Reporting screens 110-18120555

Where customers do not report using self service, staff must code the report responses along with any employment income using the Earnings and Reporting workflow in Process Direct. Self service includes:

• phone self service
• Express Plus Centrelink mobile app
• myGov mobile app or
• Centrelink online account through myGov

If the workflow is not available, see Recording and correcting employment income details.

The Reporting Cluster:

• is part of the Centrelink computer system
• uses several screens to update and display a customer's reporting requirements history
• is used by staff to identify the customer's current reporting requirement and the date on which a report is due

The Reporting Types Issued (RPTI) screen displays current and outstanding forms, letters or statements that are part of a customer's Reporting Requirement.

More details appear on the Reporting Type Components (RPTC) screen.

The Reporting History (RPRH) screen shows the history of a customer's completed reports.

The Reporting Regime Summary (RPRS) screen shows a customer's current and historical reporting requirements.

The Reporting Regime Details (RPRD) screen is used to update a customer's reporting requirements.

The customer must be advised of all new reporting requirements and notification obligations.

A manual override to the Service Profiler on RPRD may be required if a customer without mutual obligation requirements advises they cannot report as they will be incapacitated for less than 8 weeks. For example, if they go to hospital.

Take the customer off reporting for the period required. Update the manual expiry date to reflect the shortened period.

When the customer's reporting requirements change, the system will decide the start date of the new reporting requirement and/or frequency.

Reporting frequency is increasing

For example, changing frequency from variable to 2 weekly.

• For customers without mutual obligation requirements and Special Benefit customers.
• If the system date is within the first 7 days of a customer's current payment period, the change takes effect from the start of the next entitlement period. This is the current Entitlement Period End Date (EPED) plus 1 day
• If the system date is within the last 7 days of a customer's current payment period, the change takes effect from the start of the entitlement period after next. This is the next EPED after the current payment period, plus 1 day. This allows time to advise the customer of any change and avoids penalising customers who may be expecting automated payment on a particular day
• For customers with mutual obligation requirements on JobSeeker Payment (JSP), Parenting Payment Single (PPS) and Youth Allowance (YA) job seeker
• If the customer's reporting frequency is increasing, the change will take effect from the start of the next entitlement period. This is the current EPED plus 1 day, whether or not the system is within or more than 7 days of the customer's current EPED

Reporting frequency is decreasing

For example, changing from 2 weekly to variable reporting frequency or no longer required to report.

If the system date is within the first 7 days of a customer's current payment period, then the Report Type occurrence Start Date is the last EPED that has been paid plus 1 day. If the system date is within the last 7 days of a customer's payment period, the Report Type occurrence Start Date is the next EPED to be paid plus 1 day.

When recording a manual expiry past the acceptable maximum, the date is automatically adjusted to the maximum expiry date.

When the manual Reason for Requirement does not require an expiry date, there is no maximum future date limit.

When manually updating the Reason for Requirement, an expiry date will usually be automatically inserted.

The LRC screen is used to search for customers who need help to report. Contact these customers as a priority to advise their reporting requirements. See Deemed to require assistance.

Search criteria coded on the LRC screen in Customer First returns the names and contact numbers of stimulus reporting customers:

• not subject to mutual obligation requirements, but
• due to report on a specified date, and
• have not yet done so

Contact the customer to remind them of the requirement to report so their payment can be stimulated. Use this screen to help customers understand their reporting requirements.

Customers with mutual obligation requirements must report before a payment is made:

• by lodging a Reporting Statement via self service (online, Express Plus mobile app or phone)
• in person, or
• by exception only in writing (SU19)

Do not use the LRC screen for these customers, regardless of their choice of reporting channel.

Access the LRC screen via the Late Reporter's script. See the Accessing, navigating and use of the LRC screen table on the Process page.

See Early or late lodgement of job seeker reports for details about the management and processing of late reports.

See Reporting requirements for students and Australian apprentices for details about reporting frequencies for Students and Australian Apprentices.