Adding workers' compensation information to an employee record

Alerts and notices

Use the Workers' Compensation tab of the Employees screen to add workers' compensation information for an employee.

  1. Choose Setup > Employees, select the appropriate client at the top of the screen, highlight the appropriate employee in the Employees list, and click the Edit button.
  2. Click the Workers' Compensation tab. The grid is populated with the Workers' Compensation codes that are set up for the client in the Workers' Compensation tab of the Clients screen. Mark the Active checkbox next to a code to activate it for the employee.

    Note: To activate specific location/department combinations for the employee, click the Ellipsis button to open the Workers' Compensation Detail dialog. When some combinations are marked as active in the Detail dialog and others are not, the Active checkbox in the Worker's Compensation grid displays as mixed.

  3. To specify the GL liability and expense accounts to be used for the premium amount for all location/department combinations, select the accounts from the GL Liability and GL Expense drop-down lists.

    Note: To specify GL liability and expense accounts for specific department/location combinations, click the Ellipsis button to open the Workers' Compensation Detail dialog. When the GL liability and expense accounts for a location/department combination in the Detail dialog differ from the accounts specified for the other combinations, the GL Liability and GL Expense fields in the Worker's Compensation grid displays (See details). Show me.

  4. If the employee is to be excluded from workers' compensation, mark the Exempt checkbox.

    Note: When a state and code are selected and this checkbox is marked, the wages will be calculated on the check as excluded, making the premium zero.

    Accounting CS automatically excludes officer wages from workers' compensation calculations within the XactPAY and InsurePay files.

    • Clients using XactPAY: Do not mark the Exempt checkbox for employees who are specified as an Officer (in the Personal tab of the Setup > Employees screen).
    • Clients using InsurePay: To include officers in premium calculations, you must clear the Exempt checkbox for the appropriate code for employees who are specified as an Officer (in the Personal tab of the Setup > Employees screen).
  5. Click the Enter button to save the employee information.

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