Enhanced Workers Comp Processing PR-1100

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1 Enhanced Workers Comp Processing PR-1100 Overview This Extended Solution to the Payroll module adds a Check limit to Workers Compensation Processing and an override Workers Compensation State to an employee s state tax record. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an from extendedsolutions.na@sage.com telling you that it is ready. The will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions and a Shipping Manifest. If you have any problems with this order, please extendedsolutions.na@sage.com and we will assist you during normal business hours. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: Extended Solutions Manuals Remove Extended Solutions Unlock Extended Solutions Merge Installation Files Extended Solutions Setup options 2005 Sage Software, Inc. All rights reserved. PR-1100 (Revised 08/05) Page 1

2 Custom Office If you customize your MAS 90 MAS 200, then you must run the Update Utility every time you install this Extended Solution. Setup Once the disk is installed, you will need to access the Payroll Setup menu option screen. After the option screens have been displayed, a Setup screen for this Extended Solution will appear. Check the Enable Extended Solution box to activate this Extended Solution (Figure 1). The manual for this Extended Solution, if it has been installed, can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution. Figure 1 Answer the following prompts: ALLOW OVERRIDE STATE: Check this box if you wish to set up an override Workers Compensation State for each employee s state tax records. ALLOW CHECK LIMITS: Check this box to add a check limit to Workers Compensation Processing. After enabling this Extended Solution, you will be prompted to convert the existing Payroll Entry Line Detail File and the Perpetual History Data File. You must do the conversion in order for this Extended Solution to function Sage Software, Inc. All rights reserved. PR-1100 (Revised 08/05) Page 2

Figure 2 Figure 3 If you selected to allow an override state in Setup, an override W/C State will be added to each employee s state tax record.

3 Operation If you elected to use check limits in Setup, this new limit type will be added to Workers Compensation Maintenance (Figure 2). The Workers Comp. Report will allow for selection of Workers Comp. Codes with Check Limits (Figure 3). Figure 2 Figure 3 If you selected to allow an override state in Setup, an override W/C State will be added to each employee s state tax record. During Employee Maintenance/Tax Status Maintenance, a new field W/C State is added next to W/C Code (Figure 4) Sage Software, Inc. All rights reserved. PR-1100 (Revised 08/05) Page 3

Figure 4 You may enter a state code that is different from the tax state code. The list at the W/C Code field will list all workers comp codes set up for the override state, not the tax state.

4 Figure 4 You may enter a state code that is different from the tax state code. The list at the W/C Code field will list all workers comp codes set up for the override state, not the tax state. The W/C State field will print on the Employee Listing (Figure 5). Run Date: 10/02/97 NDC NDC CORPORATION Page: 1 P/R Date: 09/19/97 EMPLOYEE LISTING Time: 11:27 AM ALL EMPLOYEE TYPES EMPLOYEE NO: THOMAS, JERRY A. ADDRESS: 4121 W. 35th Street SORT FIELD: THOMAS Apartment 201 CITY: MILWAUKEE MARITAL STATUS: S STATE: WI ZIP CODE: SEX: M PHONE NO: (414) RACE CODE: C SOC SEC NO: PENS/PROF SHR: Y BIRTH DATE: DIRECT DEP: Y HIRE DATE: 01/15/97 COMMENT: Transfer From Central Warehse TERM DATE: COMMENT: REVIEW DATE: 01/15/97 COMMENT: EMERGENCY NO: (414) NAME: Judy Thomas LABOR CODE: Warehouseperson STD HRS: PRIM STATE: WI LOCAL: A PAY RATE 1: PAY CYCLE: W PAY RATE 2:.000 PAY METHOD: H EXEMPT?: N SUI STATE: BENEFIT CODE: A 1-5 Years of Service EIC CODE: M TAX W/C FL EXEMPTIONS OVERRIDE W/C CODE CODE STAT DEP PER CODE AMOUNT STATE M H OH OH M KY WI M OH WI A M P 2.00 WI B M P 1.00 WI C M P 3.00 Figure 5 During Payroll Data Entry, click the More button (Figure 6) to go to the additional fields data entry screen (Figure 7) Sage Software, Inc. All rights reserved. PR-1100 (Revised 08/05) Page 4

Again, the F2 list at the W/C Code field will list all W/C codes setup for the W/C state, not the tax state.

5 Figure 6 Figure 7 From here, a Workers Comp State can be setup for each earnings line. It is defaulted based on the State Code on the line but can be overridden. Again, the F2 list at the W/C Code field will list all W/C codes setup for the W/C state, not the tax state. The W/C State field will print on the Payroll Data Entry Audit Report below the W/C Code (Figure 8) Sage Software, Inc. All rights reserved. PR-1100 (Revised 08/05) Page 5

6 Run Date: 10/02/97 NDC NDC CORPORATION Page: 1 P/R Date: 09/19/97 PAYROLL DATA ENTRY AUDIT REPORT Time: 11:30 AM DETAIL OPTION DEPARTMENT NO: 11 EAST - WAREHOUSEMEN EMPLOYEE ENTRY CODE DESCRIPTION ST LOC W/C DP LABOR CD JOB COST CODE RATE HOURS AMOUNT NUMBER NO. NAME THOMAS, JERRY A. CHECK AMOUNT:.00 Figure 8 E 01 Regular OH ST: KY EARNINGS TOTAL: FED WITHHOLDING FED F.I.C.A FED MEDICARE W/H 8.03 OH STATE WITHHOLDING TAX TOTAL: ACCT: checking DIRECT DEPOSIT TOTAL: Report Master/Visual Integrator The files listed below have been added or changed in the Data Dictionary by this Extended Solution for Report Master/Visual Integrator purposes. New File: Field: PR.DATAENT #WC_STATE PR.PER_DTL #WC_STATE PR.EMPTAX2 WC_STATE PR.EMPTAX links to PR.EMPTAX2 The Data Dictionary may contain other files and data fields that are not available without their corresponding Sage Extended Solutions installed. Note: The Report Master module is not supported in MAS 200 SQL. Crystal Reports and the ODBC Dictionary The files listed below have been added or changed in the ODBC Dictionaries by this Extended Solution for Crystal Reports purposes. File: Description Fields: PR7 Payroll Data Entry Line WorkerCompState PR_23 Perpt History Detail WorkerCompState PR_A3 Emp Tax Summary 2 Department EmployeeNumber StateCode LocalCode WorkerCompState 2005 Sage Software, Inc. All rights reserved. PR-1100 (Revised 08/05) Page 6

7 Be aware that the ODBC Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed. Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. Acknowledgments 2005 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners Sage Software, Inc. All rights reserved. PR-1100 (Revised 08/05) Page 7

Enhanced Perpetual Payroll History PR-1074

Enhanced Perpetual Payroll History PR-1074 Overview This Extended Solution to the Payroll module creates and updates four data files that contain Perpetual Tax History by Check Date, and Perpetual UDF