Menu Items

Process | Reports | Parameters | Maintenance | Tools

Process

• Enter/Edit Insurance and Benefits Master
• Update/Compare Benefits to Payroll
• Update Compare State Benefits
• Compare State Benefits to Payroll Deductions
• Import American Fidelity File
• Export American Fidelity File
• Import MPPI File
• Export MPPI File
• Create SPA Annual Benefit Salary Update File
• Import SPA Benefit Files
• Update from Colonial Supplemental Insurance
• SmartBen interface

Reports

• Benefit Verification Report
• Benefit Mailing Labels
• IRS Forms 1094-B and 1095-B
• IRS Forms 1094-C and 1095-C

Maintenance

• Update Ins Premium/Benefit Amounts
• Update Ins Premiums/Benefit Amounts from Rate Table
• Purge Employee Benefits
• Create Benefits from Payroll
• Ward Services Interface
• Globally Set Termination Dates
• Inactive Employee Benefits
• Import Dependents
• ACA Maintenance
  • Copy Benefits to New Year
  • Employee ACA Maintenance
  • Assign Submission Receipt Number
  • Create ACA Corrections
  • ACA Employee Benefit Bulk Update

NFP Interface (Only visible if the NFP Interface is enabled in the license file)

• Export Employees
• Import Benefits

Parameters

• Benefits
• Coverage
• Plans
• State Plans
• State Optional Life
• IB Parameter Reports
• Print Custom Forms

Tools

• Data Validator

Additional References

Insurance and Benefits User Manual

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