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Trace: • Generate the Account Code Comparison report • Copy employees with August contract begin dates from NYR to CYR • Generate the Contract Balance Variance Report • Review file IDs • aca_extract_records

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general:aca_extract_records
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❏ Set up the insurance plan data on the Human Resources > Tables > Insurance Company Codes page.

❏ Ensure that each employee has updated insurance data on the Human Resources > Maintenance > Staff Demo > Insurance tab. You can manually enter the data or use the Human Resources > 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 Human Resources > Utilities > Extract Insurance Data to 1095 Data page to extract insurance data from the Human Resources > Maintenance > Staff Demo > Insurance tab to the Human Resources > Maintenance > ACA 1095 YTD Data maintenance page(s).

general/aca_extract_records.1543338878.txt.gz · Last modified: 2018/11/27 12:14 (external edit)

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