Add Unemployment Wizard

Overview

Updated 11/19/2021

The New Unemployment wizard allows a user to create unemployment claims for an employee.

The New Unemployment wizard can be accessed from:

• Employee Actions menu.
• Unemployment main-tree option.

 

The Add Unemployment Wizard is separated into groups - Employee Lookup, Status, Dates, Note/Document, Options, and Total Charge Value.

 

Populate the fields according to these definitions and steps:

 

 

Employee Lookup Group

1. Select the criteria to search for an employee from the drop down.
2. Enter a value for that criteria.
3. Choose the correct employee from the generated drop-down menu.

Status Group

Claim Number	A unique number assigned to a claim.
Status	The current status of the unemployment claim - Open, Closed, etc.
Determination Status	Following a review of the claim, the current determination of the claim - Appeal Pending, Benefits Won, Protest Waived, etc.
Reason Status	The reason for the status determination - Company Appeal, Determination - Favorable, etc.

Dates Group

Claim Date	The date the employee submitted the unemployment claim.
Claim Received	The date the claim was received by the employer.
Branch Contacted	The date the employee's branch was contacted.
Appeal Determined	The date an appeal for unemployment was determined.
Benefits Expired	The date the employee's benefits expired.
1st Determined	The date the unemployment claim was initially determined.

 

 

 

Note/Document Group

Note field	A free-text field used to record information about the unemployment claim.
Attach Document	An upload feature used to attach documents to an unemployment claim.  Click Browse. The computer's File Chooser will display. Navigate to the document that will be attached. Select the document. Click Open in the File Chooser. The document will appear in the Attach Document field.

 

 

 

Options Group

Terminated By Employer	Check box selected if the employee was terminated by their employer from their previous job.
Separation Info Needed	Check box selected if details on the employee's separation from their last employer are needed.
Claim Not Chargeable	Check box selected if the unemployment claim is not chargeable to the employee's previous employer.
Protestable	Check box selected if the unemployment claim can be protested by the previous employer.
Appeal Pending	Check box selected if an appeal has been filed.

 

 

 

Total Charge Value

Start Date	The Start date for the employee's previous employment.
End Date	The end date for the employee's previous employment.
Total Earning	Press Calculate to calculate the amount of benefits earned by the employee.
Modifier	Adjust the multiplication modifier (1=(Cost*.01)) for the total charge. The value selected equals the percentage that the employer will pay for the employee's unemployment funds. For instance, if two employers employed the individual - each for six months - one of the employers would enter "50" as a modifier value. The employer is agreeing to pay 50% of the former employee's unemployment funds.
Total Charge	Displays the total charge for the unemployment claim.

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