09/14. Online Workers Compensation Monthly Self Bill Instructions

Transcription

1 09/14 Online Workers Compensation Monthly Self Bill Instructions

2 Contents Online Workers Compensation...1 Completing the Payroll Report...1 Mail In Payment...5 Online Payment...7 Management...13 Edit the Address of an Existing User or Opt Out of Reminders...13 Add an Alternate Address to Receive Reminders /14

3 Online Workers Compensation Monthly Self Bill Instructions In ExpressServe SM, you can complete a payroll report, pay the corresponding premium online and access system instructions. Go to and login to ExpressServe. Then refer to the following instructions. Completing the Payroll Report Step 1: From the Self Reporting tab, select Report Payroll. Step 2: Click the policy you want to report payroll for. Take note of the policy effective date as it compares to the reporting period. 1

4 Step 3: Select a month to report payroll for from the drop-down list. Step 4: In the table, enter the Number of Employees, Gross Payroll and Exclusions for each class code. Round all payroll figures to the nearest dollar. If you have no payroll to report for a class code, leave the figures as zero. For additional information, click on the buttons. If you need to add a class code, FCCI s Audit Department at premiumaudit@fcci-group.com for approval. If the additional code is approved, it will appear on the reporting form the next time you login to the system. Step 5: When your payroll entry is complete, click Save Payroll. Step 6: To calculate the premium due, click Calculate Premium. Note: You must submit all payroll for policies with multiple locations at the same time. 2

5 Step 7: The amount due will appear. To view the premium formula, click Show Calculation. Policies with more than one location will show the amount due and calculation for each individual location processed. If you need to make corrections, click Edit Payroll. Step 8: If the information is correct, provide your phone number and click Submit Payroll. Note: Once payroll is submitted, changes cannot be made. If changes are required, please contact Billing Services at , ext

6 Step 9: Review your payment amount. If you have a credit or open balance on your account, change the Payment Amount accordingly. If you adjust this figure, please provide a short explanation in the Comments field. Step 10: To continue, click Confirm Transaction. Step 11: Select a payment method. To print a report to mail with a check to FCCI, click Mail Payment. To pay online via bank draft, click Pay Online. Further instructions for each payment method follow. 4

7 Mail In Payment Step 1: When prompted, confirm your choice to mail payment. Step 2: To print the report, click Print. Mail it along with your check to the address shown. Keep a copy of the report for your records. Step 3: To exit, click Close. 5

8 Step 4: If you d like to print additional copies of the report, click Reprint Mail Payment Form. To view your report data, click View Payroll. To complete another report or to exit the system, click Exit. 6

9 Online Payment Step 1: If this is your first time making a payment online, the Payment Authorization and Agreements page with the full agreement will appear. When making subsequent payments, you will not see the full agreement. To continue, click I Agree. Throughout the payment process, do not close your browser or click Back. Doing so will cancel the payment. Note: This process does not include any invoice for other lines of business. Once the current process is completed, return to the main screen and Click the Pay Your Premium Bills Online. 7

10 You will be redirected to Bank of America s secure online payment system for FCCI accounts. To continue, click Accept. Step 2: If this is your first time making a payment online, you will be prompted to enter your contact information. Complete all fields shown. The address you enter will be used to send confirmations of enrollment and payment to you. To continue the enrollment process, click Continue. To cancel enrollment and return to ExpressServe SM, click Cancel Enrollment. 8

11 When making subsequent payments, you will bypass the previous screen and will not need to re-enter the information. To change any of this information at a later date, click Manage Profile in the left navigation menu, then click Change Personal Information. Step 3: Review the information you entered. To make changes, click Modify. To continue, click Complete Enrollment. 9

12 Step 4: Your enrollment is now complete and the Account Summary page will appear. To proceed with making a payment, click Pay Now. Reminder: Automatic payments are not available for Monthly Self Reporting Policyholders. Step 5: If this is your first time making a payment online or you elected not to save your bank account information on previous payments, select New Bank Account in the Payment Account drop-down list. To enter your new bank account information, click Pay Now. If you have made previous online payments and elected to save your banking information, your account name and the last four digits of the bank account number will display in the Payment Account dropdown list. If you wish to pay from the account shown, click Pay Now. To change bank account information, click Manage Profile in the left navigation menu, then click Payment Accounts. 10

13 Step 6: If you selected New Bank Account, you will now be prompted to enter your banking information. Complete all fields. The information will be saved for future use by default. If you do not wish to save the banking information for use on your next payment, click the No radio button in response to Would you like to save this banking information for future use? To proceed, click Continue. To cancel the payment, click Cancel. 11

14 Step 7: Review all the information on the Initiate Payment page. To continue, click Confirm. To make changes, click Modify. To cancel the payment, click Cancel. Step 8: The Payment Confirmation page will appear. To print a copy for your records, click Print. To return to ExpressServe, click Back to ExpressServe. To view your completed report again, click Display Premium. 12

15 Management Each person with access to the Self Reporting tool will automatically receive a monthly reminder to complete the online report. You can edit those address, opt out of receiving the reminders, and add additional addresses for the reminders. Refer to the following steps to make these changes. Note: Adding an Alternate User does not grant that person access to ExpressServe. It only includes that person in the monthly reminders. If you need to grant access to a new user, please contact your insurance agent or help@fcci-group.com. Edit the Address of an Existing User or Opt Out of Reminders Step 1: From the Self Reporting tab, select Management. Step 2: Click Edit next to the record you want to change. 13

16 Step 3: Change the address as needed. To stop reminders from being sent to the indicated user, click the checkmark to remove it. To save your changes, click Save. To remove system access for a person listed in the Primary User section, contact your agent or help@fcci-group.com. 14

17 Add an Alternate Address to Receive Reminders Step 1: From the Self Reporting tab, select Management. Step 2: Click Add. Note: Adding an Alternate User does not grant that person access to ExpressServe. It only includes that person in the monthly reminders. If you need to grant access to a new user, please contact your insurance agent or help@fcci-group.com. 15

18 Step 3: Enter the name and address. To enter another contact, click Add Other. To save your changes, click Save. Step 4: To change or remove an alternate address, click edit or delete next to the appropriate record. Thank you for following these instructions. We hope you enjoy the convenience of FCCI s online services. 16