Managing Employment Liability Insurance (EPLI) Claims

Employment Liability Insurance or (EPLI) includes coverage for defense costs and damages related to various employment-related claims, including allegations of wrongful termination, discrimination, workplace harassment and retaliation.

With ClientSpace you can record and manage EPLI claims from the EPLI Claim Dashboard.

To open or add an EPLI record:

1. Select EPLI Claims from the ClientSpace menu bar or from the View menu located to the right of the menu bar.

   The EPLI Claim Dashboard displays.

   Tip: You can also open the EPLI Claim Dashboard from an employee record. Click the Employees module shortcut on the Module bar and open the desired employee record. In the Record Counts widget, click (Expand Info) to display more counts, and then click EPLI. The EPLI Claim Dashboard displays, filtered to show only EPLI claims for the selected employee. If the employee has no EPLI claims, the grid is empty.

2. Click (Open) next to an existing claim to open it or click Add to add a new claim.

   

   The EPLI Claim form displays.

3. View, edit or add fields in the following locations as applicable:

   • Home tab: The EPLI Claim form Home tab () is used to store general information about the claim, including the Employee associated with the claim, the Date of Claim, Claim Status, the Assigned To User and other claim details. The Assigned To User list displays active users with the "PEO Employees" role.

     

   • EPLI Claim Legal tab: The EPLI Claim Legal tab is used to track legal details such as Date Litigated, Defense Attorney, Prosecuting Attorney and Date of Settlement. You can also attach a copy of a Settlement Agreement.

     

   • EPLI Claim Financial link: Under Links, click EPLI Claim Financial to open the an EPLI Claim Financial form.

     

     From there, you can add financial details related to the claim such as legal expenses (Paid Legal), settlement amount paid (Paid Settlement) and Notes.