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Set up employees and payroll items

Set up XactPAY

Retrieve consent files

After the client has accepted The Hartford's insurance proposal for workers' compensation and XactPAY, you'll receive the XactPAY consent file for the client from The Hartford.
  1. Select
    Actions
    ,
    Process Workers' Compensation Files
    , and then
    XactPAY
    .
  2. Select
    Retrieve
    .
  3. The application automatically enters information from the consent file in the
    Workers' Compensation
     tab on the Clients screen.

Set up payroll items

All payroll items (pay items and employer contributions) for the client need to have an XactPAY type, even if they're generally excluded from workers' compensation subject wages.
  1. Select
    Setup
     then
    Payroll Items
    .
  2. Add a new or edit an existing payroll item.
  3. On the
    Workers' Compensation
     tab, enter the wage type information.
  4. Select
    Enter
     to save your changes.
  5. Select
    Setup
     then
    Accruable Benefits
     and repeat these steps.

Set up employees

  1. Select
    Setup
     then
    Employees
    .
  2. On the
    Payroll Items
     tab, select the ellipsis button for the payroll item.
  3. Select the
    Workers' Compensation
     tab and select the wage type (if different from what you set up at the client level).
  4. If the employee has multiple job classifications, use the
    Multi-Class Identifier
     field to indicate that the selected pay item has a different class code than other pay items for the employee. You can enter up to 11 digits, which will be added to the employee's SSN and 2 digit state code to create a new employee record in your XactPAY files.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll checks, Setup

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