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creating-and-adding-accounts-to-employer-organizations.md

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Creating and adding accounts to employer organizations
2025-01-31T15:53:11.791Z
38
auhrick
text/x-markdown
editing-employer-organization-accounts.md
finding-employer-organizations.md
5455bbab25cad2721229bfc1e0cf5316add944a5

Add accounts like checking accounts against which to record credits and debits or an insurance account against which to charge some costs, such as worker's compensation.

Accounts added to an employer organization are not available to sub-employer organizations.

When creating an account, only the account name is required. The account can be edited later and other information added.

  1. Navigate to the employer organization to which to add an account.

  2. In the Accounts section, select Add New Account. The Enter information section appears.

  3. In the Enter Information section, in the Name field, type a name for the account. This is how the account will appear in the system, for example, when choosing it from a field in a chart.

  4. In the Account Type field, select the type of account.

  5. In the Temporary Account field, select the check box if the account will be temporary.

  6. In the Funding Start Date field, do one:

    1. Type the month, day, and year on which funding was or will be available from this account.
    2. Select Calendar to pick the date on which funding was or will be available from this account.

  7. In the Funding End Date field, do one:

    1. Type the month, day, and year on which funding will no longer be available from this account.
    2. Select Calendar to pick the date on which funding will no longer be available from this account.

  8. Select the Add New button. The system displays information about the account.

  9. If appropriate, add contacts to the account:

    1. In the Contacts section, select Add New Contact. The Enter Information page appears.

    2. In the Enter Information page, complete the fields. Select the Add New button. The system shows information about the contact.

    3. At the bottom of the screen, select the Submit button. The system adds the contact to the account.

  10. If appropriate, add an insurance policy:

    1. In the Insurance section, select Show/Hide Quick Lists. Quick List appears below.

    2. From Quick List, select an insurance provider. The Add Insurance Policy window appears.

    3. In the Add Insurance Policy window, in the Liability Type field, select the appropriate type of liability covered by the insurance policy.

    4. In the Policy Number field, enter the insurance policy number.

    5. In the Group Number field, enter the insurance policy group number.

    6. In the Start Date field, do one:

      1. Type the month, day, and year on which the policy takes effect.
      2. Select Calendar to pick the date on which the policy takes effect.

    7. In the End Date field, do one:

      1. Type the month, day, and year on which coverage under the policy expires.
      2. Select Calendar to pick the date on which coverage under the policy expires.

    8. Select Save.

    9. At the bottom of the screen, select the Submit button. The system adds the insurance information to the account.

  11. At the bottom of the screen, select the Submit button. The system adds the account to the employer organization.