Set up Worker Comp Codes

Customize the workers compensation codes assigned to companies and jobs.


Front Office Setup

  1. Click on Account & Settings
  2. Click on Table Editor
  3. Type in the top search section: WORKERS COMP
  4. Click on Workers Compensation Codes Tile

    Account Settings - Table Editor - Workers Comp.gif

  5. Enter the new worker comp code
  6. Click the Add button


    1. Example: Entered the code "WC TEST for MN"


  7. Depending on if a new or existing Company
    1. New Company
      1. Create the Company and include the new WC Code in the setup
    2. Existing Company
      1. Edit the Operational Information Widget and add the new WC Code
      2. Save your changes


  8. Create a Job under the company, including the new WC Code in the Job Order


    Note: Once the job has been successfully created, this will force BOLD to sync this new code to the Back Office.

Back Office Setup

  1. Go to your BOLD Back Office then click Admin Tools


  2. Click on Employer
  3. Select correct Supplier


  4. Click the Wc Code Tab
  5. Complete the setup with the Dates/Rates info
  6. Select which branches should share this code
  7. Click Save




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