Using Bundled Billing Rules

Use the Bundled Billing Rules form to establish information for charging one fee per workers’ compensation class for FUTA, SUTA, FICA, and workers’ compensation. You can “bundle” benefit billing based on the workers’ compensation code.

You can use the Bundled Billings Comp Class workers’ compensation code to reflect actual costs that are based on workers’ compensation classifications. You can also set up bundled billing so that each Comp Class has the same billing rate, such as when a client has a flat rate for all classes of employees.

To set up bundled billing:

1. Select Client.
2. From Client|Change, select Billing Rules (Bundled).
3. Fill in these fields as required.
Field Description
Billing Rule Enter an existing Billing Rule ID, or click New Rule to create a new bundled billing rule. The system automatically assigns an ID.
Workers' Compensation Code Enter the Workers' Compensation Code for this bundled billing rule.
Price Code

If appropriate, select the Price Code to use instead of the standard billing rate.

The Price Code overrides the Bundled Rate set on the Bundled Billing Rule panel for any employee assigned to this job code and a matching Price Code. Use this field if an employee is granted special pricing (rather than using the standard bundled rate and with an employee-specific add-on unbundled rule, which is more common).
Bundled Rate Enter the Bundled Rate to use when billing the client for this workers’ compensation code. This percentage is multiplied by the Unadjusted Gross Taxable pay.
Special Bundled Rate If required, enter the Special Bundled Rate to use for a specific date range.
Special Rate From Date Enter the date when the Special Bundled Rate begins. Payrolls before this date do not use the rate.
Special Rate To Date Enter the date when the Special Bundled Rate ends. Payrolls after this date do not use the rate.
4. If Bundled Tiers (Optional) are required:
• Enter the Maximum Pay Level covered by this billing rate. Use this field only if bundled rates vary by pay level.
• Select the Department Code for this billing tier.
• Enter each of the Pay Codes affected by this billing rate.
5. If bundled rules exist for the client, they display in the Existing Bundled Rules panel.
6. Click Save.