Keresa
September 3, 2019
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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.
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.
Keresa
September 3, 2019
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).
Keresa
September 3, 2019
Medical Plan: 834, Eligibility, Offered To
Review the 834, Eligibility, and Offered To settings in your Medical Plan Setup.
Keresa
September 2, 2019
Keresa
September 2, 2019
Medical Plan: Costs & Prior Year Costs
Walk through setting up the Costs and Prior Year Costs tabs.
Keresa
September 2, 2019
Set Up Medical Plans
This video will guide you through the basics of setting up a medical plan, including indicating if it’s a self-insured plan and assigning a 1095-C code.
It will go over the first two tabs on the Medical Plan Setup window.
Keresa
September 2, 2019
Set Up Categories: Lookback
This video will guide you through setting up an ACA Employee Category for the ‘Lookback’ method.
A category informs the program of the specific choices your company has selected from the available options under the ACA law to measure the employees’ hours of service.
This is to determine eligibility for health insurance benefits.
Keresa
September 2, 2019
Set Up Categories: Monthly
This video will guide you through setting up an ACA Employee Category for the ‘Monthly’ method.
A category informs the program of the specific choices your company has selected from the available options under the ACA law to measure the employees’ hours of service.
This is to determine eligibility for health insurance benefits.
Keresa
September 2, 2019
Sick Pay Webinar 2024
Menu Resources Sick Pay 2024 PowerPoint Sick Pay Webinar 20241:49:38 min. This webinar will walk
Anna Flores
September 1, 2019
Anna Flores
September 1, 2019
Exporting Reports to Excel
Many report windows have the option to export to Excel. This video will show you how to export reports to Excel when that option is not shown on the report window. As an example, we will use the Print Employee Earnings Record window and (CTRL + A) option.
Keresa
September 1, 2019
Lesson 6.7 Sick Pay FAQ
Sick Pay FAQs: Rehire Sick Pay, Sick Pay Adjustment, Negative Sick Pay Balances, Set up/edit new sick pay balances, Anniversary Date Adjustments, Sick Pay Report, and Changing Sick Pay Plans.
Keresa
September 1, 2019
Lesson 6.6 Tax Reports
This video covers different Tax Reports available, including the Tax Liability Report, Wage & Tax Summary, UI Wage Analysis Report, Wage & Tax Report by Employee, and the CA DE 4045 Report.
Keresa
September 1, 2019
Lesson 6.5 Labor Analysis Report
This video provides an overview of the Labor Analysis Report. This report gives you a wide variety of options for labor and wage-hour detail reporting.
Keresa
September 1, 2019