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myWCB Online User Guide - Workers' Compensation Board

1. Personal Coverage Date your organization ceased employing workers E S E Reason you stopped employing workers oo Cease Operations e g Seasonal Layoff Operation Shutdown etc Statement of Account Sale of Business Information Payment Options i Date your business was sold SE N T If you sold only part of business please describe the OTT operations that have been sold Purchaser Information Purchasing Organization Contact Name Phone Number Attention or Street Line 1 Street Line 2 Street Line 3 City Or Town a Prov State M Postal Code ZIP e To enter dates either use your keyboard to manually enter in the dates in the yyyy mm dd format or select the calendar icon EB to access an online calendar e Choose the applicable Province or State from the drop down list e All other information can be entered manually using your keyboard WCB Online Services Employer User Guide 16 Statement of Account This tab allows you to view the transactions on your account going back one year from the current date and provides a list of payment options WEB Compensation Board Alberta Account Maintenance Addresses Account Number 5068473 Legal Name RUSSELL A BUSINESSMAN Contact Statement Of Account Operations Worker Earnings Statement of Account from 2010 09 26 to 2011 09 26 Personal Coverage Cease Operations Invoiced Transactions Make a Payment Uninvoiced Transactio
2. Submitted Reports Once a report has been submitted to WCB through Electronic Injury Reporting the system will immediately and automatically attempt to match the report to an existing claim on file If the system finds a matching claim it will assign the claim number to the report which can be retrieved by the user usually within one hour after submission Reports that have been submitted may no longer be modified or deleted however they are still retrievable through the system for the purpose of viewing or printing To retrieve a submitted report you must first search for the report Since submitted reports are saved remotely on WCB s servers they may be accessed from any computer with Internet access To retrieve a submitted report 1 Open Electronic Injury Reporting by selecting My Claims and Costs and then the Search for Reports Workers Compensation Board Alberta My Account My Claims and Costs My Invoices and Payments re Account information clearances earnings e Payments invoices j ti REPORT AN INJURY Report an Injury Submit an Earnings Addendum Messages Submit a Workers Report of Injury Resume a Draft Report Welcome to myWCB Search for Reports WCB Online Services Employer User Guide 45 2 Identify the worker to whom the report belongs by filling in a search criteria field at the top of the screen The options available to search by are as follows Transaction ID The unique repo
3. Worker first name Worker last name Worker date of birth Wi w Y M M E Report type Please Choose id Report status Please Choose id Please Choose Report creation date Repor submission date Date of accident Held for Manual Processing Date Last 6 th ok i ea ase Ei Manual Processing Complete Se Search 1 Submitted The report has been successfully submitted to WCB but it has not yet been processed 2 Complete The report has been successfully submitted to WCB has been processed by the electronic reporting system and a claim number has been assigned to the report 3 Held for Manual Processing The report has been submitted to WCB however the system is unable to successfully match the report to an existing claim on file The most common cause for reports having this status is due to a discrepancy in the data provided in the report and what has been reported in prior report submissions by the worker employer or physician Because the report is unable to be automatically processed by the system it must now be manually processed and matched to a claim by a Customer Records Clerk 4 Manual Processing Complete The report has been submitted to WCB and was held for manual processing but the Customer Records Clerk has finished processing the report and a claim number has been assigned All reports that have been submitted and or processed will be accompanied by a link to View the report T
4. cccccccccecccecccscccsccccccceccccccuscccccsceusccsccesccesccasccescensccesecusccasecesccesccesseuscens 50 ADDIFIONAL HELP ociscene ee ees Gee ie Oe Gees ee Mee Gee ee ee GE ie ee Ge ie n 52 FREQUENTLY ASKED OUESTIONS es sies bes ees Eko EN ee Ee Mee Ge es se EG ee Ge Re Ge Ai ede ed Ge ke kk 52 CONTACT US issie oe Ge ie se ee ee ie ee de ee ie ee be ee se eoo ero oS PP DS be ee ee ee ee PSESE nenene oneone nna 54 WCB Online Services Employer User Guide 2 Welcome to my WCB s Online Services Introduction my WCB offers you a convenient and secure way of doing business with WCB Alberta With access to my WCB employers can electronically submit injury reports obtain claim cost summaries and premium reports and update their WCB account information The suite of online services include e My Account Allows you to create a new account update your account request clearances and file your annual return e My Claims and Costs Enables employers to electronically report injuries and request and receive account specific reports e My Invoices and Payments Allows easy access to view invoices and make payments System Availability Please refer to the following page to view the availability time of various systems https www wcb ab ca public ebiz schedule asp Supported Browsers Please refer to following page to view the list of supported browsers https www wcb ab ca public ebiz_browsers asp Technical Support
5. myWCB Online User Guide for Employers eBusiness Support Team Phone 780 498 7688 Fax 780 498 7866 Email ebusiness support wcb ab ca Hours 8 00 a m to 4 30 p m Monday through Friday excluding statutory holidays Workers WEB Compensation Board Alberta Table of Contents WELCOME TO MYWCB S ONLINE SERVICES ccccccccccccccccccccccccccccccccccccccccsccccccccccccccccccces 3 INTRODUCTION ese ei ss ie esse ee dec seme coe he see ee ee ees uit oe GE oe ie Oo Ee EE 3 SYSTEM AVAILABILITY ccccccscccecccesccnsccsccesccesccasccasccesccesccaeccescccssceuseessecsecesecsecscetsccsccsccussenscens 3 SUPPORTED BROWSERS c ccscccscccecccsccsccesccasccesccaseceuccauccesccuscceeccusscussecssecsecesecsecescesccusccscesceuscens 3 TECHNICAL SUPPORT ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee 3 RE AE RE EE ccs AE N N EE ER EE EE N NE VN 3 GETTING STARTED osoon ee ee se Ge Ge ke ne ie Ge si ee ee ee ee Ge ei ee ee ee ee ee 5 SIGNING MA N N GE EE OE EE EE OE N N 7 MAKING CHANGES TO MY PROFILE AND ACCESS cccccccccccccccccccccccccccccccccccccccccccccccces 9 UPDATING MY WCB ACCOUNT sessies siese bees bewe ie ik in ea ee ig be ee we od ee GE od Ge ee ee 10 STATEMENT OF ACCOUNT ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee 17 PAYMENT OPTIONS ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee
6. Should you require assistance using my WCB online services please contact the eBusiness Support Team Email ebusiness support wcb ab ca Phone 780 498 7688 Fax 780 498 7866 The team is available from 8 00 am to 4 30 pm MST Monday through Friday closed on Statutory holidays Security Each user requiring access to myWCB online services will be issued a unique UserID and password When a UserID is issued it is recommended that Ds not be shared with others In addition when an WCB Online Services Employer User Guide individual leaves an organization or no longer requires access to our systems their UserID should be deactivated myWCEB online services are accessible via a secure web channel using 128 bit Secure Socket Layer SSL encryption Users can be assured that all information transferred through the online services is transmitted using the highest level of security To further enhance security my WCB times out after 60 minutes Any unsaved information will be lost WCB Online Services Employer User Guide 4 Getting Started To request access to myWCB online services please follow the steps below 1 Go to the myWCB Sign In page at https my wcb ab ca and click the Sign up now button Workers Compensation Board Alberta myWCB Sign In General Announcements Enter your UserlD and Password to sign in to myWCB New to myWCB UseriD Forgot UserID Password Forgot Password Sign up n
7. View My Access view your current access to my WCB Request Additional Access request or modify your current access WCB Online Services Employer User Guide Updating My WCB Account You can make frequent updates to your WCB account online revise worker estimates maintain personal coverage update operations and trade names change mailing and contact information or close your account To update your account go to My Account Maintain My WCB Account and click on Update My WCB Account Welcome john doe myWCB WIC BE cr Compensation Board Alberta os My Account gees Claims and Costs My Invoices and Payments Claims rate statements and other reports TT Payments invoices MAINTAIN MY ACCOUNT Update My WCB Account OBTAIN CLEARANCES Request a Clearance Letter Ww Manage Lists and Automatic Clearance Notifications REPORT MY EARNINGS File My Annual Return above Profile menu at the bottom of the screen OPEN A NEW WCB ACCOUNT Request WCB coverage for a new organization Note You must have the role of WCB Account Administrator to be able to access the service to maintain your account You can request access to the WCB Account Administrator role by going to My Profile and clicking on Request Additional Access The Account Maintenance window provides eight vertical tabs along the left side of the screen for navigation e Addresses e Contact e Operations e Worker Earnings e Personal Coverag
8. 1 866 922 9221 Hours 8 00 a m 4 30 p m weekdays Fax 780 498 7866 Copyright 2010 The Workers Compensation Board Alberta All rights reserved Web site terms of use myWCB terms and conditions Contact us 2 Enter your UserID and password Click the Sign In button Please note the password is case sensitive Note You will be required to accept the terms and conditions on your first sign in WCB Online Services Employer User Guide 7 Forgot UserID 1 Click the Forgot UserID link on the Sign In page The following window will be displayed home contact us sign in Workers Compensation Board Alberta Forgot UserlD Enter your name and the email address that you used to register for myWCB Your UserlD will be emailed to you First Name Last Name Email Address Return to Sign In Copyright 2010 The Workers Compensation Board Alberta All rights reserved Web site terms of use myWCB terms and conditions Contact us 2 Enter your first name last name and email address associated with your user ID Click the Submit button Note If you are unable to provide the required information please contact your Online Administrator or the eBusiness Support Team Forgot Password 1 Click the Forgot Password link on the Sign In page The following window will be displayed home contact us sign in Workers Compensation Board Alberta Forgot Password Enter your UserlD
9. M J Clearances Lists History CLEARANCE LETTERS Create a Letter MANAGE LISTS My Notifications My Lists My Automatic Clearance Notifications 1 Select Sign up and enter the required information Up to six email addresses can be entered per list and can be edited at any time 2 Save the changes Repeat for all lists you want to sign up for ACN My Notifications Automatic Clearance Notifications ACN eliminates your need to request ongoing clearances on your list of accounts After you have signed up a report will be emailed to you each business day that identifies changes that may affect your liability An email will be sent to each address provided Please select a list to get started List LIST NAME Set up ACN for this list by clicking the Sign up button for the company that is to receive the email notifications Signed up Account Number Company Name 1234567 YOUR COMPANY NAME name company ca Delete Add another email address v Are all companies on this list vendors of primary timber products wholesale Yes No 7 sem Gee WCB Online Services Employer User Guide 24 File My Annual Return Each year employers are required to report their workers insurable earnings paid the previous year along with an estimate of what earnings they expect to pay in the upcoming year This is done via the Annual Return To file your Annual Return go to My Account click on Fil
10. Submit Report Male Female Job description N If the system finds any problems with the file you are attempting to upload it will display an error message similar to the one below WCB Online Services Employer User Guide 50 If there are no errors in the file the system will automatically create a new Employer s Report of Injury C040 containing pre populated data taken from the XML file You can then complete the report by entering any missing information and submit the report to WCB by selecting the Submit Report button WCB Online Services Employer User Guide 5I Additional Help Frequently Asked Questions 1 I can t log in Here are a few things to keep in mind when trying to log in e Ensure that you are at the correct site The address at the top of the login screen should read https my wcb ab ca e Ensure your UserID is correct If you have forgotten your UserID click on Forgot UserID fill in the required information and your UserID will be emailed to you e Ensure your password is correct The password is case sensitive If you have forgotten your password click the Forgot Password link The system will prompt you to enter the UserID and email address you selected when you registered online and a new password will be emailed to you If you still cannot log on please contact your Online Administrator or the eBusiness Support Team 2 Electronic Injury Reporting a How do I
11. WCB Account Administrator cannot wiew WEB Claim Creator injury data WEB Claim Creator injury reporting ony WCB Claim Submitter E WCB Claim Submitter injury reporting ony gt WCE Claims Administrator Manager start Asan Copyright amp 2010 The Workers Compensation Board Alberta All rights reserved Web site terms of use myVVCB terms and conditions Contact us WCB Online Services Employer User Guide 5 4 Select Employer radio button enter the WCB account number and select the role s you perform for the account you identified Click the Next button Note The role s you select will determine the level of access Listed below are the roles and the associated my WCB online services they will allow you to access Roles Select the role s that best describe s the function performed by you for this account number _ WCB Account Administrator CC WCB Account Administrator cannot view J WCB Claim Creator injury data C WCB Claim Submitter injury reporting only _ WCB Claims Administrator Manager General User obtain clearances for the account number _ General User _ WCB Claim Creator injury reporting only _ WCB Claim Submitter access general statistical reports WCB Account Administrator file annual returns obtain clearances for the account number update account information and access payment services access account statistical reports and invoices WCB Account Administrator file annual return
12. a mouse If the user does not find a specific answer they require in a pull down menu simply select the option that best matches the answer In text fields where specific formatting is required for instance date fields the system will display the formatting style in the field label Note Cutting and pasting text tables graphs graphics etc directly from your word processor is not recommended Advanced text editors such as Microsoft Word often contain special characters that cannot be interpreted See the Frequently Asked Questions at the end of the document for more information about cutting and pasting text For a detailed explanation of what a particular field is asking or to find out if a specific field is mandatory consult the online Help file Because the Help file always opens in a new window you can continue working on the report even while the Help file is open please ensure all pop up blockers are disabled in order to use this feature The Help file also contains useful suggestions and examples for properly filling out individual fields WCB Online Services Employer User Guide 34 Saving and submitting When the Save Report button 1s clicked al information that the user has entered in every section of the report will be saved remotely on our secure servers No data is ever saved locally to the user s machine Should the user s computer or network system crash or be compromised no confidential information
13. errors the user can make corrections and re submit the report If there are no errors the user will be presented with the Submission Summary screen There will be an option to View PDF Please note that WCB does not examine the report until it has been successfully submitted WCB Online Services Employer User Guide 35 Monday July 28 2014 home contact WCB close Welcome john doe my WC E LALE Workers Compensation Board Alberta Electronic Injury Reporting TE Submit injury reports nt Employer Report of Injury 7 Report Overview SUBMISSION SUMMARY Transaction ID 5942004 Claim Number Report Status Submitted Transaction ID 5943004 Report type Employer Report of Injury C040 Submit date 2014 07 28 Claim number Report status Submitted Report PDF View PDF Submission Summary The following chart summarizes the differences between reports that have been submitted and those that have only been saved Saved Reports Submitted Reports Are not examined by WCB Become part of an official claim file Can be edited printed and even Can be printed but not edited or deleted at your convenience deleted Correcting Errors After clicking the Submit Report button the report is automatically checked for accuracy and completeness before being transmitted to WCB If the system finds errors the user will be notified four different ways 1 A pop up message will be displayed indicating
14. guide or the online help files do not answer your questions the eBusiness Support Team is available for assistance eBusiness Support Team Phone Fax Email 780 498 7688 780 498 7866 ebusiness support wcb ab ca The eBusiness Support Team is available from 8 00am to 4 30pm Monday through Friday excluding statutory holidays WCB Online Services Employer User Guide 54
15. need to choose from a number of accounts associated with your UserID Who is paying for the work Select the Account Number of the company that is paying for the work Account Number Select Account Is oi a ees ees 4 Optional Complete the Attention to and Subject line fields The Clearance Letter will be addressed to Account Number 1231231 Company Name NAME OF COMPANY PAYING FOR THE WORK Attention to optional Po Subject line optional WCB Online Services Employer User Guide 20 Fill in the required delivery information for where and how you want this clearance letter sent If the letter needs to be sent out of province please use the email option Note If sending by fax enter only the 10 digit dialing number you do not need to include the 1 for long distance or any special characters such as brackets spaces or dashes To receive the letter by email you must have Adobe Reader version 6 0 or higher installed on your computer You can view or send the clearance letter by using the following options v To view the letter an email address or fax number is still required Send Clearance to Send Copy to Email Fax Fax Please consider the environment by distributing this letter electronically Receiving a clearance by mail may take up to 10 business days Mail via Canada Post Do Not Send a Copy 5 Optional The View Lette
16. print a hard copy of the summary screen by clicking the Print button in the top right corner WCB Online Services Employer User Guide 18 Request a Clearance To obtain a clearance letter go to My Account and click on Request a Clearance Letter Workers Compensation Board Alberta My Claims and Costs Claims rate statements and other reports W L My Account pE MAINTAIN MY ACCOUNT Update My WCB Account OBTAIN CLEARANCES Request a Clearance Letter Manage Lists and Automatic Clearance Notifications REPORT MY EARNINGS File My Annual Return OPEN A NEW WCB ACCOUNT Request WCB coverage for a new organization myWCB Welcome John Doe My Invoices and Payments Payments invoices Messages No messages available 1 Click on a Start button to indicate if your company is either performing work or if your company is hiring others Workers Compensation Board Alberta o Clearances ED Request clearances and manage lists Request a Clearance A clearance letter confirms whether or not a WCB account is in good standing You can search the clearance status of any company registered with WCB Alberta Clearance letters can be emailed faxed or printed online Learn More Frequently Asked Questions Labour Clearance am performing work and need a clearance on my account A labour clearance is required before services are contracted and again before any payment is mad
17. report dates and delivery options and then click on the Submit button Use the Cancel button to return to the main screen without submitting the request Identify your report criteria and then click the Submit button Submission Options Request Type immediate Subscription Subscription Frequency Report Parameters As of Date 2013 03 71 vyyy mm dd Output Options Output Format PDF ie Comment for your use onhy Submit Cancel Note The Comment field allows you to attach a notation that will help identify a particular run of a report when it is generated Please note if requesting multiple reports every report will be given the exact same comment In addition comments are not editable once they have been assigned to the report The only way to change a comment will be to first delete the report or subscription then request the report again with the correct comment WCB Online Services Employer User Guide 28 Upon submitting the request you will receive a pop up confirmation indicating the request has been received As soon as the report is generated an email notification may be sent to you advising that the requested report is available to be viewed For more information regarding E mail notification options select E mail notification under Reports and Invoices Report Request Confirmation Ca Your Report Request has been received You may receive an e mail notification when the r
18. the report could not be submitted because it contains errors 2 Sections on the Side Navigation bar will be highlighted with red text if there are errors in that section 3 Within each section individual fields that contain errors will be highlighted with red text WCB Online Services Employer User Guide 36 Monday July 28 2014 home contact WCB close Welcome john doe m y WC B Workers Compensation Board Alberta Electronic Injury Reporting y Submit injury reports zj Employer Report of Injury F Report Overview Transaction ID D4331 Claim Number Report Status Draf PARTICIPANT DETAILS mm SREQ001 First name Required field missing SREQO01 SIN Required field missing EMPLOYER DETAILS Account number name 5068473 RUSSELL A BUSINESSMAN City CALGARY Attention This report contains at least one validation error Please correct the error s and submit again Province Alberta Employment Type Details Fax number Canada HRR HNR HHH Contact name John Doe Contact phone number Canada 730 555 5555 ext Other Information WORKER DETAILS firstname O i Mite name Last name Smith Date of birth 4965 01 01 Actions F so Mailing address City ton Upload C040 g 555 Any Street ity Edmonton SS ee Province Alberta id Save Report t id is Sn Mk Submit Report TEE GEE GEL ai EE eae ee Last saved io sss Se Z2B 2014 10 27 57 AM N der fe Male C eae Occ
19. to company operations or to add modify or delete one or more trade names WEB TR Compensation Board Alberta Account Maintenance Addresses Account Number 5068473 Legal Name RUSSELL A BUSINESSMAN Contact Company Operation Operations In the past year has your business changed in a way that would alter the general description of your operations Worker Earnings ad ed Yes No Personal Coverage Cease Operations Ed Statement of Account Payment Options e To make changes to the company s trade name click the Edit button beside the Operations Industry Code and Title Click Save button to accept your changes or the Cancel button to abandon your changes WCB Online Services Employer User Guide 12 e To request a change to your company operations classification answer Yes to the question In the past year has your business changed in a way that would alter the general description of your operations then type in the details for your request In the past year has your business changed in a way that would alter the general description of your operations yee Na Please provide details Describe the changes in your business activities work processes products and or services sold WCB Online Services Employer User Guide 13 Worker Earnings The Worker Earnings tab allows you to update your estimate of worker insurable earnings for the current year WCB a Compensation B
20. 014 05 01 Employer Report of Injury C040 Complete 6789999 2014 07 18 5947218 Jane Doe 1990 02 01 456 789123 2013 11 06 Employer Report of injury C040 Complete Health Care Reports When you select the Health Care Reports link you will see a list of the reports that you have access to Select the report name to view amp print a report WCB Online Services Employer User Guide 48 Health care provider reportis for claim 673 9999 Worker Name John Connor Found 1 Displaying 1 1 Treatment provider Submitted on OConnell 2014 07 11 Close To return to the previous page select the Close button The following four criteria must be met in order for you to see the Employer Worker copy online 1 The C040 Employer s Report of Injury must be submitted electronically 2 The Physician First Report Physician Progress Report Chiro First Report Chiro Progress Discharge Report PT First Report or PT Progress Discharge Report must be submitted electronically 3 The Claim must be charged to your WCB Account You must have either submitted the C040 Employer s Report of Injury with your myWCB user id or you must have the WCB Claims Administrator Manager role assigned to your myWCB user id WCB Online Services Employer User Guide 49 Upload C040 Section The Upload C040 interface provides a method to import electronic information into the Employer s Report of Injury form C040 By reading information d
21. B Online Services Employer User Guide 33 Working with Reports Employer s Report of Injury C040 Upon selecting My Claims and Costs and then Report an Injury the user is automatically presented with a new blank Employer s Report of Injury This report should be submitted first for each injured worker before any subsequent reports can be created As per Workers Compensation Act legislation employers are required to submit this report to WCB within 72 hours of being notified General Layout The Employer s Report is divided into 8 different sections as indicated by the corresponding tabs on the Side Navigation bar The user can navigate from one section to the next by scrolling or by simply clicking from section to section The sections of the report can be completed in any order however all sections of the report should be completed first before any attempt is made to submit the report While the system will automatically save the report every five minutes it is highly recommended that you also save regularly to avoid losing data due to timing out or lost internet connection Entering Data Each section of the report contains a number of labeled question fields and a corresponding text box pull down menu or set of radio buttons Text boxes permit the user to enter and edit freehand information using a keyboard Pull down menus and radio buttons allow the user to select an answer from a simplified list of choices using
22. Earnings Addendum Report consists of six Section tabs with the fields in the Participant Details section pre populated with the employer details and worker details taken from the original Employer s Report Begin filling out the report starting with the Return to Work Details section Once all sections have been filled out click on the Submit Report button to submit your report WCB Online Services Employer User Guide 43 Retrieving and Printing Reports Once a report has been saved the user can retrieve the report at a later time or date to continue modifying it Because the reports are saved remotely on WCB s servers the user can access the saved report from any machine with Internet access To retrieve a previously saved report 1 Open Electronic Injury Reporting by selecting My Claims and Costs and then Resume a Draft Report Monday July 28 2014 home myWCB home contact us sign out Welcome john doe myWCB Workers Compensation Board Alberta My Account My daims and Costs My Invoices and Payments Account information clearances earnings Ms Payments invoices i A Lid REPORT AN INJURY Report an Injury Submit an Earnings Addendum Submit a Workers Report of Injury Resume a Draft Report Welcome to myWCB Search for Reports Messages 2 The Search Results screen will pre populate with Draft reports that have been created in the last 6 months Under the Actions menu on the right sid
23. Electronic Injury Reporting provides the user with many options by which the worker may be identified it is not necessary to fill in every search criteria field however at least one search criteria is reguired to perform a search The last name alone is usually sufficient to find the correct worker 4 Click on the Search button The system will first search for and then return a summary of all reports matching the search criteria entered 5 From the list of results locate the exact report you wish to continue modifying To resume modifying the report under the Actions menu on the right side of the screen select Open The report will be re opened for modification containing all information that was previously entered and saved 7 To permanently remove the Draft report from the system click on the Delete link Before deleting the report the system will ask you to confirm your choice to delete the report Note Doing this will permanently delete the report You will no longer be able to access or retrieve the report 8 To print a hardcopy of the Draft report click on the View link A PDF copy of the report will open in anew window using Adobe Reader The user can print a copy of the report from here Note that all Draft reports that are viewed or printed will contain a Draft watermark indicating that the report has not yet been submitted Once the report has been submitted and reprinted the Draft watermark will disappear
24. Employer Last update 2014 10 21 Claim decision Report claim number 5 From the list of results locate the correct worker and click on the corresponding Select link The system will create a new Worker s Report for the worker that is automatically pre populated with basic information taken from the initial report From here the process of completing the Worker s Report is the same as completing an Employer s Report Refer to the steps described in the previous section for entering data saving and submitting the report and correcting errors WCB Online Services Employer User Guide 42 Employer Earnings Addendum C040E The Employer Earnings Addendum is used as a method for providing wage and work schedule information to WCB for a worker who has been away from work since the initial Employer s Report was submitted so therefore was previously considered as No Lost Time on the first report Creating an Employer Earnings Addendum CO40E Prior to being allowed to create an Employer Earnings Addendum Report the Employer s Report C040 must have been already successfully submitted in the system To create an Employer Earnings Addendum 1 Click on My Claims and Costs and then Submit an Earnings Addendum Monday July 28 2014 home myWCB home contact us sign out Welcome john doe myWCB Workers Compensation Board Alberta My Account My daims and Costs My Invoices and Payments E Account information cl
25. Ig Statement of Account E One Time Payment Using the INTERAC Online Payment Option ET e ns oe Trade mark oflnterac Inc Used under licence T One Time Credit Card Payment To manage your direct debit authorization e Place a checkmark beside the Authorize Direct Debit or Make Changes to Your Direct Debit Authorization option e Select the first option to setup direct debit authorization or select the second option to deactivate an existing direct debit authorization To make a one time INTERAC online payment to your account e Place a checkmark beside the One time Payment INTERAC Online Payment Option and click the here link A new window will open Complete all fields and click the Submit button e On the following screen choose the bank and login to the bank account and follow the steps to make the payment To make a one time credit card payment to your account e Place a checkmark beside the One time Credit Card Payment option and click the here link A new window will open Complete all fields and click the Submit button e On the following screen click Yes to proceed with the payment or No to cancel the payment Submitting Changes to WCB To send your information to WCB click the Submit button in the lower right corner All changes made during your session will be sent to WCB and you will be shown a summary page along with a confirmation number Please retain your confirmation number for future reference or
26. PIR Reports Request Claim and Premium Reports A new window will open See screenshot below Welcome Employer my WCB Workers Compensation Board Albertc iZ Reports and Invoices LI Si Manage reports and options Request Report F Select a report you want to request Claim Costs General Statistics Monthly Claim Costs Summary Certifying Partner Synopsis Yearly Claim Costs Summary Employer Synopsis Industry Synopsis Provincial Synopsis Safety Association Synopsis Account Safety Association Synopsis Funded Performance Reporting Claims Reporting Performance Employer Report Card Premium Summary Pricing Programs Industry Custom Pricing Employer Summary Industry Custom Pricing Industry Summary Industry Pricing Profile Premium Rate Statement Experience Rating Detail View WCB Online Services Employer User Guide 26 The Request Reports window allows you to request reports on a one time basis or subscribe to reports sent at regular intervals There may be as many as 15 different reports to select report availability is dependent upon my WCB specific roles There are currently six reports to which you can subscribe Claims Summary Monthly Monthly Claims Summary Yearly Monthly or Quarterly Certifying Partner Synopsis Monthly Industry Synopsis Monthly Provincial Synopsis Monthly Safety Association Funded Monthly The other reports are generated on request only To obtain
27. and the email address that you used to register for myWCB Your new password will be emailed to you UseriD Email Address Return to Sign In Copyright 2010 The Workers Compensation Board Alberta All rights reserved Web site terms of use myWCB terms and conditions Contact us 2 Enter your UserID and email address Click the Submit button A new temporary password will be emailed to you The email address you enter must be the one you use for myWCB WCB Online Services Employer User Guide 8 Making changes to my profile and access The My Profile menu is found in the bottom left of the screen Welcome John Doe my WCB Workers Compensation Board Alberta My Account gt My Claims and Costs My Invoices and Payments re Account information clearances earnings Claims rate statements and other reports T Payments invoices v d l y l sd Messages No messages available Welcome to myWCB Getting started with myWCB Change My Password or UseriD Manage My Profile View My Access Request Additional Access Copyright 2010 The Workers Compensation Board Alberta i My Profile eF ii All rights reserved AA Change my password manage my profile and acoess Web site terms of use myWCB terms and conditions Contact us The My Profile menu provides the following options A U N Change My Password or UserID Manage My Profile changes to your personal and or company information
28. attach additional information to the report The Electronic Injury Reporting system allows for up to three attachments to be submitted with the Employer s Report of Injury the Worker s Report of Injury and the Employer Earnings Addendum The attachments are attached on the Other Information section of the reports Any additional information the user wishes to submit independently of their report must be faxed phoned emailed or mailed to WCB Alberta 9912 107 Street P O Box 2415 Edmonton AB T5J 2S5 Email ebusiness support wcb ab ca Telephone 780 498 3999 Toll free 1 866 922 9221 Fax 780 498 7999 b Iam unable to find a report using the search for reports feature There are several reasons why users may not be able to successfully retrieve a report for a worker The most common reason is simply due to incorrect information entered in the search criteria In most cases the report s can be found by searching using only the WCB Online Services Employer User Guide 2 worker s last name If this produces too many search results the search can be further narrowed by using a different search criteria If you are still unable to find the report contact the eBusiness Support Team before re creating the report The eBusiness Support Team will be able to verify whether or not the report truly exists c Can I cut and paste text directly from my word processor Most advanced word processor tools such as Micr
29. ave button to save the list Enter a name for your list and then start adding accounts List Name List Name Add to the list Account Number or Company Name Search for Company Copy from an existing list Select List WCB Online Services Employer User Guide 22 Modifying a List Previously saved lists can be updated at any time Accounts can be both added and removed from a list by Welcome John Doe myWCB Clearances Clearances Lists History My Lists G List Details ty Notifications Listname Select List Is Create new list following these steps 1 Choose the list to be updated from the List dropdown box 2 Click the Modify button and make any modifications required 3 Click on the Save button to save the changes made to the list Deleting a List If a list is no longer required it can be permanently deleted NOTE Deleted lists cannot be restored once they have been deleted To delete a list follow these steps 1 Choose the list to be deleted from the List dropdown box 2 Click the Delete button Note Deleted lists cannot be recovered WCB Online Services Employer User Guide 23 To set up Automatic Clearance Notifications click on the My Notifications button or select My Automatic Clearance Notifications ACN from the menu at the top of the screen Note To set up ACN you must have at least one list Welcome John Doe myWCB ie Ss Clearances
30. de to the report please refer to the Contact Us section below for this information WCB Online Services Employer User Guide 38 Worker s Report of Injury or Occupational Disease C060 After the Employer s Report of Injury C040 has been submitted the Electronic Injury Reporting system will allow the Worker s Report of Injury C060 to be also submitted electronically Electronic submissions of the Worker s Report will replace the traditional faxing method so there is no need to fax a copy of the report to WCB There are two common methods by which electronic submission of the Worker s Report can be done 1 Employers can have the worker fill out a paper copy of the Worker s report then transpose the information onto the electronic version on behalf of the worker Once the report is submitted the employer can then print out a copy of the Worker s Report to provide to the worker 2 Alternatively the worker can enter their report directly into the electronic system themselves at the permission of the employer Please note the employer must be logged into the system when this is done as WCB does not issue UserIDs and passwords to workers Note Even if the employer has submitted the Employer s Report using the Electronic Injury Reporting system it is not mandatory that the Worker s Report also be submitted electronically If either of the above methods for electronic submission of the Worker s report does not work fo
31. e View sample letter Labour Choose from the following options am hiring one or more companies and need a clearance on their account s START 2 For companies performing the work you will only see this step if you need to choose from a number of accounts associated with your UserID Who is performing the work Select the Account Number of the company that will be performing the work Account Number Select Account Start Again WCB Online Services Employer User Guide 19 For companies that are hiring one or more companies search company names and add accounts to create a list of companies that you have hired to perform work Who is performing the work Identify the companies performing the work Use an existing list Select List Is Create a list of accounts Account Number or Company Name Search Clear Copy from an existing list Select List 3 If you are performing the work enter the account number or company name for the company paying for the work If you are unable to find the company paying for the work you can enter this information manually by clicking the I cannot find the company box that appears after your first search Who is paying for the work The Clearance Letter will be addressed to Account Number or Company Name of frie noa If you are hiring one or more companies you will only see this step if you
32. e e Cease operations e Statement of Account e Payment Options Click on the appropriate tab to jump directly to the information you wish to modify Note Fields marked with a red asterisk are mandatory fields and must contain information when the changes are submitted WCB Online Services Employer User Guide 10 Addresses This tab allows you to modify your company s legal name or billing address You may also add modify or delete one or more of your location addresses EE EE Meg N We ee N ei WEBI Compensation Board Alberta Account Maintenance Account Number 5063473 Legal Name RUSSELL A BUSINESSMAN Contact Company Information Operations Personal Coverage Has your company s name changed C ves No Worker Earnings pa Name Cease Operations Billing Address Statement of Account Enter the address at which you would like to receive invoices and other financial communications Attention or Street Line1 fiesos g925107STNW SSS Street Line2 TEST A CHANGE OF ADDRESS Street Lineas City or Town EDMONTON Prov State abeta Postal Code ZIP skea ooo Payment Options Location Address Actual physical location of EE if different from the billing address EE 305 104 512 BOWVALLEY CANMORE T1WINS Edit Delete TRAIL Add Location Address e To update your company name answer Yes to the first question The window will expand and reguest additional informat
33. e My Annual Return r Welcome John Doe myWCB Workers Compensation Board Alberta Claims rate statements and other reports ma Payments invoices y My Claims and Costs My Invoices and Payments MAINTAIN MY ACCOUNT Maintain My WCB Account Open a new WCB Account j Messages OBTAIN CLEARANCES Request Clearances and Manage Ww Subcontractor Lists REPORT MY EARNINGS File My Annual Return ibove rofile menu at the bottom of the screen A new window will open see below and you will be prompted to log in with your WCB account number and a password Please note this password is sent to all eligible employers via mail usually at the end of December or early January WCB ee Compensation Board Alberta Employer Annual Return For your first logon enter the 2011 password received by mail You will be prompted to choose a new password WCB Alberta Account Number Password Sign On Clear Forgot your password WCB Online Services Employer User Guide 25 Reguesting Claim and Premium Reports To request various statistical reports on your company go to My Claims and Costs click on Request Claim and Premium Reports My Account Account information clearances earnings REPORT AN INJURY Report an Injury Submit an Earnings Addendum Submit a Workers Report of Injury Resume a Draft Report Welcome to myWCB search for Reports MANAGE MY CLAIMS View My Premium Rate Statements View My
34. e of the screen there will be the following options View Open Delete 3 Alternatively you can identify the worker for whom you wish to access the Draft report by filling in a search criteria field at the top of the screen The options available to search by are as follows Transaction ID The unique report identification number that is automatically assigned to the report when it is first saved Worker SIN The worker s Social Insurance Number Claim number The claim number if one existed on the draft report Account number The employer account number and name selected from a drop down list Worker first name The worker s first name as it was entered on the report Worker last Name The worker s last name as it was entered on the report Worker date of birth The worker s date of birth as it was entered on the report Report type The type of report you are searching for The options available in this selection box are e Employer s Report of Injury C040 e Employer Earnings Addendum CO40E e Worker s Report of Injury or Occupational Disease C060 Report Status This field defaults to Draft Report creation date Report submission date and Date of accident The date range drop down menu provides options of Last 15 days Last 30 days Last 6 months Last 12 months and Custom If Custom is selected a From and To date can be entered WCB Online Services Employer User Guide 44 Note Although
35. earances earnings fee Payments invoices j d ha Y l REPORT AN INJURY Report an Injury Submit an Earnings Addendum Submit a Workers Report of Injury Resume a Draft Report Welcome to myWCB Search for Reports Messages 2 The Search Results screen will pre populate with Employer Report of Injury C040 reports that have been created in the last 6 months Under the Actions menu on the right side of the screen press Select next to the worker that you wish to create the Earnings Addendum for 3 Alternatively you can identify the worker for whom the Earnings Addendum is to be created by filling in a search criteria field at the top of the screen Refer to the section above Creating a Worker s Report of Injury for a description of the various search criteria fields Note Although the system provides the user with many options by which the worker may be identified it is not necessary to fill in every search criteria field In fact the last name alone is usually sufficient to find the correct worker 4 Click on the Search button The system will first search for and then return a summary of any submitted Employer s Reports matching the search criteria entered 5 From the list of results locate the correct worker and click on the corresponding Select link The system will create a new Employer Earnings Addendum Report that is automatically pre populated with basic information taken from the initial report The Employer
36. ee ee ee ee ee ee ee ee ee ee ee 18 SUBMITTING CHANGES TO WCB 00 cc ccc cccccccesccecccscceccescceccesccuccesccsscescesccusccsccuscesscescesscescesscuseescensees 18 BCE FN Baraca OE ak ccc nce cones se cvs ened sec EE 19 MANAGE LISTS AND AUTOMATIC CLEARANCE NOTIFICATIONS ACN ccsssccceeees 22 FILE MY ANNUAL RETURN sedes sissies sei se ne N se se ese dee Nee ese ed dd Ge oe se de ee ee dv soe de se se dd 25 REQUESTING CLAIM AND PREMIUM REPORT ccccssssccccsssscsccccssssscccccccccccccccecsscsccseseccees 26 REQUESTING A REPORT ees ins iss oe ee oe ee EG oe OS GE EG ie n Ge GE EG ER ee Ge ee Ga is 21 RETRIEVING PREMIUM RATE STATEMENTS AND OTHER REPORTS cccccccssees 29 VIEWING INVOICES AND MAKING PAYMENTS 2 cccccccccccccccccccccccccccccccccccccccccccccccccsccoeees 31 REPORTING INJURIES se asse io se Ee Gee ve ei GN ie eN ee Ge Ge on oe ie de de id Ge Ek en id 32 NAVIGATING THROUGH ELECTRONIC INJURY REPORTING cccccccccescccscccccesccsccesccesccesccucens 32 WORKING WITH REPORTS 0 ccccccecccccccscccecccscccecccecccecccsccsccsecsccesccsccesccesccesccesscasscasccuscensceneccs 34 RETRIEVING AND PRINTING REPORTS c ccecccecccecccecccccccsccsccsccsccusccesccesccesccasscasscuscceesensceaeccs 44 EMPLOYER WORKER COPY PINK COPY cccccccssccccsscccesscccsscccescecescceecccssscceessceseeceseecesencceees 48 UPLOAD C040 SECTION 0
37. eport is ready based on your notification option Retrieving Premium Rate Statements and other Reports To view Premium Rate Statements and Partnerships in Injury Reduction PIR reports go to My Claims and Costs click on View My Premium Rate Statements or View My PIR Reports You will be taken to the Reports and Invoices screen Select the My Reports and Invoices link MANAGE REPORTS Request a Report My Reports and Invoices Manage Subscriptions MANAGE OPTIONS E mail Notifications ral Statistics g Partner Synopsis Synopsis WCB Online Services Employer User Guide 29 The Retrieve Reports window provides a list of reports that are ready to be viewed Friday 22 March 2013 home contact WCB close Workers Compensation Board Alberta Fa Reports and Invoices L SF Manage reports and options My Reports and Invoices P click on the report you want to view below Use the Report Filter option to find specific reports Account Industry Output Remove All Creation Date Expiry Date Year Sa Number Code Format Industry Pricing Profile 40905 2013 03 22 2014 04 21 PDF Remove Provincial Synopsis 2013 03 22 2014 04 21 PDF Premium Summary 1111111 06304 2013 03 21 2014 04 20 PDF Remove Report Filter To view the details of a report click on the report name below the Report name heading The report will Open in a new window where it can be printed or saved to the user s hard drive in PDF for
38. eporting injuries online e Flexible reporting options Multiple users can access the same reports from any location with internet access e Faster claims decisions Reports are received sooner to expedite claims decisions benefiting both the injured worker and the employer by reducing claims costs e Report Management The system can be used as a centralized storage medium allowing users to store and organize claim reports Navigating through Electronic Injury Reporting This section describes the screen layout of the electronic injury reporting process There are six areas of the screen described below WCB Online Services Employer User Guide 2 Tuesday July 29 2014 INIGB eae Compensation Board Alberta Electronic Injury Reporting bp Submit injury reports a Employer Report of Injury 7 5 Report Overview Transaction ID PARTICIPANT DETAILS Claim Number Report Status Account number name Please Choose Industry home contact WCB close 6 Welcome John Doe myWCB 7 Address line 1 Address line 2 Postal code Contact name Crn mpa P ry Employment Type Details Contact phone number Canada lt sus sun saag ex City Province Alberta Fax number Canada 7H RB IERE Contact title Please Choose Contact e mail address First name Last name ther Information Mailing address Actions Upload C040 P
39. information and definitions on specific reports within the Request Report window 1 Click the Help icon next to the Request Report title 2 Select the report link you wish to view the help files for Requesting a report To request a report click on the name of the report you wish to request 1 Select the account At the top of the next screen you will find a list of the available account industry combinations you have access to Click on the Add button beside the account industry code or codes you wish to request the reports for More than one account industry code combinations may be selected o request the reportis you require click the Add button beside the applicable account s Available Accounts Account Industry Humber Code Company Legal Name Company Trade Name Industry Description Status 30601 ABC Company Inc Machine Shop inspection Service Closed Add ABC Company Inc Mobile Pressure Cleaning ReOpen Add WCB Online Services Employer User Guide 27 2 Once the Add button has been selected the account will appear below under the Selected Accounts box To remove an account industry code combination irom the list of reguested reports select the Remove button Selected Accounts Account Industry Humber RE Company Legal Hame Company Trade Hame Industry Description Status 1234587 9902 ABC Company Inc Mobile Pressure Cleaning ReOpen 3 Complete relevant parameters such as
40. ion Has your company s name changed es No New Name Explain why your name changed fe g change of ownership ma e To update the billing address type over the existing information e To add a location address click on the Add Location Address button then fill in the required information Click the OK button to accept your changes or the Cancel button to abandon your changes e To make changes to an existing location address click the Edit button to the right of the address line To delete an existing location address click the Delete button WCB Online Services Employer User Guide 11 Contact This tab allows you to update the contact names phone numbers and email addresses of individuals authorized to interact with WCB Alberta WEBM Compensation Board Alberta Account Maintenance Addresses Account Number 5068473 Legal Name RUSSELL A BUSINESSMAN COE Company Contact Operations Worker Earnings Company Contacts BUSINESSM AN HANGE MANAGEMENT LEAD SAM Edit Delete P t Opti EE Add Contact e To add anew contact click the Add Contact button then fill in the required information Click the OK button to accept your changes or the Cancel button to abandon your changes To make changes to an existing contact click the Edit button to the right of the contact To delete an existing contact click the Delete button Operations The Operations tab allows you to notify the WCB of changes
41. irectly from a human resource or injury management system time is saved and data entry errors are avoided For information on requirements to use the Upload C040 interface please contact WCB s eBusiness Support Team Using this system a selected XML file is imported using the screen shown below The amount of information populated into the Employer s Report of Injury from another system can be varied to suit the user Any information that is not imported can be typed directly into the online reporting application To import an XML file into the system simply click on the Upload C040 button on the Side Navigation bar and then click on the Browse button Navigate to the file to be uploaded select it and click on the Upload button to upload the file Report Overview PARTICIPANT DETAILS Transaction ID aie Report Status Account number name Please Choose im Industry Participant Details Address line 1 City Address line 2 Province Alberta Postal code A A A Phone number Canada sw Aaen as ext Fax number Canada EE Contact name 2 Contact title please Choose s com address Please choose a file to upload Upload Cancel Middle name Date of birth ry MIM DO City Province Alberta x Actions Postal code A A A Phone number Canada Ban HEM EER Upload C040 H 7 Save Report Alberta PHN sie see SIN ay gi yu Gender Occupation
42. is first saved Worker SIN The worker s Social Insurance Number Claim number The claim number that was automatically assigned to the report this may not be the same as the claim number you manually entered on the report Account number The employer account number and name selected from a drop down list Worker first name The worker s first name as it was entered on the report Worker last Name The worker s last name as it was entered on the report Worker date of birth The worker s date of birth as it was entered on the report Report type This field will be pre populated with Employer Report of Injury C040 Report Status The options available in this selection box are e Submitted The report has been successfully submitted to WCB but it has not yet been processed e Held for Manual Processing The report has been successfully submitted to WCB however the system is unable to successfully match the report to an existing claim on file e Manual Processing Complete The report has been submitted to WCB and was held for manual processing but the Customer Records Clerk has finished processing the report and a claim number has been assigned WCB Online Services Employer User Guide 40 e Complete The report has been successfully submitted to WCB was processed and a claim number is assigned to the report Report creation date Report submission date and Date of accident The da
43. ke to receive the report after I request it The time it takes to receive a report after the request is made depends on both the type of report you are requesting and the time of day the report 1s requested Normally reports will be generated within 30 minutes of your request however if it is a particularly large report or if it is requested during a period of high demand it may take a few hours before the report is created WCB Online Services Employer User Guide 53 d Who do I contact if I have questions related to the data contained in my report Please address any questions pertaining to the specific details of a report to the Employer Account Services team at 780 498 3999 If you have technical problems please contact the eBusiness Support Team 4 Common Questions a Contact Us How do I close my account if I only have Personal Coverage and I don t have any workers On the Personal Coverage tab select the Edit button and click Yes in the Terminate box Click the Save button to accept your changes or the cancel button to abandon your changes I have made a change on the Personal Coverage tab but I am unable to submit because my submit button is not highlighted You must confirm your changes by clicking the Save button to accept your changes and then you will be able to click the Submit button I have questions Please check the help file If you still have questions contact the eBusiness Support Team If this
44. mat A few notes regarding the retrieval of reports 1 E mail notifications are sent when new reports become available They are sent to the email address provided during online registration E mail notifications are set as default unless you choose not to receive it see E mail notification options under Reports and Invoices 2 The list of reports found within My Reports and Invoices can be sorted by clicking on any one of the column headings 3 The Expiry Date represents the date when the report will be automatically deleted from the Retrieve Reports box Reports can also be manually deleted by the user by selecting the Remove button next to the appropriate report 4 If there is a large selection of reports listed within the My reports and Invoices screen use the Report Filter feature to find a specific report or to narrow down the selection of choices See screenshot below WCB Online Services Employer User Guide 30 Report Filter ReportName AI ls Account Number Industry Code Creation Date From Creation Date To Viewing Invoices and Making Payments The My Invoices and Payments menu provides quick access to view invoices and make payments To view an invoice go to My Invoices and Payments click on View My Invoice A new window will open and you will see your invoice located in the My Reports and Invoices box Welcome John Doe myWCB Workers Compensation Board Alberta My Account My Claims a
45. nd Costs A My Invoices and Payments ie Account information clearances earnings Claims rate statements and other reports 5 5 EA View My Invoice Pay by INTERAC online Pay by Credit Card Payments To make payments to your account go to My Invoices and Payments click on either Pay by INTERAC Online or Pay by Credit Card Workers Compensation Board Alberta My Account My Claims and Costs oe Account information clearances earnings 3 Claims rate statements and other reports View My Invoice Pay by INTERAC online Pay by Credit Card A new window will open Follow instructions on page 18 of this guide to process the payment WCB Online Services Employer User Guide Jl Reporting Injuries You can electronically submit your Employer s Report of Injury C040 the Workers Report of Injury C060 and the Earnings Addendum to the Employer s Report of Injury CO40E To report an injury online go to My Claims and Costs click on Report an Injury Monday July 28 2014 home myWCB home contact us sign out Welcome john doe myWCB Workers Compensation Board Alberta My Account Va daims and Costs My Invoices and Payments re Account information clearances earnings Payments invoices ond REPORT AN INJURY Report an Injury Submit an Earnings Addendum Messages Submit a Workers Report of injury Resume a Draft Report Welcome to myWCB Search for Reports There are several advantages to r
46. nline Services Employer User Guide 6 Administrator If an Online Administrator for the account does not exist the access reguest will be sent to the eBusiness Support Team Upon receipt of your access reguest the Online Administrator or the eBusiness Support Team may modify approve or deny the reguest 6 Review your reguest on the Confirmation screen and make any necessary changes by clicking on the applicable Modify button Click the Submit button 1 no changes are reguired myWCB Sign Up SECTION 5 SUMMARY Ej Section 5 of 5 a The user has been successfully created 7 Click the Finish button to go to the Terms and Conditions screen 8 Review and accept the terms and conditions by placing a checkmark beside I agree to the terms and conditions and click the Next button You will now be logged on to your user ID Signing in 1 Go to the myWCB Sign In page at https my wcb ab ca Workers Compensation Board Alberta myWCB Sign In General Announcements General Announcement Enter your UseriD and Password to sign in to myWCB se Forgot User Welcome to the myWCB Password Forgot Password Sign up now By logging in or having access to my WCB am agreeing to these Terms and Conditions To quickly access myWCB in the future we recommend you bookmark this page For assistance please contact our eBusiness Support Team Email ebusiness support wcb ab ca Tel 780 498 7688 toll free in Alberta
47. ns Future Installments Account Balance Statement of Account Payment Options Invoiced Transactions eee Industry Revenue Year Transaction Description Transactions Affecting Installment Plan There are no invoiced transaction to report for this period Payment to WCB Alberta can be made in the following ways 1 By Pre Authorized Debit Payment PAD If you sign up for PAD payments they are automatically withdravm from your bank account on the invoice due date or next business day If your annual premium is greater than 1 200 and you are signed up for PAD you can request to pay your premiums in monthly installments You can sign up online for PAD by clicking here For more information about the PAD program or to obtain a paper authorization form contact one of our offices 403 517 6000 Calgary 780 498 3999 Edmonton 1 866 922 9221 toll free in Alberta 1 800 661 9608 toll free outside Alberta WCB Online Services Employer User Guide 17 Payment Options This tab allows you to make a one time credit card payment to your account or setup manage direct debit authorization WCB es Compensation Board Alberta Account Maintenance Addresses Account Number 5068473 Legal Name RUSSELL A BUSINESSMAN Contact Payment Options Credit Card limit is 4455 55 monthly Operations Worker Earnings Personal Coverage T authorize Direct Debit or Make Changes to Your Direct Debit Authorization Cease Operations
48. o print a hardcopy of the report click on the View link A PDF copy of the report will open in a new window using Adobe Reader You can print a copy of the report from here WCB Online Services Employer User Guide 47 Employer Worker Copy Pink Copy Users who submit the C040 Employer s Report of Injury electronically have access to the Employer Worker copy of the following reports e Physician First Report e OIS Physician First Report e Physician Progress Report e OIS Physician Progress Report e Chiro First Report e Chiro Progress Discharge Report e PT First Report e PT Progress Discharge Report In addition any users with the WCB Claims Administrator Manager role will also have access to these online reports To check your assigned roles within the myWCB window select My Profile in the bottom left hand corner of your screen and then select View My Access For a description of the Assigned Roles please refer to page 6 of this guide To access the Employer Worker Copy of the reports select My Claims and Costs and then Search for Reports Enter your search criteria and then select the Search button If there is an online Employer Worker report available you will see a Health Care Reports link in the Actions Menu Search Results Transaction Worker Date of Worker Date of Report type Report Claim Submission Actions ID name birth SIN accident status number date 5947686 John Connor 1988 07 29 123 456789 2
49. oard Alberta Account Maintenance Addresses Account Number 5068473 Legal Name RUSSELL A BUSINESSMAN Contact Worker Earnings Operations Worker Earnings Personal Coverage Worker Earnings For a list reportable and non reportable earnings categories click here Cease Operations 2011 Insurable 2011 Eg Industry Code Earni s arnings Insurable Earnings Statement of Account Payment Options e To update your company s insurable earnings estimate for the current year click on the Edit button to the right of the current estimate Enter the revised estimate and then click the Save button to accept your changes To abandon your changes click the Cancel button Companies that do not currently have worker coverage must contact the WCB to activate this coverage Please call the Employer Services at 780 498 3999 or toll free within Alberta 1 866 922 9221 if you require worker coverage Worker coverage cannot be initiated through Account Maintenance WCB Online Services Employer User Guide 14 Personal Coverage The Personal Coverage tab allows you to add terminate or modify coverage amounts for directors partners and owners IWIG BY aes Compensation Board Alberta Account Maintenance Addresses Account Number 5068473 Legal Name RUSSELL A BUSINESSMAN Contact Personal Coverage Operations Worker Earnings Personal Coverage g Personal Coverage Cease Operations REST EE I Middle 30100 Apere Es
50. osoft Word or Lotus WordPro contain special characters that are incompatible with the Electronic Injury Reporting system It is strongly advised that you do not cut and paste directly from such documents If you do need to copy information from these types of files there is an effective workaround to do this 1 Highlight and copy the information from your word processor 2 Paste the information into a simple text editing program such as Windows Notepad Doing this will remove any special characters 3 Highlight and copy the information again this time from the Windows Notepad program 4 Paste the information into the Electronic Injury Reporting system 3 Claim and Premium Reports a What output formats are available for reports All reports are available in Portable Document Format PDF To view such types of reports Adobe Reader software version 6 0 or higher is required A few select reports can also be requested in other formats The Yearly Claim Costs Summary Monthly Claim Costs Summary and Claims Reporting Performance reports can be requested in either PDF or Comma Separated Values CSV format b How do I request Partnerships in Injury Reduction PIR reports Participants in the PIR program who have access to myWCB do not need to request PIR reports The reports will be automatically generated on a monthly basis with an email notification sent to you each time the report is generated c How long does it usually ta
51. ostal code Middle name Date of birth yy yY MM DD City Province Alberta Is Phone number Canada SEE tte sees Save Report Alberta PHN shee see Gender Male Female Job description Submit Report SIN see yyy HER Occupation 1 Electronic Injury Reporting menu Provides access to different areas of electronic injury reporting The menu allows the user to create a new Employer s Report create Worker Reports and C040 Earnings Addendum Reports and Search to retrieve both completed reports and reports in progress Report name Identifies the type of report currently being edited Side Navigation Bar Used to toggle among the different sections of the report currently being edited 4 Save Report and Submit Report The Save Report button saves all information entered in the report that is being edited At this stage no data validation or error checking is performed and the report cannot be reviewed by WCB staff for adjudication purposes The Submit Report button checks all inputted data for completeness and correctness and if no errors are found will transmit the report to WCB for claim adjudication 5 Help link The Help link opens a new browser window containing a comprehensive help document 6 Close link The Close link will allow the user to securely exit the Reporting system and return them to the myWCB home screen WC
52. ow By logging in or having access to my WCB am agreeing to these Terms and Conditions effective July 25 2010 To quickly access myWCB in the future we recommend you bookmark this page For assistance please contact our eBusiness Support Team Email ebusiness support wcb ab ca Tel 780 498 7688 toll free in Alberta 1 866 922 9221 Hours 8 00 a m 4 30 p m weekdays Fax 780 498 7366 Copyright 2010 The Workers Compensation Board Alberta All rights reserved Web site terms of use myWCB terms and conditions Contact us 2 Complete the required fields and click the Next button 3 A suggested UserID will be provided It can be changed if required Enter and confirm the password Click the Next button The following window will appear Workers Compensation Board Alberta myWCB Sign Up SECTION 3 ACCESS REQUEST El Section 3 of 5 User Type Select the type of relationship that most closely represents your business with WCB Alberta Note If you are a physician who currenthy uses medical software click here Employer injured Worker Physician 2 Physical Therapist Chiropractor Association Information Enter the employers account number Account Number Are you requesting access to an account number that is not your own F Roles Select the role s that best describe s the function performed by you for this account number F E General User WEB Account Administrator El
53. r PDF button will open a PDF copy of the letter that you are able to print or save for your records 6 Optional The Send Letter button will send the letter via your selected delivery method s within approximately 5 10 minutes WCB Online Services Employer User Guide 21 Manage Lists and Automatic Clearance Notifications ACN To Create Modify or Delete WCB lists of hired account s go to My Account and click on Manage Lists and Automatic Clearance Notifications Workers Compensation Board Alberta My Account My Claims and Costs M TT Claims rate statements and other reports Hd MAINTAIN MY ACCOUNT Update My WCB Account OBTAIN CLEARANCES Reauest a Clearance etter Manage Lists and Automatic Clearance Notifications REPORT MY EARNINGS File My Annual Return Messages No messages available OPEN A NEW WCB ACCOUNT Request WCB coverage for a new organization Create New List You can save lists under your myWCB UserID Each list must have a unique name and a maximum of 1000 accounts To create a new list follow these steps l 2 a 4 Go to My Account and click on Manage Lists and Automated Clearance Notifications Click on the Create new list button Enter a unique list name into the List Name box Add accounts to your list by either entering a valid account number or a name in the Account Number or Company Name box Click on the S
54. r your company the worker can continue to fax in their report to WCB WCB Online Services Employer User Guide 39 Creating a Worker s Report of Injury Prior to creating the Worker s Report the Employer s Report C040 must be successfully submitted To create a Worker s Report 1 Click on My Claims and Costs and then Submit a Worker s Report of Injury Thursday July 24 2014 home myWCB home contact us sign out i Welcome john doe my WCR AIL Workers Compensation Board Alberta es My Account sm My Claims and Costs My Invoices and Payments Account information clearances earnings ta 3 Gp Payments invoices I i f j d t REPORT AN INJURY Report an Injury Submit an Earnings Addendum Submit a Workers Report of Injury Messages F7 Resume a Draft Report Welcome to myWCB Search for Reports 2 The Search Results screen will pre populate with Employer Report of Injury C040 reports that have been created in the last 6 months Under the Actions menu on the right side of the screen press Select next to the worker that you wish to create the Worker s Report of Injury for 3 Alternatively you can identify the worker for whom the Worker s Report is to be created by filling in a search criteria field at the top of the screen The options available to search by are as follows Transaction ID The unique report identification number that is automatically assigned to the report when it
55. rt identification number that is automatically assigned to the report when it is first saved Worker SIN The worker s Social Insurance Number Claim number The claim number if one exists Account number The employer account number and name selected from a drop down list Worker first name The worker s first name as it was entered on the report Worker last Name The worker s last name as it was entered on the report Worker date of birth The worker s date of birth as it was entered on the report Report type The type of report you are searching for The options available in this selection box are e Employer Report of Injury C040 e Employer Earnings Addendum CO40E e Worker Report of Injury or Occupational Disease C060 Report Status The options available in this selection box are e Draft The report has not been submitted to the WCB e Submitted The report has been successfully submitted to the WCB but it has not yet been processed e Held for Manual Processing The report has been successfully submitted to the WCB however the system is unable to successfully match the report to an existing claim on file e Manual Processing Complete The report has been submitted to the WCB and was held for manual processing but the Customer Records Clerk has finished processing the report and a claim number has been assigned e Complete The report has been successfully submitted to the WCB wa
56. s cannot view injury data obtain clearances for the account number update account information and access payment services WCB Claim Creator create modify and view injury reports he she created access account statistical reports Note cannot submit the reports to WCB Alberta WCB Claim Creator a injury reporting only WCB Claim Submitter WCB Claim Submitter injury reporting only create modify and view injury reports he she created Note cannot submit the reports to WCB Alberta create modify submit and view injury reports he she created for the account number access account statistical reports create modify submit and view injury reports he she created for the account number WCB Claims Administrator Manager create modify submit and view all injury reports for the account number view all claim management reports 5 Answer ONE of the available key fact questions for the WCB account you identified Click the Next button If you are directed to the Confirmation screen the key facts may have been disabled by your Online Administrator Please complete steps six to eight and await an email advising you of your access status Note You are allowed three attempts to answer the key fact questions correctly After three unsuccessful attempts you will be directed to the Confirmation page where you may modify the access you requested or Click the Submit button to send the access request to the Online WCB O
57. s processed and a claim number is assigned to the report Report creation date Report submission date and Date of accident The date range drop down menu provides options of Last 15 days Last 30 days Last 6 months Last 12 months and Custom If Custom is selected a From and To date can be entered Note Although electronic injury reporting provides the user with many options by which the worker may be identified it is not necessary to fill in every search criteria field however at least one search criteria is required to perform a search The last name alone is usually sufficient to find the correct worker 3 Click on the Search button The system will now search for and return a summary of all reports matching the search criteria entered WCB Online Services Employer User Guide 46 4 From the list of results locate the report you wish to view and or print by examining the information provided in each report summary Submitted reports are any reports which display a Report Status other than Draft Specifically submitted reports will have one of the following four potential report statuses Monday July 28 2014 home contact WCE close l l Welcome jo hn doe my WCB KP Workers Compensation Board Alberta Electronic Injury Reporting rd Submit injury reports Search for Reports F Search By Custom Transaction ID 888484 Worker SIN Claim number 45565 Account number Please Choose
58. te range drop down menu provides options of Last 15 days Last 30 days Last 6 months Last 12 months and Custom If Custom is selected a From and To date range can be entered Note Although electronic injury reporting provides the user with many options by which the worker may be identified it is not necessary to fill in every search criteria field In fact the last name alone is usually sufficient to find the correct worker The Search Results will be sorted by Transaction ID by default 4 Click on the Search button The system will now search for and return a summary of any submitted Employer s Reports matching the search criteria entered Each result summary will display L B 1 WEB Compensation Board Alberta Electronic Injury Reporting a Submit injury reports mld Create New Report From Existing F Welcome employer my WTE Search By Custom Transaction ID Worker SIN 24 HHE sis Claim number Account number 121252 PLEASANTVEV Worker first name Worker last name Worker date of birth Wo MIA DD Report type Employer Report of Injury de Report status Please Choose Is Report creation date Report submission date Date of accident Date range Last 6 months Search Results Date of Report type Report Submission Actions accident status date Transaction Worker Date of Worker ID name birth SIN Held for Manual 5946598 asdf asdf 1998 04 16 111111111 2014 04 15 Emplo
59. timated Tiai Injery Statement of Account Last Name Initial Birth Date Terminate EEN EE Benfit Payment Options TEN RUSSELL 21 500 Yes 100 Request Personal Coverage for Director or Owners pain Birth Date rie Industry Industry Guaranteed Estimated nar YYYY MM DD ed ae ena oan Pain _ Add Personal Coverage Holder e To add anew personal coverage holder click the Add Personal Coverage Holder button then fill in the required information Click Save button to accept your changes or the cancel button to abandon your changes e To change the personal coverage amount or to terminate coverage for an existing coverage holder click the Edit button to the right of the personal coverage holder Click the Save button to accept your changes or the Cancel button to abandon your changes WCB Online Services Employer User Guide 15 Cease operations If your business has been sold or is no longer operating you must provide the WCB with information related to this change It may be necessary to close your account even if your business is continuing under a new owner You need not report a sale of shares if the business continues in its current form To close your account fill out the required fields in this tab WCB ner Compensation Board Alberta Account Maintenance Addresses Account Number 5068473 Legal Name RUSSELL A BUSINESSMAN Contact Cease Operations Operations Worker Earnings Ceased Worker Information
60. ubmitted Held for Manual Processing Manual Processing Complete or Complete Claim number The claim number that was automatically assigned to the report this may not be the same as the claim number you manually entered on the report Submission date The date that the report was submitted Actions Select link By clicking the next to the Transaction ID number further information regarding the claim is available 1 Account number The employer account number and name that was entered on the report ii Last Update The date the report was last modified id Claim Decision Consists of one of the following values e Accepted Entitlement accepted e Not Accepted Entitlement denied e Pending No adjudication decision has been made e Medical Investigation Entitlement is being accepted while further medical information is pursued to support decision e Processed claim costs are lt 1 000 or worker returned to modified work without time loss no adjudication decision required iv Report claim number The claim number that was entered on the report v Attached file s Files that were attached to the report Search Results Transaction _ Worker Date of Worker Date of Report type Report Claim Submission Actions ID name birth SIN accident status number date 5951213 John Doe 1980 12 12 123456 789 2014 10 10 Employer Report of Injury C040 Complete 1234567 2014 10 21 Account number 12345 Example
61. upation Packer 2 JAHA HAH Phone number Canada FE HEH HHE To correct errors click on any section where the section text is highlighted in red Within that section look for individual field headings highlighted in red these are the fields that need to be corrected Use the Section Error descriptions at the top of the page to determine how to fix the error Some errors may appear more complex than others The simplest errors arise from mandatory fields that have not been completed Other error messages may emerge due to invalid or illogical data entered Examples of this include invalid postal codes Social Insurance Numbers or a date of injury that occurs before the date hired To best identify the nature of the error refer to the section error description s at the top of the page If the nature of the error is still not clear contact the eBusiness Support Team for assistance WCB Online Services Employer User Guide a1 Once all errors have been corrected the system will allow the report to be submitted for processing The user will be presented with the Submission Summary screen The Report status field will indicate Submitted which indicates that the report has been successfully transmitted to WCB Important note Once a report has been submitted the user is no longer able to make additions or modifications to the report If there is any information that was mistakenly omitted or a correction needs to be ma
62. will be lost and all report data will remain safely accessible through any other machine having secure internet access Keep in mind that when the Save Report button is clicked nothing is ever submitted for review by WCB The fact that the report is saved to a central location also means that a report does not have to be completed at once Users can start filling out portions of a report save a draft copy then continue working on it at a later time or date even from a different machine provided it has Internet access The first time a report is successfully saved a Transaction ID will be automatically assigned to the report The Transaction ID field can be found in the Report Overview section in the Side Navigation bar of the Employer s Report of Injury The Transaction ID is a unique report identifier that is assigned to each and every report that is saved in the system While most employers will not need to record or reference this number the eBusiness Support Team may request this number when a user calls for assistance Once the user has completed all sections of the report and clicks on the Submit Report button the following will occur 1 All data in the report is saved 2 The system checks the report for errors either fields that contain invalid data or mandatory fields that have been left blank See the next section for details on how errors are identified by the system and how to make corrections 3 Ifthe system finds
63. yer Report of Injury C040 dese 2014 07 10 Select Manual Processing Complete 5945954 4990 02 20 2014 06 01 Employer Report of Injury C040 2014 07 03 Select 1986 11 01 1986 11 01 1986 11 01 1986 11 01 1986 12 01 1986 11 01 1888 11 01 1986 11 01 2013 12 15 2013 12 15 2014 02 02 2013 12 15 2014 03 31 2013 12 15 2014 03 31 2014 02 03 Employer Report of Injury C040 Employer Report of Injury C040 Employer Report of Injury C040 Employer Report of Injury C040 Employer Report of Injury C040 Employer Report of Injury C040 Employer Report of Injury C040 Employer Report of Injury C040 Submitted Complete Complete Complete Held for Manual Processing Complete Complete Complete 2014 06 04 2014 06 02 2014 05 26 2014 05 26 2014 05 26 2014 05 23 2014 03 23 2014 05 21 Select Select Select Select Select Select Select Select Transaction ID The unique report identification number that was automatically assigned to the previous report when it is first saved Worker name The worker s first and last name as it was entered on the report WCB Online Services Employer User Guide 41 Date of birth The worker s date of birth as it was entered on the report Worker SIN The worker s Social Insurance Number Date of accident The worker s date of accident as it was entered on the report Report type Employer Report of Injury C040 Report status S

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