Multi-State Workman’s Comp Setup
If you want to have the WC code to come in with the crew when an activity is selected from the Activity Codebook just set this up in the Activity Codebook. To apply the correct unique state rate for a project then you will need to setup a multi-state table in your master estimate. First list all the WC codes without any state headers in your Master Estimate WC setup. Now in the same Master Estimate and WC table put each state’s WC rate with the state header in front followed by the same four digit WC insurance code setup above. Here is an example.
Then apply only the 4 digit WC code in the Activity Codebook. This would be a generic 4 digit WC code that is not specific to any state.
The rest is easy. In a new estimate indicate the state the project is in and when you bring in an activity it will match the 4 digit WC code to the the correct state and bring in the correct state rate for that activity. Note in the setup shown in the WC table above the generic 4 digit code is setup with zero rate but it could have a rate too.
If a default WC code is shown then if the WC code is missing in the Activity Codebook at least the default rate will be brought into the activity. So if you bid in a multi-state area with some up front effort the correct WC code can be brought in from the Activity Codebook.