This article guides users through customizing workers' compensation codes for companies and jobs in Avionté. It provides step-by-step instructions for both Front Office and Back Office setup, ensuring that the new codes are properly integrated and synchronized across the platform.
Key Takeaways
- Customize workers' compensation codes in Avionté by accessing the Table Editor through Account & Settings.
- For new companies, include the new WC code during setup; for existing companies, edit the Operational Information Widget to add the new code.
- In the Back Office, complete the setup for the new WC code under Admin Tools, ensuring proper dates, rates, and branch assignments.
Front Office Setup
- Click on Account & Settings
- Click on Table Editor
- Type in the top search section: WORKERS COMP
- Click on Workers Compensation Codes Tile
- Enter the new worker comp code
- Click the Add button
- Example: Entered the code "WC TEST for MN"
- Example: Entered the code "WC TEST for MN"
- Depending on if a new or existing Company
- New Company
- Create the Company and include the new WC Code in the setup
- Existing Company
- Edit the Operational Information Widget and add the new WC Code
- Save your changes
- New Company
- 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
- Go to your BOLD Back Office then click Admin Tools
- Click on Employer
- Select correct Supplier
- Click the Wc Code Tab
- Complete the setup with the Dates/Rates info
- Select which branches should share this code
- Click Save
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