Selecting Employees to Edit To edit multiple employees, click the Employees icon and the employee list will appear on the left hand side of the screen. Highlight the employees to change by holding the Shift key and using the Mouse to select the employees. To select all of the employees in the file for editing, choose the "Select All" option in the Edit menu.. Page 1
Changing Offer and Coverage Codes Changing the offer codes, employee minimum share cost and Section 4980H (Safe Harbor) codes can be accomplished by placing a check in the box next to the Offer & Coverage Code. To add a date range for the coverage codes, click the "+" button in the lower left of the Offer & Coverage Code window display. Page 2
Adding Multiple Date Ranges and Codes for Employees After clicking the "+" button to add a date range for the employees, select the range of months, offer codes, share cost (Employee Required Contribution), and Section 4980H code if applicable. In the example below, the first date range is January through June and the coverage code is 1A, share cost is 0.00, and Section 4980H code is 2C. The second date range is from July through December and the coverage code changes to 1E. Share cost and Section 4980H codes remain the same. Click "Save" to save the changes for the employees. Page 3
Reviewing Employee Information Once the changes are made, you can view the new coverage codes for the employees. Page 4
Creating Predefined Defaults for Employees You can create predefined defaults for editing multiple employees at once. For instance, if your company changed plans in the middle of the year going from a group plan that only covered employees to a group plan that covers employee, spouse, and dependents, this can be set as a default. Once this is accomplished, the default will be available anytime you edit multiple employees. To access this feature, click the Defaults icon in the Employee screen. Page 5
Setting up a New Default - Part 1 To create a new default, click the "+" button at the bottom left of the screen. In our case, we are creating a default coverage for the employees which will switch on May 1 from 1A (employee only coverage) to 1E (employee, spouse, and dependent coverage). Click on the "+" located beneath the Offer & Coverage display window to add the first codes for January through April. Page 6
Setting Up a New Default - Part 2 To add an additional date range, click again on the "+" button and select the dates for the second range (in this case, May - December), select the appropriate codes, the minimum share cost, if applicable, and the Section 4980H code. Click "Save" to save this new Default to be used at a later time. Click "Close" when you are through creating default settings. Note that you can create as many default settings as you like and have them available when editing multiple employees. Page 7
Selecting a Previously Saved Default. Highlight the employees that you want to edit and apply the saved Default (in this case, it is named "Defaults"). You'll see the screen populated with the settings previously created when you select the "Defaults" saved setting from the drop down list. Click "Save" to save the settings for the selected employees. Page 8