Use this screen and its subtasks to record the first report for an employee's accident or illness. This information will be used as a basis for the Case History Status tables and system-generated reports.
Update this screen whenever an employee has been injured in a work-related accident or reports an illness due to working conditions.
Enter, or use Lookup to select, the ID number of the employee for whom you want to record an injury or illness. Employee IDs are validated against the Employee table. This is a required field. The employee's name displays in the unlabeled field to the right.
The system will perform an edit to make sure that the employee's gender and date of birth have been entered in the Basic Employee Info screen in Costpoint Employee. If this information is not entered, you will have to enter the missing information in the Basic Employee Info screen before you can continue.
If you selected the System radio button in the Accident Claims Numbering Method group box in the Personnel Settings screen, this field will be disabled, and the system will automatically assign an internal case number when you enter and save a new record. You must also use either Query or Find to search for previously saved records. If you selected the Manual radio button in the Accident Claims Numbering Method group box, this field is enabled and you can enter an accident claim number before saving the record. You can also enter, or use Lookup, Query, or Find to search for, already saved records. Regardless of which radio button you select, the system requires unique accident claim numbers for each fiscal year.
This group box displays information about the employing company. The non-editable fields for Taxable Entity, Address, City, State/Province, Postal Code, and Federal Tax ID default from the Taxable Entity table, which is established in the Set Up Company Info screen in Costpoint General Ledger.
When you populate the Employee field, this field defaults with the employee's assigned Taxable Entity ID from the Basic Employee Info screen in Costpoint Employee. You cannot edit this field. Taxable entities are established in the Setup Company Info screen in Costpoint General Ledger. The name of the taxable entity displays in the field to the right.
Enter, or use Lookup to select, the code for the parent company of the employing company. The parent company code is validated against the Company table established in Costpoint General Ledger. This is an optional field.
The name of the parent company will display in the Name field to the right.
Enter up to 40 alphanumeric characters for the name of the parent company. If you used Lookup to select an existing Parent company, the name of that company will be displayed in this field. This is an optional field.
These non-editable fields display the street portion of the employer's address, as defined in Costpoint General Ledger.
The city portion of the employer's address, as defined in Costpoint General Ledger, is displayed in this non-editable field.
This non-editable field displays the state abbreviation or province code portion of the employer's address, as defined in Costpoint General Ledger.
This non-editable field displays the employer's zip code or foreign postal code, as defined in Costpoint General Ledger.
This non-editable field displays the employer's federal tax ID, which was set up in Costpoint. General Ledger.
Enter up to 256 alphanumeric characters to describe the nature of the employer's business. This is an optional field.
Select this pushbutton to open the Time/Location Info subtask, where you can enter information about the time and location of the accident or illness.
Select this pushbutton to open the Injury/Illness subtask, where you can record information about the nature of the accident or illness.
Select this pushbutton to open the Physician/Health Care subtask, where you can record information about the physician and/or healthcare facility if required.
Select this pushbutton to open the Employee subtask, where you can enter detailed information about the employee.
Select this pushbutton to open the Worker's Compensation subtask, where you can enter the information that is required by your workers' compensation insurance carrier.
Select this pushbutton to open the OSHA 300 subtask, which contains the information that is needed to generate the OSHA-300 Report.
Select this pushbutton to open the OSHA subtask, which contains the information that is needed to generate the OSHA-200 Report.
Changes to this screen update the following tables:
Accident Info - H_EMPL_ACCDNT_INFO
- H_EMPL_OSHA_HDR
- H_EMPL_OSHA_LN
Detail Job Titles - DETL_JOB_TITLES
Basic Employee Info - EMPL
Salary Info & History - EMPL_LAB_INFO
Payroll Tax - EMPL_TAX
Functional Job Titles - FUNC_JOB_TITLES
Anatomy Description - H_BODY_PART
Injury/Illness Description - H_INJURY
Personnel Administration Settings - H_PERS_ADM_SETTINGS
Workers Comp Reason - H_WORK_COMP_RSN
Organizations - ORG
Workers Comp - WORK_COMP
Workers Comp State - WORK_COMP_STATE