Claim Search

This page, available to people leaders and those overseeing some or all claims, allows you to look up specific employees and their claims.

Note: This page is only available to those with access to the Manager view and Summary view pages. It is not available to employees who can only access their own claims, including leaders who are currently on a leave of absence.

Accessing the Claim Search Page

The Search page is available from the left navigation pane.

Claim Search Page Features

The Claim search page consists of two main sections: a set of search fields, and a list of matching employees.

Search Fields

The top of the page provides a number of fields by which you can search for specific employees or claims. You can enter or select as many options as desired; the more criteria you enter, the more specific your search. Click Search to view the results in the bottom portion of the page.

See a list of features available in this section and their descriptions.

Search Criteria
Feature	Description
Claim Number	Allows a partial or full claim number.
First Name	Two character minimum. Last Name is required when searching by First Name.
Last Name	Two character minimum.
Employee ID	Employer-specified identification number.
SSN	Social Security number; your entry is masked as you type. To view the number, click .
Line of Business	Options depend on your employer, but may include Accommodation Request, Disability, Leave, or Workers’ Compensation. If you select Disability or Leave, additional search fields are available. Refer to the applicable section below for a list of those fields.
Status	Status of the claim; options are Open, Closed, or Incident.
Begin Date	Filters claims that occurred or began on or after a specific date. Enter a date in MM/DD/YYYY format, or click to select the date from a calendar.
End Date	Filters claims with occurred or began on or before a specific date. Enter a date in MM/DD/YYYY format, or click to select the date from a calendar.
Manager	Available for those with direct reports, this feature allows you to search for and select a manager; claims displayed in search results will be limited to those for employees reporting to that manager. Enter a full or partial manager name; matching manager names are displayed automatically. Click a name to select it.
Include indirect reports	Available for those with direct reports. Select this option to include those any of the specified managers’ indirect reports in search results. If no Manager is specified, your own indirect reports are included in the results.
Disability
Claim Type	Select one or more disability claim types to limit your search by type.
Claim Substatus	Select one or more disability claim substatus to limit your search by substatus.
Absence
Claim Type	Select one or more absence claim types (e.g., Intermittent, Continuous) to limit your search by type.
Absence Type	Select one or more absence types (e.g., Family Leave, Military) to limit your search by type.
Claim Substatus	Select one or more absence claim substatus to limit your search by substatus.
Caused By	Select one or more cause for the absence (disability, workers’ compensation, or other) to limit your search by cause.
Buttons
Search	Click to view claims matching your specified critiera.
Clear	Click to clear all criteria and search results.

Tip: Search criteria you enter will remain when you visit another page and return to this one. Your criteria is cleared if you click Clear, refresh the page via your browser, or end your session.

Search Results

The total number of results matching your criteria is shown above the list. If there are multiple claims, click Filter to access a search field to locate a claim by any displayed criteria.

Note: Search results are limited to a maximum of 200. If more exist, a message informs you to modify your search criteria for better results.

Sort what’s displayed by clicking the Sort by option above a list and selecting the appropriate column. The arrow indicates the direction in which rows are sorted (ascending or descending); select the column again to change the orientation.

Click Export Export icon to download a .xls file containing the list of claims.

See a list of features available in this section and their descriptions.

Search Results
Feature	Description
Claim	Category of claim (e.g., Short Term Disability, Workers’ Compensation) and the claim number. Click a claim number to open the Claim page for more information about the claim. Click beside a claim number to add that claim to your Watch List, or click to remove it.
Name	Employee‘s name. Click the link to open the Employee’s Claims page (if the employee has claims).
Status	Status of the claim; options are Open, Closed, or Incident.
Detail	Displays the claims Begin Date (for disability and leave claims) or Date of Loss (for workers’ compensation claims). For leave claims, the Leave Type is also displayed.