Note: This guide is only for US customers. If you are a Canadian customer looking to create a Workers' Compensation payroll category, please go to this article instead.

Description

You have one (1) or multiple WCBs or WSIBs and want to create a payroll category for each of them. 

Pre-Requisites 

• You know what your WCB rate is 

• You know what your WCB maximum is 

Solution

Editing Your Vacation Payroll Categories 

1. Navigate to Payroll Setup > Payroll Categories. 
2. Search for the payroll category '502 - Vacation Pay' (accrual) and change "Basis" to 'Units'. 
3. Navigate to the formula tab and deactivate the "Update" toggle in order to remove the formula. 
4. Save your changes and return to the list of payroll categories. 
5. Search for the payroll category '105 - Vacation Paid' (earning) and change "Basis" to 'Units'. 
6. Save your changes.

Creating a New Workers' Compensation Payroll Category

1. Navigate to Payroll Setup > Payroll Categories. 
2. Click "+ New Payroll Category". 
3. Select "Tax". 
4. At the top of the setup page, change the 'Federal' dropdown field to 'Provincial' and select your province in the second dropdown field that appears. 
5. For "Basis", select 'Percentage'.
6. For "Paid by", select 'Employer'. 
7. Type in a "Code" that is unique. By default, all tax payroll categories begin with "3", so we recommend following this structure, such as "305". 
8. Type in "WCB" in "Name". If you have more than one WCB, differentiate each one. 
9. For "Percentage", enter your rate.
10. For "Maximum", toggle it on and select 'Employee YTD gross'. Enter the correct maximum. 
11. Save your changes. Repeat steps 2 through 11 for each WCB payroll category you need to create, for each rate.

Assigning Your Tax Form Boxes to Your New Workers' Compensation Payroll Category

1. Navigate to Payroll Setup > Assign Tax Form Boxes. 
2. Search for your new workers' compensation payroll category. 
3. Search for the 'WCB' tax form box. Ensure that it is activated. 
4. Save your changes and return to the list of payroll categories. 
5. Search for '103 - Overtime 1.5' and look for the 'WCB' tax form box. Ensure that it is activated for 'OT'. 
6. Save your changes and return to the list of payroll categories. Repeat steps 5 and 6 for '104 - Overtime 2'. 
7. Search for '105 - Vacation Paid' (earning) and look for the 'WCB' tax form box. Ensure that it is activated for 'Vacation Paid'. 
8. Save your changes. 

Editing Your Employees' Master Paycards 

1. Navigate to Payroll Employees > Assign Payroll Category. 
2. Select an employee. 
3. Click "+ Add New". 
4. Search for the new WCB tax payroll category you created. 
5. Click "Save" to add this new payroll category to the employee. 
6. Search for '102 - Hourly Wages' and enter the correct units and rate. 
7. Search for '105 - Vacation Paid' (earning) and enter the correct units and rate. 
8. Search for '502 - Vacation Pay' (accrual) and enter the correct units, rate, and opening balance (if applicable).