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For live payroll processing only

Use the Process XactPAY screen to retrieve and process XactPAY setup and payroll files and create back payroll files. Note that you can filter the data that is displayed in either tab by using the filter at the top of the screen.

Choose Actions > Process Workers' Compensation Files > XactPAY.

Tabbed pages in this screen

• Payroll tab. The Payroll tab displays all XactPAY payroll files available to be processed. To process a payroll file, mark the checkbox to select it and then click the Process Files button.
• Setup tab. The Setup tab displays the client information that will be included in the setup file. All clients who have received an XactPAY consent file are available for selection in this tab. To process a setup file, mark the checkbox to select it and then click the Process Files button.

  Note: The only fields in this tab that can be modified are the Seasonal Business and Seasonal Explanation fields.

Fields & buttons

• Filter. You can filter the data that is displayed in the tabs by using the filter. For information about filtering data in screens, see the Searching and filtering data procedure.
• Preview Selected. Click this button to display a report preview of the data that will be included in the currently selected files.
• Manage XactPAY Files. Click this button to open the Manage Workers' Compensation Files dialog, where you can preview or recreate processed Workers' Compensation files and consent files.
• Remove Selected. (Payroll tab only) Click this button to remove selected payroll files prior to processing.
• Create Back Payroll Files. (Payroll tab only) Click this button to create any client's payroll files that were not previously created. Select the appropriate client name and date in the Create Back Payroll Files dialog, and the application will find payrolls that were run after the specified date that have not yet been processed in an XactPAY file, and then create the file so it can be sent to The Hartford. This is useful, for example, if you signed up to use XactPAY and performed a payroll run prior to retrieving the consent file.

  Notes

  • The Create Back Payroll Files button is enabled only after the setup file has been sent and the first payroll file has been generated.
  • The application will create back payroll files only if the Period Begin date, Period End date, and Payroll Check date are all within the active consent file date range.
• Retrieve. Click this button to retrieve new consent files.
• Process Files. When you are ready to process your files, select the appropriate files to process and then click the Process Files button. The files will be created, transmitted electronically, and moved to the Manage Workers' Compensation Files dialog.

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