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  1. Workterra BenAdmin
  2. WB-388

ACA_2018_City of Santa Rosa

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Labels:
      None
    • Support Task Type:
      ACA IRS Report
    • Environment:
      Production
    • Company:
      City of Santa Rosa
    • Categories:
      ACA
    • Reported by:
      Client

      Description

      NA

        Attachments

          Issue Links

          clones

          Support Activity - Support Activity WB-418 ACA Execution 2018

          • Medium - Has the potential to affect progress.
          • Closed

            Activity

            Ascending order - Click to sort in descending order
            smita.pawar Smita Pawar (Inactive) created issue -
            smita.pawar Smita Pawar (Inactive) made changes -
            Field Original Value New Value
            Link This issue clones WT-12484 [ WT-12484 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Company All Clients/Multiple Clients [ 18434 ] City of Santa Rosa [ 10444 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive Kiyo Takahashi [ ktak ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Description All companies are linked to this Jira which will get processed for IRS submission in year 2018
            Hide
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            jennifer.leugers Jennifer Leugers added a comment -

            1095C City of Santa Rosa is ready to run. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - 1095C City of Santa Rosa is ready to run. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have run 1095C report on 'City Of Santa Rosa' company.
            Please refer '12/14/2017 1:50:50 AM' latest run to download report.

            Attaching QA verification check list for additional information.

            Observation: MEC indicator is marked NO for all 12 months in Report Analytics.

            Thanks!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have run 1095C report on 'City Of Santa Rosa' company. Please refer '12/14/2017 1:50:50 AM' latest run to download report. Attaching QA verification check list for additional information. Observation: MEC indicator is marked NO for all 12 months in Report Analytics. Thanks!
            smita.pawar Smita Pawar (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 14/Dec/17 12:32 PM
            • Time Spent:
              1h
               

              Report Run
              Analysis & Verification list
              Jira updates

            smita.pawar Smita Pawar (Inactive) made changes -
            Attachment IRS 1095-C Santa Rosa-Checklist.xls [ 70062 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 2h [ 7200 ]
            Original Estimate 2h [ 7200 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 2h [ 7200 ] 1h [ 3600 ]
            Time Spent 1h [ 3600 ]
            Worklog Id 96170 [ 96170 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Client has approved their forms; please proceed in running their final forms. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Client has approved their forms; please proceed in running their final forms. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have rerun the report '1095C City of Santa Rosa'.
            Please refer latest run '1/8/2018 10:04:51 PM' to download.

            Thanks!!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have rerun the report '1095C City of Santa Rosa'. Please refer latest run '1/8/2018 10:04:51 PM' to download. Thanks!!
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 1h [ 3600 ] 0.25h [ 900 ]
            Time Spent 1h [ 3600 ] 1.75h [ 6300 ]
            Worklog Id 99679 [ 99679 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Worklog Id 99679 [ 99679 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status In Progress [ 3 ] Open [ 1 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 10/Jan/18 06:51 AM - edited
            • Time Spent:
              0.75h
               

              Draft
              Report rerun
              Jira updates

            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - could you please look into why these individuals are not included in the run?

            Ghassemieh, Golbou – Enrolled in Kaiser 7/1/2017
            Hermes, Sean – waived medical 7/1/2017
            Iniguez, Maria – enrolled in Kaiser 7/1/2017
            Kamunuy, Naomi – enrolled in Kaiser 7/1/2017
            Ledesma, Easter – enrolled in Kaiser 7/1/2017
            Ruddell-Cozma, Jayson enrolled in Kaiser 7/1/2017

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - could you please look into why these individuals are not included in the run? Ghassemieh, Golbou – Enrolled in Kaiser 7/1/2017 Hermes, Sean – waived medical 7/1/2017 Iniguez, Maria – enrolled in Kaiser 7/1/2017 Kamunuy, Naomi – enrolled in Kaiser 7/1/2017 Ledesma, Easter – enrolled in Kaiser 7/1/2017 Ruddell-Cozma, Jayson enrolled in Kaiser 7/1/2017
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Revansiddha Gaur [ revansiddha.gaur ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            Permalink
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

            Hi Jennifer Leugers,

            This group has been re-run. Please find the below run details for verification.

            Report Name Run details
            1095C City of Santa Rosa 1/27/2018 11:33:36 PM

            CONCERN: Six employees are not found in the earlier run.

            CAUSE: There are found unused EIN classes mapping.

            CORRECTION: Should have EINs which are meant for 1095 C Report run in ACA Customization-EIN Classes mapping.
            We have modified the code to include unused eins employees in the run as well as ensured to refer safe harbor cost which is configured under ACA Parameters i.e. 9.69 instead of hard coded as 9.5 & run the report.

            Ensured the below employees are exist in the latest run.

            Ghassemieh, Golbou – Enrolled in Kaiser 7/1/2017
            Hermes, Sean – waived medical 7/1/2017
            Iniguez, Maria – enrolled in Kaiser 7/1/2017
            Kamunuy, Naomi – enrolled in Kaiser 7/1/2017
            Ledesma, Easter – enrolled in Kaiser 7/1/2017
            Ruddell-Cozma, Jayson enrolled in Kaiser 7/1/2017

            Observation on Analysis Report:
            1. Codes are valid
            2. A.Qualifying Offer Method=Yes, D.98% Offer Method=No
            3. MecIndicator=No

            Thanks,
            Revan

            CC- Satya,Samir, Ramya Tantry, Nandkumar Prabhakar Karlekar,Smita Pawar, Sachin Hingole, Gaurav Sodani

            Show
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Jennifer Leugers , This group has been re-run. Please find the below run details for verification. Report Name Run details 1095C City of Santa Rosa 1/27/2018 11:33:36 PM CONCERN: Six employees are not found in the earlier run. CAUSE: There are found unused EIN classes mapping. CORRECTION: Should have EINs which are meant for 1095 C Report run in ACA Customization-EIN Classes mapping. We have modified the code to include unused eins employees in the run as well as ensured to refer safe harbor cost which is configured under ACA Parameters i.e. 9.69 instead of hard coded as 9.5 & run the report. Ensured the below employees are exist in the latest run. Ghassemieh, Golbou – Enrolled in Kaiser 7/1/2017 Hermes, Sean – waived medical 7/1/2017 Iniguez, Maria – enrolled in Kaiser 7/1/2017 Kamunuy, Naomi – enrolled in Kaiser 7/1/2017 Ledesma, Easter – enrolled in Kaiser 7/1/2017 Ruddell-Cozma, Jayson enrolled in Kaiser 7/1/2017 Observation on Analysis Report: 1. Codes are valid 2. A.Qualifying Offer Method=Yes, D.98% Offer Method=No 3. MecIndicator=No Thanks, Revan CC- Satya , Samir , Ramya Tantry , Nandkumar Prabhakar Karlekar , Smita Pawar , Sachin Hingole , Gaurav Sodani
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Assignee Revansiddha Gaur [ revansiddha.gaur ] Jennifer Leugers [ jennifer.leugers ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            Permalink
            revansiddha.gaur Revansiddha Gaur (Inactive) logged work - 28/Jan/18 10:00 PM
            • Time Spent:
              2.5h
               

              Analysis to find out the reason of not included in the run for Six employees and for more information communicated over the call with team member, verification of six employee included correctly after fixing the code, again rerun the runs by correcting the safe harbor cost of hardcoded, reverify the analysis report, draft reply.

            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Remaining Estimate 0.25h [ 900 ] 0h [ 0 ]
            Time Spent 1.75h [ 6300 ] 4.25h [ 15300 ]
            Worklog Id 102185 [ 102185 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12497 WB-76
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59165 ] WB - Workterra BenAdmin Support workflow [ 64870 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-76 WT-13555
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64870 ] WT_Support [ 65307 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] Open [ 1 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WT-13555 WB-388
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65307 ] WB - Workterra BenAdmin Support workflow [ 65431 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Open [ 1 ] In Development [ 10007 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status In Development [ 10007 ] Waiting for Input [ 11502 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Workflow WB - Workterra BenAdmin Support workflow [ 65431 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 65980 ]
            Monika.Demla Monika Demla (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status Waiting for Input [ 11502 ] Closed [ 6 ]
            Transition Time In Source Status Execution Times
            Smita Pawar (Inactive) made transition -
            In Progress Open
            		3h 41m 1
            Ramya Tantry (Inactive) made transition -
            Open Waiting for Customer Input
            		13d 6h 24m 2
            Revansiddha Gaur (Inactive) made transition -
            Waiting for Customer Input In Progress
            		44d 10h 48m 2
            Revansiddha Gaur (Inactive) made transition -
            In Progress Waiting for Customer Input
            		2h 2m 1
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            		36d 23h 18m 1
            Prashant Samal (Inactive) made transition -
            Open In Development
            		2m 26s 1
            Prashant Samal (Inactive) made transition -
            In Development Waiting for Input
            		1m 59s 1
            Monika Demla (Inactive) made transition -
            Waiting for Input Closed
            		50d 5h 8m 1

              People

              Assignee:
              jennifer.leugers Jennifer Leugers
              Reporter:
              smita.pawar Smita Pawar (Inactive)
              Account Executive:
              Kiyo Takahashi
              Votes:
              0 Vote for this issue
              Watchers:
              7 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

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                  Original Estimate - 2h Original Estimate - 2h
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                  Time Spent - 4.25h
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