This page (revision-23) was last changed on 26-Nov-2021 10:22 by jmyers

This page was created on 26-Nov-2021 10:22 by jmyers

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UPCALC WORKERS COMPENSATION PROCESSING
UPCALC WORKERS COMPENSATION PROCESSING

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The Workers' Compensation Board (WCB) collects money based on the payrolls of the employers in each state/province. The money collected goes into an Accident fund and the Board then pays compensation costs out from this fund.
The Worker’s Compensation Board collects money based on the payrolls of the Employers in each State / Province, the money collected goes into an Accident Fund, the Board then pays compensation costs out from this fund
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Employers pay WCB assessments every year based on their employees' earnings and on the type of industry they are in. The employers are required to remit the WCB assessments contribution to the Workers' Compensation Board on a timely basis, therefore employers must calculate their WCB contribution while the employees are being paid.
Employers pay WCB assessments every year based on their employees’ earnings and on the type of industry they are in
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The system provides for the definition and calculation of employer premiums. It is then the responsibility of the employer to gather the totals and remit on the appropriate interval to the associated board. Other historical reports can be used to obtain these summarized numbers.
The employers are required to remit the WCB assessments contribution to the Worker’s Compensation Board on a timely basis and therefore employers must calculate their WCB contribution while the employees are being paid
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ePersonality provides for the definition and calculation of employer premiums. It is then the responsibility of the user to gather the totals and remit on the appropriate interval to the associated board. Other historical reports can be used to obtain these summarized numbers.
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!IMLN - Lexicons
The following lexicons are provided by the system and used for WC calculation,
!IMLN – Lexicons
The following lexicons are provided by the system and used for WC Calculation,
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;IMLN - X_WCB_CLASS:[X_WCB_CLASS] stores the names of the particular WC classes needed by the system. WC rates can vary by WC class of workers and the names of these classes are provided by the Workers' Compensation Board.\\ \\Users needs to maintain their own WC Class on this screen.
;IMLN - X_WC_REGIST_TYPE:[X_WC_REGIST_TYPE] is used by the [IPWC] and [IDGR] screens to allow for the set up of one or multiple WC Registration Numbers that are assigned by the Workers' Compensation Board.
|0100 |Not Specified|If within the [IDGR] screen, under the Registration tab, the WC Regist Type field is set to "0100", WC will not be calculated for this group
|0101|WC Regist 1|On the [IPWC] screen, enter the first WC Registration Number as "WC Regist 1".\\On the [IDGR] screen, under the Registration tab, a group can use the [IPWC] "WC Regist 1" set up.
|0102|WC Regist 2|This registration type is the same as 0101 and is to be used for the second WC Registration Number.
|0103|WC Regist 3|This registration type is the same as 0101 and is to be used for the third WC Registration Number.
|0104|WC Regist 4|This registration type is the same as 0101 and is to be used for the, use for fourth WC Registration Number.
|0105|WC Regist 5|This registration type is the same as 0101 and is to be used for the fifth WC Registration Number.
|0106|WC Regist 6|This registration type is the same as 0101 and is to be used for the sixth WC Registration Number.
|0107|WC Regist 7|This registration type is the same as 0101 and is to be used for the seventh WC Registration Number.
|0108|WC Regist 8|This registration type is the same as 0101 and is to be used for the eighth WC Registration Number.
|0109|WC Regist 9|This registration type is the same as 0101 and is to be used for the ninth WC Registration Number
|0190|Multiple WC Regist #|This '0190' lexicon value should only be used by the [IDGR] 'WC Regist Type' field.\\[IPWC] must __not__ use this lexicon value.\\Please read [IDGR Group set up|UPCALC WORKERS COMPENSATION PROCESSING#section-UPCALC+WORKERS+COMPENSATION+PROCESSING-IDGRDefineGroupsWCRegistType] below for more detail.
;IMLN – X_WCB_CLASS:X_WCB_CLASS is a User Defined Lexicon that stores the names of the particular WC classes needed by the system. WC rates can vary by WC class of workers, and the names of these classes are provided by the Workers Compensation Board.\\ \\User needs to maintain their own WC Class on this screen.
;IMLN – X_WC_REGIST_TYPE:X_WC_REGIST_TYPE is used by IPWC and IDGR screen to allow for one or multiple WC Registration Numbers to be set up that are assigned by the Workers Compensation Board.
|0100 |Not Specified|if IDGR screen WC Regist Type =‘0100’, WC will not be calculated for this group
|0101|WC Regist 1|On IPWC screen, enter the first WC Registration Number using ‘WC Regist 1’\\on IDGR Registration tab, a group can use IPWC ‘WC Regist 1’ set up
|0102|WC Regist 2|same as 0101, use for second WC Registration Number
|0103|WC Regist 3|same as 0101, use for third WC Registration Number
|0104|WC Regist 4|same as 0101, use for 4th WC Registration Number
|0105|WC Regist 5|same as 0101, use for 5th WC Registration Number
|0106|WC Regist 6|same as 0101, use for 6th WC Registration Number
|0107|WC Regist 7|same as 0101, use for 7th WC Registration Number
|0108|WC Regist 8|same as 0101, use for 8th WC Registration Number
|0109|WC Regist 9|same as 0101, use for 9th WC Registration Number
|0190|Multiple WC Regist #| this ‘0190’ lexicon value should only be used by IDGR ‘WC Regist Type’\\IPWC must not use this ‘0190 – Multiple WC Regist #’\\please read IDGR Group set up below for more detail
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;IMLN - X_CPRV_WCB_METHOD:[X_CPRV_WCB_METHOD] is used for Canadian Workers' Compensation calculation and are used by the following screens: [IPRLC], [IPPGC]
|01|Work State/Prov IPWC Class|The [IPPH] Work State/Province will be used to retrieve the [IPWC] Class
|11|Res State/Prov IPWC Class|The [IPPH] Residence State/Province will be used to retrieve the [IPWC] Class
;IMLN – X_CPRV_WCB_METHOD:X_CPRV_WCB_METHOD is used for Canadian Workmen’s Compensation calculation and are used by the following screens: IPRLC, IPPGC
|01|Work State/Prov IPWC Class|The IPPH Work State / Province will be used to retrieve the IPWC Class
|11|Res State/Prov IPWC Class|The IPPH Residence State / Province will be used to retrieve the IPWC Class
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;IMLN - X_UST_WCB_METHOD:[X_UST_WCB_METHOD] is used for US Workers' Compensation calculation and by the following screens: [IPRLU], [IPPGU] and [IPWC].
|01|Work State/Prov IPWC Class|The [IPPH] Work State field will be used to retrieve the [IPWC] class.
|02|US Symmetry Taxation|WC will be calculated in [UPCALC] by US Symmetry Taxation only; [IPWC] is not used.
|03|Work State IPWC & US Taxation|Both Method 01 and 02 will be used for WC calculation.
|11|Res State/Prov IPWC Class|The IPPH Residence State will be used to retrieve the [IPWC] class.
|13|Res State IPWC & US Taxation|Both Method 11 and 02 will be used for WC calculation.
;IMLN – X_UST_WCB_METHOD:X_UST_WCB_METHOD is used for US Workmen’s Compensation calculation and are used by the following screens: IPRLU, IPPGU and IPWC
|01|Work State/Prov IPWC Class|The IPPH Work State will be used to retrieve the IPWC Class
|02|US Symmetry Taxation|WC will be calculated in UPCALC by US Symmetry Taxation only, IPWC is not used
|03|Work State IPWC & US Taxation|both Method 01 and 02 will be used for WC calculation
|11|Res State/Prov IPWC Class|the IPPH Residence State will be used to retrieve the IPWC Class
|13|Res State IPWC & US Taxation|Both Method 11 and 02 will be used for WC calculation
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!!WC Set UP
!IPPC - WC Pay Components
The following PC Usages are provided by the system for WC Calculation:
|7003|Work WC Earnings
|7004|Work WC Premium
|7005|Work WC Excess Earnings
|7009|Res WC Earnings
|7010|Res WC Premium
|7011|Res WC Excess Earnings
WC premiums are generally based on the state/province where the employee is physically at work.
Pay Components must be set up on the [IPPC] screen for Usage: 7003, 7004, 7005 for WC Calculation.
For employees who reside in one state/province and physically at work in different state/province, the State/Province may require to calculate WC according to the Residence State/Province.
Pay Components may be set up on the [IPPC] screen for WC Usage: 7009, 7010, 7011.
The Element on the [IPPC] screen does not need to be set up because the WC Element is defined on [IPWC].
!IPPP - Define Pay Points for WC
[IPPP] must have the Pay Point Task field set to "Workers' Compensation" for any Pay Point Sets that require WC calculation.
!IPWC - Maintain WC Rates
For each State/Province, each WC Class must be set up with the associated Maximum Amount and Rates.
IPWC Element and WC Method must be set up.
;WC Regist Type:Specifies 'WC Regist 1' up to 'WC Regist 9'\\You may have multiple WC Registration numbers from Workers' Compensation Board, which are to be used on the [IDGR] Registration tab.\\The Pay Header's Group is used to retrieve the [IDGR] WC Regist Type and therefore to retrieve the [IPWC] WC Regist Type entry.
;Element:Specifies the element to be used for the WC calculation of this State/Province.
;WC Method:Specifies the default WC method for this State/Province.\\The [IPWC] WC Method will be superimposed by the employee's Payrule WC Method from the [IPRLC]/[IPRLU] screen or overridden by the Pay Category of each pay from the [IPPGC]/[IPPGU] screen.\\If on the [IPWC] screen, the WC Method field is set to '99 - Do not calculate', the employee's Pay Rule will be overridden and the Pay Category WC Method, WC will not be calculated.
!IDGR - Define Groups WC Regist Type
The Pay Header's Group is used to retrieve 'WC Regist Type' from IDGR in order to locate the [IPWC] entry to be used for WC Calculation.
*The [IDGR] WC Regist Type field can be set up according to [IMLN] [X_WC_REGIST_TYPE].
*If the [IDGR] WC Regist Type field is set to 'Multiple WC Regist #', it means all the [IPWC] Regist 1 to Regist 9 entries are to be used by this group with the same State/Province in order to look for a match for the WC Class of each pay line.
*This allows each group to use either single or multiple WC Registration Numbers.
*If 'Multiple WC Regist #' is used by any group, then each WC Class must be unique on [IPWC] for the 'WC Regist 1' to 'WC Regist 9' set up.
*If the same WC Class is defined more than once with 'WC Regist 1' to 'WC Regist 9', then the first entry of this WC Class under any 'WC Regist n' will be used.\\ \\
Here is an example of a Group set up:
Group: 'FULL TIME' can report to 'WC Regist 1' and 'WC Regist 2', there are two set up options:
#Set up two groups, 'FULL TIME 1' and 'FULL TIME 2'
#*On [IDGR], use 'WC Regist 1' and 'WC Regist 2' for each group.
#Set up one group, 'FULL TIME'
#*On [IDGR], use 'Multiple WC Regist #' for this group.
#*On [IPWC], enter 'WC Regist 1' and 'WC Regist 2', then ensure that [IPWC] Class is unique under each 'WC Regist n' set up.
!IPRLC / IPRLU - Payrule WC Method
Most employees do not require a [IPRLC]/[IPRLU] set up, except to enter an overridden WC method or to suppress the WC calculation to "99 - Do not calculate". If [IPRLC]/[IPRLU] WC Method is not set up, the [IPWC] WC Method will be used according to the Pay Header's State/Province.
In Canada, an employee may specify an overridden 'Prov WC Method'.
In US, an employee may specify an overridden 'WC Method'.
!IPPGC / IPPGU - Pay Category WC Override
In Canada, each pay category may specify an overridden 'Prov WC Method'. [IPPGC] WC Method overrides the [IPRLC] WC Method, which also overrides the [IPWC] WC Method of each province.
In the US, each pay category may specify an overridden 'STATE WC Method'. [IPPGU] WC Method overrides the [IPRLU] WC Method, which also overrides the [IPWC] WC Method of each State.
!!Assigning WC Class
On the [IPWC] screen, the 'WC Class' of an employee is significant in determining the WC rates to be used in the calculation of the WC premium. WC Class can be assigned by position, job or employee. [UPCALC] looks first at the employee's assignment WC Class from [IEAS], then the position WC Class from [IDPS], then the job WC Class from [IDJB].
The WC Class can also be overridden at the Pay Line level. WC calculations are performed based on the individual pay lines on assessed pays. If WC Class is overridden at the Pay Line level, then this WC Class is used, otherwise, the pay line's assignment is used to retrieve the Assignment WC Class. If WC Class does not exist on the assignment, then the position associated with the assignment is used to retrieve the Position WC Class. If the Position WC Class is not defined, then the job associated with the assignment is used to retrieve the Job WC Class.
!!WC Calculation
!UPCALC WC Processing
The following WC Methods are supported for WC Calculation:
|01|Work State/Prov IPWC Class (used for Canada and US)|The [IPPH] Work State will be used to retrieve the [IPWC] Class.
|02|US Symmetry Taxation (US only)|WC will be calculated in [UPCALC] by US Symmetry Taxation only, [IPWC] is not used.
|03|Work State IPWC & US Taxation (US only)|Both Method 01 and 02 will be used for WC calculation.
|11|Res State/Prov IPWC Class (used for Canada and US)|The [IPPH] Residence State will be used to retrieve the [IPWC] Class
|13|Res State IPWC & US Taxation (US only)|Both Method 11 and 02 will be used for WC calculation
|99|Do Not Calculate
WC Method is first taken from the pay category of each pay. If Pay Category WC Method does not exist, then the Pay Rule WC Method is used. If Pay Rule WC Method does not exist, then the [IPWC] WC Method of the Work Province is used.
If any of the Pay Category, Pay Rule or [IPWC] WC Methods = 99, WC will not be calculated. Which means the WC calculation can be suppressed at any level.
According to the WC Method, [UPCALC] determines if the pay header's Work or Residence State/Province to be used to load the [IPWC] WC Class for WC calculation.
In [UPCALC], each pay line's pay component is checked against the [IPWC] Element. If the pay component is included in the IPWC Element, then this pay line's Earnings are considered as WC assessable earnings and will be accumulated by WC Class.
The WC Class is retrieved for each pay line and accumulated. The WC Class is first taken from the pay line if it exists. If WC Class does not exist, [UPCALC] uses the pay line's Assignment to retrieve [IEAS] WC Class. If WC Class does not exist, then the pay line's Position is used to retrieve [IDPS] WC Class. If WC Class does not exist, then the pay line's Job is used to retrieve IDJB Job WC Class.
For internal amounts that are not from the pay line (i.e. Usercalc, benefit amounts, etc.), the employee's prime assignment is used to retrieve the WC Class. Most likely, there will be only one class per pay, but [UPCALC] handles more than one WC Class per pay. If more than one class is found and the 'WC Maximum' happens to be different in the WC Classes, then the highest WC Maximum is used.
[UPCALC] then retrieves the YTD WC assessable earnings by [IPWC] Element for the Work or Residence State/Province according to the WC Method.
If YTD WC assessable earnings exceeds the highest WC annual maximum assessable earnings, then WC premium will not be calculated for that class. The excess earnings will be stored by class for WC reporting purposes
!UPCALC WC Calculation
;Calculate Total WC assessable earnings:Current WC assessable earnings + YTD WC assessable earnings and capped at the Highest WC Maximum Earnings from eligible WC classes of all pay lines
;Calculate Current pay WC Premium contribution (by WC Class):Current WC assessable earnings * WC rate on IPWC screen for each class and accumulate
The following PC Usages are used for WC Calculation:
|7003|Work WC Earnings
|7004|Work WC Premium
|7005|Work WC Excess Earnings
|7009|Res WC Earnings
|7010|Res WC Premium
|7011|Res WC Excess Earnings
If WC Method is by Work State/Province, store the WC Results into Work WC Pay Components:
*Store current pay's WC contribution in pay component with usage = 7003
*Store current pay's WC contribution in pay line detail by WC Class for WC Report
*Store current pay's WC earnings in pay component with usage = 7004
*Store current pay's WC earnings in pay line detail by WC Class for WC Report.
*Store current pay's WC excess earnings in pay component with usage = 7005
*Store current pay's WC excess earnings in pay line detail by WC Class for WC Report.
If WC Method is by Residence, store the WC Results into Residence WC Pay Components:
*Store current pay's WC contribution in pay component with usage = 7009
*Store current pay's WC contribution in pay line detail by WC Class for WC Report
*Store current pay's WC earnings in pay component with usage = 7010
*Store current pay's WC earnings in pay line detail by WC Class for WC Report.
*Store current pay's WC excess earnings in pay component with usage = 7011
*Store current pay's WC excess earnings in pay line detail by WC Class for WC Report.
!Trial Calc - WC Sample
When employee lives in Ontario and works in BC, if the Res WC is to be calculated, then the Res WC pay components are used.
This page (revision-23) was last changed on 26-Nov-2021 10:22 by jmyersTop