Importing Employer W/C Accrual Modifiers
You can use this import template to import employer W/C accrual modifiers for the client to reduce the amount of manual work required.
Note: This import template is only available to service providers.
To upload and import employer W/C accrual modifier categories:
|
2.
|
From the Employer|Change menu, select Employer W/C Accrual Modifiers. The Employer W/C Accrual Modifiers form displays. |
|
3.
|
On the Employer W/C Accrual Modifiers form, click Import to launch the Data Import Tool form. (This button displays for all user roles except Deny.) |
The Employer W/C Accrual Modifiers import template option and its tabs/fields automatically display when you access this template directly from the Employer Tax Rates (SUTA) form.
You can navigate directly to the Data Import Tool by clicking 
(Back Office), then select Data Import Tool on the Operations|Import Processing menu.
When you select the import template that you want, the required file layout displays in the form. Before you can upload and import data, your file must be saved in either comma-separated values (.csv) tabular format or text tab delimited (.txt) format with no spaces or special characters in the file name. (Note: You can click Download Sample Header File to download a sample Excel data file in .csv format, which can be saved in either .csv or .txt format before importing it.)
The layout requirements are:
| Field |
Description |
|
Column Number
|
The corresponding column number for the imported data.
|
|
Category Description
|
|
•
|
Employer (required): Employer ID for the client. |
|
•
|
State Code (required): State in which the employer does business. |
|
•
|
Effective Date (required): Date when workers' compensation is effective. (Use a new date or an existing date.) |
|
•
|
Discount/Debit (required): Employer discount/debit rate for the state. |
|
•
|
Modifier (required): Modifier rate for the state. |
|
•
|
W/C Policy: Identifies the W/C policy. |
|
•
|
W/C Policy Discount/Debit: Discount/debit rate for the policy. |
|
•
|
W/C Policy Modifier: Identifies the modifier for the policy. |
|
|
Required?
|
Indicates if the field is required.
|
Note the following when using the Employer W/C Accrual Modifiers import template:
|
•
|
Users whose user role is set to DENY for the Employer W/C Accrual Modifiers form cannot import data using the Employer W/C Accrual Modifiers import template. |
|
•
|
Users whose user role is set to INQUIRY for the Employer W/C Accrual Modifiers form, but whose user role is also set to DENY for the Data Import Tool cannot view the Import icon on the Employer W/C Accrual Modifiers form. |
|
•
|
Users whose user role is set to INQUIRY for the Employer W/C Accrual Modifiers form can view the Employer W/C Accrual Modifiers import template, but cannot import data. |
|
•
|
Users whose user role is set to INQUIRY for the Data Import Tool can view the form and import template options, but cannot import data. |
|
•
|
If the Employer, State, and Effective Date fields already have a record in the system a warning displays, "There were duplicates found. The duplicates form will now be displayed and provide details." Click OK to commit the update. |
