Payroll Based Journal Export for CMS

As part of the Affordable Care Act (ACA), the Centers for Medicare and Medicaid Services (CMS) requires long-term care facilities to report direct care staffing information based on payroll information. To this end, the CMS has developed the Payroll Based Journal (PBJ) system to collect this information. This report exports the employee staffing information and hours required by CMS directly from the system. This process outputs a Workmail message with an Excel formatted report for verification and an XML formatted report that is used to upload to the PBJ system.

To successfully run this report and obtain valid output, you must firs configure MVS.

See "Configuring MVS for the Payroll Based Journal Export for CMS report" in the Infor Workforce Management MVS Implementation and Administration Guide.

You have two options for the PBJ report:

  1. You can specify all of the selection parameters and run the report now so you can download the report in Excel format.

    See Running the Payroll Based Journal Export for CMS report.

  2. You can schedule the report to generate a Workmail message with the attached report in Excel and XML format. In this format, the report is only available through a Workmail message.

    See Scheduling the Payroll Based Journal Export for CMS report.