Tip of the Week - 3/5/2025

TASK AGENT an underutilized tool that you already own.

Have you ever thought there has to be a better way? Many users get reports sent directly to them at specific times weekly, monthly, quarterly, and annually. We have users who track data changes.

Task Agent can do more than just run Insight Reports: These are the Task Agent Task Types that can be performed based on a Time, Data or System Event Schedule:

• Execute SQL Script

• Maintenance Cleanup

• Run External Program

• Run Insight Reports/Programs

• Send e-mail

• FTP Upload/Download

• Data Import

• Data Export - Generate/Transfer

Here are some top jobs utilized by many of our clients.

Reports/Email: GL Tie-out Reports, Clearing Account Reports, AC Out-of-Balance Reports, and Identity Reports entered with a non-control account

SQL Scripts/Email: Direct Deposits/Check Stub Reports emailed, Blank Email Addresses, Termination Notices, Update Last Used Identity records, and Reset of Max Periods on a Monthly and Annual Basis with reminders and completed emails

Task Agent can do much more than allow you to email reports directly from Insight. That ability is very time-efficient in itself.

If you need efficiency and want to automate a task, you need Task Agent. Call us today!

Understanding Worker Misclassification

Worker misclassification occurs when an employer incorrectly labels employees as independent contractors. This is problematic because misclassified workers often do not receive the workplace protections to which properly classified employees are entitled under the law.

To determine whether a worker is an employee or an independent contractor, employers should consider and weigh the factors required by law, including but not limited to, who controls how the work is done, who controls the location where the work is performed, who provides the materials and tools needed for the work, and the payment method.

Notes  

• The tax forms that an employer requires a worker to complete or provide do not influence or determine the proper classification of a worker as an independent contractor.

• Certain occupations, including construction, barbers, bookkeepers, babysitters, musicians, and models, have specific factors or requirements for workers' compensation.

Best Practices

• Review the state rules and provide a detailed explanation of the factors.

• Review state rules for criteria for specific occupations subject to their own test.

• Use written contracts with independent contractors.

• Do not control, in contract or in fact, the details of an independent contractor’s work, keep the focus on the end result.

• Clearly define the scope of services and the payment.

• Avoid classifying workers as independent contractors if they perform the same work as employees or work integral to your business.

• Ensure compliance with your state’s tax laws.

Unemployment Test

• The right or lack of the right to control the means and manner of performance

• Right to discharge the worker without liability for damages

• Mode of payment

• Furnishing of materials and tools

• Control over the premises where services are performed

• Other factors if necessary.