aca eligibility - clemson university

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Eligibility Upon completion of this task, you will be able to verify employee’s ACA eligibility.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Employee/Dependent Information.

4. Navigate to Benefits > Employee/Dependent Information > ACA Employee Eligibility.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA File Load Process Upon completion of this task, you will be able to view the process for all ACA file loads.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > File Load Processes.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Population Summary Upon completion of this task, you will be able to verify ACA population summary.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > CU ACA Population Summary.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Type/Totals Adjustment (Variable and Non-Variable) Upon completion of this task, you will be able to report on ACA type/totals adjustment for variable and non-variable employees.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > Emp ACA Type/Totals Adjustment.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Variable Employee Summary Upon completion of this task, you will be able to verify ACA variable employee summary.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > ACA Variable Employee Summary.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Add a Retirement Plan to an Existing Employee Upon completion of this task, you will be able to verify and add to an existing employee’s retirement plan.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Enroll in Benefits.

4. Navigate to Benefits > Enroll in Benefits > Retirement Plans.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Add a Savings Plan to an Existing Employee Upon completion of this task, you will be able to verify and add to an existing eligible employee’s savings plan to include 401K, 403b and 457.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Enroll in Benefits.

4. Navigate to Benefits > Enroll in Benefits > Savings Plans.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Add a Savings Plan to an Existing Employee Upon completion of this task, you will be able to verify and add to an existing eligible employee’s savings plan to include 401K, 403b and 457.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Enroll in Benefits.

4. Navigate to Benefits > Enroll in Benefits > Assign to Benefit Program.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Change and Verify Health Benefits Upon completion of this task, you will be able to verify and change an existing employee’s health benefits.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Enroll in Benefits.

4. Navigate to Benefits > Enroll in Benefits > Health Benefits.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Create Audit Reports Upon completion of this task, you will be able to create audit reports.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Maintain Primary Jobs.

4. Navigate to Benefits > Maintain Primary Jobs > Create Audit Report.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

CU ACA Employee Hours Adjustment (Variable and Non-Variable) Upon completion of this task, you will be able to verify and adjust hours of all CU ACA employees (variable and non-variable).

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > Cu ACA Employee Hrs Adjustment.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

CU ACA Employee Information Upon completion of this task, you will be able to verify all CU ACA employee information.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > Cu ACA Employee Information.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Employee’s Current Benefits Summary Upon completion of this task, you will be able to verify employee’s current benefits

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Review Employee Benefits.

4. Navigate to Benefits > Review Employee Benefits > Current Benefits Summary.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Enroll Employee in Disability Benefits Upon completion of this task, you will be able to enroll an employee in disability benefits.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Enroll in Benefits.

4. Navigate to Benefits > Enroll in Benefits > Disability Benefits.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Annual Processing (Execute Daily Processes) Upon completion of this task, you will be able to execute ACA Daily Processes.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > ACA Daily Process.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Annual Processing (Execute Monthly Processes) Upon completion of this task, you will be able to execute ACA Monthly Processes.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > ACA Monthly Process.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Maintain Flag Upon completion of this task, you will be able to maintain flag.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Maintain Primary Jobs.

4. Navigate to Benefits > Maintain Primary Jobs > Maintain Flags.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Add Deductions for MetLife Upon completion of this task, you will be able to add deductions for 12L MetLife on pay begin and end date or 9MA MetLife near/on pay end date.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Payroll for North America.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Payroll for North America > Employee Pay Data USA.

4. Navigate to Payroll for North America > Employee Pay Data USA > Deductions.

5. Navigate to Payroll for North America > Employee Pay Data USA > Deductions > Create General Deduction.

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CCIT Documentation | CUBS/PeopleSoft HR

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Review Dependent/Beneficiary Upon completion of this task, you will be able to verify employee’s dependent/beneficiary information.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Employee/Dependent Information.

4. Navigate to Benefits > Employee/Dependent Information > Review Dep/Ben Summary.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Annual Processing (Empl Amount Load) Upon completion of this task, you will be able to review employee amount load.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > ACA Annual Processing.

4. Navigate to Benefits > ACA Annual Processing > Create ACA Form Data.

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CCIT Documentation | CUBS/PeopleSoft HR

5. Navigate to Benefits > ACA Annual Processing > Create ACA Form Data > Review Employee Amount Load.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Review HR/Job/Payroll Data Upon completion of this task, you will be able to verify employee’s HR, job, and payroll data.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Employee/Dependent Information.

4. Navigate to Benefits > Employee/Dependent Information > Review HR/Job/Payroll Data.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Annual Processing (Merged Messages) Upon completion of this task, you will be able to review merged messages.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > ACA Annual Processing.

4. Navigate to Benefits > ACA Annual Processing > Create ACA Form Data.

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CCIT Documentation | CUBS/PeopleSoft HR

5. Navigate to Benefits > ACA Annual Processing > Create ACA Form Data > Review Merged Messages.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Annual Processing (Merged Transmittal Data) Upon completion of this task, you will be able to review merged transmittal data.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > ACA Annual Processing.

4. Navigate to Benefits > ACA Annual Processing > Create ACA Form Data.

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CCIT Documentation | CUBS/PeopleSoft HR

5. Navigate to Benefits > ACA Annual Processing > Create ACA Form Data > Review Merged Transmittal Data.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

ACA Reporting Upon completion of this task, you will be able to schedule all ACA reports.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > CU ACA.

4. Navigate to Benefits > CU ACA > ACA Reports.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Update Dependent/Beneficiary Upon completion of this task, you will be able to update employee’s dependent/beneficiary information.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Employee/Dependent Information.

4. Navigate to Benefits > Employee/Dependent Information > Update Dependent/Beneficiary.

CUBS/PeopleSoft HR

CCIT Documentation | CUBS/PeopleSoft HR

Employee Eligibility Upon completion of this task, you will be able to verify employee’s eligibility.

1. Log in to PeopleSoft’s HR homepage and select the compass icon to display the NavBar.

2. Navigate to Benefits.

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CCIT Documentation | CUBS/PeopleSoft HR

3. Navigate to Benefits > Enroll in Benefits.

4. Navigate to Benefits > Enroll in Benefits > Assign to Benefit Program.