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Set up employees and payroll items

Switch from XactPAY to InsurePay

A client can't process files with XactPAY and InsurePay at the same time. To move a client from XactPAY to InsurePay processing, follow these steps before retrieving the XactPAY Stop Payroll file.

Remove XactPAY information from the client

  1. Select
    Setup
    , then
    Payroll Items
    .
  2. Select the
    Workers' Compensation
     tab.
  3. For each pay item and employer contribution item, delete the XactPAY wage type information.
  4. Select
    Setup
    , then
    Accruable Benefits
     and repeat these steps.

Remove XactPAY information from the employees

  1. Select
    Setup
    , then
    Employees
    .
  2. On the
    Payroll Items
     tab, select the ellipsis for a pay item or employer contribution item.
  3. On the
    Workers' Compensation
     tab, delete the
    XactPAY Wage type
     and
    Multi-Class Identifier
    .
  4. Repeat these steps for each pay and employer contribution item for the employee.

Retrieve the XactPAY Stop Payroll file

  1. Contact The Hartford and ask them to send a Stop Payroll file for the client.
  2. Select
    Actions
    ,
    Process Workers' Compensation Files
    , and then
    XactPAY
    .
  3. Select
    Retrieve
    .
  4. Select
    Actions
    ,
    Process Workers' Compensation Files
    , and then
    InsurePay
    .
  5. Select
    Retrieve
    .

This article applies to:

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

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