Workers' Compensation Information

Greg Hatfield Updated by Greg Hatfield

The Workers' Compensation information is entered on States Setup tab of the Edit Employer/Payer Information screen. This information can only be entered in the Live Payroll version of the program.

The workers' compensation grid allows users to enter the workers' compensation code for each classification of work. Enter each code in the first column. If the code has a subclass it should follow the code and be separated by a hyphen (12345-01 for example). Enter a description of the work done in the second column. Enter the rate in the third column. The rates may be entered as a decimal or entered as a percent (rate per $100). All rates must be entered the same way.

Rate Changes During the Year

If the employer's rates CHANGE during the calendar year, the effective date for the new rates must be entered in the New Rate Effective Date field above the grid. If the rates do not change during the calendar year then leave the date field blank. Do NOT enter 01/01/YYYY. The new rates must be entered in the New Rate column. Rates entered in the Rate column will be used for reporting periods before the New Rate Effective Date. Rates entered in the New Rate column will be used for reporting periods on or after the New Rate Effective Date.

The employer's experience modification factor or rate is entered on the first line of the grid. Some states do not use this factor. If the employer's state does not use it or it is unknown, then enter 1.00. This number should always be entered as a decimal. Typically the factor will be 1.00. If the employer has a higher rate of claims their experience factor may be greater than 1.00. If the employer has fewer claims their experience factor may be less than 1.00.

The Workers' Compensation Setup screen can be used to quickly assign workers' compensation codes to employees and Income Items. The setup must be run for each employer. Click the Setup button to display the screen.

The Workers' Compensation Report is set up and run from the Payroll Reports screen.

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