OSHA 300A Report Details

DEPENDENCIES:

Before OSHA Logs can be produced from ClientSpace the following areas will need to be used and have accurate data.

WC Claims
RTW Records
Locations
Employee Vouchers

FILTERS:

Client: If filled in then run for that Workspace. If the report is run from within a Client workspace, this field will autofill for that client. If the Client field is not completed the report will only run for Workspaces where the Client Master Status = Client, unless "Include Terminated Clients" (see below) is checked.
Location: A drop list of Active Locations in that Workspace (this field is not appropriate for use when running from the Admin Workspace).
- The drop list on the filter only shows Active Locations.
- When "Summarize by account" (see below) is not checked and the location is not populated, a report for every client location, including active Client Location records and inactive Client Location records where the Obsolete Date (field on the Client Location) is within the OSHA Year selected. Inactive records that don't have an Obsolete Date are excluded. The claim will be shown on the OSHA 300 report based the Comp Claimant Location field matching the selected location.
Contract Type: Primarily used when running the report from the Admin workspace for multiple clients, this will allow you to filter for Client Workspaces of the selected contract type.
Year (Required): This required field filters for Claims logged in the selected calendar year.
Summarize by Account (checkbox): When this box is ticked, all available claims for the OSHA year selected will display under the Primary location for that client.
Client Options: Used when running for multiple clients from the admin workspace, select for clients With Claims, Without Claims, With and Without Claims.
Include Terminated Clients: Primarily used from the admin workspace, This setting allows you to include claims from workspaces where the client may have had claims and been terminated in the OSHA year selected.

Important to Note:

If "Suppress OSHA Logs" on the Workers' Comp Claim form is checked the Claim will not be included on this this report.
The OSHA Code can be configured in the Admin Workspace to not show on the OSHA 300.
- Navigate to the Admin Workspace, open the OSHA Code dataform and select the code in question.
- Uncheck the "Show on OSHA 300 Report" box to hide this code from the OSHA Log reports.

COLUMN MAPPINGS:

Establishment Name: Org Name and Location Name if not Summarizing By Account
Street, City, State & Zip: From Location unless Summarizing by Account then get from the Org.
Industry Description: From Org Business Type field
SIC: From Org or Client Master depending on App Setting configuration.
NAICS: From Org or Client Master depending on App Setting configuration.
Annual Average Number of EEs: This is the Total EEs / Months Paid. Total EEs = Count of EEs with Vouchers during the selected OSHA Year. Months Paid = Sum of months with employees who had a voucher
Total Hours Worked: For EEs we take Total hours directly from the employee vouchers and sum those.
Field (G): Sum of column (G) from OSHA 300.
Field (H): Sum of column (H) from OSHA 300.
Field (I): Sum of column (I) from OSHA 300.
Field (J): Sum of column (J) from OSHA 300.
Field (K): Sum of column (K) form OSHA 300.
Field (L): Sum of column (L) from OSHA 300.
Field (M): Sum of Columns (1) - (6) from OSHA 300.