Benefits & ACA
How to Mass Edit Benefit Plans
If you need to adjust the begin date or end date of benefit plans for a group of employees you will navigate to Team > Benefits > Benefit Plans. This report will list all currently active benefit plans for all employees. You will select the employees ...
How to View all Employee Benefits
There are several ways to view all employee benefits. The first report is called the Benefit Census Report. Navigate to Benefits > Reports > Benefit Census Report. You can customize this report by selecting the ellipses on the right side and ...
Approving Employee Benefit Plan Elections
After an employee has completed their electronic benefit enrollment, an authorized company adminstrator must Approve the benefit enrollments in order for the benefits to be applied to the employee's record. After the elections have been submitted, ...
Adding a One Time Benefit Plan
Navigate to Team > My Team > Employee Information. You will be brought to the Employee Information screen. Here you will find the employee you wish to add a benefit plan to and click the icon next to the Employee ID that will take you in to the ...
Viewing a 1095-C
To access a 1095-C, first open your menu on the top right-hand side of the page. Navigate to Team > HR > ACA > Forms > Employee Forms 1095-C This will bring you to a screen that looks like the one below. Here you will be able to see the list of ...
How to Update Beneficaries in Existing Benefit Plans
Upon logging in to the system, navigate to Team > Benefits > Benefit Plans. Once on the Employee Benefit Plans screen, filter the Benefit Plan Name by the benefit type that you want to edit (voluntary life, basic life, etc.) Once you have one Benefit ...