aca updates for october release addendum 09 - skyward · 2016. 2. 29. · skyward documentation –...

SKYWARD DOCUMENTATION – ACA UPDATES FOR OCTOBER RELEASE ADDENDUM 09

Revised: 1/14/2016 Page 1 of 1 Version 05.15.10.00.09

ACA Updates for October Release Addendum 09

Human Resources > Employee > Profile PR 2878804 - FED: Updated 1095C/1095B Workfile Exception Report PR 2879337 - FED: Added Change to Handle Long Suffix During 1095B and 1095C

Processing PR 2880870– FED: Viewing Workfile Records No Longer Shows an Error PR 2890703 FED: Self-Insured Coverage not checked if Employee Doesn’t Meet

Parameters

Human Resources > Employee > Setup > Utilities > ACA Utilities PR 2817564 – FED: Ability to Report on Previous New Hire Months PR 2854273 – FED: Creation of new ACA New Hire Category Audit PR 2876309– FED: Added New Fields and Covered Individuals to the 1095 Tracker PR 2883991– FED: ACA Tracker Max Average Column Corrected



Human Resources > Employee > Profile PR 2878804 - FED: Updated 1095C/1095B Workfile Exception Report PR 2879337 - FED: Added Change to Handle Long Suffix During 1095B and 1095C

Processing PR 2880870 - FED: Viewing Workfile Records No Longer Shows an Error PR 2890703 FED: Self-Insured Coverage not checked if Employee Doesn’t Meet

Parameters

PR 2878804 - FED: Updated 1095C/1095B Workfile Exception Report

Federal Users: The 1095C/1095B Workfile Exception report now features the following

enhancements:

1) On the report section that shows all employees for a particular exception, building code

has been added to the employee data along with column headings for Name key, Full

Name, Employee Type, and Building.

2) The following non-fatal exceptions now appear as fatal exceptions in the report and

reporting area:

a) No 1095 information has been added for this employee. (1095C)

b) Employee has no selections for offer of coverage. (1095C)

c) CI is missing SSN and DOB. At least one must be entered. (1095B/1095C)

d) CI SSN contains non-numeric characters. Invalid SSN. (1095B/1095C)

e) CI SSN is not 9 digits in length. Invalid SSN. (1095B/1095C)

f) CI DOB is in the future. (1095B/1095C)

3) An exception has been added for “No 1095 information has been added for this

employee” for 1095B Workfiles.

4) When a district runs a Workfile report with the “Fatal Exceptions Only” option turned on,

the report does not check for missing 1095 employees.

5) An additional report section has been added that shows employees that are included in

the Self-Insured parameters or individual selection list that do not have a Workfile

record.

6) The exception, “One or more of the ACA Hours Tracking templates you selected does not

appear to be valid. Please re-select the ACA Hours Tracker templates you would like to

use and re-create the Workfile” is shortened to “One or more of the selected ACA Hours

Tracker templates is not valid. Please re-select valid ACA Hours Tracker templates and

re-create the Workfile.”

7) An option has been added to allow the exceptions to be excluded from the “All

Employees” report.

8) The report is no longer showing the number of Workfile records created as double the

actual number.

9) A correction has been made so that all employees in the Workfile are now printed.

Report 1095C Workfile – Exceptions Only:

1. Navigate on Pac to Human Resources > Payroll > Year End > Payroll > Calendar >

1094C/1095C Processing > Step 2 – Create/Modify/Report 1095C Workfile >

Optional Reports > Report 1095C Workfile – Exceptions Only.

2. On the report section showing all employees for a particular exception, Building Code

is added to the employee data along with column headings for Name Key, Full Name,

Employee Type and Building Code.



3. Certain non-fatal exceptions now appear as fatal.

4. There is now an exception that indicates when no 1095 information exists for

employees that are added with the selection list on the create screen.

5. Run the Exceptions Only report.

6. Check the box for Fatal Exceptions Only and select OK.

7. The section that displays employees who were paid but are not receiving a 1095

does not display.

8. Run the All Employees report.



9. There is now an option to include the additional exception reporting sections on the

report. Uncheck this option and select OK.

10. The additional exception sections do not print. Also note that the Number of 1095Cs

Reported displays the correct count.

11. An additional SSN validation has also been added.

PR 2879337 - FED: Added Change to Handle Long Suffix During 1095B and 1095C

Processing

Federal Users: The 1095B and 1095C process was updated to handle a long suffix. The

Covered Individuals within Profile have been updated to only allow a suffix of no greater

than four characters.

1094-C/1095-C Info:

1. Navigate on Web to Human Resources > Employee > ACA Information > 1094-

C/1095-C Info.

2. The employee has Covered Individuals. Select the Y.



3. Select Edit.

4. The suffix field has been changed to only be four characters.

5. Navigate on PaC to Human Resources > Payroll > Year End > 1094B/1095B

Processing.

6. Select Step 2 Create/Modify/Report 1095B Workfile.

7. Select Recreate 1095B Workfile to recreate the workfile.

8. Select Modify Current 1095B Workfile.

9. Select Edit.



10. Edit the Covered Individual.

11. The suffix displays only four characters.

12. This was also updated within the 1095C process.



PR 2880870 - FED: Viewing Workfile Records No Longer Shows an Error

Federal Users: When information is not entered for the Employer Sponsored Coverage

Information in step 1 of the 1094B/1095B process, an error no longer displays on the

maintenance screen in step 2 when selecting the Modify Current 1095B Workfile option.

Additionally, information can no longer be saved on the workfile records if "View" is selected

on a record.

1094B/1095B Processing:

1. Navigate on PaC to Human Resources > Payroll > Year End > 1094B/1095B

Processing.

2. Select Step 1 Enter and/or Verify Employer Information for 1094B/1095Bs.

3. No information has been entered for the Employer Sponsored Coverage Information.

4. Select Step 2 Create/Modify/Report 1095B Workfile.

5. Create the workfile.

6. Select Modify Current 1095B Workfile.



7. Select View.

8. No errors displayed when the screen was opened. Select Edit.

9. No errors displayed when the screen was opened. Data cannot be entered.

10. From the Modify screen, select Add.

11. Select an Employee not on the workfile and select OK.



12. The screen opened without error. Select Edit.

13. The screen opened without error.

PR 2890703 FED: Self-Insured Coverage not checked if Employee Doesn’t Meet

Parameters

Federal Users: When the employee does not meet the parameters for self-insured coverage,

the “Employer Offered Self-Insured Coverage” checkbox will not be checked on the 1095-C

workfile, which will also apply to the print file later in the processing.

1094-C/1095-C Info:

1. Navigate on Pac to Human Resources > Payroll > Year End > Payroll > Calendar >

1094C/1095C Processing.

2. Select Step 2 – Create/Modify/Report 1095C Workfile.

3. Select Recreate 1095C Workfile.

4. Note that the Self-Insured parameters only include certain Benefit Codes.



5. Navigate to Human Resources > Employee > Employee Profile > ACA Information >

1094-C/1095-C Info.

6. The selected employee has a 1094-C/1095-C Information record.

7. The employee does not have the needed Benefit codes.



8. The workfile does not have the ‘Employer provided self-insured coverage’ option

checked after it is created.

9. The print files do not have the ‘Employer provided self-insured coverage’ box

checked.



Human Resources > Employee > Setup > Utilities > ACA Utilities PR 2817564 – FED: Ability to Report on Previous New Hire Months PR 2854273 – FED: Creation of new ACA New Hire Category Audit PR 2876309– FED: Added New Fields and Covered Individuals to the 1095 Tracker PR 2883991– FED: ACA Tracker Max Average Column Corrected

PR 2817564 – FED: Ability to Report on Previous New Hire Months

Federal Users: When using the ACA Hours Tracker utility, users may now report on

employees in a New Hire category whose measurement period ended within the previous

three months.

Employee Profile:

13. Go to Web Human Resources, Employee, Employee Profile, ACA Information,

Employee Status.

14. This employee has a ‘New Hire’ category with a Measurement Stop Date of

10/27/2015.

ACA Hours Tracker:

1. Go to Web Human Resources, Employee, Setup, Utilities, ACA Hours Tracker.



2. The ACA Hours Tracker Parameter screen now displays a Report Option “Include

selected employees with a Measurement Period that ended in the previous” with

the ability to choose 1, 2, or 3 months.

3. When the report is processed, the employee is reported even though their Measure

Period has ended in comparison to the current date.

PR 2854273 – FED: Creation of new ACA New Hire Category Audit

Federal Users: A new utility called ACA New Hire Category Audit has been created

(WH\EP\PS\UT\AC\CA) to review ACA category information and to ensure that new

employees are in the proper ACA category and that the correct Measurement and Stability

dates are set. This utility will share a menu path with the ACA Status Mass Process utility; a

user will need security access to the ACA Status Mass Process utility to gain access to the

ACA New Hire Category Audit.

On the Web, go to Human Resources > Employee > Setup > Utilities > ACA Utilities. A new

utility called ACA New Hire Category Audit has been added.



Select the ACA New Hire Categories Codes that you wish to audit. The screen will only

display those categories with the Category Type flagged as ‘New Hire.’

For each category, select the Admin Period Setting option if you wish to change the ACA

Employee Category Code so that the option to have Skyward calculate Administrative Period

days is selected. If the ACA Employee Category Code already has the option selected, the

Admin Period Setting option on this screen will be automatically selected, and uneditable.

Select the Employee Selection Parameters set to determine which employees will be

included in the audit.



Employee Selection Parameters can be setup by Employee Ranges, individaul employee

selection or Processing Lists. The Employee Ranges will allow you to select by Name Key,

Profile Status, Employee Building Code, Check Location Code and/or Employee Type Code.

Click ‘Run Audit’ once the parameters have been setup.

Click ‘Preview Data to Process’ to review the audit data.



The browse shows the employees that are included in the audit, and the updates that will

take place.

The Category browse view will show each category that was selected for the audit. Expand

the Category detail to view the employees that are currently using that ACA Employee

Category Code.

You may remove an employee from the audit by deleting them from the expanded detail.

The Status browse view will show the updates by employee.

You may remove an employee from the audit by highlighting the record and clicking the

‘Remove Record’ button.

Click the Report button if you wish to run a printed report of the updates that will take

place.



Once you have reviewed the audit data, return to the previous screen and click ‘Run the

Update’ to continue with the process and update the Profiles and/or ACA Employee Category

Codes.

The update will include a printed report.

PR 2876309– FED: Added New Fields and Covered Individuals to the 1095 Tracker

Federal Users: The Coverage Status and the Report as Covered Individual fields have been

added to the 1095 Tracker respectively. Cov Stat will display if the "District is an ALE

Member" option is not checked under ACA Options. If it is checked, Report as CI will display.

Additionally, new browse views have also been added for covered individuals.

ACA Options:

1. Navigate on the Web to Human Resources > Payroll > Setup > Configuration > ACA

Options.

2. When the District is an ALE Member box is checked, and you navigate to Employee >

Employee Profile > ACA Information > 1094-C/1095-C Information, these fields will

be displayed.



3. When the District is an ALE Member box is unchecked, and you navigate to Employee

> Employee Profile > ACA Information > 1094-C/1095-C Information, these fields

will be displayed.

4. Navigate to Human Resources > Employee > Setup > Utilities > ACA Utilities > ACA

1095 Tracker.

5. The three Report Options have had the columns shown in the browse updated based

on the District is an ALE Member flag.

6. When the first Report Option is run with the District is an ALE Member flag checked,

the following fields display:

7. When the first Report Option is run with the District is an ALE Member flag

unchecked, the following fields display:



8. When the third Report Option is run with the District is an ALE Member flag checked,

the following fields display:

9. When the third Report Option is run with the District is an ALE Member flag


10. When the second Report Option is run with the District is an ALE Member flag

checked, a column for each month is displayed:

11. When the second Report Option is run with the District is an ALE Member flag


12. When the first Report Option is run, two new Views were added (Current – Covered

Individuals – One Line, Current – Covered Individuals – Multiple Lines):

13. Current – Covered Individuals – One Line shows all the covered individuals for the

same record displayed on one line.



14. Current – Covered Individuals – Multiple Lines shows all the covered individuals for

the same record displayed on multiple lines.

15. When the third Report Option is run, two new Views were added (Changes – Covered

Individuals – One Line, Changes – Covered Individuals – Multiple Lines):

16. Changes – Covered Individuals – One Line shows all the covered individuals for the

same record displayed on one line.

17. Changes – Covered Individuals – Multiple Lines shows all the covered individuals for

the same record displayed on multiple lines.

18. When the second Report Option is run, the View Covered Individuals By Month was

added, and the existing View was renamed to 1095 Statuses by Month.



19. The Covered Individuals By Month view for the second Report Option shows the

name of the employee, covered individual information, and the months the individual

received coverage. Highlighted fields show a change in coverage.

PR 2883991– FED: ACA Tracker Max Average Column Corrected

Federal Users: Two issues have been corrected with the ACA Hours Tracker:

1. On the New Hire Category Tracker, Total ACA Hours and Average ACA hours are now

displaying the correct data.

2. On the Ongoing Category Tracker, the Maximum Average column is now displaying as

appropriate.

ACA Hours Tracker:

1. Go to Web Human Resources, Employee, Setup, Utilities, ACA Hours Tracker

2. Set the ‘ACA Category Type’ to New Hire and process the report.

3. The Total ACA Hours and Avg ACA Hours columns now display.

4. Set the ‘ACA Category Type’ to Ongoing Employee and process the report.

5. The Maximum Average column now displays.

aca updates for october release addendum 09 - skyward · 2016. 2. 29. · skyward documentation –...

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