Workterra BenAdminProject Type: business

Workterra BenAdmin

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  1. Workterra BenAdmin
  2. WB-401

ACA_2018_University Health

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Labels:
      None
    • Support Task Type:
      ACA IRS Report
    • Environment:
      Production
    • Company:
      University Health
    • Categories:
      ACA
    • Reported by:
      White Label

      Description

      NA

        Attachments

          Issue Links

          relates to

          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
            jennifer.leugers Jennifer Leugers created issue -
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Field Original Value New Value
            Assignee Satya [ ID10004 ] Smita Pawar [ smita.pawar ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Module Parent values: BenAdmin(10100) Parent values: ACA(10104)Level 1 values: 2018(18472)
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Sachin Hingole [ sachin.hingole ]
            Status Open [ 1 ] In Progress [ 3 ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Attachment IRS 1095-C University Health-Checklist.xls [ 71175 ]
            Hide
            Permalink
            sachin.hingole Sachin Hingole (Inactive) added a comment -

            Hi Jennifer Leugers,

            We run 1095C report on University health from production.
            please refer latest run of 1095C report. refer attached checklist IRS 1095-C University Health-Checklist.xls for more details.

            Thanks,
            Sachin Hingole

            Ramya Tantry Smita Pawar

            Show
            sachin.hingole Sachin Hingole (Inactive) added a comment - Hi Jennifer Leugers , We run 1095C report on University health from production. please refer latest run of 1095C report. refer attached checklist IRS 1095-C University Health-Checklist.xls for more details. Thanks, Sachin Hingole Ramya Tantry Smita Pawar
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Sachin Hingole [ sachin.hingole ] Jennifer Leugers [ jennifer.leugers ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            Permalink
            sachin.hingole Sachin Hingole (Inactive) logged work - 03/Jan/18 11:21 AM
            • Time Spent:
              1h
               
              <No comment>
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 1h [ 3600 ]
            Worklog Id 99154 [ 99154 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Link This issue relates to WT-12484 [ WT-12484 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - could you please advise why Jason Juneau is not showing as 2B on Line 16?

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - could you please advise why Jason Juneau is not showing as 2B on Line 16?
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Sachin Hingole [ sachin.hingole ]
            Hide
            Permalink
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            Jason Juneau is not eligible for any ACA medical plan. So 1H is displayed with says that EE does not have any offer.This EE is a full time employee.
            2B will be displayed only when :
            1. EE is full time employee who is terminated and offers got terminated because EE got terminated
            2. EE is part time employee who has offers but did not enroll in it.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , Jason Juneau is not eligible for any ACA medical plan. So 1H is displayed with says that EE does not have any offer.This EE is a full time employee. 2B will be displayed only when : 1. EE is full time employee who is terminated and offers got terminated because EE got terminated 2. EE is part time employee who has offers but did not enroll in it.
            Permalink
            ramya.tantry Ramya Tantry (Inactive) logged work - 11/Jan/18 04:58 AM
            • Time Spent:
              0.5h
               

              Analysis and draft reply

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 1h [ 3600 ] 1.5h [ 5400 ]
            Worklog Id 99961 [ 99961 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Sachin Hingole [ sachin.hingole ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - changed the cost of the plans to override the system; please re-run the reports. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - changed the cost of the plans to override the system; please re-run the reports. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Ramya Tantry [ ramya.tantry ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Smita Pawar [ smita.pawar ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 25/Jan/18 01:32 PM
            • Time Spent:
              0.5h
               

              Report rerun
              Verification
              draft
              Jira updates

            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have rerun 'University Health 1095C Report'.
            Please refer latest run '1/25/2018 4:20:22 AM' to download file.

            Thanks

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have rerun 'University Health 1095C Report'. Please refer latest run '1/25/2018 4:20:22 AM' to download file. Thanks
            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 1.5h [ 5400 ] 2h [ 7200 ]
            Worklog Id 102095 [ 102095 ]
            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 -

            Hi all - please advise on why the two employees are getting a 2B

            Jodi Ramsey – Rehire 11/6 showing 2B for Oct.
            Rebecca Elmore – Rehire 11/6 showing 2B for Oct.

            Per comments I was given previously -
            Per the IRS instructions, 2B should only be used if 1) the employee is part time, was offered coverage and did not enroll OR 2) the employee was full-time and the employee’s coverage ended before the end of the month.

            This is not true of these two employees so not sure why they are getting a 2B.

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - please advise on why the two employees are getting a 2B Jodi Ramsey – Rehire 11/6 showing 2B for Oct. Rebecca Elmore – Rehire 11/6 showing 2B for Oct. Per comments I was given previously - Per the IRS instructions, 2B should only be used if 1) the employee is part time, was offered coverage and did not enroll OR 2) the employee was full-time and the employee’s coverage ended before the end of the month. This is not true of these two employees so not sure why they are getting a 2B.
            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 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status In Progress [ 3 ] On Hold [ 10507 ]
            Hide
            Permalink
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            Looking at the history of these employees,they were effective in 2017 even though their employment date is of 2013 and they where terminated and re-hired. Due to termination in October month,2B got displayed.

            We have identified this scenario and have updated our learning on the same.We will do further analysis on this.

            We have done some changes in 1095C processing code and re-run the report. Please refer latest run for verification.
            The mentioned employees has 1H/2A for Oct month in the latest run.

            CC:Nandkumar Prabhakar Karlekar,Smita Pawar,Revansiddha Gaur

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , Looking at the history of these employees,they were effective in 2017 even though their employment date is of 2013 and they where terminated and re-hired. Due to termination in October month,2B got displayed. We have identified this scenario and have updated our learning on the same.We will do further analysis on this. We have done some changes in 1095C processing code and re-run the report. Please refer latest run for verification. The mentioned employees has 1H/2A for Oct month in the latest run. CC: Nandkumar Prabhakar Karlekar , Smita Pawar , Revansiddha Gaur
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status On Hold [ 10507 ] In Progress [ 3 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            Permalink
            ramya.tantry Ramya Tantry (Inactive) logged work - 07/Feb/18 04:06 PM
            • Time Spent:
              3h
               

              Analysis and discussion with Smita and Nandkumar
              Report comparison and verification
              Draft reply

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 2h [ 7200 ] 5h [ 18000 ]
            Worklog Id 103765 [ 103765 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Please upload the corrections (sending to you as they have zero values in Part III) and re-run the forms. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Please upload the corrections (sending to you as they have zero values in Part III) and re-run the forms. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Smita Pawar [ smita.pawar ] Ramya Tantry [ ramya.tantry ]
            jennifer.leugers Jennifer Leugers made changes -
            Attachment UH - ACA 1095C Correction Import 2.26.2018 JL.zip [ 73829 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Attachment UH_EmployeeListforCorrectionVerification.xls [ 73839 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Attachment UniversityHealth_CorrectionPartIII.png [ 73840 ]
            Hide
            Permalink
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have imported the Part II and Part III correction and re-run the forms.
            We have found one error in the excel sheet.Employee SSN was not present.So this record is not imported.Please find attached screenshot.

            Please refer latest run for verification.

            While verification, we found some employee PDF's where in Part III, Employee is not marked but spouse/dependents are marked for that month.UH_EmployeeListforCorrectionVerification.xls.
            Please go through attached excel sheet which contains employees that were imported today and have part III unmarked but dependents marked for some months.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , We have imported the Part II and Part III correction and re-run the forms. We have found one error in the excel sheet.Employee SSN was not present.So this record is not imported.Please find attached screenshot. Please refer latest run for verification. While verification, we found some employee PDF's where in Part III, Employee is not marked but spouse/dependents are marked for that month. UH_EmployeeListforCorrectionVerification.xls . Please go through attached excel sheet which contains employees that were imported today and have part III unmarked but dependents marked for some months.
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status In Progress [ 3 ] Open [ 1 ]
            Permalink
            ramya.tantry Ramya Tantry (Inactive) logged work - 27/Feb/18 10:03 AM
            • Time Spent:
              3h
               

              Analysis
              Code import
              Report run
              Verification
              draft reply

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 5h [ 18000 ] 8h [ 28800 ]
            Worklog Id 106423 [ 106423 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Description University Health 1095C Report is ready to be run (new client). NA
            Key WT-12945 WB-89
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 60947 ] WB - Workterra BenAdmin Support workflow [ 64883 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-89 WT-13568
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64883 ] WT_Support [ 65320 ]
            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-13568 WB-401
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65320 ] WB - Workterra BenAdmin Support workflow [ 65444 ]
            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 [ 65444 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 65813 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Waiting for Input [ 11502 ] In Development [ 10007 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Sachin Hingole [ sachin.hingole ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Sachin Hingole [ sachin.hingole ] Jennifer Leugers [ jennifer.leugers ]
            Status In Development [ 10007 ] Waiting for Input [ 11502 ]
            Hide
            Permalink
            Prashant.samal Prashant Samal (Inactive) added a comment -

            Closing this ticket

            Show
            Prashant.samal Prashant Samal (Inactive) added a comment - Closing this ticket
            Prashant.samal Prashant Samal (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status Waiting for Input [ 11502 ] Closed [ 6 ]
            Transition Time In Source Status Execution Times
            Sachin Hingole (Inactive) made transition -
            Open In Progress
            		11h 1m 1
            Smita Pawar (Inactive) made transition -
            In Progress On Hold
            		1h 1
            Ramya Tantry (Inactive) made transition -
            On Hold In Progress
            		6h 6m 1
            Ramya Tantry (Inactive) made transition -
            In Progress Waiting for Customer Input
            		42m 23s 2
            Ramya Tantry (Inactive) made transition -
            Waiting for Customer Input In Progress
            		54d 12h 52m 2
            Ramya Tantry (Inactive) made transition -
            In Progress Open
            		2h 41m 1
            Ramya Tantry (Inactive) made transition -
            Open Waiting for Customer Input
            		18m 32s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            		6d 21h 7m 1
            Prashant Samal (Inactive) made transition -
            Open In Development
            		2m 26s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Input In Development
            		44d 14h 6m 1
            Sachin Hingole (Inactive) made transition -
            In Development Waiting for Input
            		6m 56s 2
            Prashant Samal (Inactive) made transition -
            Waiting for Input Closed
            		4d 8h 1m 1

              People

              Assignee:
              jennifer.leugers Jennifer Leugers
              Reporter:
              jennifer.leugers Jennifer Leugers
              Votes:
              0 Vote for this issue
              Watchers:
              6 Start watching this issue

                Dates

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                Updated:
                Resolved:

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