HR compliance workflow for Tallyfy

File workers comp claims correctly the first time

Workers compensation claims have strict deadlines and documentation requirements. Delays or incomplete paperwork can jeopardize claims and create legal exposure. This workflow ensures every workplace injury gets reported, documented, and filed properly.

8 steps

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Human Resources compensation

Run this workflow in Tallyfy

Import this template into Tallyfy and assign HR to claim filing steps while managers handle incident reporting and return-to-work coordination

Use Tallyfy's 1-day deadlines on critical steps like injury reporting, incident documentation, and medical attention to meet state requirements

Track claim progress in Tallyfy from initial report through insurance carrier submission and employee return-to-work, with all documentation stored for compliance

Import this template into Tallyfy

Process steps

Give Your Employee a Workers’ Compensation Claim Form

5 days from previous step

task

*insert template* Ensure employee gets appropriate medical attention

Submit Official Paperwork

5 days from previous step

task

*insert template* Send completed claim to your insurance company

Provide Any Accommodations When Your Employee Returns to Work

5 days from previous step

task

*insert template* Depending on your employee’s injury or illness, you may need to make changes to help them do their job when they return to work

Report the injury immediately

1 day from previous step

task

Time matters with workers comp - most states have strict deadlines. Get the incident reported to HR and your supervisor right away, even if it seems minor. Document exactly what happened, where, when, and who witnessed it. Delays in reporting can jeopardize the claim.

Complete the incident report

1 day from previous step

task

Fill out the official incident report form with all the details. Include the nature of the injury, body parts affected, how it happened, and any equipment involved. Get witness statements if applicable. Be accurate and thorough - this document becomes part of the official record.

Seek medical attention

1 day from previous step

task

Get the employee to an approved medical provider. Many companies have designated clinics for workers comp cases. Follow whatever treatment plan the doctor recommends. Keep all medical documentation - visit notes, prescriptions, referrals. These become essential for the claim.

File the claim

1 day from previous step

task

Submit the claim to your workers compensation insurance carrier with all required documentation. Include the incident report, medical records, and any witness statements. HR typically handles this filing, but make sure all paperwork is complete. Incomplete claims get delayed or denied.

Track claim progress and return to work

1 day from previous step

task

Monitor the claim status with the insurance carrier. Coordinate any modified duty or return-to-work programs. Stay in communication with the injured employee about their recovery timeline. Document everything - claim decisions, work restrictions, medical clearances. Close the loop once the employee returns to full duty.