|
Label |
Definition |
Screen(s) + WFM Name |
|
Employers & Agents |
This button is found on the Landing Page. Employers and Agents click this button to access the Employer and Agents Self-Service portal Home screen. |
Landing Page |
|
Internal User |
This button is found on the Landing Page. UI Agency employees click this button to access the internal System. Internal Users must enter a Username and Password to log into the Internal System from the Landing Page. |
Landing Page |
|
Account Maintenance |
This is a menu item found on the left-navigation panel of the Employer Self-Service portal. Click this link to access the Employer Maintenance screen where Users can perform various Employer account maintenance transactions such as: assigning Agents, inactivating accounts, and more. |
Employer Self-Service portal home |
|
Employer Services |
This is a menu item found on the left-navigation panel of the Internal System. Internal Users click this link to access the Employer Services Maintenance screen where Users can perform various Employer service transactions such as registering new Employers and canceling accounts created in error. |
Home screen of the staff portal |
|
Address Type |
This dropdown menu is found on the Employer Address Maintenance screen. Employers select an option from this dropdown menu when they are creating a new address. The options are: •Benefit Charge Statements. •Appeals. •Benefit Information. •Rate Notice. •Payment Plan Address. •Reimbursable Billing. •Wage Reporting. This field is required. The User can only select one option from the dropdown menu. |
Employer Address Maintenance |
|
Update Other Address Types |
This is a panel on the Employer Address Maintenance screen where Employers can select additional address types (in addition to the type selected in the Address Type dropdown menu). Each address type in the panel has a corresponding checkbox. The options for address types are: •Benefit Charge Statements. •Appeals. •Benefit Information. •Rate Notice. •Payment Plan Address. •Reimbursable Billing. •Wage Reporting. •Mailing. •Physical. These fields are not required. |
Employer Address Maintenance |
|
Contact Type Code |
This is a dropdown menu on the Employer Contact Maintenance screen. Employers select an option from this menu when they are creating a new contact record. The options in the dropdown menu are: •Accounting. •Benefits. •Human Resources. •Legal. •SIDES. •Payroll. This field is not required. The User can only select one option from the dropdown menu. |
Employer Contact Maintenance |
|
Location Name |
This is a free text field on the Employer Unit Maintenance screen. Employers enter a Location Name when they are creating a new Location Record. The Location Name can be any name of their choosing. This field is required. |
Employer Unit Maintenance |
|
First Wage Date |
This is a date entry field on the Employer Unit Maintenance screen. Employers enter a Date when first wages were paid when they are creating a new Location Record. This field is required. |
Employer Unit Maintenance |
|
Last Wages Date |
This is a date entry field on the Employer Unit Maintenance screen. Employer can enter a Date when the last wages will be paid when they are creating a new location record. The location becomes “Inactive” at the Last Wage Date. This field is not required. |
Employer Unit Maintenance |
|
Edit Ownership |
This is a button on the Ownership Summary tab on the Employer Detail Maintenance screen. Employers select an Ownership record and click this button to navigate to the Employer Owner Officer Maintenance screen where they can either edit an existing Ownership record or create a new one. |
Employer Detail Maintenance – Ownership Summary |
|
Notes |
This is a tab on the Employer Detail Maintenance screen that is only available in the Internal staff-facing view. Internal Users select the Notes tab and the New button to create new Notes on an Employer’s account. |
Employer Detail Maintenance – Notes – Internal facing only |
|
NAICS |
This is a tab on the Employer Detail Maintenance screen that is only available in the Internal staff-facing view. Internal Users select the NAICS tab to update an Employer’s NAICS classification. |
Employer Detail Maintenance – NAICS – Internal facing only |
|
Manage Joint Account |
This is a link on the Employer Maintenance screen in the Employer portal. Contributory Employers use this link to navigate to the Joint Account Wizard to create a Joint Account. |
Employer Maintenance |
|
Manage Group Account |
This is a link on the Employer Service Maintenance screen in the Internal portal. Internal Users follow this link to navigate to the Group Account Wizard to create a Group Account. |
Employer Service Maintenance (Internal portal) |
|
Security/Group Security Amount Submitted |
This is a field on the Process Reimbursable Security screen. Non-profit, Reimbursable Employers enter the amount of Security payment they are submitting to the UI agency in this field. This is a dollar amount. The Security Amount Submitted should be equal to the Security Amount Due (read only field). This field is required when an Employer is submitting a Security payment. This field is only displayed when Security is due. |
Process Reimbursable Security |
|
Security Type |
This is a dropdown menu on the Process Reimbursable Security screen. Non-Profit, Reimbursable Employers select an option from this dropdown menu when they are submitting a Security payment to the UI agency. The options in this menu are: •Bond. •Certificate of Deposit. •Letter of Credit. •Money Deposit. Other This field is required when an Employer is submitting a Security payment. This field is only displayed when Security is due. |
Process Reimbursable Security |
|
TPA Type |
This is a dropdown menu on the Profile tab of the Agent Account Maintenance screen. The Profile tab is only available in the Internal staff-facing view. Internal Users select TPA Type when then are updated an Agent’s profile. TPA = Third Party Administrator. The options are: • Agent. • Transmitter. • Fiscal Intermediary. This field is required. |
Agent Account Maintenance – internal facing only |
|
FTP Access |
This is a dropdown menu on the Profile tab of the Agent Account Maintenance screen. The Profile tab is only available in the Internal staff-facing view. Internal Users select FTP Access when then are updated an Agent’s profile. The options are: •Yes. •No. This field is not required. |
Agent Account Maintenance – internal facing only |