PDF - Travelers Insurance
Contents
1. TRAVELERS TravPay Welcome Ed s Surf Shack Thank you for choosing Travelers TravPay Setting up Your Profile Is As Easy As 1 2 Review and Accept the Online Agreement Create Username and Password Select Payroll Frequency i e weekly etc and Last Payroll End and Check Dates e Identify Owners Officers Determine Payroll Employee Classification and Accounting Contacts Provide Bank Account Information Already have an Account Click here to login or here to get started Insured TRAVELERS TravPay Online Agreement Online Agreement Review and Accept Terms to Begin Enrollment Workers Compensation Premium Billing Agreement and Electronic Funds Transfer Authorization CLIENT understands and agrees that the premium calculations for its workers compensation policy will be based on its actual payroll reported to InsureLinx Ti be calculated using among other things CLIENT S payroll and other remuneration as well as class codes and premium rates established on CLIENT policy Insurj Electronic Funds Transfer EFT as described below CLIENT S premium may vary based on CLIENT S actual payroll for the applicable reporting period Tray premium in accordance with policy terms and conditions At Travelers request InsureLinx may collect this additional premium due from CLIENT via EFT or Tr CLIENT Travelers will pay CLIENT in accordance with policy terms es If reporting an2. Click Continue Complete policy contacts If the main contact is responsible for all policy related communication you may check the box just above the description for the Payroll Information contact to populate them all Click Continue Enter banking information Enter the account holder bank name account and routing number Click Continue Registration complete Once you ve submitted all of the registration information you don t need to do anything more until you receive the Account Setup Confirmation email This will give you further instructions on what needs to be done for payroll reporting and when POLICYHOLDER USER S GUIDE Online Agreement Policyholder Info Payrallinfo Owners Officers fou Identify Owners Officers Please identify the Owners or Officers of your Company Required E No Officers Owners Enter Owner Officer Information First Name Last Name Class Code Employee Type Click Add Owner Officer Button Repeat process for Additional Owners or Officers First Name Last Name Class Code Employee Type MALE oter Owner First Name Last Name Class Code State Employee Type Delete Ed Surf 9082 FL Officer CONTINUE CANCEL Insured Powered Online Agreement Policyholder Info XV Payroll Info Owners Officers Policy Contacts horer Policy Contacts Please let us know who you wou
3. INSUREL I R m TRAVELERS J TravPay Policyholder user s guide SMALL BUSINESS WORKERS COMPENSATION CONTENTS ABOUT GETTING UNDER SIE NN PINE CREATING THIS GUIDE SUP POR THE PROCESS YOUR ACCOUNT VNNINEIINE EMAIL EMPLOYEE SETUP HOW PREMIUM IS USING A USER ACCOUNTS Norse viONG CLASSIFICATION CALCULATED THIRD PARTY ENN SD PAYROLL PROVIDER SELF REPORTING VIEWING ACCOUNT FREQUENTLY CIRO SNAG YOUR PAYROLL INTRO NW TAUB LOIN ASKED QUESTIONS This User s Guide contains procedures and guidelines for managing your payroll based billing account In this guide you ll find step by step instructions on how to do things like manage users enter payroll and view billing information Copyright O 2013 InsureLinx Inc All rights reserved POLICYHOLDER USER S GUIDE 1 gt GETTING SUPPORT Access Your Online Account gt https ftravpay insurelinx com Answers to most payroll and premium related questions are available through a secure login to your account Just login with the username and password you have created and you can view payroll detail premium calculations and billing history Email Customer Service Call Our Customer Service Team gt travpay travelers com gt 855 872 8729 If you have a question or need support Customer Service is available Monday Friday send an email to Customer Service 7am 8pm Eastern Standard Time Were happy to walk you through any items you need assistance with and answer any questions
4. A RQ Q A Is the process complicated Absolutely not TravPay has an easy to follow set up process all you need to do is provide a few simple pieces of information and youre ready to go What are the benefits of TravPay Benefits to businesses include No down payment Real time workers compensation premium calculations Improved cash flow for businesses Automatic premium deductions Reduced audit exposure due to real time premium calculations How much will TravPay cost me Nothing TravPay is a free billing option available for Travelers workers compensation clients How can I get started on TravPay Contact your local agent for more exciting details about Travelers TravPay GLOSSARY Account This term references your online profile tied to your insurance policy ies that is accessed securely through a username and password Base Premium The estimated annual premium calculated by applying the Base Rate to the estimated annual premium for that class code Base Rate Is the class code rate per 100 of remuneration listed on the policy It is used to calculate the Base Premium for the individual class codes Bank Return The term used when transactions are rejected by the recipient s bank Typically bank returns are caused by Non Sufficient Funds NSFs to cover the payment being processed Other Bank Returns include incorrect routing numbers or blocked transactions Begin Date Payroll This is the
5. correct Click Process Payroll View Premium Amount Once processed the screen will display the premium amount to be drafted from your account POLICY HOLDER USER GUIDE Check Date Begin Date End Date Total Payroll Entered Payroll Payroll Difference 2 20 2013 2 13 2013 2 20 2013 2 500 00 1 000 00 1 500 00 2 Enter Payroll data below Scroll to the right to vew enter additional Payroll Pay Types 7 FIRST NAME LAST NAME STATE CLASS DESCRIPTION GROSSPAY WAGES OVERTIM CODE Enter Payroll 045 EXAMPLE 1 EXAMPLE 1 CA 8810 CLERICAL NOC 0 00 0 00 0 00 Enter Payroll OWNOOL 00 SMITH cA 9082 RESTAURANT NOC 0 00 0 00 0 00 Enter Payroll 123 JOHNNY EVANS cA 9082 RESTAURANT NOC 1 000 00 1 000 00 0 00 Enter Payroll or m T FL 9082 RESTAURANT NOC 0 00 0 00 0 00 Enter Payroll 123 JOHNNY EVANS FL 9082 RESTAURANT NOC 0 00 0 00 0 00 Save Cancel 007 MASON WELLS CA 9082 RESTAURANT NOC 0 00 1 000 00 Enter Payroll 0013 RANDY P CA 8810 CLERICAL NOC 0 00 0 00 0 00 Enter Payroll 123456 JOHN DOE CA 8810 CLERICAL NOC 0 00 0 00 0 00 Enter Payroll 003 BILLY WONDER CA 8810 CLERICAL NOC 0 00 0 00 0 00 Enter Payroll 0010 BRANDON HOWARD cA 9082 RESTAURANT NOC 0 00 0 00 0 00 m N a 2 gt ot Page size 10 7 Check Date Begin Date End Date Total Payroll Entered Payroll Payroll 2 20 2013 2 13 2013 2 20 2013 2 500 00 2 500 00 0 00 Enter Payroll data below Kroll to the right to vi
6. first day for a specific pay period in which a company s employees earn income Check Date Payroll This is the date employees are paid for a specific pay period Class Code This is a numerical code used to describe the activities for employee classification and used to determine which rate listed on the policy will be charged for the premium The class code is a see NCCI definition y TRAVELERS J travelers com End Date Payroll This is the last day for a specific pay period in which a company s employees earn income Exempt Payroll This is the portion if any of payroll that premium will not be charged against Certain wage types and owner officers may be excluded on a state by state basis which is factored into the premium calculation Exemptions Policy Certain states allow for owner officers to exempt themselves from coverage depending on the entity type proper filings Expense Constant This is a line item charge listed on the policy that applies to workers compensation coverage in states with advisory rates It does not increase or decrease with the amount of premium charged but does vary by state The issuing insurance carrier charges the expense constant in addition to the premium and covers a portion of the administrative cost associated with issuing the policy The Travelers Indemnity Company and its property casualty affiliates One Tower Square Hartford CT 06183 This material does not amend or o
7. home page PR Payrolls Pered by inarun Compriyht 2022 Prasy Puber Ferms of U Select Policy from Drop Down b TRAVELERS TravPay Employees List You should only display multiple policies if your policy has renewed in the program Insured ick Li Click New to add Employee gt Employees List 1OTKUB 1111111 2 23 12 1 2012 12 2 2013 Active New Eat P Employee F O Last Name Employee Type Exe ne It is located just under the policy number above the ec m employee table ae ans m l 001 j T Regular Includes oO 002 m Smiley Regular Included ial 123456 Jone Doe Reguisr Inctudes ial 004 Wally Thomas Reguiar Included Complete the Employee Profile b Create Edit an Employee ha Codes E l Add Class Code It is located just under the policy number and above the employee table To add the correct class code just select Seemee cmon the appropriate code from the drop down box and click Add Class Code Insured Click Save Employee or Cancel y POLICY HOLDER USER GUIDE 1 1 b HOW PREMIUM IS CALCULATED Premium calculation each pay period is where Net Rates see below for explanation are applied to the class code or employee exposure payroll to arrive at the Periodic Premium Pe ee PER PER Cito Premium Basis Rate Estimated No Total Est Annual Per 100 of Annual a Remunerat
8. you have POLICYHOLDER USER S GUIDE f gt This page contains very important program terms and procedures regarding the pay as you go billing for your workers compensation policy Please read this page thoroughly and contact support if you have any questions Failure to abide by these procedures may lead to policy cancellation or inaccurate billing of the premium You will receive an email with a custom link to create an online profile for your policy This will include acknowledging an online agreement creating a username and password indicating your payroll frequency and reporting method and supplying owner officer information Instructions on how to create your account are located on page 5 Even if your third party payroll service has agreed to submit payroll data on your behalf you may need to assist in submitting payroll on occasion POLICYHOLDER USER S GUIDE You will receive an email each payroll due date as a reminder that it is due even if you utilize a payroll service If you have no payroll for that pay period it is your responsibility to log in and indicate Zero Payroll under Enter Payroll in the main policyholder menu The InsureLinx System is primarily email based and you will receive periodic requests regarding your account including employee classification and missing payroll Failure to respond to these requests may lead to payroll being processed under the highest rated class code or cancel
9. 022 5 200 00 5596 E Payroll Detail o o e e e View Print Payroll Detail b Processed On Provider Begin Date End Date Check Date 2 4 2013 SELFREPORT 12 26 2012 1 2 2013 1 2 2013 Employees Rows Payroll Subject Exempt Premium 9 2 000 00 1 500 00 500 00 34 01 There is asummary of the class code and employee i payroll listed in the screen You may print the details by resp a Toe Ine Jr 9082 RESTAURANT NOC FL 2 0 00 0 00 0 00 25272 0 00 9082 RESTAURANT NOC CA 3 2 000 00 1 500 00 500 00 2 2671 3401 clicking the link in the upper left corner mio amme ca a mm so mm oam sooo Employees Employee First Name ast Name e yro Subjec xempt ate Premium View OWNO01 ED SMITH 9082 CA 0 00 0 00 0 00 22671 0 00 View 004 WALLY THOMAS 9082 Fi 0 00 0 00 0 00 2 5272 0 00 View 1 JILL T 9082 FL 0 00 0 00 0 00 2 5272 0 00 View 0010 BRANDON HOWARD 9082 CA 0 00 0 00 0 00 2 2671 0 00 Mims ANN is ChAT EV goin r snnn cnn ennn N67 anm Employee Information E Payroll Employee Detail be m View Employee Payroll Detail b F Unique ID First Name Last Name Class Code State 1 JILL E 9082 CA By clicking View next to the individual employee you Payroll Dates and Totals can view the payroll by pay wage type Provide Procossedon Begin Dats Ena ate check Date SELFREPORT 2 4 2013 12 26 2012 1 2 2013 1 2 2013 GrossPay Subject Exempt Rate Premium 2 000 00 1 500 00 500 00 2 27 34 01 Pay T ay
10. ELERST TravPa ye Information REFERENCE ID 539361 The transaction information includes the payroll custome Ess SACK 1 BEACH AVE dates total payroll and premium for that pay period een ae The Reference ID will match the ID that comes DETAIL POLICY BEGIN DATE ENDDATE CHECKDATE PAYROLL PREMIUM DESCRIPTION CHARGE t h ro u g h O n yo u r b a n k state mM e n t IDTKUB1111111113 VIEWPAYROLL 12 5 2012 12 12 2012 12 12 2012 4500 00 43 03 PAYED 43 03 TOTAL 303 COPYRIGHT 2012 INSURELINX INC ALL RIGHTS RESERVED POLICY HOLDER USER GUIDE 22 gt FREQUENTLY ASKED QUESTIONS Q What is TravPay A je je TravPay is Travelers pay as you go billing option for workers compensation policies that allows businesses to link their payroll directly to their workers compensation premiums Who is eligible for TravPay TravPay is a billing option that is available for workers compensation policies Does my business have to be a certain size to utilize TravPay No TravPay is available to businesses of all sizes How does TravPay work TravPay allows businesses to pay their workers compensation premium in real time as they run their payroll TravPay offers two payroll reporting options businesses can either self report their payroll at the end of each pay period or link TravPay with one of thousands of approved payroll companies for automated premium withdrawals POLICY HOLDER USER GUIDE Q A Q
11. Premium 2 446 Class Code Base Rate This is the rate per 100 of payroll that is used to calculate the Class Code Premium Policy Additions These are the additional charges or credits that increase or decrease the premium beyond the Base Premium to arrive at the Total Premium These additions are used to calculate the Net Rate see below for further explanation on the net rate that is used to bill the premium each pay period Policy Additions may include but are not limited to items such as experience modification terrorism catastrophe and state surcharges Total Premium This is the sum of all Class Code Premium and Policy Additions that total the estimated annual premium for that state Important Net Rates and Premium Calculation Net Rate Explanation This is the rate per 100 of payroll used to calculate your premium each pay period It is called a Net Rate because it factors in Policy Additions that need to be collected during the policy term Net Rates vs Policy Rates If only the Base Rate were used the Policy Additions would not be collected and would be owed or returned at the end of the policy The Net Rate will not be listed on your policy but can be viewed in the Rating Tab of the main policy view when accessing your online account POLICY HOLDER USER GUIDE 13 gt RE USING A THIRD PARTY PAYROLL PROVIDER n Although not required using a third party payroll provider is
12. READ 20 At message with the error in your file rss Process Payrol hils Insured Powered by insureLam Coppnght 2013 Privacy Policy Terms of Use EN View Premium Amount gt iiis ea TRAVELERST TravPay conn ee aane iagoa stance Call 856 872 8726 Thank you for submitting your payroll Once processed the screen will display the premium amount to be drafted from your account e Powered by InsureLinx Copyright 2013 Privacy Policy I Terms of Use POLICY HOLDER USER GUIDE 19 gt Confirming Zero Payroll vage wines rassen cem To mes Pots Doat van P ECX E Dashboard ineme tt Oeri TRAVELERST TravPay mane Peep For Assistance Call 856 872 8726 Notices Shortcuts Click Payroll Upload p There are no meom at thes tme Manage Linpicyees The link is displayed under the Shortcuts on the home page Policies Age Mr pees see red Wars tors RN Rus ave TRAVELERS TRAVPAY Payrolls on a a 027132013 o223205 29 900 00 24310 S 018920 1202013 S153030 sHs is masan asan 2 50000 334 04 09 2013 08 2013 5300930 sugs 84 02 2013 po erdrn 2 090 20 3401 1119 2012 was 330 00 os 1312 2012 nazz 40000 saes ver 19 95 2012 12 05 7012 5 000 00 55596 Gre zies massene co ne Click Zero Payroll gt TRAVELERST TravPay ane Prate aan juat For Assistance Call 856 872 8720 Fel Payro
13. ason a E for not having payroll this period Click the checkbox to 1 Very the Check Begin and End Dates for your zero payrol confirm and then Submit Zero Payroll lt a os Z 1 confirm that there is no payroll for this pay period and that am authorized to do so on behalf of the policyholder listed above Conssi baies Zane Poy ot POLICY HOLDER USER GUIDE 20 gt G 4 VIEWING ACCOUNT INFORMATION Nearly all questions regarding payroll and billing can be answered by logging in to your online account Detail on payroll submitted and billing history can be accessed in a few simple steps Viewing Payroll Detail Click View Under Payrolls gt Ravens ny ganen ag Notices Shortcuts There are no notices at tive ame Manage Employees The Payrolls list is toward the bottom of the screen ry under the Policies list Click View next to the payroll Enter Payroll Verify kmpleyers Policies in question ge Payrolls PANG POLKV BEGIN DATE IND DA CHECK DATE AVRO PREMIUM Vien 1DTK6 111111113 208 01 13 20 02 13 2013 20 000 00 209 10 Vice IOMEGA 0123 2013 VNR 01302013 1500 00 3662 View presenil oyana i 3 01 16 2013 i 50000 314 Vien JOTKEUGLLLILLLLIS 0102 2013 1106 20 0108 2013 3 000 00 saas ee OTEELI 2226 2012 OL UT 01 05 2023 3 200 00 2602 vies nn 1212 2012 un 12192012 30000 sre Ven worevelL LU 120N2012 12122012 450000 03 vce DTE 2028 2012 20202 12 08 2
14. ayrolls _ uis mas nais a kek ven TE tied 18982012 12090012 12 09 20 2 5 00000 55 06 pois FETERE tated 12052012 32122012 121220 2 4 59000 405 Sex Riawhisinw 12752202 INAN Lema sence ra ew RTP LILL 122802 MENN Oven 1100009 sao Yer Pikitia ON OAD 04064023 1 00000 ms Pasan OLA URADU 03020 3 1 5300 kr E Page size 590 mr red Powered by hareun Copprght 2013 Privacy Pub Terms of Uy Payroll Reporting Please enter or report zero payroll for Check Date 2 20 2013 CREATED ON STATUS BEGIN DATE END DATE CHECK DATE Enter Payroll Zero Payroll 03 21 2013 LATE 02 13 2013 02 20 2013 02 20 2013 03 21 2013 LATE 02 20 2013 02 27 2013 02 27 2013 03 21 2013 LATE 02 27 2013 03 06 2013 03 06 2013 03 21 2013 LATE 03 06 2013 03 13 2013 03 13 2013 Insured step VSep2 NY 1 Enter Payroll Check Begin and End Dates Required fields Payroll Begin Date Payroll End Date Payroll Check Date 23 2013 f 2 20 2013 ff 2 20 2013 ff 2 Enter Payroll Total Total Payroll 2 500 00 3 Upload a Payroll Document Payroll File Not Required 16 gt Click Enter Payroll You will need to click Enter Payroll next to each of the employees that you have payroll to report Enter the amounts by Wage Type and then Save or Cancel Click Process Payroll Once you have entered the entire employee payroll please confirm that the total and entered payroll are
15. billed on behalf of Travelers and CLIENT The premium debit may vary based on your payroll InsureLinx is authorized from time to bank account including any adjustments determined by Travelers to be necessary Prior notice of the amount of each EFT shall not be prov Acceptance into this billing program shall be contingent upon the timely receipt and completion of all required documentation and shall be at program is contingent on CLEINT S timely reporting of payroll and payment of premium in sufficient funds CLIENT understands and agrees that there will be a 25 00 charge for each transaction rejected due to nonsufficient funds NSF Any NSF m be modified at Travelers request CLIENT understands and agrees that in the event the funding for a transfer is returned for any reason or InsureLinx has been provided incorred InsureLinx may withdraw or reverse EFT from authorized account the amount of funds transferred in error CLIENT will hold Travelers and Ins such errors ELECTRONIC FUNDS TRANSFER 15 U S C 1693 By signing below CLIENT hereby acknowledges receipt and understanding of notice by t for 1 unauthorized electronic fund transfer and duty to promptly report such unauthorized transfers 2 charges for electronic fund transfers procedure to initiate such stop payment orders 5 right to receive documentation of electronic fund transfers and 6 financial institutions lial 1693 et al This authorization will remain in full force and effect un
16. ct zz Included Pay Types Excluded Pay Types Wages 1 500 00 Commission 50 00 Bonus 0 00 Overtime 0 00 POLICY HOLDER USER GUIDE 21 gt Viewing Billing Information Click Billing His tory gt TRAVELERST TravPay For Acatance Cot 866 72 8729 Notices Shortcuts There are m notices at this time e Manage Employees Biling History This will take you to the list of transactions processed on 8 your account Policies roure va em ommes samus AR View IDTKUB 121121 2 13 Workers Comp 1201 2012 1205 2013 Active TRAVELERS TRAVPAY Payrolls ranou rou eaw DA arecxon ou menn Maw 1061111111113 0206013 927132013 02 13 2013 20 000 00 249 20 View 1063113111113 04 23 2013 09 30 2013 01 30 2013 1 500 00 S386 Mew 10061111111113 OL02013 0216 2012 01 16 2013 1 50000 3174 View 1070461113111113 010 2013 0082013 0109 2013 3 000 00 ass View OTKUB1L12111113 12734 2012 02 02 2013 01 02 2013 2 000 00 3402 View IDTKUB1112112113 1212 2012 1219 2012 1219 2012 30000 756 View IDTKUB1L12111113 12 05 2012 12 14 2012 22 12 2012 4 50000 43 02 ew 1000381112111113 1128 2012 1205 2012 1205 2012 5 000 00 55 95 rnsurad Powered by Ingarolinx Copyright 2013 Privacy Pelicy Terms of Usa Click View Statement p TRAVELERST TravPay set EEE Billing History This will open up the detail for the transaction processed eT vn mu View Print Transaction gt STATEMENT TRAV
17. d or payment of premium in sufficient funds are not made in a timely manner by CLIENT Travelers and InsureLinx reserve the right to ti cancelled in accordance with applicable law CLIENT agrees to accurately report payroll Any inaccurate reporting of payroll may also result in the termination of of CLIENT S policy in accordance with applicable law CLIENT understands and agrees that payroll reporting must be initiated within one 1 business day immediately following each payroll reporting period and m CLIENT understands it can only use a Payroll Provider that is approved by InsureLinx and Travelers and must provide InsureLinx the Payroll Provider ID to relationship with an InsureLinx approved Payroll Provider CLIENT understands that it will be required to either self report or choose another InsureLinx apj premium billing method CLIENT understands and agrees that it will have insurance premium debited from the account it provides to InsureLinx InsureLinx will provide detailed calcula policies billed on behalf of Travelers and CLIENT The premium debit may vary based on your payroll InsureLinx is authorized from time to time by Travelers bank account including any adjustments determined by Travelers to be necessary Prior notice of the amount of each EFT shall not be provided by Travelers CLIENT understands and agrees that it will have insurance premium debited from the account it provides to InsureLinx InsureLinx will provid policies
18. date as a reminder that payroll is due You will receive this even if a third party payroll provider is submitting payroll on your behalf If payroll has already been submitted you will not receive this notification If you have no payroll you will need to log in to your account and indicate Zero Payroll If you are self reporting you will need to submit your payroll by the end of business on the check date If you use a third party payroll service and did run payroll you do not need to do anything Registration Request Email is sent daily until the account registration is complete This is how the account profile is established including username password payroll reporting and banking information Follow the link in the email and complete the registration immediately Secure Login Invitation An account administrator has sent you a link to create a secure login to the policyholder s online account You may receive this email if you are a designated contact to submit payroll classify employees or view billing information Follow the link in the email that takes you inside the sytem to create a username and password to the policyholder s account POLICY HOLDER USER GUIDE 10 gt EMPLOYEE SETUP CLASSIFICATION A CC pp pe Ed Senith My Profile Amin Log Click Manage Employees b iamai Neches i m ETE Notices Shortcuts The link is displayed under the Shortcuts links from the ne
19. eport until you are notified when they are approved and up and running Note ADP and Paychex have been contacted and will not send payroll directly to InsureLinx You will need to opt for the self reporting Click Continue POLICYHOLDER USER S GUIDE 2 Policyholder Information Enter Company Information and Create Secure Login Required Company Name ova en Address Address2 City State and Zip Code Contact Name Contact Phone Contact Email Login Credentials Create a secure login for your Account User Name Ed Surf Password sesnneer Password must be at least 7 characters with at least 1 upper 1 lower case letter 1 number and special character Payroll Information Setup who is reporting payroll and how often Required Payroll Frequency o Weekly Bi Weekly Semi Monthly Monthly Last Payroll Dates y End Date o Check Date o 12 15 2012 12 15 2012 Payroll Reporting Method Self Reporting Payroll Provider Choose Payroll Company You have selected payroll provider as your submission type so you must select a payroll provider from the list or click on thg If you cannot find the payroll provider you are looking for please click here complete the request form and we ll contact tha CONTINUE CANCEL Insured InsureLinx Insured UI Please select a payroll company by selecting on the desired company Search Heartland Search Payrol
20. ew enter additional Payroll Pay Types FIRST NAME LAST NAME STATE CLASS DESCRIPTION GROSSPAY WAGES OVERTIME CODE Enter Payroll 045 EXAMPLE 1 EXAMPLE 1 CA 8810 CLERICAL NOC 0 00 0 00 0 00 Enter Payroll OWNOO1 amp DD SMITH CA 9082 RESTAURANT NOC 0 00 0 00 0 00 Pi ll 123 JOHNNY EVANS CA 9082 RESTAURANT NOC 1 000 00 1 000 00 0 00 Enter Payroll ooi mu T FL 9082 RESTAURANT NOC 0 00 0 00 0 00 Enter Payroll 123 JOHNNY EVANS FL 9082 RESTAURANT NOC 0 00 0 00 0 00 Enter Payroll 007 MASON WELLS CA 9082 RESTAURANT NOC 1 500 00 1 000 00 0 00 Enter Payroll 0013 RANDY p CA 8810 CLERICAL NOC 0 00 0 00 0 00 Enter Payroll 123456 JOHN DOE CA 8810 CLERICAL NOC 0 00 0 00 0 00 Enter Payroll 003 BILLY WONDER CA 8810 CLERICAL NOC 0 00 0 00 0 00 Enter Payroll 0010 BRANDON HOWARD CA 9082 RESTAURANT NOC 0 00 0 00 0 00 i m mo 1 2 4 Pagesze 10 TRAVELERS TravPay Fay Pat aon jtag Thank you for submitting your payroll You will receive an invoice shortly and premium will be withdrawn from the account we have on file in the next 1 2 business pout Sethe rece aba anaana teorio 150000 p AGO habe IInsared Powered by Lnsureiinx Copyright 2013 Privacy Policy Terms of Ui 17 gt Uploading Payroll Click Payroll Upload gt TRAVELERST TravPay Es yt nann 08 For Assistance Call 855 872 8729 Ope Payroll UGO gt 4 Ts Pome wins 2 der ad Ongente gt Mew isildu The lin
21. here Payroll Contact If Self Reporting sent E mail reminders when payroll is due Accounting Contact Sent invoices for premium debits e Class Code Sent notifications to confirm class codes for employee payroll Click here to continue 4 Bt MANAGING USER ACCOUNTS jeer nEs There are a number of account related activities that can be performed and questions answered through access to your online account There are also two different access levels given to account users This level of account access allows the user This level of account access allows the to create additional logins to the account and user access to enter payroll and view manage other user s access to the account billing information POLICYHOLDER USER S GUIDE gt MANAGING USER ACCOUNTS Creating an additional user account Log In to Your Account gt TRAVELERET TravPay For Assistance Call 886 951 5469 Please enter your username and password The website URL is https travpay insurelinx com Login insuraLinx Powered by InsureLinx Copyright 2013 Prvacy Policy Terms of Use h 44 oa 2 gt CI IC k Ad MIN IN gt TRAVELERS TravPay bam ng Upper Right Ge aalsia Notices Shortcuts If you have administrative rights to your account you will be able to create additional users If not please contact the policyholder account admi
22. if you receive this email EMAIL SUBJECT DESCRIPTION ACTION Account Setup Confirmation Confirms that your account is set up and can accept payroll for billing If you are behind on payroll based on the effective date of your policy you will need to submit your payrolls as soon as possible Premium Billing Notification Details the amount to be drafted from your bank account based on the payroll submitted None Late Payroll Notification Indicates that a particular payroll or payrolls has not been received and payroll needs to be submitted immediately Submit the missing payrolls immediately Pending Cancellation Indicates that a particular payroll or payrolls has not been received and your policy is in jeopardy of cancellation Submit all missing payrolls immediately Employee Verification Request Indicates that a new employee or employees has been added to your account profile and you need to confirm employee classification Log in to your online account and go to the employee management area to classify your employees Bank Return Notification Indicates that a bank draft was returned on your account This can happen from things like insufficient funds incorrect bank account information or ACH blocks Contact Customer Service as soon as the email is received to update your information so the transaction can be processed Payroll Reminder Sent on each payroll check
23. ion Remuneration Premium State NY Automobile Body Repair Shop All Operations and Location 1 Drivers 8391 8391 SE 4 35 dui State NY Location 1 Clerical Office Employees NOC 8810 8810 SE 02 21 Term 10 25 12 10 25 13 2 467 Manual Premium Subject Premium 2 467 Contracting Adjustment Credit 0 Standard Premium 2 467 Expense Constant 200 Certified Acts of Terrorism CAOT 35 Catastrophe Other than CAOT 7 New York State Assessment 472 NY Security Fund Surcharge 0 POLICY HOLDER USER GUIDE 12 gt HOW PREMIUM IS CALCULATED Base Premium This is also called Manual Premium and is the sum of all of the Class Premium amounts before any policy credits experience modification or Policy Additions Class Code This is a three or four digit code associated with the Class Code Description that is assigned by NCCI or a State Rating Bureau Class Codes help differentiate between the various job duties or scope of work performed by employees Class Code Description This is the description or phraseology associated with the Class Code that differentiates between employee job duties Class Code Payroll This is the exposure or basis on which the Class Code Premium is based Class Code Premium This is calculated by multiplying the Class Code rate per 100 of payroll by the Class Code Payroll Example Class Payroll 56 238 Class Rate 4 35 100 Class
24. k is displayed under the Shortcuts from cma te the home page Company 25 PSJ Process Payroll File nsurec 0 PD rape reg renee cm co rue Poe Cet on prarcx Select Policy to upload payroll gt mm pato omnes m Notices Shortcuts You will only have one policy to select from if your policy ma co has not yet renewed a Payrolls Confirm Policy b TRAVELERST TravPay ay prne aane eno Cat 855 872 8729 C Payroll Upload ain dita Danar then chick on the Tecs Payroll Me bution Once selected the screen will display the policy you are en ee uploading payroll for Powered by Incuretam Copyright 2013 Privacy Poly Terme of us POLICY HOLDER USER GUIDE 18 gt Click Browser to Find b TRAVELERST TravPay Cry te 804 For Assistance Call 856 872 8729 Payroll File Payroll Upload Plane meet s Psion cick on Broene en click om Ber Process Aard Fe butten Once the browser window is open you will need to Ra Me aama unaa iaae navigate to the folder where your payroll file is located Company 2 5 PAYROLL FILE 14 COLUMNS FORMAT File Version 2 5 Process Payroll Fie Click Save Click Process to Upload File p Do ae mm T TRAVELERST TravPay Eas uiy Prste raman iag t For Assistance Call 856 272 8729 HEEN Payroll Upload If the upload IS unsuccessful the page will display a EE el DVD
25. l Name City State Phone Select HEARTLAND PAYROLL COMPANY LLC BROOK PARK OH 866 798 1310 Mo STE Page size 20 1 items in 1 pages 3 Payroll Information Setup who Is reporting payroll and how often Required Payroll Frequency Weeky Bi Weekly Semi Monthly Monthly Last Payroll Dates G End Date o Check Date v 12 15 2012 12 15 2012 5 Payroll Reporting Method Self Reporting Payroll Provider Choose Payroll Company You have selected payroll provider as your submission type so you must select a payroll provider from the list or click on the link below to enter your payroll p If you cannot find the payroll provider you are looking for please click here complete the request form and we ll contact them regarding certification within 24 If in our discretion we agree to certify your payroll provider we ll do our best to work with your payroll provider to get your payroll information You will need to us either certify your payroll provider or notify you that such provider will not be certified in which case you have the option to continue Self Reporting Thank you Payroll Company Name New Payroll Company Payroll Contact Name jim Payroll Payroll Contact Phone 123 456 789_ Payroll Contact Email jim payroll com 6 gt Add owner officers Enter the first and last name of any owners or officers of the company Select the correct class code for that person and click Add Owner Officer
26. lation of your policy There is an explanation of all system emails on page 10 UNDERSTANDING THE PROCESS Confirm payroll provider Complete account registration Set up and verify employees Pay premium by ACH POLICYHOLDER USER S GUIDE If you use a third party payroll provider and want them to report payroll on your behalf it is helpful to confirm they are approved ahead of time If you are unable to locate your payroll provider on the list you may request InsureLinx to contact them to become approved The list of approved payroll services can be found at insurelinxcertified com Once the policy information is received by InsureLinx the policyholder main contact will receive an email to complete the online account setup required to start the Pay As You Go billing Account setup includes creating a username and password identifying owners officers indicating payroll provider if applicable and frequency and submitting bank information for premium billing Once the account is approved the policyholder will receive a confirmation email with directions on what to expect next Note This step is critical failure to register may lead to cancellation If the policyholder uses a payroll service or is self reporting by employee the policyholder will need to log in to the InsureLinx portal to setup and or confirm employee classification prior to payroll being submitted Reporting is due each payr
27. ld like us to contact for the following Required Name Ed Smith Phone 123 456 7890 Email ed surfshack com F Use this contact for all your policy Contacts Payroll Information Contact Name Ed Smith This is the person responsible for payroll at your company We will Phone 123 456 7890 contact this person for any payroll related questions Note This should not be third party payroll provider See egs Accounting Contact Name Ed Smith This is the person we will notify for banking corrections and Phone 123 456 7890 insufficient funds notifications Email ed surfshackcom Employee Classification Contact Name Ed Smith This is who we will contact to confirm employee classification We Phone 123 456 7890 will contact this person to confirm employee classification for the first payroll and any new employees hired by your company Emal ed surfshack com CONTINUE CANCEL 6 Banking Information Please enter information for the bank you would like us to debit your premium from F Required Account Name Ed s Surf Shack Bank Name Bank of America Account Number 123456789 Account Number re type 123456789 Routing ABA Number 123456789 The ABA Routing number is exactly 9 digits usually found between the I Symbo CONTINUE CANCEL nsured An ji TRAVELERS TravPay Thank you for choosing Travelers TravPay Here is what you can expect from
28. ll Reporting Pene oter v per rs parah tu ec Cmte 228202 The link is displayed to the right of the link to e en p y g ktera Imatan TUOI oyaa cav20v2023 amome SELPREPORT pasna 13012012 s009 gt BDNI ult 02 20 2023 ones 02272013 SELFREPORT DVS 1111 123 12002012 000 28212002 art 227 20 3 ovvera01 anoe 2012 SELFREFORT Dae 3 1301291 2 000 E n te r P ay ro BANI un eens OVDA Oe SEUREPORT BTU 12111 1623 12022 000 aree Powered by InsureLins Copyright 2013 Privacy Policy Terma of Use olem Review Payroll Dates TRAVELERST TravPay ko wy mone aame nuogo Cat 855 872 8729 Enter Payroll Do mot refresh thes page Do not ixe the browser back button Vou must click on Cancel to go back The dates are populated from the payroll cycle displayed paye came O omman egiten mengem ay in the prior screen The date fields can be edited if they 1 Very ie Check Begin and End Dales fr your 010 yr are not consistent with the actual payroll dates eee a confirm that there is no payroll for this pay period and that I am authorized to do so on behalf of the policyhoider listed above Canon Sites lee Payrat TRAVELERST TravPay cin yt on Log Out or Assistance Call 855 872 8729 Confirm Zero Payroll b EG Enter Payroll Do not refresh this page Do not use the Browser back button You must click om Cancel to ge back Enter your name next to the Authorized By and re
29. nistrator Dmsured Pumeved by imureunx Copyngin 2013 Pavey Poly Iers of Click User Accounts gt New Manage Users New Edit Reset password Delete Lock Unlock Send Invite All The page will display the existing accounts E Login Name User Type First Name Last Name E edsurf Admin Ed Smith New Edit Reset password Delete Lock Unlock Send Invite Complete User Account Profile b New User Required User Name Jen Smith User Type Admin ly Select the user type and enter the required information Password Re type ssssssse to create the user accou nt You will need LO give the user Password requires at least 8 characters including one number one uppercase and one special symbol 5 their information as it is not automatically sent to them Panse in Last Name smith Email jen surfshackcom Click Save Save POLICYHOLDER USER S GUIDE 9 p EMAIL NOTIFICATIONS EXPLAINED There are a number of email notifications that you will receive periodically that notify you of account related activity and requests for additional information While most of these notifications will require no action some will request your assistance by logging into your account or contacting us back with an answer to our request Below is a list of the emails you may receive a description of why they are sent and what action if any you need to take
30. oll period on or before the payroll check date If using a payroll provider we ll work with them to accept payroll on behalf of the policyholder or if self reporting you will need to log in and enter or upload payroll If you have no payroll for that particular pay period you ll need to log in to your account and indicate No Payroll under the link in the sidebar to enter payroll Once payroll is received InsureLinx calculates the premium to be debited from the designated policyholder account The following business day an email confirmation will be sent to accounting contact detailing the amount to be debited with the actual bank draft taking place 1 2 business days after notification 4 CREATING YOUR ACCOUNT Click link in registration email Once you click the link you will be redirected into the system to create your account Click here to get started If you do not already have an account click here to get started If you do have an account you can log in Review the online agreement It is important that you read the online agreement in full Note You may need to scroll down to view the full document depending on your screen size Sign online agreement Check the box if you are the authorized representative and then type your name and title Click Continue POLICYHOLDER USER S GUIDE aget bs E f rignore x f QR ER Meeting Sill Archive Sal ARCHIVE amp To Manager va Gru
31. porting you have the optionto If your payroll is due but you did not have any enter the payroll in the online entry tool for that particular pay period you will need Uploading Payroll to log in to your de and indicate Zero Payroll so that it is not flagged as unreported You may upload your payroll in a format acceptable to InsureLinx You will need to register the format or use a template provided by InsureLinx to utilize this feature Please contact InsureLinx at 866 951 5469 if you have questions about this POLICY HOLDER USER GUIDE me gt Entering Payroll Click Enter Payroll The link is displayed under the Shortcuts links from the home page Click Enter Payroll You will need to start with the oldest payroll being entered first and then the subsequent payrolls if there are multiple late Confirm Dates Enter Payroll Total Please make sure that the payroll dates that are populated in the page are correct Then add the total gross payroll for that pay period This will be the report total if you are entering from a payroll register Click Continue POLICY HOLDER USER GUIDE FRAVELERST TravPay CdS Pte Arn For Aseatance Call 055872 8 Notices Shortcuts There We t fifices at S8 SAR Manage Lmoiycer nilng Heter Upload Pret Enter Parol o Vente Employees Policies ote he ee ipres betus we OTULA Woren Come 12 00 2012 1201 3011 re TRAVELERS TERA P
32. s HI Qy H ere 9 GM EJ Team Email V Done QQ Reply amp Delete JB OneNote pod 7 Delete Reply Reply Forward OG gt Move Assign Mark Categorize Junk eS sp All Gilmore f Create New EPActions Policy Unread Detete Respond Quick Steps gt Move Tags Wed 2 27 2013 3 25 PM Immediate Action Required For Travelers TravPay Billing Program Welcome Ed s Surf Shack Thank you for choosing Travelers TravPay Policy Number IDTKUB 1111111 1 13 Policy Type WC Effective Date 12 1 2012 Travelers is committed to helping customers receive prompt accurate billing information The registration process takes only a few minutes of your time In preparation for registration you will need the following items available while you complete the pay as you go premium billing program registration process o Payroll Frequency i e weekly bi weekly etc o Last Payroll End and Check Dates o Bank Account and Routing Number So don t wait another moment Register now so that you can begin experiencing the benefits of TravPay Si begi RE Customer Service Representatives are available should you have any questions about getting started or when registering online Simply contact us at 855 872 8729 or travpav travelers com Sincerely Travelers TravPay Support Please Note you will not be able to save your information and return at a later time so please review the items carefully and have them ready prior to clicking your secure registration link
33. the simplest way to submit payroll for this program By using an approved payroll provider you will not need to transmit payroll for your premium billing as long as they are doing so on your behalf While not required it is best to make sure your payroll provider is approved or request for them to be before your coverage is bound A list of approved payroll providers is available online at https travpay insurelinx com locator searchbycompany aspx If you do not find your payroll provider through this online search you may also request them to be contacted to become approved Yes you have asked them and they agreed to send the payroll data but your carrier will still cancel the policy if payroll and Zero Payroll is not reported POLICY HOLDER USER GUIDE As soon as you receive notification that your policy setup is complete you will need to log in and set up your employees Yes your payroll provider will submit the employee information each pay period but you will need to confirm their location and workers compensation classification While we will attempt to work with most payroll providers some will elect not to send the payroll data on your behalf so we will need to set you up to self report in that case SELF REPORTING YOUR PAYROLL For self reporting your payroll must be either entered uploaded or reported as Zero Payroll each pay period Entering Payroll Confirming Zero Payroll When self re
34. therwise affect the provisions or coverages of any insurance policy or bond issued by Travelers It is not a representation that coverage does or does not exist for any particular claim or loss under any such policy or bond Coverage depends on the facts and circumstances involved in the claim or loss all applicable policy or bond provisions and any applicable law Availability of coverage referenced in this document can depend on underwriting qualifications and state regulations 2013 The Travelers Indemnity Company All rights reserved Travelers and the Travelers Umbrella logo are registered trademarks of The Travelers Indemnity Company in the U S and other countries CX 2723 New 6 13
35. til InsureLinx has received written notice from CLIENT of its termination in s a reasonable opportunity to act on it I as the authorized representative of CLIENT hereby confirm by signing below that I have read and understand the terms and conditions out the associated fees and authorize InsureLinx to debit CLIENT S account for the purpose of insurance premium payment 1 as the authorized representative of CLIENT have read and accept the terms and conditions of this Workers Compensation Premium Billing Ag F L as the authorized representative of CLIENT have read and accept the terms and conditions of this Workers Compensation Premium Billing Agreem Name Ed Surf i Title Owner g CONTINUE CANCEL Create username password Your company information is already completed for you Click Continue Enter payroll information Enter payroll frequency and last payroll end and check dates Indicate either self reporting or payroll provider reporting as your desired reporting method If you choose payroll provider reporting you must click Choose Payroll Company Type the name of the payroll provider you are looking for to see if they are approved If you find the payroll provider you are looking for you can select them and they will appear in the page IF you don t find the payroll provider you are looking for you can request for them to be contacted to report payroll on your behalf You will need to self r
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