Setting up workers' compensation information for a client

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The Workers' Compensation tab of the Clients screen allows you to set up workers' compensation codes and information that are to be made available for the client's employees.

  1. Choose Setup > Clients and click the Workers' Compensation tab.
  2. Select the client in the Clients list and click the Edit button.
  3. In the Workers' Compensation grid, select the states, codes, GL accounts, and Payroll Agents appropriate for this client. Click the Ellipsis button to enter additional effective date and rate information for each code. Mark the inactive checkbox for any codes that are no longer in use.

    Note: The codes you select here will determine the codes available for the client's employees.

  4. Click Enter to save your changes.

Note: If the client is enrolled with InsurePay or XactPay (The Hartford), the policy information will populate automatically in the proper section below.

See also

Client setup overview

Workers' compensation overview

InsurePay overview

XactPAY overview

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