Clients > Workers' Compensation tab

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The Workers' Compensation tab contains all workers' compensation codes for this client and, for live payroll processing, client-specific setup information for InsurePay and XactPAY file processing.

Choose Setup > Clients and then click the Workers' Compensation tab.

Fields & buttons

All workers' compensation codes for this client should be entered in the Workers' Compensation grid. The application contains the valid classification codes and associated descriptions for each state. The codes entered here will then be available for selection for individual employees.

  • State. Select the state(s) in which this client holds workers' compensation insurance. The states available are pulled from the addresses set up in the Main tab of the Clients screen.
  • Code. Select the classification code(s) that pertain to the work performed by this client. You can make new codes available for selection by adding them in the Workers' Compensation Codes screen.
  • GL Liability/GL Expense. Select the appropriate General Ledger liability and expense accounts to be used when journal entries related to the accrual of workers' compensation amounts are created. The account numbers entered here will be used by default for all the client's employees, but can be modified for individual employees in the Workers' Compensation tab of the Setup > Employees screen. Liability accounts available here include any with the classification code CL or LTL. Expense accounts available here include any with the classification code EXP.
  • Eff. Date Use the Workers' Compensation Rate dialog to enter the effective date on which the workers' compensation policy takes effect.
  • Rate. Use the Workers' Compensation Rate dialog to enter the workers' compensation rate assigned to the selected code. The rate should be entered as a percentage rather than a decimal.
  • Exp. Mod. Use the Workers' Compensation Rate dialog to enter the experience modification percentage for this client, if it is not already included in the workers' compensation rate.
  • Agent. Select the payroll agent (if any) to associate with the accumulated worker's compensation premiums. The Agent drop-down menu includes any vendors set up as type Payroll Agent. (For Washington only, this will be the tax agent.)
  • Inactive. This checkbox cannot be modified in this grid, but is marked or unmarked depending on the status of the Inactive checkbox in the Workers' Compensation Rate dialog for this code.

For live payroll processing only

The information in this section is entered automatically when the client's consent file is received.

  • Policy Number. Information is entered in this field automatically when the client's consent file is received and cannot be modified.
  • Effective date. Information is entered in this field automatically when the client's consent file is received and cannot be modified.
  • Company ID. Information is entered in this field automatically when the client's consent file is received and cannot be modified.
  • Expiration date. Information is entered in this field automatically when the client's consent file is received and cannot be modified.
  • Policy Status. The policy status is set to active based on information in the consent file, such as Effective date and Expiration date. When this field is set to Active, the application will create InsurePay payroll files each time a payroll is run. If the field is set to Inactive, the application will stop creating the files and all InsurePay fields and functions will be unavailable.

For live payroll processing only

The Policy effective date/Status field displays the dates and status of the client's XactPAY policy, which determine whether or not the application should create XactPAY payroll files.

Note: InsurePay and XactPAY are stand-alone pay-as-you-go Workers' Compensation applications and do not require additional Workers' Compensation setup to function (although InsurePay does use some Workers' Compensation functionality).

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