Employee Injuries

Entering Employee Injuries

Como ingresar registros de lesión (W/C)

In the employee injury window, you can view, edit, and add worker’s compensation reports.  Go to Employees > Employee Injuries.

Filters

While viewing the worker’s comp reports, you can filter them as you so desire to focus on specific reports.

Status

Select Open, Closed, or All.

Injury-Discharge Starting Date / Ending Date

Use starting and ending dates to filter Injury or Discharge dates.

Department

Select the Department the report was filed under.

Injury/Illness Type

Select either All Other Illnesses, Hearing Loss, Injury, Not Applicable, Poisoning, Respiratory Condition, or Skin Disorder for the Type of Illness.

Classification

Select the Classification of the report.

OSHA Category

Select either Days Away From Work, Death, Job Transfer or Restriction, Not Recordable, or Other Recordable for the OSHA Category.

Supervisor

Select or enter the supervisor’s ID number.

Crew ID

To filter by crew, enter or select a Crew ID.

Location ID

Filter by where the injury took place. The locations are set up by going to Employees > Injury Location.

Note  If you create an OSHA 300 by state, you will need to enter Locations on the Injury Location Entry and enter the State. Then, when adding an Injury Record to an employee file, select from the locations you have set up. The program can then filter by state for the OSHA 300 and only pull the injury records for the state you entered.

List Order

You can use the List Order filter to order the grid by the following options:

  • ID #

  • Employee #

  • Employee Name

  • Injury Date

  • OSHA Case #

  • Discharge Date

Adding and Editing a Worker’s Comp Report

To add a Worker’s Comp report, click Add on the bottom of the window.  The following window will open:

To edit a Worker’s Comp report, go back to the Worker’s Comp Injuries window. Click on the line of the report you want to edit (the line selected will be indicated by an arrow in the left hand column) and click Edit at the bottom of the window.

Printing Worker’s Comp Reports

Clicking on the Reports button will let you print out worker’s comp reports.  You can print out specific reports, filtering what you want the program to print.  When you click on the Reports button at the bottom of the window, the following window will appear:

Status

Select Open, Closed, or All.

Injury Starting Date / Ending Date

Enter the starting and ending date of the report.

Department

Choose the Department the report was filed under.

Classification

Choose the Classification the report was filed under.

OSHA Category

Select the OSHA Category the report was filed under.

Injury/Illness Type

Select the Type of Illness the report was filed for.

Printing an Injury Report

To print an Injury Report, click on the entry you want to print.  Then click Print Injury Report.

Form 5020

The Details tab provides entry fields for all of the items on the OSHA 5020 form.

Each entry is marked with the corresponding box on Form 5020. Enter all details necessary to complete the form.

Save the entry. After the entry is saved, you can click the Form 5020 button on the Details tab to print the form.

Note  You may notice Box 14 on Form 5020 does not have a corresponding box in the Worker’s Comp Injury Entry window. This is because the program will automatically fill out Box 14 depending on what you enter in the (13) Date Returned entry.

If you do not enter a date in the (13) Date Returned entry, Box 14 will be selected. This is because Box 14 is asking, ‘If still off work, select this box’.

If a date is entered, Box 14 will not be selected. The program is only looking for a date, so even if you have entered a future date, this box will not be selected. 

Internal Notes

This tab allows you to enter additional information that is not needed for form 5020.