Open claims

This page displays currently open claims.

Accessing the Page

To access this page, click Details from the Open claims section of the Summary view page.

Open claims Page Features

Up to 200 claims are displayed. If more exist, click Additional parameters to filter the list further.

If there are multiple claims, click Filter to access a search field to locate a claim by any displayed criteria.

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

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.

See a list of features available on this page and their descriptions.

Open Claims

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 (i.e., Open).
Details	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.

Additional parameters

To locate claims for a specific employee, click Additional parameters. The following search fields display:

• Claim Number
• First Name
• Last Name
• Employee ID
• Line of Business: Depending on the option(s) selected, additional fields may be available:
  • Claim Type
  • Claim Substatus
  • Absence Type
  • Absence Status
  • Caused By
• Manager
• Include indirect reports
• Pay Type
• Begin Date
• End Date

Refer to the Search page’s help topic for descriptions of these fields.

Enter your criteria and click Search; the list of claims is updated to match. Click Clear to reset all search fields and displayed claims.

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.