Manage Policy Settings

(Available to Admin Users Only)
This page is used to update your policy settings for payroll for the policy information listed across the top of the page as follows:

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  1. Reporting Type – In this section you can specify whether you want to report payrolls at the class code level or at the employee level.
  2. Payroll From – In this section you can specify whether you will enter your payrolls directly using this portal (Self Reporting) or if your payroll company will report your payrolls on your behalf (Payroll Provider)
  3. Payroll Frequency – In this section, you create a schedule for when your payrolls will be due.
  4. Payment Method – In this section you specify the details for how you will be paying your premiums.

Please note that all these items must be completed before payroll can be processed properly.

5.1 Reporting Type

(Available to Admin Users Only)
Use this section to specify whether you will report your payrolls at the class code level or at the employee level.

Please keep in mind that if you choose to report at the Class Code level, you will not be able to add Employee information to your policy.  If you wish to add employee information to your policy, you will need to select Employee level reporting and then add your employees via the Manage Employees page either adding them individually or by using the upload function.

Select which level you would like to report by

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Click Save.

5.2 Payroll From

(Available to Admin Users Only)
Use this section to specify whether you will enter your payrolls directly using this portal (Self Reporting) or if your payroll company will report your payrolls on your behalf (Payroll Provider).

If you choose Payroll Provider, you will be given a ‘Payroll Provider search’ where you can type in a few letters of the Payroll Provider’s name and then click search to select the correct payroll provider from a list that appears. Select the radio button and click Save, once you find the correct provider.

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If the Status of the Payroll Provider is Approved, you can select this provider.
If the Status of the Payroll Provider is Declined, you will not be able to select this provider as they have not been accepted as a provider in the InsurePay system.

If you cannot find the Payroll Provider you are looking for, you can click the link at the bottom of the page that says “If still not found please click here” and you will be directed to a new screen where you can enter the Payroll Provider information and a request will be sent to that provider to send payroll on your behalf.

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Click Save.

5.3 Payroll Frequency

(Available to Admin Users Only)
Use this section to set up the frequency of your payrolls – weekly, bi-weekly, semi-monthly or monthly and then enter the requested information based on the frequency of your payroll. Click Edit Schedule

For each selection, you will enter a date of your last payroll and then click Generate to see the cycle that will be created of your payroll schedule with estimated premium and estimated payroll.

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Here is an example of Weekly:

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Click Save.

Here is an example of Bi-Weekly:

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Click Save.

Here is an example of Semi-Monthly: .

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Click Save.

And lastly an example of Monthly:

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Click Save.

5.4 Payment Method

(Available to Admin Users Only)
Use this section to specify the details of how you will be paying your Worker’s Compensation premiums.

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Click Edit Payment Method

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