Getting Started #
If you have new Workers Comp rates use this template to update the rates for the State Insurance Code liabilities.
Template Info #
- Required Source Data
- PR State Insurance Codes with existing liability codes and rates.
- Additional Tips
- N/A
- Basic Steps
- Download the Data
- Update the Records
Start Update Process #
Click the Templates button on the left side of the ribbon.
If you’ve signed into TAD before, then you should receive the message below. Click Yes.
If you have not signed into TAD before, follow the Get Connected instructions.
Select the Setup Updates – PR State Insurance Rates template.
Click the Download Selected button.
Press F4 in the (Companies) parameter or type in the companies you want to update.
Click the Download button.
You will now see the state insurance liability codes.
Find the cells you want to update and make your changes.
Make sure to fill all cells that changed in yellow. This tells TAD which cells were updated.
Click the Format Table button.
The *Result column will show Formatted for every record.
Click the Validate Update button to see if there are any errors with the records.
The *Result column will show Validated for every record that is being updated. If this says Failure, then the *ErrorMsg column will provide the error.
Click the Execute Update button to update the records into Vista.
The *Result column will show Updated for every record and the cells will be green. Those rates have been updated.
