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general:humanresources:utilities:extractinsurancedatato1095data:body

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general:humanresources:utilities:extractinsurancedatato1095data:body [2018/11/19 16:06] – emorenogeneral:humanresources:utilities:extractinsurancedatato1095data:body [2021/09/27 20:42] (current) – emoreno
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-<WRAP round intro>This page is used to extract insurance data from the Maintenance > Staff Demo > Insurance tab to the **Covered Individuals** section on the Maintenance > 1095-B and 1095-C pages. +<WRAP round intro>This page is used to extract insurance data from the Maintenance > Staff Demo > Insurance tab to the **Covered Individuals** section on the [[personnel:maintenance:aca1095ytddata:1095b 
 +|Personnel > Maintenance > ACA YTD Data > 1095-B]] and [[personnel:maintenance:aca1095ytddata:1095c|1095-C]] pages. 
  
 You must be logged on to a current year pay frequency to access this utility. You must be logged on to a current year pay frequency to access this utility.
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 If **Insert new records from Staff Demo Insurance Records.** is selected: If **Insert new records from Staff Demo Insurance Records.** is selected:
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   * If 1095-B or 1095-C employee records exist without coverage data, then the 1095-B or 1095-C coverage rows are inserted.   * If 1095-B or 1095-C employee records exist without coverage data, then the 1095-B or 1095-C coverage rows are inserted.
   * If 1095-B or 1095-C employee records exist with coverage data, then no new coverage rows are inserted.   * If 1095-B or 1095-C employee records exist with coverage data, then no new coverage rows are inserted.
   * If insurance plan data is available but no coverage data, a 1095-B or 1095-C employee record is created if it does not exist.     * If insurance plan data is available but no coverage data, a 1095-B or 1095-C employee record is created if it does not exist.  
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 The **All** field is only selected if the employee has coverage for the entire year based on the **Coverage Begin** and **Coverage End** dates on the Maintenance > Staff Demo > Insurance page. The **All** field is only selected if the employee has coverage for the entire year based on the **Coverage Begin** and **Coverage End** dates on the Maintenance > Staff Demo > Insurance page.
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 Staff demo insurance coverage records are combined when multiple records have the same first name, middle name, last name, social security number, and date of birth. Staff demo insurance coverage records are combined when multiple records have the same first name, middle name, last name, social security number, and date of birth.
    
-If a staff demo insurance coverage record exists where the **Coverage End** date is less than the selected calendar year, or the Coverage Begin date is greater than the selected calendar year, then the 1095-B and 1095-C records are inserted without selected check boxes.+If a staff demo insurance coverage record exists where the **Coverage End** date is less than the selected calendar year or the** Coverage Begin** date is greater than the selected calendar year, then the 1095-B and 1095-C records are inserted without selected check boxes.
  
    
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 <div head3>Extract data:</div> <div head3>Extract data:</div>
  
-Under **Extract Option**, select one of the following options:+VCV Under **Extract Option**, select one of the following options:
    
-  * **Insert new records from Staff Demo Insurance Records.** +  * **Insert new records from Staff Demo Insurance Records.** - This option only inserts new information entered on the Staff Demo page since the last time 1095 data was extracted.  
-  * **Delete all existing records and insert all records from Staff Demo Insurance Records.**+  * **Delete all existing records and insert all records from Staff Demo Insurance Records.** - This option clears previously extracted 1095 data for the calendar year indicated and replaces it with the current data available in the Staff Demo insurance records.
 \\  \\ 
-Under** Plan Options**, select one of the following plan options to extract:+VCV Under** Plan Options**, select one of the following plan options to extract:
    
 [[general:extract_insurance_data_to_1095_data_notes|Additional extract notes]] [[general:extract_insurance_data_to_1095_data_notes|Additional extract notes]]
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   * **Non Self-Insured Plans** - If selected and ACA 1095-C records are extracted, no individual coverage records are extracted from the employee insurance table.    * **Non Self-Insured Plans** - If selected and ACA 1095-C records are extracted, no individual coverage records are extracted from the employee insurance table. 
 \\  \\ 
-Under **Record Type**, select one of the following options:+VCV Under **Record Type**, select one of the following options:
    
   * **ACA 1095-B** (selected by default)   * **ACA 1095-B** (selected by default)
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 ^Calendar Year (YYYY)|Type the calendar year for which you want to extract data.|      ^Calendar Year (YYYY)|Type the calendar year for which you want to extract data.|     
    
-If **ACA 1095-B** is selected, in the **Coverage Type** field, click {{:images:dropdown.gif|Drop-down Arrow}} to select the coverage type to be extracted.+VCV If **ACA 1095-B** is selected, in the **Coverage Type** field, click {{:images:dropdown.gif|Drop-down Arrow}} to select the coverage type to be extracted.
 ++++Coverage types|{{page>general:coverage_type&inline}}++++ ++++Coverage types|{{page>general:coverage_type&inline}}++++
  
-If **ACA 1095-C** is selected, enter data in the following fields:+VCV If **ACA 1095-C** is selected, enter data in the following fields:
    
 ^Plan Start Month|Type the two-digit number (01 through 12) indicating the calendar month during which the plan year begins for the health plan in which the employee is offered coverage (or would be offered coverage if the employee were eligible to participate in the plan). If more than one plan year could apply (for instance, if the ALE Member changes the plan year during the year), enter the earliest applicable month. | ^Plan Start Month|Type the two-digit number (01 through 12) indicating the calendar month during which the plan year begins for the health plan in which the employee is offered coverage (or would be offered coverage if the employee were eligible to participate in the plan). If more than one plan year could apply (for instance, if the ALE Member changes the plan year during the year), enter the earliest applicable month. |
 ^Offer of Coverage|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the coverage offer to be extracted. The selected **Offer of Coverage** code is populated in the **All** column. ++Coverage offers|{{page>general:coverage_offer}}++|  ^Offer of Coverage|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the coverage offer to be extracted. The selected **Offer of Coverage** code is populated in the **All** column. ++Coverage offers|{{page>general:coverage_offer}}++| 
-^Safe Harbor|Click {{:images:dropdown.gif|Drop-down Arrow}} to select safe harbor code to be extracted. The selected **Safe Harbor** code is populated in the **All** column. ++Safe Harbor codes|{{page>general:safeharborcodes}}++| +^Safe Harbor|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the safe harbor code to be extracted. The selected **Safe Harbor** code is populated in the **All** column. ++Safe Harbor codes|{{page>general:safeharborcodes}}++| 
  
-Under **Employee Share of Lowest Cost Monthly Premium**, type the set share of the lowest-cost monthly premium amount for employees in each pay type (1-4).+VCV Under **Employee Share of Lowest Cost Monthly Premium**, type the set share of the lowest-cost monthly premium amount for employees in each pay type (1-4).
    
   * The **Employee Share** field should only be entered if the **Offer of Coverage** field is set to //1B (Offer to employee only)//, //1C (Offer to employee and dependents)//, //1D (Offer to employee and spouse)//, or //1E (Offer to employee, spouse, and dependents)//. Offer of coverage codes //1J - Offer to employee, spouse conditional, not to dependents// and //1K - Offer to employee and dependents, spouse conditional// are included if the **Calendar Year** is set to 2016.    * The **Employee Share** field should only be entered if the **Offer of Coverage** field is set to //1B (Offer to employee only)//, //1C (Offer to employee and dependents)//, //1D (Offer to employee and spouse)//, or //1E (Offer to employee, spouse, and dependents)//. Offer of coverage codes //1J - Offer to employee, spouse conditional, not to dependents// and //1K - Offer to employee and dependents, spouse conditional// are included if the **Calendar Year** is set to 2016. 
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   * The values are saved upon clicking **Execute**.   * The values are saved upon clicking **Execute**.
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-Under **Employees with Calendar YTD Data Who Do Not Have Staff Demo Insurance Records**, select one of the following options: +VCV Under **Employees with Calendar YTD Data Who Do Not Have Staff Demo Insurance Records**, select one of the following options: 
    
   * **Pay Type 1-3 Employees **    * **Pay Type 1-3 Employees ** 
   * **Pay Type 1-4 Employees**    * **Pay Type 1-4 Employees** 
 \\  \\ 
-Click **Execute**. If any errors are encountered, an Extract Staff Demo Insurance Data to 1095-B/1095C Error Report is displayed.+VCV Click **Execute** to execute the process. 
  
-[[general:printreport|Review the report.]]+If any errors are encountered, an Extract Staff Demo Insurance Data to 1095-B/1095C Error Report is displayed. [[general:printreport|Review the report.]]
  
-Click **Cancel** to return to the Extract Insurance Data to 1095 Data page.+VCV Click **Cancel** to return to the Extract Insurance Data to 1095 Data page.
    
-A message is displayed indicating that the process was successful. The extracted records can be viewed and modified on the Maintenance > ACA 1095 YTD Data page. +<div indent> 
 +A message is displayed indicating that the process was completed successfully. The extracted records can be viewed and modified on the Personnel > Maintenance > ACA 1095 YTD Data page.  
 +</div>
  
  
  
  
general/humanresources/utilities/extractinsurancedatato1095data/body.1542643563.txt.gz · Last modified: 2018/11/19 11:06 (external edit)

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