Automated PrismHR Workers Comp Audit Tracking
Every Monday, WebRun opens PrismHR, checks which clients have a workers compensation premium audit due soon, pulls each client's payroll broken out by class code from QuickBooks, and logs the audit deadline, documents needed, and status to a Google Sheet your risk team checks.
How do I stay ahead of client workers comp premium audit deadlines?
Every Monday, WebRun checks PrismHR for clients with a workers compensation premium audit due within 60 days, then pulls each client's payroll broken out by class code from QuickBooks. It logs the deadline, carrier, and document readiness to a Google Sheet your risk team checks, so class code totals are ready before the carrier's deadline.
- Class code payroll is ready weeks before the carrier's deadline
- Every client's audit status is visible in one tracker
- Missing documents get flagged inside the 14 day window, not after
Built for PEOs · ASOs · risk management teams · workers comp coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.prismhr.comin a real browser with your saved login - no setup, no API keys. -
1
PrismHR - find clients with an audit due
prismhr.com
WebRun opens PrismHR to find clients with an audit due. - Open PrismHR and filter clients whose workers compensation policy period ends within 60 days
- Capture the carrier, the policy period, and the audit deadline for each
- Skip any client whose audit is already marked complete
Done when Every client with an audit due within 60 days is listed with its deadline.
-
2
QuickBooks - pull payroll by class code
- For each client due, pull the policy period's payroll broken out by workers comp class code
- Total the payroll for each class code
- Flag any class code with no payroll recorded for the period
Done when Class code payroll totals are ready for every client due an audit.
-
3
Google Sheets - log audit status per client
docs.google.com
WebRun opens Google Sheets to log audit status per client. - Add or update a row for each client with the deadline, carrier, and document status
- Mark the row Ready once class code totals are attached
- Highlight any client inside 14 days with documents still missing
Done when Every upcoming audit is logged with its deadline and readiness status.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it submit anything to the insurance carrier?
No. WebRun only compiles class code payroll totals and tracks readiness in a Google Sheet. Your risk team reviews the figures and submits the audit to the carrier themselves.
How does it know a client's workers comp policy period?
It reads the carrier and policy period recorded for each client in PrismHR, so the 60 day and 14 day windows are calculated from that client's own audit schedule.
What if class code payroll looks off for a client?
It flags any class code with no payroll recorded for the period so your team can check it before the audit is submitted, rather than finding the gap after the carrier does.
Related templates
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