My Studios: UE Insurance Claims

The UE Insurance Claims Widget allows you to view Unemployment claim details of your employees by using various filters and search criteria. In addition, you can take various actions such as adding new claim, updating existing claim, adding claim activity and sending email.

To access the widget:

  1. From the Main Navigation Bar, select adapt.studio.
  2. From the adapt.studio menu, select My Studios.

  3. Select the UE Insurance Claims widget to display. Due to the wealth of filtering criteria and data displayed, Bullhorn recommends using the single widget layout when displaying the Workers Comp Claim widget.

The UE Insurance Claims widget has filtering options across the top, search results in the middle and detailed record previews at the bottom.

You can filter on the following (unless otherwise noted, all filtering options use AND logic):

  • Corporation: The droplist displays all active corporations. You can either select a specific corporation to view records associated with it or select All to show all the records associated with any corporation.
  • Branch: The droplist contains all active branches to which the user has access. You can also select All to display all branches to which your user has access.
  • Employee: If you want to filter by employee name, type all or a portion of the first or last name and click .
  • Candidate Status: If you want to filter by a specific candidate status, select the same in the droplist.
  • Date Range Type: This field determines what the next two date fields are searching for. Options are Response Date and Separation Date. Once you have selected a Date Range Type, you can enter dates in next two fields to search records for the specified date range.
  • Claim Status: If you want to filter by a specific claim status, select the same in the droplist.
  • Availability Status: If you want to filter by a specific availability status, select the same in the droplist.

The search results are displayed in the middle section of the widget and the grid has the following Default columns:

  • Employee Name
  • Separation Date
  • Response Date
  • Separation Reason
  • Claim Status
  • Determination
  • Branch

You can add and remove columns from the widget by clicking . This displays the following window:

If the Selected Options area is empty, then the Default columns (see above) display. If only some columns are in the Selected Options area, those are the only options that will display in the widget. If you want to display all columns, move all Available Options to the Selected Options area. Columns display in the order in which they are listed in the Selected Options area. When the columns are in the places you want, click the small checkmark in the upper right corner (clicking the “x” closes the window without saving your column selections).

You can view a preview of the listed records on the widget by clicking in the left column of the row of the record you want to preview. This causes an area at the bottom of the widget to pop up with four tabs:

  • Summary: Displays information from the UE Claim record (e.g. Name, Separation Date, Separation Reason, etc.). Clicking on the Separation Date takes you to the claim entity.
  • Activity: Displays any activity details associated with the claim record selected.
  • Documents: Displays any documents uploaded that is associated with the claim. Clicking on the 'click to view' link displays the document.
  • Journal: Displays information from the claim's journal.

Actions

You can perform the following actions from above the grid and/or the preview section:

Add UE Claim

Click the Add UE Claim button (from above the grid) to add a new workflow reporting an unemployment claim filed by a Candidate. For more details, see Add UE Claim.

Add Claim Activity

The Add ClaimActivityworkflow allows user to add/update claim activities to record the lifecycle of the unemployment claim.

  1. Select a record from the list and click Add Claim Activity (from above the grid or from the preview section) to add/update claim activities. The UE Claim Activity workflow will open in a new window.

  2. Enter/update the required activity details and click Confirm. An entry is created in the Claim's journal indicating the date when the claim activity was added/updated and the From and To information of the activities updated.

    An internal notification (called 'UE Claim Status Updated') is triggered if the Claim Status is updated.

Send Email

The Send Email workflow sends an email to the selected Candidate.

From the preview section of the selected Candidate UE Claims record, click the Send Email button. The standard Send an Email window displays. Click here for more information on using the Send an Email window.

Print and/or Export to MS Excel

You can choose to Print and/or Export the UE claims records displayed in the widget by clicking on the icon and selecting the required action.