Adding a New Claim
- Go to My Employees > Employee HR Maintenance > Workers Claims
- Click on the Add Workers Claim button
- Select the employee and enter the date of the injury
- Workers Claims are broken down into several tabs
- Main - Gives an overview of the claim, including basic employee information and carrier info
- Enter all available information. The following fields are required.
- Date Reported EE
- Filing State
- Pre-Injury Activity
- Accident Info
- Direct Cause of Harm
- Carrier Policy
- Injury - Gives details on the injury, and any prior injuries that have been recorded for the employee
- Enter all available information. The following fields are required.
- Cause
- Body Part
- Nature
- Incident - Gives details on the incident, Safety/OSHA information, Attorneys and Witnesses associated with the claim
- Enter all available information.
- For OSHA reporting, the following fields must be completed:
- Specific Location (Where the incident took place)
- OSHA Recordable must be checked
- OSHA Type
- Detailed Description
- Work Info - Gives details on the company, occupation, earnings and light duty return to work information
- Enter all available information.
- For OSHA reporting, the following fields must be completed:
- Started Losing Time (if applicable)
- Return to work (if applicable)
- Claim Handling - Gives details on dates, lost time, subrogated parties and disputes associated with the claim
- Enter all available information.
- Financial - Tracks incurred indemnity and medical expenses
- Notes - Allows for notes and supporting documents to be attached to the claim
Managing Claims
- Go to My Employees > Employee HR Maintenance > Workers Claims
- Select the Edit icon for the claim you wish to work on
- Information can be updated and saved as new developments arise
- Once the claim is ready to be closed, select the Close Claim button
- Enter the Closing Date
OSHA Reporting
- Go to My Employees > Forms > OSHA and select the form you want to populate
- OSHA 300 and 300A
- Select Add New to create a new form
- Enter the year on which to report
- Select Populate Form
- Select the cost centers and OSHA types to pull, as well as the “OSHA reportable” checkbox
- The form will populate with the information from your workers claims for the selected year.
- Review the information and edit if needed
- Select Download PDF for a printable copy of the form
- OSHA 301
- Select Add New to create a new form
- Select the workers claim that should be used to populate the form using the lookup icon
- Review the information and edit if needed
- Select Download PDF for a printable copy of the form