LCP CaseView: Employer Section

To view Employer details in LCP CaseView, start by opening a case. Once the case is visible on your screen, a navigation bar will appear at the top. Click the second tab in the navigation menu to open the Employer section, where you’ll find all relevant information about the employers linked to that case.

Once inside the Employer section, a paginated list of employer records associated with the case will be displayed. This list can be filtered by the following fields: 

• Name
• Source
• Account Number
• Address
• City
• State

Each record in the list includes an Actions column, which provides the following options based on the user's permissions:

• View: Opens a read-only view of the selected record, allowing the user to see detailed information about the employer. Edit: Opens the selected record for editing, allowing modifications to the employer's information.
• Primary: The Primary Employer is the company identified in the complaint as responsible for the violation. This is typically the employer named in the original claim or investigation, such as one accused of underpaying workers or failing to meet labor requirements.
• Remove: Removes the selected employer record from the case.
  

The record marked as Primary will display an identifying icon to the left of its row, allowing users to quickly recognize which employer has been set as primary.

To add a new Employer, click the button located in the top-right corner of the Employer section. This action will take the user to the corresponding form to add a new employer record.

Add Employer

A user can select from multiple ways of adding or searching for an employer.  The form displayed will vary depending on the source selected, allowing the user to enter the appropriate information based on that source.

Create New Employer

If the employer is not listed, users can choose the New Employer option. This will display a form where the employer’s details can be entered manually. This method is especially useful when starting a new case, as no employers will appear on the list until they are added manually.

To successfully create a New Employer record, the Employer Name field is required. Make sure this field is completed before attempting to save the form.

Link LCPtracker Project Employer

The LCPtracker Project Employer form displays a list of available employers sourced from LCPtracker. Each employer in the list includes relevant information and an Add action, which allows the user to include that employer in the current addition process.

Next to this list, a sub-list shows the Employers that have already been selected. Users can select up to 35 records per addition process.

If needed, the Clear List button can be used to quickly remove all selected employers from the sub-list.

Both the main list and the sub-list support search functionality to filter records, as well as pagination for easier navigation and management of large datasets.

Once the desired Employers have been selected, the user can click the Save button to add them to the case. If the user decides to cancel the operation instead, they can click the Cancel button to discard the selection and exit the process.

Link External Employer

The Import Employer form displays a list of available employers sourced outside Case Manager. Each employer in the list includes relevant information and an Add action, which allows the user to include that employer in the current addition process.

Next to this list, a sub-list shows the Employers that have already been selected. Users can select up to 35 records per addition process.

If needed, the Clear List button can be used to quickly remove all selected employers from the sub-list.

Both the main list and the sub-list support search functionality to filter records, as well as pagination for easier navigation and management of large datasets.

Once the desired employers have been selected, the user can click the Save button to add them to the case. If the user decides to cancel the operation instead, they can click the Cancel button to discard the selection and exit the process.

Edit Employer Record

To edit an Employer record, click the Edit button located on the specific record you want to modify. A form will then appear displaying all the editable fields. You can make the necessary changes and save the updated information.

If the selected record is the Primary Employer, an indicator will be shown at the top of the form to highlight this status.

In addition, there will be two action buttons available in the upper right corner: Cancel, to discard any changes and return to the Employer main list, and Save, to apply and save the modifications made by the user.

Remove an Employer

To remove an Employer from the current case, click the Remove action in the main list within the section.

This will open a new pop-up menu to confirm the removal of the record from the case.

Considerations

• Adding LCPtracker Employers: Once a project is selected, the application will automatically display a list of employers associated with that specific LCPtracker project. You can then select the appropriate employer/s from that list.
• Primary Employer Identification: Only one employer can be designated as the Primary Employer for each case. This employer is marked with a special icon to distinguish them from others.
• Employer Library Updates: Every time a new employer is added to a case, they are automatically saved to the employer library. This allows for easy reuse in future cases without needing to re-enter their information.