configuring the csst from the project time option date modified: 2017-05-11 page 1 of 25 configuring...

How-To

Date modified: 2017-05-11 of 25

CONFIGURING THE CSST FROM THE PROJECT TIME OPTION

Workers’ compensation rates may vary according to:

Region

Province

Type of project

Task

When a company is faced with this much variety, we recommend that the workers’ compensation rate be determined in the Project window, because the W/C rate is linked to each project activity. Maestro* manages the rate to be calculated for all hours posted to each project activity.

When workers’ compensation is calculated by project, the workers’ compensation is calculated as part of the payroll balancing process and is posted to the project as a separate entry.

When the CSST is managed by the Project module, remove all rates linked to the CSST in the Employee Management or in the Define Work Categories options.

According to the situation, two methods are suggested:

Situation A → The standard method, used by clients who operate in one province only (see below).

Situation B → The multi-province method, used by clients who operate in more than one province (Situation B)

How-To


SITUATION A – HOW TO CONFIGURE THE CSST FROM THE PROJECT TIME MODULE

The standard method, used by clients who operate in one province only.

Configuration Requirements in Project Time Option

Time Management Configuration

Define the W/C – CSST Activities

To define a W/C – CSST activity

Define Workers’ Compensation information in the Government Tables

To define the Government tables for the Safety Board

Workers’ Compensation Maximum and Rate Tables

To define maximum salary by province

Define a W/C – CSST Expense Account – Optional

To define a different W/C – CSST account by department

Assigning workers’ compensation activity to projects

To link a workers’ compensation activity

Adding a W/C – CSST activity to a project template

To add an activity to a project template

Workers’ Compensation – CSST Recognition

To post W/C – CSST to projects

Reports available for the W/C – CSST in Project Time option

W/C – CSST Annual Report

1. Configuration Requirements in Project Time Option

To achieve this, the W/C – CSST Processing option must be deactivated on the payroll level in order to manage the CSST from Projects module.

maestro* Time Management Maintenance Payroll Configuration

1. In the Configuration screen, click on General in the left section.

2. Uncheck the field W/C – CSST Processing.

3. Click Save.

4. Click Close.

How-To


2. Time Management Configuration

maestro* Time Management Maintenance Time Maintenance Configuration – Time Management

1. In the Configuration – Time Management window, click W/C – CSST /Fringe Benefit in the left section.

2. On the right, complete the fields linked to the section W/C – CSST Accounting:

a. Enter the Liability Project. The project to enter must be a liability project.

b. Enter the Activity. The activity must be linked to a CSST account.

c. Enter the Group. The group should not be linked to a general ledger so that maestro* uses the account of the activity.

This information is used upon the accounting of the W/C – CSST when there is no defined project, activity or group for the W/C – CSST activity in the Define W/C – CSST option.

d. Enter the Expense Group. The expense group is generally of “payroll” type.

e. Select the desired source in the Calculation source field. The table below describes each available calculation source type:

How-To


Calculation source Description

Default Tells maestro* to use the salary source according to the Government tables to determine the W/C – CSST source calculation.

Required if a company has multiple databases for calculating the W/C – CSST from one government table (province) to another.

Recommended setting for all provinces outside Quebec.

Provincial* Only uses increases in the gross provincial earnings (without applying the exclusions in taxable benefits defined in Government Tables) to determine the W/C – CSST contribution and to apply the maximum amounts.

Calculation of the CSST contribution is based on the provincial salary to which is added the bonuses and deductions that apply only to provincial income tax.

Federal* Only uses increases in the gross federal earnings (without applying the exclusions in taxable benefits defined in Government Tables) to determine the W/C – CSST contribution and to apply the maximum amounts.

W/C – CSST* Uses increases in the gross provincial earnings less the exclusions in taxable benefits defined in Government Tables to determine the W/C – CSST contribution and to apply the maximum amounts.

The W/C – CSST is calculated according to the provincial salary to which are added the bonuses and deductions that affect W/C – CSST.

Worked Hours U.S. payroll usage only.

* If the Calculation Source selected is not Default, then maestro* does not consider the W/C Calculation source that is defined in the Government Tables option.

3. Complete the Province source field in order to tell maestro* how to manage the CSST. Select Province/State related to payroll.

4. Complete the Source of the excess calculation mode field. Select W/C – CSST activity.

The Province related to payroll is the default value. The W/C maximum is calculated based on the province defined in the Define Work Categories option.

The W/C – CSST activity value in Source of the excess calculation mode indicates that the CSST is calculated based on the CSST activity.

5. Click Save, then close the window.

How-To


If all your activities take place in the same province and the practice toward excess calculation is set either on an annual basis only or on a weekly basis only for the same employee, you do not need to change your configurations if Source of the excess calculation mode is set to Payroll Committee. However, if, during the year, you are planning on using both the annual and the weekly basis for the same employee, it would be preferable to work with the configuration Source of the excess calculation mode set to W/C – CSST activity.

3. Define the W/C – CSST Activities

The Define W/C – CSST function is used to create W/C – CSST activities and to maintain maximum rates based on an effective date. The rates, maximums, project, activity and group defined in this window, are used for the W/C – CSST Recognition.

To define a W/C – CSST Activity

maestro* Time Management Maintenance Time Management Define W/C – CSST

1. In the Rate tab, click the icon Insert a W/C – CSST Activity.

2. Complete the required information:

Champ Description

Code The code of the CSST activity.

Description Description of the CSST activity.

Excess Calculation Mode

This parameter is linked to the information entered in column Type of the W/C – CSST Annual Report.

Undefined Calculation mode is set to committee and is defined in the employee’s work category.

NOTE: For linked employees, with different calculation modes, the value here defaults to weekly.

Annually Calculated annually.

Weekly Calculated weekly.

NOTE: The modes Annually and Weekly apply mainly in the case of an employee who belongs to several CSST classes that are calculated either on an annual or a weekly basis. Consequently, the CSST annual report must take the calculation mode into account and apply the rules to calculate the excess.

Ancillary Worker Used to indicate whether the activity is associated to an ancillary worker.

NOTE: the information entered here will be used in the W/C – CSST

How-To


Recognition report.

Liable To calculate CSST, check the box Liable.

NOTE: For employees who are exempt from W/C – CSST, the liable check box should be left blank.

Project Default (liability) project used to calculate CSST.

NOTE: If no project is expressly associated to the CSST activity, the project that will be used is the one that is identified in option Configuration–Time Management of the Time Management module: in the left-hand side pane, select the item W/C – CSST /Finge Benefits, in section W/C – CSST Accounting.

Activity Default activity to be used to fund CSST contributions.

For example, it is possible to calculate CSST based on the province by creating a separate activity by province.

NOTE: If no project is expressly associated to the CSST activity, the application will default to the project that is identified in option Configuration–Time Management of the Time Management module: in the left-hand side pane, select the item W/C – CSST /Finge Benefits, in section W/C – CSST Accounting.

Group Default group for funding CSST contributions.

NOTE: As is the case for the project and the activity items, the CSST group takes priority over the Configuration –Time Management when processing W/C – CSST Accounting.

Province Province in which the CSST applies.

Entering the province is not required since all the activities are located in the same province.


4. Define Workers’ Compensation information in the Government Tables

There must be a tax table to manage the provincial payroll tax for each province where the employees get paid.

The table below describes each source type available.

How-To


Source Description

MAX W/C Uses increases in the gross provincial earnings less the exclusions in taxable benefits defined in Government Tables to determine the W/C – CSST contribution and to apply the maximum amounts.

The W/C – CSST is calculated based on the provincial salary to which the bonuses and deductions that affect the W/C – CSST are added.

Provincial Only uses increases in the gross provincial earnings (without applying the exclusions in taxable benefits defined in Government Tables) to determine the W/C – CSST contribution and to apply the maximum amounts.

Federal Only uses increases in the gross federal earnings (without applying the exclusions in taxable benefits defined in Government Tables) to determine the W/C – CSST contribution and to apply the maximum amounts.

Once in the Government tables window, you can access the workers’ compensation table to enter an annual maximum or create a new rate code to be used in calculating workers’ compensation in project activities.


maestro* Time Management Maintenance Payroll Government Tables

1. In the Provincial Rates tab, Safety board section at the bottom, complete the required information.

2. Select the desired source. Refer to the table above to make your selection.

3. Indication the remittance account. It is the general ledger account to which Commission de la sécurité et santé au travail (W/C – CSST) remittances are posted.

4. For the province of Québec, complete the W/C – CSST Provision section.

5. To define a new workers’ compensation rate and/or maximum, click the W/C – CSST button.

6. Click Save then close the window.


There must be workers’ compensation rules established for each province of residence for the employees and for each of these provinces, where you are required to pay workers’ compensation. A table is created to manage the annual /weekly calculation maximum amount.

How-To


In Québec, information about provincial maximum salary is available from the Commission de la santé et sécurité au travail website. For other provinces, local Workers’ Compensation Board or their website can provide the requested information.



1. In the Government tables window, click the Define W/C – CSST icon in the Safety Board section.

2. Click the Maximums tab. In the Start date field, enter a date for when the maximum amount comes into effect.

The effective date lets you reprint past W/C – CSST reports given the rate, the adjustment salary, the insurance amount, the excess and the premium displayed depend on the effective date of the rate.

3. Under the main heading Maximums, enter a maximum amount under Weekly or Annual, as required by the Workers’ Compensation rules for the province.

4. Once the maximums are established, use the Rate tab to define rate by W/C – CSST activities.

5. Click the Rate tab. Under the Rate tab window, click New to clear the window.

6. In the Start date field, enter a date at which the rates come into effect.

7. Enter the rate by activity.

8. Save then close the window.

The user can modify the rates of the different W/C – CSST activities only if the column Liable is checked.

In multidimensional mode, you can use the same rate codes and establish different rates for each prefix or company you have established in maestro*.

Information about provincial maximum salary is available from your local Workers’ Compensation Board or on their website.

How-To


5. Define a W/C – CSST Expense Account – Optional

By default, maestro* uses the hour entry project and activity to identify the W/C – CSST expense account. This is usually a salary account. If you want to use a different account, you must set up an account for the department.

The Accounts by department option uses the salary account for the labour activity entered for the expense project to assign hours to projects.

To define a different W/C - CSST account by department

maestro* Time Management Maintenance Time Management Accounts by Departement

1. In the Accounts by Department window, under the Main Fields tab:

a. Enter the Reference Account.

b. Enter a W/C – CSST Expense Account.

Select the salary account (called the Reference Account) for which a W/C – CSST account must be different from that specified in time entry

Caution! Given that the W/C – CSST project transfer cannot link the information with any employees, nothing may be entered in the Category or Bonus fields.

2. Click Save and Exit this window.

6. Assigning workers’ compensation activity to projects


maestro* Projects Maintenance Projects Project Management

1. Select the desired project then click the Activities and budgets tab.

2. Click the desired activity then, on the right, in the W/C – CSST field, select the W/C – CSST activity.


How-To


7. Adding a W/C – CSST activity to a project template

If you have a W/C – CSST project activity, you can link the workers’ compensation activity to a project template. This will ensure that the rate is automatically created and linked on all new projects.


maestro* Projects Maintenance Projects Define Project Template

1. In the Define project templates window, select the desired project template.

2. In the Description tab, Activities section, select the W/C-CSST activity code.

3. In the W/C-CSST column, select a W/C-CSST activity.


8. Workers’ Compensation – CSST Recognition

Workers’ compensation report and accounting posting must be run following the payroll processing and reconciliation process to post the costs to the projects. The report is found in the Project time menu, in the Accounting section.

Upon completion of this report, maestro* can either post the amounts calculated to the associated projects, or transfer the entry to the Project to Project transfer option in the Projects menu for further review or edit before posting.


The Payroll procedure and the Payroll Reconciliation needs to be completed before the W/C – CSST Recognition steps.

maestro* Time Management Project Time Accounting W/C – CSST Recognition

1. In the Parameter selection window, select the committee, the period and province.

The W/C – CSST Recognition must be completed one period at a time. If the committee periods are different (weekly and bi-weekly), we recommend that you calculate the W/C – CSST amounts by committee.

2. Click Accept. The W/C – CSST Recognition report viewer is displayed

3. Close the W/C-CSST Recognition report. A confirmation screen is displayed.

4. If needed, check the Transfer Automatically box.

How-To


5. Click Yes to post the W/C – CSST.

If the Transfer Automatically field is checked, the project-to-project transfer transaction is automatically transferred. Otherwise, the user will have to manually transfer the transaction.

Please note that if changes were made manually into the project-to-project transfer transaction, the W/C – CSST information report will not be affected.

If the W/C – CSST is calculated in the Project module, the W/C – CSST entry is generated automatically during the W/C – CSST Recognition phase.

During posting of the W/C – CSST, the following transaction is created for all provinces:

Description Debit Credit

The W/C – CSST transaction affects the expense account defined in the project and the activity specified in time entry. The group used for the expense is the one defined in Configuration – Time Management.

However, if an account was defined for the department in step Define a W/C - CSST account, the general ledger account for the W/C – CSST expenditure will be the department account rather than the one defined in the project and activity specified in time entry.

X

The offset affects the W/C – CSST expense accounts based on the project, activity and group defined in the W/C – CSST activity in the Define W/C – CSST option.

If a project, activity or group has not been defined in the activity, maestro* uses the information specified in the W/C – CSST Accounting section under the Configuration – Time Management option.

For more information on the settings, refer to the section named Time Management Configuration.

X

How-To


9. Reports available for the W/C – CSST in Project Time Option

To validate the W/C – CSST, maestro* provides the ability to print the following reports from the Project module:

maestro* Time Management Project Time Accounting

In the Accounting group, you will find reports related to the Workers’ compensation (W/C-CSST):

Name of the report Reports Specification

W/C – CSST Report This report presents the W/C – CSST information by employee.

There is a summary by committee and activity at the end of the report.

W/C – CSST Report by Project

This report presents the W/C – CSST information by employee and by project.

There is a summary by committee, activity and project at the end of the report.

W/C – CSST Detailed Report by Project

This report presents the W/C – CSST information by activity, project and activity in time entry.


Pivotal W/C – CSST Analysis

The Pivotal W/C – CSST Analysis function is used to check and present W/C – CSST contributions in the form of a dynamic cross-reference table or graph.


See below for details.


This report is used to produce the salary statement report once per year. If the calculated annual excess amount for a worker is higher than the weekly excess amounts, the contributions are recalculated to achieve a more equitable distribution of excess amounts among the W/W – CSST activities worked during the year in each province. The excess amount is first apportioned among the annual units until they each reach the maximum excess contribution. Any excess amounts still left over after this step are apportioned among the weekly units.

To print the annual report:

maestro* Time Management Project Time Accounting W/C – CCST Annual Report

1. In the Parameter Selection enter the year, if it differs from the previous year.

How-To


2. Check Include the cumulative (if applicable).

3. Click Accept to display the report.

The Max Annual W/C – CSST amounts are displayed according to the effective date specified in Define W/C – CSST option. If the Province Source is set to W/C – CSST Activities, the excess is calculated according to the W/C – CSST activities.

As a general rule, maestro* calculates the insurable W/C – CSST amount based on the calculation source that has been defined in the time management module’s configuration options; specifically, option Configuration–Time Management. The application will later compare the insurable earnings amount to the maximum amount defined for the given province, so it can calculate the excess.

How-To


SITUATION B – HOW TO CONFIGURE THE CSST FROM THE PROJECT TIME OPTION

The standard method, used by clients who operate in one province only.

Configuration Requirements in Project Time option

Time Management Configuration

Define the W/C – CSST Activities


Define Workers’ Compensation information in the Government Tables




Define a W/C – CSST Expense Account – Optional

To define a different W/C – CSST account by department

Assigning workers’ compensation activity to projects


Adding a W/C – CSST activity to a project template


Workers’ Compensation – CSST Recognition


Reports available for the W/C – CSST in Project Time option


1. Configuration Requirements in Project Time Option

To achieve this, the W/C – CSST Processing option must be deactivated on the payroll level in order to manage the CSST from Projects module.

maestro* Time Management Maintenance Payroll Configuration

1. In the Configuration screen, click on General in the left section.

2. Uncheck the field W/C – CSST Processing.

3. Click Save.

4. Click Close.

How-To


2. Time Management Configuration

maestro* Time Management Maintenance Time Maintenance Configuration – Time Management

1. In the Configuration – Time Management window, click W/C – CSST /Fringe Benefit in the left section.

2. On the right, complete the fields linked to the section W/C – CSST Accounting:

a. Enter the Liability Project. The project to enter must be a liability project.

b. Enter the Activity. The activity must be linked to a CSST account.

c. Enter the Group. The group should not be linked to a general ledger so that maestro* uses the account of the activity.

This information is used upon the accounting of the W/C – CSST when there is no defined project, activity or group for the W/C – CSST activity in the Define W/C – CSST option.

d. Enter the Expense Group. The expense group is generally of “payroll” type.

e. Select the desired source in the Calculation source field. The table below describes each available calculation source type:

How-To


Calculation source Description

Default Tells maestro* to use the salary source according to the Government tables to determine the W/C – CSST source calculation.

Required if a company has multiple databases for calculating the W/C – CSST from one government table (province) to another.

Recommended setting for all provinces outside Quebec.

Provincial* Only uses increases in the gross provincial earnings (without applying the exclusions in taxable benefits defined in Government Tables) to determine the W/C – CSST contribution and to apply the maximum amounts.

Calculation of the CSST contribution is based on the provincial salary to which is added the bonuses and deductions that apply only to provincial income tax.

Federal* Only uses increases in the gross federal earnings (without applying the exclusions in taxable benefits defined in Government Tables) to determine the W/C – CSST contribution and to apply the maximum amounts.

W/C – CSST* Uses increases in the gross provincial earnings less the exclusions in taxable benefits defined in Government Tables to determine the W/C – CSST contribution and to apply the maximum amounts.

The W/C – CSST is calculated according to the provincial salary to which are added the bonuses and deductions that affect W/C – CSST.

Worked Hours U.S. payroll usage only.

* If the Calculation Source selected is not Default, then maestro* does not consider the W/C Calculation source that is defined in the Government Tables option.

3. Complete the Province source field in order to tell maestro* how to manage the CSST. Select Province/State related to W/C – CSST Activity.

4. Complete the Source of the excess calculation mode field. Select W/C – CSST activity.

The Province/State related to W/C – CSST Activity indicate to maestro* that the activities happen in different provinces.

The W/C – CSST activity value in Source of the excess calculation mode indicates that the CSST is calculated based on the CSST activity.


How-To


If all your activities take place in the same province and the practice toward excess calculation is set either on an annual basis only or on a weekly basis only for the same employee, you do not need to change your configurations if Source of the excess calculation mode is set to Payroll Committee. However, if, during the year, you are planning on using both the annual and the weekly basis for the same employee, it would be preferable to work with the configuration Source of the excess calculation mode set to W/C – CSST activity.

3. Define the W/C – CSST Activities

The Define W/C – CSST function is used to create W/C – CSST activities and to maintain maximum rates based on an effective date. The rates, maximums, project, activity and group defined in this window, are used for the W/C – CSST Recognition.


maestro* Time Management Maintenance Time Management Define W/C – CSST

1. In the Rate tab, click the icon Insert a W/C – CSST Activity.

2. Complete the required information:

Champ Description

Code The code of the CSST activity.

Description Description of the CSST activity.

Excess Calculation Mode

This parameter is linked to the information entered in column Type of the W/C – CSST Annual Report.

Undefined Calculation mode is set to committee and is defined in the employee’s work category.

NOTE: For linked employees, with different calculation modes, the value here defaults to weekly.

Annually Calculated annually.

Weekly Calculated weekly.

NOTE: The modes Annually and Weekly apply mainly in the case of an employee who belongs to several CSST classes that are calculated either on an annual or a weekly basis. Consequently, the CSST annual report must take the calculation mode into account and apply the rules to calculate the excess.

Ancillary Worker Used to indicate whether the activity is associated to an ancillary worker.

NOTE: the information entered here will be used in the W/C – CSST

How-To


Recognition report.

Liable To calculate CSST, check the box Liable.

NOTE: For employees who are exempt from W/C – CSST, the liable check box should be left blank.

Project Default (liability) project used to calculate CSST.

NOTE: If no project is expressly associated to the CSST activity, the project that will be used is the one that is identified in option Configuration–Time Management of the Time Management module: in the left-hand side pane, select the item W/C – CSST /Finge Benefits, in section W/C – CSST Accounting.

Activity Default activity to be used to fund CSST contributions.

For example, it is possible to calculate CSST based on the province by creating a separate activity by province.

NOTE: If no project is expressly associated to the CSST activity, the application will default to the project that is identified in option Configuration–Time Management of the Time Management module: in the left-hand side pane, select the item W/C – CSST /Finge Benefits, in section W/C – CSST Accounting.

Group Default group for funding CSST contributions.

NOTE: As is the case for the project and the activity items, the CSST group takes priority over the Configuration –Time Management when processing W/C – CSST Accounting.

Province Province in which the CSST applies.

Entering the province is not required since all the activities are located in the same province.


4. Define Workers’ Compensation information in the Government Tables

There must be a tax table to manage the provincial payroll tax for each province where the employees get paid.

The table below describes each source type available.

Source Description

MAX W/C Uses increases in the gross provincial earnings less the exclusions in taxable benefits defined in Government Tables to determine the W/C – CSST contribution and to apply the maximum amounts.

The W/C – CSST is calculated based on the provincial salary to which the

How-To


bonuses and deductions that affect the W/C – CSST are added.

Provincial Only uses increases in the gross provincial earnings (without applying the exclusions in taxable benefits defined in Government Tables) to determine the W/C – CSST contribution and to apply the maximum amounts.

Federal Only uses increases in the gross federal earnings (without applying the exclusions in taxable benefits defined in Government Tables) to determine the W/C – CSST contribution and to apply the maximum amounts.

Once in the Government tables window, you can access the workers’ compensation table to enter an annual maximum or create a new rate code to be used in calculating workers’ compensation in project activities.



1. In the Provincial Rates tab, Safety board section at the bottom, complete the required information.

2. Select the desired source. Refer to the table above to make your selection.

3. Indication the remittance account. It is the general ledger account to which Commission de la sécurité et santé au travail (W/C – CSST) remittances are posted.

4. For the province of Québec, complete the W/C – CSST Provision section.

5. To define a new workers’ compensation rate and/or maximum, click the W/C – CSST button.



There must be workers’ compensation rules established for each province of residence for the employees and for each of these provinces, where you are required to pay workers’ compensation. A table is created to manage the annual /weekly calculation maximum amount.

In Québec, information about provincial maximum salary is available from the Commission de la santé et sécurité au travail website. For other provinces, local Workers’ Compensation Board or their website can provide the requested information.

How-To




1. In the Government tables window, click the Define W/C – CSST icon in the Safety Board section.

2. Click the Maximums tab. In the Start date field, enter a date for when the maximum amount comes into effect.

The effective date lets you reprint past W/C – CSST reports given the rate, the adjustment salary, the insurance amount, the excess and the premium displayed depend on the effective date of the rate.

3. Under the main heading Maximums, enter a maximum amount under Weekly or Annual, as required by the Workers’ Compensation rules for the province.

4. Once the maximums are established, use the Rate tab to define rate by W/C – CSST activities.

5. Click the Rate tab. Under the Rate tab window, click New to clear the window.

6. In the Start date field, enter a date at which the rates come into effect.

7. Enter the rate by activity.

8. Save then close the window.

The user can modify the rates of the different W/C – CSST activities only if the column Liable is checked.

In multidimensional mode, you can use the same rate codes and establish different rates for each prefix or company you have established in maestro*.

Information about provincial maximum salary is available from your local Workers’ Compensation Board or on their website.

Warning! To avoid any calculation error, information entered in maestro* should be accurately coordinated.


In the Provincial tab, the Mode field should relate to the province where the W/C – CSST activity is applied.

How-To


5. Define a W/C – CSST Expense Account – Optional

By default, maestro* uses the hour entry project and activity to identify the W/C – CSST expense account. This is usually a salary account. If you want to use a different account, you must set up an account for the department.

The Accounts by department option uses the salary account for the labour activity entered for the expense project to assign hours to projects.

To define a different W/C CSST account by department

maestro* Time Management Maintenance Time Management Accounts by Departement

1. In the Accounts by Department window, under the Main Fields tab:

a. Enter the Reference Account.

b. Enter a W/C – CSST Expense Account.

Select the salary account (called the Reference Account) for which a W/C – CSST account must be different from that specified in time entry

Caution! Given that the W/C – CSST project transfer cannot link the information with any employees, nothing may be entered in the Category or Bonus fields.

2. Click Save and Exit this window.

6. Assigning workers’ compensation activity to projects


maestro* Projects Maintenance Projects Project Management

1. Select the desired project then click the Activities and budgets tab.

2. Click the desired activity then, on the right, in the W/C – CSST field, select the W/C – CSST activity.


How-To


7. Adding a W/C – CSST activity to a project template

If you have a W/C – CSST project activity, you can link the workers’ compensation activity to a project template. This will ensure that the rate is automatically created and linked on all new projects.


maestro* Projects Maintenance Projects Define Project Template

1. In the Define project templates window, select the desired project template.

2. In the Description tab, Activities section, select the W/C-CSST activity code.

3. In the W/C-CSST column, select a W/C-CSST activity.


8. Workers’ Compensation – CSST Recognition

Workers’ compensation report and accounting posting must be run following the payroll processing and reconciliation process to post the costs to the projects. The report is found in the Project time menu, in the Accounting section.

Upon completion of this report, maestro* can either post the amounts calculated to the associated projects, or transfer the entry to the Project to Project transfer option in the Projects menu for further review or edit before posting.


The Payroll procedure and the Payroll Reconciliation needs to be completed before the W/C – CSST Recognition steps.

maestro* Time Management Project Time Accounting W/C – CSST Recognition

1. In the Parameter selection window, select the committee, the period and province.

The W/C – CSST Recognition must be completed one period at a time. If the committee periods are different (weekly and bi-weekly), we recommend that you calculate the W/C – CSST amounts by committee.

2. Click Accept. The W/C – CSST Recognition report viewer is displayed

3. Close the W/C-CSST Recognition report. A confirmation screen is displayed.

4. If needed, check the Transfer Automatically box.

How-To


5. Click Yes to post the W/C – CSST.

If the Transfer Automatically field is checked, the project-to-project transfer transaction is automatically transferred. Otherwise, the user will have to manually transfer the transaction.

Please note that if changes were made manually into the project-to-project transfer transaction, the W/C – CSST information report will not be affected.

If the W/C – CSST is calculated in the Project module, the W/C – CSST entry is generated automatically during the W/C – CSST Recognition phase.

During posting of the W/C – CSST, the following transaction is created for all provinces:

Description Debit Credit

The W/C – CSST transaction affects the expense account defined in the project and the activity specified in time entry. The group used for the expense is the one defined in Configuration – Time Management.

However, if an account was defined for the department in step Define a W/C - CSST account, the general ledger account for the W/C – CSST expenditure will be the department account rather than the one defined in the project and activity specified in time entry.

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The offset affects the W/C – CSST expense accounts based on the project, activity and group defined in the W/C – CSST activity in the Define W/C – CSST option.

If a project, activity or group has not been defined in the activity, maestro* uses the information specified in the W/C – CSST Accounting section under the Configuration – Time Management option.

For more information on the settings, refer to the section named Time Management Configuration.

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How-To


9. Reports available for the W/C – CSST in Project Time Option

To validate the W/C – CSST, maestro* provides the ability to print the following reports from the Project module:

maestro* Time Management Project Time Accounting

In the Accounting group, you will find reports related to the Workers’ compensation (W/C-CSST):

Name of the report Reports Specification

W/C – CSST Report This report presents the W/C – CSST information by employee.

There is a summary by committee and activity at the end of the report.

W/C – CSST Report by Project

This report presents the W/C – CSST information by employee and by project.


W/C – CSST Detailed Report by Project

This report presents the W/C – CSST information by activity, project and activity in time entry.


Pivotal W/C – CSST Analysis

The Pivotal W/C – CSST Analysis function is used to check and present W/C – CSST contributions in the form of a dynamic cross-reference table or graph.


See below for details.


This report is used to produce the salary statement report once per year. If the calculated annual excess amount for a worker is higher than the weekly excess amounts, the contributions are recalculated to achieve a more equitable distribution of excess amounts among the W/W – CSST activities worked during the year in each province. The excess amount is first apportioned among the annual units until they each reach the maximum excess contribution. Any excess amounts still left over after this step are apportioned among the weekly units.

To print the annual report:

maestro* Time Management Project Time Accounting W/C – CCST Annual Report

1. In the Parameter Selection enter the year, if it differs from the previous year.

How-To


2. Check Include the cumulative (if applicable).

3. Click Accept to display the report.

The Max Annual W/C – CSST amounts are displayed according to the effective date specified in Define W/C – CSST option. If the Province Source is set to W/C – CSST Activities, the excess is calculated according to the W/C – CSST activities.

As a general rule, maestro* calculates the insurable W/C – CSST amount based on the calculation source that has been defined in the time management module’s configuration options; specifically, option Configuration–Time Management. The application will later compare the insurable earnings amount to the maximum amount defined for the given province, so it can calculate the excess.

configuring the csst from the project time option date modified: 2017-05-11 page 1 of 25 configuring...

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