PEO
Cobblefield Heights Employer Services · PEO · Spokane, WA
Wendell Haverford is the account manager at Cobblefield Heights Employer Services, a professional employer organization in Spokane, and he keeps the licenses, safety training and audit records an inspector could ask for ready in one place.
Staffing and HRComplianceDimensions5 tables · 7 views · 1 form · 3 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 agent
Use this templateItem board
Compliance itemsFall protection refresher for framing crews
I-9 re-verification for seasonal hires
Driver motor-vehicle record review
Chemical hazard communication binder
Trench safety competent-person records
Workers' comp certificate renewal
Oven fire-suppression inspection record
Washington PEO license renewal
Oregon workers' comp class-code audit
Montana contractor license verification
Bloodborne pathogens annual training
Quarterly health plan enrollment filing
Idaho unemployment account update
Cyber and professional liability certificate
Benefits open enrollment filing
Posting of the 2025 OSHA 300A summary
OSHA 300A summary for calendar 2025
Ergonomics review for the front office
I-9 audit, full roster
Final payroll tax filings after termination
Tables
Compliance items
28 sample rows · 12 columnsEvery license, filing, training and log an inspector could ask a client or the company to produce.
| Requirement | Reference | Client | Area | Severity | Status | Opened |
|---|---|---|---|---|---|---|
| OSHA 300A summary for calendar 2025 | CHES-26-111 | Summit Pine Janitorial | Jul 28, 2026 | |||
| Posting of the 2025 OSHA 300A summary | CHES-26-103 | Harlan Ridge Framing | Jul 30, 2026 | |||
| I-9 audit, full roster | CHES-26-117 | Redwater Insurance Agency | Aug 9, 2026 | |||
| OSHA 300 log closeout | CHES-26-128 | Kestrel Point Delivery | Aug 31, 2026 | |||
| Ergonomics review for the front office | CHES-26-113 | Lowell and Voss Accounting | Aug 19, 2026 | |||
| Final payroll tax filings after termination | CHES-26-127 | Kestrel Point Delivery | Sep 3, 2026 | |||
| Lapsed comp coverage cure letter | CHES-26-126 | Granite Bluff Roasters | Sep 8, 2026 | |||
| Bloodborne pathogens annual training | CHES-26-105 | Tidewater Dental Partners | Sep 8, 2026 | |||
| Idaho unemployment account update | CHES-26-112 | Summit Pine Janitorial | Sep 23, 2026 | |||
| Quarterly health plan enrollment filing | CHES-26-106 | Brindlecombe Bakehouse | Sep 28, 2026 | |||
| Cyber and professional liability certificate | CHES-26-118 | Redwater Insurance Agency | Oct 3, 2026 | |||
| Benefits open enrollment filing | CHES-26-120 | Oakhollow Pediatrics | Sep 30, 2026 |
Clients
14 sample rows · 16 columnsEvery employer the company runs payroll and benefits for, with the state it files in and the workers' comp code that prices it.
| Company | Client number | Industry | Files in | Workers on payroll | Comp class code | Status |
|---|---|---|---|---|---|---|
| Brindlecombe Bakehouse | CH-103 | 31 | 9082 | |||
| Copperkettle Plumbing | CH-107 | 27 | 5183 | |||
| Fernhill Veterinary Clinic | CH-112 | 14 | 8832 | |||
| Granite Bluff Roasters | CH-113 | 18 | 9082 | |||
| Harlan Ridge Framing | CH-101 | 38 | 5645 | |||
| Kestrel Point Delivery | CH-114 | 29 | 7380 | |||
| Lowell and Voss Accounting | CH-106 | 12 | 8810 | |||
| Northgate Courier Co-op | CH-104 | 46 | 7380 | |||
| Oakhollow Pediatrics | CH-109 | 19 | 8832 | |||
| Pinecone Diner Group | CH-110 | 55 | 9082 | |||
| Redwater Insurance Agency | CH-108 | 15 | 8742 | |||
| Stillwater Roofing | CH-111 | 24 | 5551 |
Inspections
12 sample rows · 7 columnsEach agency visit, premium audit or carrier review, what it found and what it cost.
| Inspection | Client | Who came | Visit | Result | Findings | Fine |
|---|---|---|---|---|---|---|
| Follow-up on cited driver hours | Northgate Courier Co-op | Nov 6, 2026 | — | — | ||
| Annual coverage review | Redwater Insurance Agency | Oct 30, 2026 | — | — | ||
| Roof staging visit | Stillwater Roofing | Oct 23, 2026 | — | — | ||
| Clinic safety walk-through | Oakhollow Pediatrics | Oct 12, 2026 | 0 | $0 | ||
| Premium audit | Pinecone Diner Group | Oct 8, 2026 | 0 | $0 | ||
| Excavation site inspection | Copperkettle Plumbing | Oct 6, 2026 | 4 | $6,200 | ||
| Carrier loss-control visit | Copperkettle Plumbing | Sep 22, 2026 | 2 | $0 | ||
| Janitorial supply storage walk-through | Summit Pine Janitorial | Sep 18, 2026 | 0 | $0 | ||
| Driver hours review | Northgate Courier Co-op | Sep 13, 2026 | 3 | $2,400 | ||
| Kitchen and labor posting inspection | Brindlecombe Bakehouse | Aug 31, 2026 | 1 | $0 | ||
| Annual premium audit | Tidewater Dental Partners | Aug 24, 2026 | 0 | $0 | ||
| Site visit, crew staging yard | Harlan Ridge Framing | Aug 9, 2026 | 2 | $0 |
Class codes
9 sample rows · 4 columnsThe workers' comp class codes that price each client's coverage.
| Class code | Work covered | Group | Base rate per $100 of payroll |
|---|---|---|---|
| 8810 | Clerical office staff | 0.18 | |
| 8742 | Outside sales | 0.35 | |
| 5183 | Plumbing and pipefitting | 4.6 | |
| 5645 | Carpentry, residential framing | 9.8 | |
| 5551 | Roofing | 14.9 | |
| 9014 | Janitorial services | 3.9 | |
| 8832 | Clinic and medical office | 0.64 | |
| 7380 | Drivers and delivery | 5.2 | |
| 9082 | Restaurant and bakery staff | 2.1 |
Also included
- Exposure by area and status
- Critical items digest
- Item filedTells the compliance director when an item is filed so she can check the proof before it is marked cleared.
Related templates
- Recruiting firmIvybridge Gate Talent5 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 1 notification · 1 stage rule set · 1 agentGoverned columns
- Staffing agencyUpperbrook Landing Staffing5 tables · 6 views · 1 form · 2 dimension sets · 1 drill-down · 1 digest · 1 notification · 1 agentDimensions
- Applicant TrackerCopperfield Labs4 tables · 13 views · 1 form · 2 row actions · 1 agentBoards
- Background screeningFlintridge Junction Screening4 tables · 8 views · 1 form · 2 dimension sets · 1 digest · 2 checklists · 1 notification · 1 agentChecklists
- Background screeningLarkhaven Park Screening4 tables · 6 views · 1 form · 1 dimension set · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentDocuments and e-sign
- Employee onboardingColdwater Harbor Bancorp4 tables · 5 views · 1 form · 1 dimension set · 1 checklist · 1 notification · 1 agentChecklists