This article reviews Workers' Compensation configuration within Payroll — creating and managing workers' compensation rates, and how those rates get assigned to jobs.
Workers' compensation codes are assigned to job titles, and every employee holding that job title inherits the assigned code. Once configured and calculated, workers' compensation is available for reporting purposes. For steps on creating a rate, see Add a Workers' Compensation Rate. For how codes get assigned to jobs, see Assigning Workers' Compensation Codes to Job Titles.
Security
Workers Comp permissions are found in the Permission Tree as follows:
Payroll
R365 Payroll
Workers Comp
View Workers Comp
Edit Workers Comp
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
To access the Workers' Compensation configurations, click 'Workers' Comp' in the navigation sidebar
Workers' Compensation Buttons and Fields
Button/Field | Description | |
|---|---|---|
1 | Payroll Company | Opens a dropdown of payroll companies. |
2 | Add rate | Select Add rate to create a new workers’ compensation rate. This option is available only to users with edit access, and is disabled until a company is selected. Selecting an existing row opens that rate's details. |
3 | Views | Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views. |
4 | Search | Filters the table for the entered text in the following columns. |
5 | Filter | Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button.
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6 | Columns | Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button.
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7 | Group | Opens the Group menu, where table grouping can be switched between the following options: |
8 | Menu | Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view. Row Height - Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. |
9 | Workers’ Compensation Report | Opens Payroll reports, where Workers’ compensation report is found in the Labor section. |
10 | Workers’ Compensation row | Each row represents the workers’ compensation rate that has been created. |
Workers’ Compensation Columns
Column | Description |
|---|---|
Missing fields warning | An icon indicating the rate record is missing required information. |
Status | Displays the status of the workers’ compensation row. |
State | The state associated with the workers' compensation class. |
Classification system | The classification system used for the rate, determined by state. |
Class code | The workers' compensation class code for the state. Labeled "WA L&I class code" for Washington. A warning shows on this column if there is a invalid class code |
Class title | The title associated with the class code, determined by the class code selected. |
Description | A free-text description of the rate. |
Employer rate | The employer-paid rate for this class. A warning shows on this column if there is a missing employer rate. |
Employee rate | The employee-paid rate for this class. Appears only for Washington. A warning shows on this column if there is a missing employee rate. |
Effective date | The date the rate becomes active. |
Expiration date | The date the rate is no longer active, if applicable. |