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general:aca_extract_records

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❏ Set up the insurance plan data on the Personnel > Tables > Insurance Company Codes page.

❏ Ensure that each employee has updated insurance data on the Personnel > Maintenance > Staff Demo > Insurance tab. You can manually enter the data or use the Personnel > Utilities > Import Staff Demo Insurance Data page to import the insurance data from a file provided by a third-party administrator or an enrollment vendor.

❏ Use the Personnel > Utilities > Extract Insurance Data to 1095 Data page to extract insurance data from the Personnel > Maintenance > Staff Demo > Insurance tab to the Personnel > Maintenance > ACA 1095 YTD Data maintenance page(s).

general/aca_extract_records.1608236274.txt.gz · Last modified: 2020/12/17 15:17 (external edit)

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