Insurance Class Screen Field Reference

General tab

Use this tab to set insurance type and status, and to indicate that a class of employees (classification) is covered by more than one type of insurance (workers' compensation, general liability, other). You can only associate additional classifications if the selected classification type is Worker's Compensation.

Field

Description

Insurance Type

Enter a valid insurance type or click to select an insurance type for the insurance classification being maintained.

  • Other

  • Worker's Compensation

  • General Liability

Status

Click to select the status of the insurance classification.

  • Active - The insurance classification is available for use and appears in lookup lists.

  • Inactive - The insurance classification is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.

Memo

Enter any comments or notes about the insurance classification.

Additional Insurance Class Links grid - This grid is only enabled when the insurance type is Worker's Compensation. Each row in the grid is an insurance classification. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor. When you populate a row in this grid, you group types of coverage together for that class of employees. You cannot select the insurance classification you are currently updating. The combination of company, insurance class, and additional insurance must be unique.

Additional Insurance

Enter a valid insurance classification or click to select a value from a Lookup List.

Additional Insurance Name

Displays the name of the selected insurance classification.

Insurance Type

Displays the type of insurance for the selected insurance classification.

General Ledger Accounts tab

Each row in the grid is a company for the country selected in the header. Click next to a company to display the nested grid. Each row in the nested grid is a state or provincial payroll tax authority.

Field

Description

Company

Displays the code of the company.

Company Name

Displays the name of the company.

State/Province Tax Authority sub-grid - Each row in the grid is a state or provincial payroll tax authority. Use this grid to associate an accrual account to each payroll tax authority. Complete one row for each state or provincial payroll tax authority you created on the Payroll Tax Authority screen. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor. You should enter at least one row in the grid.

State/Province Tax Authority

Enter a code of a state or provincial Payroll Tax Authority screen or click to select a value from a Lookup List.

Name

Displays the name of the selected state or provincial payroll tax authority.

Accrual Account

Enter the Chart of Accounts screen for credit posting of the insurance classification amount, or click to select an account from a Lookup List. The list displays accounts with the recommended type "Other Current Liabilities", but you can enter other account types.

Accrual Account Name

Displays the name of the selected accrual account.