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Overview
The “Details” tab is where Employers (I.E. Federally Recognized Employer of Record) are initially inserted into the software. The “Details” This tab houses information such as, basic demographic information, employer contact information, federal tax identification number, state tax identification numbers, workers compensation information and status.
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Detail
To insert an Employer, follow the below steps:
Click Insert
Type the required information (highlighted in yellow below)
Click Save
Some fields will default information, such as the type or status. Remember to verify that the defaulted information is correct.
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Tax Info
The “Tax Info” tab lets you list a deduction, rate, and effective date for the employer
Detail
To Insert Tax Info:
Right click and select Add
Type the required information
Click Save
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Work Comp
The “Work Comp” tab is where you can enter and configure work comp codes for employers. To add a work comp code, right click and select add, enter in the details, and click save.
Detail
To Insert a Work Comp Code:
Right click and select Add
Type the required information
Click Save
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