Agents can perform many of the same procedures as an employer if the employer assigns the proper role(s) to the agent. Once the proper role has been assigned, and the agent has accessed the employer's account (see Employer Search) from their agent account, the procedure may be performed. The steps to complete employer procedures are in the Employer Self-Service System User Guide. The roles an employer can assign to their agent to complete a desired procedure are:
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Account Maintenance View Only
- Allows agent users to view the employer's account profile, mailing addresses, owner/officer and latest tax rate determination. This role will need to be assigned to at least one reporting unit.
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Account Maintenance Update and Submit
- Allows agent users to change the employer's legal name, legal entity, update owner/officer and reporting unit information, elect and terminate election of coverage, initiate an acquisition, register as an agent, update mailing addresses, and view the latest tax rate determination. This role will need to be assigned to at least one reporting unit.
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Benefit Account View Only
- Allows agent users to view Benefit Account and Benefits Paid Charge information. The role provides access to calendar year summary and detail data, fiscal year summary data with merger, sale, acquisition and tax rate buydown history.
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Benefit Account Update and Submit
- Allows agent users to view Benefit Account and Benefits Paid Charge information. The role provides access to calendar year summary and detail data, fiscal year summary data with merger, sale, acquisition and tax rate buydown history; and, access to a quarterly Benefits Paid Charge download detail file.
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Benefits Paid Charges View Only
- Allows agent users to view Benefit Account and Benefits Paid Charge information. The role provides access to calendar year summary and detail data, fiscal year summary data with merger, sale, acquisition and tax rate buydown history.
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Benefits Paid Charges Update and Submit
- Allows agent users to view Benefit Account and Benefits Paid Charge information. The role provides access to calendar year summary and detail data, fiscal year summary data with merger, sale, acquisition and tax rate buydown history; and, access to a quarterly Benefits Paid Charge download detail file.
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Tax Payment View Only
- Allows agent users to view account summary information, review payments, pending payments, and recertify taxes paid. This role will need to be assigned to at least one reporting unit.
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Tax Payment Update and Submit
- Allows agent users to view account summary information, review payments, pending payments, recertify taxes paid, submit payments, forecast annual taxes due, and process field audit and compromise workflow items. This role will need to be assigned to at least one reporting unit.
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Wage Detail View Only
- Allows agent users to view wage detail report history and submission history information. This role will need to be assigned to at least one reporting unit.
