Adding a Workers' Comp Policy (Non-PayGo)
If a client would like to have a workers' comp entered into the application for record keeping and reporting purposes, they can! If they are not using our PayGo service, then CertiPay Online will not send premiums and/or reporting to the client's carrier. CertiPay Online can keep the policy's information and record the class codes on the employee profiles.
Here are the steps to add the policy within the application:
1. Request a copy of the client's Workers' Comp Declaration Page
2. Go to Admin in the left navigation bar then Features
3. Select the check box next to Workers' Compensation Module Enabled
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4. After the module is turned on, then go to Company in the left navigation bar and click Workers' Compensation
5. Select the blue Setup Policy button
6. Enter all the information from the policy into the fields on the screen.
- Policy Period: This would be listed towards the top of the policy information page of the packet.
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- Agent: This will be anywhere within the declaration packet. There may be times where you may need to look up the office phone number and/or a generic email. If you are unable to find an email, you can enter in N.A@Gmail.com
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- Carrier: This section will stay listed as "Other" unless the client has our PayGo services.
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- Job Codes: Click "Add Job Code" and a new line item will appear below it. Enter the State, Code and Description as it is on the declaration page.
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7. Click Save
The client will need to be notified that the policy has been created within the system. The client will need to add the class codes to the employee profiles. If they are unsure of which codes to use, they will need to reach out to their agency for them to advise.