Editable OSHA Annual Information

💡: This article provides a simple, step-by-step guide on how to edit and update your OSHA Annual Information in Aclaimant.

Note: Permissions Required

Only users with the appropriate permissions can edit this annual information. 

Editing OSHA Annual Information

Step 1: Navigate to Reports and select OSHA recordkeeping.

Step 2: Select the appropriate OSHA form. If you need to generate your OSHA reports, please reference this Help Center article to learn more.

Step 3: In the Summary tab, you can begin making any necessary edits. To edit, select the pencil icon on each of the following columns:

• Annual average number of employees
• Annual max number of employees
• Total hours worked by all employees

Step 4: After entering the changes, you will see a message at the top of your screen notifying you of the saved changes.

Monthly Hours and Headcount

: Monthly Hours and Headcount is turned on per customer. If you do not see monthly columns in your OSHA summary grid, reach out to your CXM.

When Monthly Hours and Headcount is turned on for your account, the OSHA summary grid can hold monthly workforce figures for each establishment alongside the annual numbers you certify for the 300A. Each month has its own column for average employees, max employees, and hours worked. Aclaimant loads these figures from your monthly files, and you can review and correct any month in the grid.

Year to date column

A Year to date column keeps a running total as the months fill in:

• Hours worked are added up across the months.
• Max employees takes the highest month.
• Average employees averages the months that have a value.

Final for OSHA

The Final for OSHA value is the figure your OSHA reports use. The 300A, ITA, and other OSHA exports all use the Final for OSHA values. When a Final for OSHA value is blank, the grid suggests the year-to-date figure. An amber dot marks any cell where the Final for OSHA value and the year-to-date figure are different.

To copy year-to-date figures into Final for OSHA:

1. To copy figures for one establishment, select the arrow on that establishment's row. Its year-to-date figures are copied into Final for OSHA.
2. To copy figures for every establishment, select the arrow in the column header. A preview of the changes appears. Choose Fill blanks only or Overwrite all.
3. Review the changes, then select Save in the top right corner. [VERIFY: that Save applies after using the arrows]

View options

Select View options to show or hide the year-to-date and monthly columns, or to open the grid in Full screen.

[SCREENSHOT NEEDED: OSHA summary grid with months expanded and the Year to date column. Staging link from Product: staging OSHA summary (may contain real customer data; crop or redact before use).]

Video Demonstration on Editing OSHA Annual Information
 (annual figures only; the video does not show the monthly columns):

Related Articles:

• OSHA Forms 300, 300A, and Sharps Log
• Creating OSHA Forms
• OSHA ITA Documentation
• OSHA Year Summary and CSV
• OSHA Date-Range Reports