OSHA Forms - Field Descriptions

A reference for completing the fields on this screen.

Field/ButtonDescription
EstablishmentEnter the establishment code to include incidents from locations associated with that establishment on the report, or leave this field blank to default to the Main company establishment.
Print optionsChoose Standard forms or one of these:
  • Blank forms - the Selections area isn't available since these fields don't apply to blank forms.
  • Export Form 300A - the Selections area isn't available, but the Export file section is available to select the number of employees working at the establishment.
IncludeSelect the OSHA form types you want to appear on the report:
  • OSHA Form 300
  • OSHA Form 300A
  • OSHA Form 301
Selections
Incident numberEnter the incident number you want to include on the report, or press Enter to include all of them.
Note: Applicable only to Standard forms.
EmployeeEnter the employee code to print, or press Enter to include all employees.
Note: Applicable only to Standard forms.
YearEnter the year for which you want to print OSHA forms. The current year defaults based on the current Payroll processing date.
Only include OSHA eligible records?Select this checkbox if you want to include only those records that are OSHA eligible.
Note: Applicable only to Standard forms.
Confidential?Select this checkbox to exclude employee names from the report.

Main company information

If your HR security Level is 6 or higher, Calculate buttons appear next to each of these fields.

Average number of employees

Enter the average number of people that the company employs during the year. Select the Calculate button to calculate the average number of employees based on pay period year.

See OSHA Forms for more details.

If an OSHA establishment is defined, Spectrum will identify all locations assigned to the given establishment and read the Payroll history for all employees assigned to those locations, calculating establishment-specific values. Spectrum will then open a confirmation window displaying the breakdown.

Total hours worked last year

Enter the average number of total hours worked by all employees in a year. Select the Calculate button to automatically calculate the average number of hours worked based on a specified pay period year.

If an OSHA establishment is defined, Spectrum will identify all locations assigned to the given establishment and read the Payroll history for all employees assigned to those locations, calculating establishment-specific values.Spectrum will then open a confirmation window displaying the breakdown.

Important: When calculating the average number of hours worked, the following pay types are NOT included: Vacation, Holiday, Sick, Equipment Usage, and JX.