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The information presented in these articles should not be construed as legal, accounting, or tax advice. 

Our employees are not accountants or lawyers and they do not provide accounting, tax, or legal advice.

You should consult with a professional advisor familiar with your particular factual situation for advice concerning specific accounting, tax, or legal matters before making any decisions.

Safety Meeting Records

Learn how to document a Safety Meeting or Training Record in the Human Resource program. This video includes adding descriptions, creating Sign-In Sheets, and adding or removing employees.

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Selection Table Entry

This video will show how to customize the Selection Table Entry to the needs of your company.

This table deals with complaints, warnings, injuries, and litigation. It will also go over how to limit View, Edit, or Save permissions for specific operators.

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Edit 1095-C Forms

This training video covers how to edit the 1095-C Forms. You can also use this window to manually enter 1095-C files into the program.

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1095-C Reports

This video will go step-by-step through the 1095-C Reports window. Remember, this video is here to inform you how to use the program options, not to tell you which options you should select.

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ACA Process: 2023 Webinar

This webinar walks through the steps to generate 1095-Cs, 1094-Cs, and electronic ACA files, whether you are using the Monthly Method or the Look-back Method.

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Hour Eligibility Report

This video reviews how to run and read the Hour Eligibility Report. The Hour Eligibility Report helps you determine which employees are full-time and are due an offer of coverage. There are different methods of running the report depending on your setup. In this video example, we will assume the company makes an offer of coverage at the time hired and uses pre-enrollments.

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Entering Health Insurance Records

This video reviews the different types of health insurance benefit records you can enter. It provides step-by-step instructions on how to enter a decline, pre-enrollment, application-not returned, and coverage record (including adding dependents).

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