SmartFusion Modules > Human Resources > Insurance And Benefits > Maintenance > ACA Employee Benefit Bulk Update

Last Update v5.27.X.0
- Feature Debut

Introduction

The ACA Employee Benefit Bulk Update window makes changes to heath benefit details for multiple employees. This makes it much easier to maintain benefit details for reporting on IRS Forms 1094-C and 1095-C.

Explanation

Workflow

  1. Specify what needs to be changed
  2. Select Employee Benefit Details to Update
  3. Specify Changes to be made for each employee
  4. User Reviews Changes and submits them

Step 1

Select Benefit Dropdown: Select which health benefit you would like to update in bulk. If you do not see the benefit you are looking for, check your Benefit Parameter configuration to make sure it is a benefit type: 'H - Health'

Select Benefit Detail Dropdown: Once a heath benefit has been selected, select which benefit detail to make a bulk change too.

ACA Benefit Details Field Options

Step 2

Select which employees to update. Only selected employees will be available in step 3.

If you don't see an employee in the list check their configuration in Enter/Edit Insurance and Benefits Master, they may not have the benefit selected in step 1.

Tips:

  • Click on the grid column selector to view additional payroll information
  • Click on a grid column header to sort the list
  • Click on the filter icon in the column header to filter the list
  • Right Click on the List to select all, deselect all, select highlighted or deselect highlighted

Employee Grid Default Columns

  • Employee Name
  • Employee SSN
  • Employee Id
  • Detail Current Value 'Old'

Employee Grid Optional Columns

  • Coverage Code
  • Plan Code
  • Payroll Pay Group
  • Payroll Salary Class
  • Payroll Class
  • Payroll Location
  • Payroll Category
  • Payroll Department
  • Payroll Date Employed
  • Payroll Date Inactive

Step 3

Enter the new values to update each employee with. There are a few options to help make changing large lists simpler.

Find and Replace: Enter the old value to replace in the "find value" box, enter the new value to replace it in the "replace value" and click "Replace". Only the employees with matching old values will be updated in the list.
Update All Values: enter the new value and click 'Update All'. All new values in the list will be set to the new value.
Reset All: Clears all new values in the list.

Employee Grid Default Columns

  • Valid (identifies validation errors on a row)
  • Employee Name
  • Employee SSN
  • Employee Id
  • Detail Current Value 'Old'
  • Editable 'New' Value

Additional Optional Columns
Same as in Step 2

Next
All values entered in the editable new column need to be valid data before the Next button is actionable. Invalid rows have a red X. Valid rows have a green checkmark.

Validation

  • dates
  • dollar amounts
  • whole number quantities
  • true/false
  • SF parameters (Coverage & Plan Codes)

Step 4

Review your changes. This step shows a list of the changes and lets you print a copy for your records.

Print Button: Prints a report with the list of changes.

Finish: Commit the changes New values are update old values (even if the new value is blank).

Employee Grid Default Columns

  • Employee Name
  • Employee SSN
  • Employee Id
  • Detail Current Value 'Old'
  • Editable 'New' Value

Additional Optional Columns
Same as in Step 2

Troubleshooting

  • In step 3, the MEC value and the 'IRS Benefit Offer Code' will not pass validation if they are empty, simply add a value to proceed. This may be an issue for organizations that used the module prior to ACA changes.

Reference

Enter/Edit Insurance and Benefits Master