The Employment page allows you to view and record plaintiffs' employment details, in particular wages lost and compensated for in connection with the case incident, and to view and record the basic details of plaintiffs' tax returns.
The Structure of This Page
Note: The Add Lost Wages button, Lost Wages table, Add Amount Paid button, and Amount Paid table are all associated with an individual row of the Employers table, and only appear if the row is set to display subtables. For that reason, whether these tables appear in your Employment page is currently under construction. Check back for updates!
The Employment tab is where you enter the employment and compensation details of the plaintiff:
The Structure of This Tab
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Add: Click here first to open the dialog box to add the plaintiff employment information.
Plaintiff: Dropdown; plaintiff who is employed
Employer Name: Contact-list dropdown; the employer
Date From: Date-widget dropdown; the date the plaintiff began this employment.
Date To: Date-widget dropdown; the date the plaintiff ended this employment.
Status: Dropdown; the status of the plaintiff’s employment.
Work site: Contact-list dropdown; the address of the work-site.
Job Title: Text field. Enter the plaintiff’s job title.
Department: Text field. Enter the department the plaintiff works in.
Trade: Dropdown; the plaintiff’s trade.
Contact Person Name: Contact-list dropdown; the contact person at the place of employment.
Union: Contact-list dropdown; the union the plaintiff belongs to.
W/C Claim: Check this box if there is a worker’s compensation claim related to this incident.
Employer Comments: Enter comments applicable to the employer.
Salary: Text field. Enter the amount of the payment for salary. Salary Frequency: Dropdown; the frequency of the payments for salary.
Commission: Text field. Enter the amount of the payment for commissions. Commission Frequency: Dropdown; the frequency of the payments for commissions.
Bonus: Text field. Enter the amount of the payment for bonuses. Bonus Frequency: Dropdown; the frequency of the payments for bonuses.
Over Time: Text field. Enter the amount of the payment for over time. Over Time Frequency: Dropdown; the frequency of the payments for over time.
Other Compensation: Text field. Enter the amount of the payment for other compensation. Other Compensation Frequency: Dropdown; the frequency of the payments for other compensation.
Temporary Total Disability: Text field. Enter the temporary total disability. Average Weekly Wage: Text field. Enter the average weekly wage.
Compensation Comments: Enter comments applicable to compensation.
Continuing?
Works off the books: Check this box if client works off the books.
Works partially off the books: Check this box if client works partially off the books
Authorization to defense counsel: Date authorization was sent to defense. Authorization check box if sent
Employment Verification Request: Date employment verification request was sent. Date verification request was received.
Save: Once all the employment and compensation information has been entered, click update to save the information.
Lost Wages Table
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, and where in the Employers table they appear, will depend on which row, if any, of the Employer table is set to display subtables. See Subtables and the Open/Closed Column.
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Add Employment Details button: Used to add a new employer to the case file.
Employers table: Contains the employment details and allows various actions to be performed on them.
Add Lost Wages button: Used to add lost wages to the case file.
Lost Wages table: Contains the details of lost wages from a particular employer and allows various actions to be performed on them.
Add Amount Paid button: Used to add a payment of a claim for lost wages to the case file.
Amount Paid table: Contains the payment details of claims for lost wages from a particular employer and allows various actions to be performed on them.
Add Tax Returns button: Used to add a tax return to the case file.
Tax Returns table: Contains the basic details of tax returns and allows various actions to be performed on them.
Tables
for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.Columns in the TableThe Employers table contains the following available columns:
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[column with no title]: A plus sign
in this column indicates that additional information is available for the row in which the plus sign is located (in this instance, Lost Wages and Amount Paid). Clicking on the plus sign opens the Lost Wages and Amount Paid subtables for that employer. The plus sign then turns into a negative sign 
which, when clicked, closes the subtable.Plaintiff Name: The plaintiff employed by the employer.
Employer Name: The employer that employed the plaintiff.
Contact Person Name: The representative of the employer with whom your firm corresponds.
Job Title: The plaintiff's title during this employment.
On the Job Injury?: Whether the injury that incited the case occurred during this employment .
W/C Claim: Whether a workers' compensation claim has been filed in connection with the on-the-job injury.
Date Hired: The date the plaintiff was hired by the employer.
Salary: The amount of the salary earned by the plaintiff during this employment (periodically, not total).
Commission: The amount earned by the plaintiff in commissions during this employment (periodically on average, not total).
Bonus: The amount of the bonuses earned by the plaintiff during this employment (periodically on average, not total).
OverTime: The amount of overtime pay earned by the plaintiff during this employment (periodically on average, not total).
Other Compensation: The amount earned by the plaintiff in compensation not otherwise categorized during this employment.
Action: A right-click icon; the right-click menu contains Edit and Delete.
The following additional columns are available for this table. Click on Show/Hide Columns to change the columns shown in this table.
Actions:
Auth. to Defense Counsel: Whether a signed authorization to release the employer's records of the plaintiff has been sent to the defense counsel.
Auth. to Defense Counsel Date: The date a signed authorization to release the employer's records of the plaintiff was sent to the defense counsel.
Average Weekly Wage (AWW): The plaintiff's average weekly wage (calculated in accordance with state labor law).
Compensation Comments: Any comments about the compensation earned during this employment.
Continuing?: Whether the plaintiff continues to be employed by the employer.
Employer Address: The street address of the employer.
Employer Comments: Any comments about the employer.
Temporary Total Disability (TDD): The weekly amount of the plaintiff's temporary total disability payments.
Union: The union the plaintiff belonged to during this employment.
Works Off the Books: Whether the plaintiff's employment and payment are unreported and untaxed.
Works Partially Off the Books: Whether the plaintiff's employment and payment are underreported and undertaxed.
Editing an Employer
To edit an employer:
Click the right-click icon in the Action column of the row representing the employer you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Actions column of the row representing the employer you wish to edit. This will bring up an Add/Edit panel for employers, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for employers, with the existing information filled in.
Fill the fields in with your desired information.
Click Update to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting an Employer
To delete an employer:
Click the right-click icon in the Action column of the row representing the employer you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Actions column of the row representing the employer you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the employer, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding an Employer
To add a new employer:
Click the Add Employment Details button. This will bring up an Add/Edit panel for employers, completely blank.
Fill the fields in with your desired information.
Click Update to save the employer and close the panel.
If you decide you do not wish to save the employer, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Employment Details Panel
The Add/Edit Employment Details Panel allows you to fill in the details of an employer. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Plaintiff Name: The plaintiff employed by the employer.
Date Hired: The date the plaintiff was hired by the employer.
Employer Name: The employer that employed the plaintiff.
Contact Person Name: The representative of the employer with whom your firm corresponds.
Job Title: The plaintiff's title during this employment.
Union: The union the plaintiff belonged to during this employment.
On the Job Injury?: Whether the injury that incited the case occurred during this employment.
W/C Claim: Whether a workers' compensation claim has been filed in connection with the on-the-job injury.
Employer Comments: Any comments about the employer.
Salary: The amount of the salary earned by the plaintiff during this employment (periodically, not total).
per [Salary]: The length of time used to calculate the plaintiff's periodic salary.
Commission: The amount earned by the plaintiff in commissions during this employment (periodically on average, not total).
per [Commission]: The length of time used to calculate the plaintiff's periodic commissions.
Bonus: The amount of the bonuses earned by the plaintiff during this employment (periodically on average, not total).
per [Bonus]: The length of time used to calculate the plaintiff's periodic bonuses.
OverTime: The amount of overtime pay earned by the plaintiff during this employment (periodically on average, not total).
per [OverTime]: The length of time used to calculate the plaintiff's periodic overtime pay.
Other Compensation: The amount earned by the plaintiff in compensation not otherwise categorized during this employment (periodically on average, not total).
per [Other Compensation]: The length of time used to calculate the plaintiff's periodic compensation not otherwise categorized.
Temporary Total Disability (TDD): The weekly amount of the plaintiff's temporary total disability payments.
Average Weekly Wage (AWW): The plaintiff's average weekly wage (calculated in accordance with state labor law).
Compensation Comments: Any comments about the compensation earned during this employment.
Continuing?: Whether the plaintiff continues to be employed by the employer.
Works Off the Books: Whether the plaintiff's employment and payment are unreported and untaxed.
Works Partially Off the Books: Whether the plaintiff's employment and payment are underreported and undertaxed.
Auth. to Defense Counsel: Whether a signed authorization to release the employer's records of the plaintiff has been sent to the defense counsel.
Auth. to Defense Counsel Date: The date a signed authorization to release the employer's records of the plaintiff was sent to the defense counsel. This field is uneditable unless Auth. to Defense Counsel is selected.
Employers Table,
which means that each row of the Employers table has an individual Lost Wages table associated with it, which is specific to the employer in that row; open a row of the Employers table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Lost Wages table. Each row of the table represents an individual amount lost. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.Columns in the TableThe Lost Wages table contains the following available columns:
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From Date: The start date of the period during which wages were lost.
To Date: The end date of the period during which wages were lost.
Type: The type of earnings lost.
MD Confirmation Requested: The date on which a doctor's confirmation that the injuries caused the inability to earn the wages was requested.
MD Confirmation Received: The date on which a doctor's confirmation that the injuries caused the inability to earn the wages was received.
Employer Verif/n Requested: The date on which the employer's verification that the wages were not earned was requested.
Employer Verif/n Received: The date on which the employer's verification that the wages were not earned was received.
Loss: The amount of the wages lost.
Action: A Right-click icon; the right-click menu contains Edit and Delete.
Amount: The amount of the wages lost that have not been compensated for; automatically calculated.
Amount Paid: The total amount of compensation for the wages lost.
Editing Lost Wages
To edit lost wages:
Click the right-click icon in the Action column of the row representing the lost wages you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Actions column of the row representing the lost wages you wish to edit. This will bring up an Add/Edit panel for lost wages, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for lost wages, with the existing information filled in.
Fill the fields in with your desired information.
Click Update to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting Lost Wages
To delete lost wages:
Click the right-click icon in the Action column of the row representing the lost wages you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Actions column of the row representing the lost wages you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the lost wages, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding Lost Wages
To add new lost wages:
Click the Add Lost Wages button. This will bring up an Add/Edit panel for lost wages, completely blank.
Fill the fields in with your desired information.
Click Update to save the lost wages and close the panel.
If you decide you do not wish to save the lost wages, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Lost Wages Panel
The Add/Edit Lost Wages Panel allows you to fill in the details of lost wages. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Type: The type of earnings lost.
From Date: The start date of the period during which wages were lost.
To Date: The end date of the period during which wages were lost.
MD Confirmation Requested: The date on which a doctor's confirmation that the injuries caused the inability to earn the wages was requested.
MD Confirmation Received: The date on which a doctor's confirmation that the injuries caused the inability to earn the wages was requested.
Employer Verif/n Requested: The date on which the employer's verification that the wages were not earned was requested.
Employer Verif/n Received: The date on which the employer's verification that the wages were not earned was requested.
Loss: The amount of the wages lost.
Amount Paid Table
The Amount Paid table is where the payment details of claims for lost wages are stored. The Amount Paid table is a subtable of the Employers Table, which means that each row of the Employers table has an individual Amount Paid table associated with it, which is specific to the employer in that row; open a row of the Employers table using the open/close icons (plus sign to open, minus sign to close) to reveal the associated Amount Paid table. Each row of the table represents an individual payment. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Amount Paid table contains the following available columns:
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Associated Lost Wages: Which amount of lost wages from the employer the payment is for.
Claim Submitted Date: The date the claim was made to the insurer regarding the lost wages.
Paid Date: The date the payment was made.
Paid By: The contact that made the payment.
Collateral: The type of compensation being paid.
Paid Amount: The amount being paid.
Action: A Right-click icon; the right-click menu contains Edit and Delete.
Editing a Payment for Lost Wages
To edit a payment for lost wages:
Click the right-click icon in the Action column of the row representing the payment you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Actions column of the row representing the payment you wish to edit. This will bring up an Add/Edit panel for payments for lost wages, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for payments for lost wages, with the existing information filled in.
Fill the fields in with your desired information.
Click Update to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting a Payment for Lost Wages
To delete a payment for lost wages:
Click the right-click icon in the Action column of the row representing the payment you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Actions column of the row representing the payment you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the payment, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding a Payment for Lost Wages
To add a new payment for lost wages:
Click the Add Amount Paid button. This will bring up an Add/Edit panel for payments for lost wages, completely blank.
Fill the fields in with your desired information.
Click Update to save the payment and close the panel.
If you decide you do not wish to save the payment, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Lost Wage Payment Panel
The Add/Edit Lost Wage Payment Panel allows you to fill in the payment details of a claim for lost wages. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Associated Lost Wages: Which amount of lost wages from the employer the payment is for.
Collateral: The type of compensation being paid.
Claim Submitted Date: The date the claim was made to the insurer regarding the lost wages.
Paid Date: The date the payment was made.
Paid By: The contact that made the payment.
Paid Amount: The amount being paid.
Tables
for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.Columns in the TableThe Tax Returns table contains the following available columns:
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Plaintiff Name: The plaintiff who filed the tax return.
Year: The year of the tax return.
Requested From: The contact who provided the plaintiff's tax return.
Requested Date: The date the tax return was requested.
Received Date: The date the tax return was received.
Gross Income: The plaintiff's gross income listed on the tax return.
Action: A Right-click icon; the right-click menu contains Edit and Delete.
Editing a Tax Return
To edit a tax return:
Click the right-click icon in the Action column of the row representing the tax return you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Actions column of the row representing the tax return you wish to edit. This will bring up an Add/Edit panel for tax returns, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for tax returns, with the existing information filled in.
Fill the fields in with your desired information.
Click Update to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting a Tax Return
To delete a tax return:
Click the right-click icon in the Action column of the row representing the tax return you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Actions column of the row representing the tax return you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the tax return, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding a Tax Return
To add a new tax return:
Click the Add Tax Returns button. This will bring up an Add/Edit panel for tax returns, completely blank.
Fill the fields in with your desired information.
Click Update to save the tax return and close the panel.
If you decide you do not wish to save the tax return, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Tax Return Panel
The Add/Edit Tax Return Panel allows you to fill in the basic details of a tax return. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Plaintiff Name: The plaintiff who filed the tax return.
Gross Income: The plaintiff's gross income listed on the tax return.
Year: The year of the tax return.
Requested From: The contact who provided the plaintiff's tax return.
Requested Date: The date the tax return was requested.
Received Date: The date the tax return was received.
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