Skip to main content
Share / Export

Setting Up JC Insurance Template

The JC Insurance Template is used to specify insurance codes per phase, which are for workers' compensation and general liability calculations during the payroll process. This template allows for dynamic assignment of insurance codes based on the phase code charged against, ensuring accurate insurance cost allocation and compliance.

Before you start​

  • Knowledge of the insurance codes used for workers' compensation and general liability.

Steps​

  1. Navigate to theJC Insurance Templateform.
  2. Specify the insurance codes per phase. These codes are typically used for workers' compensation and general liability calculations.
  3. Assign the insurance templates to the job record. This is an optional field but recommended for accurate insurance cost allocation.
  4. The correct insurance codes are set to default based on the phase code charged against.

Notes​

  • If insurance templates are not used, the system defaults to the insurance code assigned to the employee record, which may lead to inaccurate cost allocation.