WARDWELL · WORKING AID · OCTOBER 2026
Use this as an internal review aid alongside the current CMS PBJ manual. It is not an upload file or a certification of compliance. Keep employee identifiers and payroll details in your approved internal systems, not on this public website.
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Confirm the facility, quarter and required PBJ roles in iQIES. Verify the deadline on CMS’s staffing submission page and leave time to correct rejected records.
Compare eligible paid service hours with payroll, timekeeping and agency records. Investigate missing shifts, duplicate hours and unexplained differences.
Review employee linking and role changes. Check that hours are assigned to the work performed and are not counted twice. Retain the reconciliation evidence.
Apply CMS meal deductions and investigate unusually long days, zero-RN days and gaps in the quarter. Correct the underlying data where necessary; do not change records merely to remove a warning.
Submit through iQIES, review the validation report and correct rejected records before the deadline. A successful upload alone does not establish that every record was accepted.
Keep the submitted file, final validation report, supporting records and reviewer sign-off. Check the staffing preview against your records and investigate census discrepancies in the underlying MDS records.