Understanding Establishments

Establishments are OSHA's name for an organization that is involved in the same work activity, therefore exposed to the same risk. An organization may have several establishments. OSHA requires reporting on each establishment separately. You must report OSHA information for each establishment in the organization that meets OSHA reporting criteria. An establishment for OSHA reporting purposes is defined as a single physical location where like business is conducted or where services or industrial operations are performed. To do this reporting, you must both set up and identify each employee who works in an OSHA reportable establishment. You identify the establishment in which an employee works by using supplemental data.

To set up establishments, follow these steps:

1. You set up values in the Establishment Search Types UDC table (08H/ES UDC) to define establishments in the JD Edwards EnterpriseOne system. This is located on the Health & Safety Incident Setup menu G54HS41. If you create a new search type, for example, EST for Establishment, you will need to add it to the Address Book Search Type UDC table (01/ST). The system will validate the establishment search type when an establishment is entered for an incident.

2. Add the establishments to the address book with the defined search type.

3. You can use the JD Edwards EnterpriseOne Payroll system to determine the safety hours and average annual number of employees. You must first associate each employee with the OSHA reportable establishment using the Employee Supplemental Data program (P00092). To create the association:

   1. In the Work With Supplemental Data form, enter the employee number in the Employee Address Book Number field and click the Find button.

   2. Select the Data Type EN in the grid and click the Select button.

   3. In the General Description Entry form, enter the establishment number in the Est. No. field.

   Note: You do not need this step if you are using the Safety Hours Entry program (P54HS20) for safety hours and average annual number of employees.

4. Use the Establishment Condition program (P086011) from the Health & Safety Incident Setup menu to enter a condition record for each establishment for each calendar year being reported. The JD Edwards EnterpriseOne Health and Safety Incident Management system uses establishment information for OSHA and Bureau of Labor Statistics reporting. To produce the OSHA and BLS reports you need a condition record for each establishment and year combination, even if nothing unusual happened that year.

   (Release 9.2 update) You can associate a company with the establishment in the P086011 program. This association of company and establishment can be leveraged in the Incident Master program (P54HS00) to default in the company based on the establishment using this relationship. Use the P086011 program to record a change reason if you are re-submitting the electronic version of the 300A to OSHA. The program will use the most recent change reason recorded.

   Use the Establishment Condition program (P086011) to enter the following additional information about an establishment:

   • Maximum Size

     Enter a code that represents the maximum number of employees that have worked at an establishment at any point in the reporting year.

   • Form Exit Establishment Information

     Use this form exit to associate a company with an establishment and to define the establishment type. This information is used when submitting an electronic file to OSHA for the 300A report.

   • Row Exit Change Reason

     Use this row exit to record a reason why you are re-submitting an electronic file to OSHA. If there is more than one change reason given for the same establishment/year/report type combination, the re-submitted electronic file will use the one with the highest sequence number.