7.  Re-order using the Move_Up or Move_Down tool. The order for reporting needs to be EmployeeSocialSecNum, EmployeeLastName, EmployeeFirstName, EmployeeMiddleInitial, vRoundedHours, mReportableWages, Exempt and DOB.

8.  Save the PFMLA report for future use.

9.  Click CSV button. Save CSV file.

10. In the Print Name column, name the EmployeeSocSecNum to SSN

11. The CSV File should automatically open for editing. If it doesn't open, find the file and open the file and edit the file.

12. Remove employee rows that are not applicable (i.e. volunteers or 0 hours or wages). To do this right click on the row that needs to be deleted and select delete.

13.  Add 2 decimal places to the wages (column F). To do this click on letter F to highlight entire column.

14.  Click on Increase Decimal button. Make sure that all wages go out to 2 decimal places.

15. Format the DOB field to be:  mm/dd/yyyy. This needs to be done because Excel reformats dates to what it wants.  

16.  After formatting save file and close CSV file.

17.  Repeat this process if additional quarters are needed.

18.  To test this file prior to submission go to https://paidleave.wa.gov/reporting/ and log in.

19.  The CSV file should be uploaded to the https://paidleave.wa.gov/reporting site by logging into their site and filing the quarter's report. This files both the PFML and the LTC reporting information.

20. Return to the Benefits Splits window and click the Create AP button to create the PFML AP.

The next step is to create the payable for Long Term Care or LTC.

1. From the Benefits Splits window, double check the dates and choose WA Cares or LTC or Long Term Care or whatever name your entity named the benefit/deduction.

2. Click Generate

3. Create AP.

Please note: The WA State Employment Security Department wants PFML and Long Term Care (LTC) filed together in one CSV file. In the program, the payables for PFML and LTC are created separately.

1. Go to Basic Payroll > Reports > Benefits Splits

2. Enter date range for quarter needed
3. Select PFML in the Plan
4. Click Generate
5. Click Employee Totals

6. Click on Export to Excel

7. Select the following fields: mtSS#, LastName, FirstName, Middle Initial, Rounded Hours, Wages, Exempt and DOB
8. Click Selected Only
9. Use the Move Up or Move Down buttons to arrange the fields in the order shown below
10. Rename mtSS# in the Print Name field to SSN
11. Click the CSV button

12. Open CSV File

13. Remove employee rows that are not applicable (i.e. volunteers). To do this right click on the row that needs to be deleted and select delete.

14. Add 2 decimal places to the wages (column F). To do this click on letter F to highlight entire column.
15. Click on Increase Decimal button. Make sure that all wages go out to 2 decimal places.
16. Format the DOB field to be mm/dd/yyyy

17. After formatting save file and close CSV file.
18. Repeat this process if additional quarters are needed.
19. To test this file prior to submission go to https://paidleave.wa.gov/single-employer-filing
20. Exit the Export Benefits Window in SBX
21. Exit the Employee's Window in SBX
22. Click Create AP's.

23. From the Benefits Splits window, choose the Long Term Care plan (LTC, WA Cares, whatever your entity calls it).
24. Click Generate
25. Verify that the amount is correct and print then click the Create AP's button