Details

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

      Description

      NA

        Attachments

        1. PartTime-2017_Rule.jpg
          PartTime-2017_Rule.jpg
          252 kB
        2. Sample Cover Letter.pdf
          107 kB
        3. SBM - Union Codes.xlsx
          20 kB
        4. screenshot-1.png
          screenshot-1.png
          19 kB
        5. Union codes below RECEIVE SBM Benefits.docx
          16 kB

          Issue Links

            Activity

            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            Even if those are removed,employees will not get 1H/2B for following reasons:-
            1. Employees are full time by default.
            2. Employees are eligible for the plan "MEC Preventative + Limited Medical Buy Up Union GF" from 01/01/2017-12/31/2017.
            So this plan gives 1F code.

            Since you are expecting 1H/2B because,they are part time,but as per data in system,there is no pointer in the system to consider it as part time. Please provide us a pointer on how to consider part time employees so that we can apply some logic from back-end or provide us with correction sheet,which can be imported.

            However,we have re-run the employee eligibility and report and have uploaded Analytics report,Comparison report and Zip file on FTP.
            URL:https://ftpsecure.ebsbenefits.com
            Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 16 2018

            For Comparison report, Run 1 is the previous run and Run 2 is the latest run.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , Even if those are removed,employees will not get 1H/2B for following reasons:- 1. Employees are full time by default. 2. Employees are eligible for the plan "MEC Preventative + Limited Medical Buy Up Union GF" from 01/01/2017-12/31/2017. So this plan gives 1F code. Since you are expecting 1H/2B because,they are part time,but as per data in system,there is no pointer in the system to consider it as part time. Please provide us a pointer on how to consider part time employees so that we can apply some logic from back-end or provide us with correction sheet,which can be imported. However, we have re-run the employee eligibility and report and have uploaded Analytics report,Comparison report and Zip file on FTP. URL: https://ftpsecure.ebsbenefits.com Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 16 2018 For Comparison report, Run 1 is the previous run and Run 2 is the latest run.
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            As per your attached screenshot of class3,we made assumption that class3 is the decided factor for Part time.
            Hence we made a class wise rule, selecting only part-time of Class 3. Please refer attached screenshot.

            For this Part Time class wise rule,we provided codes as 1H-2B. So 1F/1H codes will be over-written by 1H-2B.
            We have re-run the report after making these changes.
            We have verified some of the employees:
            1.VERONICA ACOSTA - 1H-2B for Jan-Feb
            2. LAVERN ADAMS - 1H-2B for March
            3. LINDA ALLEN - 1H/2B for Jun-Sept

            We have uploaded Analytics report,Comparison report and Zip file on FTP.
            URL:https://ftpsecure.ebsbenefits.com
            Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 19 2018

            For Comparison report, Run 1 is the previous run and Run 2 is the latest run.

            In-case if any of the class 3 is to be considered as part time other than the checked,then report need to be re-run again.Please let us know if this satisfies client's request.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , As per your attached screenshot of class3,we made assumption that class3 is the decided factor for Part time. Hence we made a class wise rule, selecting only part-time of Class 3. Please refer attached screenshot. For this Part Time class wise rule,we provided codes as 1H-2B. So 1F/1H codes will be over-written by 1H-2B. We have re-run the report after making these changes. We have verified some of the employees: 1.VERONICA ACOSTA - 1H-2B for Jan-Feb 2. LAVERN ADAMS - 1H-2B for March 3. LINDA ALLEN - 1H/2B for Jun-Sept We have uploaded Analytics report,Comparison report and Zip file on FTP. URL: https://ftpsecure.ebsbenefits.com Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 19 2018 For Comparison report, Run 1 is the previous run and Run 2 is the latest run. In-case if any of the class 3 is to be considered as part time other than the checked,then report need to be re-run again.Please let us know if this satisfies client's request.
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - the client has approved their forms and I've finalized in WT. Due to their size, could you please run their consolidated forms and put them onto the FTP site? Would be great if it could be done tonight. Thank you!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - the client has approved their forms and I've finalized in WT. Due to their size, could you please run their consolidated forms and put them onto the FTP site? Would be great if it could be done tonight. Thank you!
            Hide
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have uploaded consolidated report of SBM on FTP.
            Details of uploaded report is as follows.

            URL: https://ftpsecure.ebsbenefits.com
            Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 21 2018
            File name:SBM_2017_20180221042023_5176_Collective.zip

            Let us know, if you need any additional information.

            Thanks

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have uploaded consolidated report of SBM on FTP. Details of uploaded report is as follows. URL: https://ftpsecure.ebsbenefits.com Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 21 2018 File name:SBM_2017_20180221042023_5176_Collective.zip Let us know, if you need any additional information. Thanks
            Hide
            Prashant.samal Prashant Samal (Inactive) added a comment -

            Closing this ticket

            Show
            Prashant.samal Prashant Samal (Inactive) added a comment - Closing this ticket

              People

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

                Dates

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                Updated:
                Resolved:

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