Details

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

      Description

      NA

        Attachments

        1. David_Tarr_Enroll Now.png
          David_Tarr_Enroll Now.png
          148 kB
        2. Paletta_Jason_Enroll Now.png
          Paletta_Jason_Enroll Now.png
          155 kB
        3. screenshot-1.png
          screenshot-1.png
          107 kB
        4. screenshot-2.png
          screenshot-2.png
          24 kB

          Issue Links

            Activity

            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 -
            Description All companies are linked to this Jira which will get processed for IRS submission in year 2018
            smita.pawar Smita Pawar (Inactive) made changes -
            Company All Clients/Multiple Clients [ 18434 ] Yuba City [ 10575 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive Ashley Marra [ amarra ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            1095C for Yuba is ready to run. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - 1095C for Yuba is ready to run. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Ramya Tantry [ ramya.tantry ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Open [ 1 ] In Progress [ 3 ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            This group has been run. Please refer run dated "12/26/2017 12:55:44 AM" for verification.

            Note: Measurement and stability rules were set in this company but where not applicable for year 2017.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , This group has been run. Please refer run dated "12/26/2017 12:55:44 AM" for verification. Note : Measurement and stability rules were set in this company but where not applicable for year 2017.
            ramya.tantry Ramya Tantry (Inactive) logged work - 26/Dec/17 09:15 AM
            • Time Spent:
              20m
               

              ACA Customization verification
              Report run
              Sample PDF Verification
              Analysis report verification

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 20m [ 1200 ]
            Worklog Id 97776 [ 97776 ]
            jennifer.leugers Jennifer Leugers made changes -
            Attachment screenshot-1.png [ 73119 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - I removed the PERS_BlueShield_HMO plan from the customization as it should not be included in the ACA calculations. When I did that, almost all of the employees in class PS and POA changed from a 1A to a 1E which is what I expected to see. However, there are a handful of employees for a single month in the POA class that are showing 1A. When I do a QE for those months, I do not see why they are getting a 1A. Please review and advise. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - I removed the PERS_BlueShield_HMO plan from the customization as it should not be included in the ACA calculations. When I did that, almost all of the employees in class PS and POA changed from a 1A to a 1E which is what I expected to see. However, there are a handful of employees for a single month in the POA class that are showing 1A. When I do a QE for those months, I do not see why they are getting a 1A. Please review and advise. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Ramya Tantry [ ramya.tantry ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Attachment Paletta_Jason_Enroll Now.png [ 73171 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Attachment David_Tarr_Enroll Now.png [ 73172 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 09/Feb/18 10:06 AM
            • Time Spent:
              2h
               

              Analysis
              Verification and draft reply.

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

            Hi Jennifer Leugers,

            These employees are getting 1A in the months they were terminated.In this scenario,employee has a plan for whole month in which they were termed,but their sub-rate got terminated on the day in which they were terminated.So these plans become eligible to the employee with $0 cost for that month as we check the cost on end of the month.

            I raised an QE of event date having date post their termination on two employees from above list and enroll now shows ACA plans with $0 cost.Please find attached screenshot.

            David Tarr : Inactive from 11/7/2017

            Jason Paletta : Inactive from 05/02/2017

            Please correct the codes of these employees if required.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , These employees are getting 1A in the months they were terminated.In this scenario,employee has a plan for whole month in which they were termed,but their sub-rate got terminated on the day in which they were terminated.So these plans become eligible to the employee with $0 cost for that month as we check the cost on end of the month. I raised an QE of event date having date post their termination on two employees from above list and enroll now shows ACA plans with $0 cost.Please find attached screenshot. David Tarr : Inactive from 11/7/2017 Jason Paletta : Inactive from 05/02/2017 Please correct the codes of these employees if required.
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 20m [ 1200 ] 2h 20m [ 8400 ]
            Worklog Id 103976 [ 103976 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status In Progress [ 3 ] Open [ 1 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12564 WB-147
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59248 ] WB - Workterra BenAdmin Support workflow [ 64941 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-147 WT-13626
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64941 ] WT_Support [ 65378 ]
            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-13626 WB-458
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65378 ] WB - Workterra BenAdmin Support workflow [ 65501 ]
            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 [ 65501 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 65965 ]
            jennifer.leugers Jennifer Leugers made changes -
            Attachment screenshot-2.png [ 75013 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - I added in eight new forms on the Corrections tab for Retirees that need to be added to the run. I re-ran the forms with the user correction checked and they are not showing up. Could you please look into this? Retirees are listed on the attached screenshot.

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - I added in eight new forms on the Corrections tab for Retirees that need to be added to the run. I re-ran the forms with the user correction checked and they are not showing up. Could you please look into this? Retirees are listed on the attached screenshot.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Ramya Tantry [ ramya.tantry ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Smita Pawar,

            Please look into this and advise.

            CC:Nandkumar Prabhakar Karlekar

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Smita Pawar , Please look into this and advise. CC: Nandkumar Prabhakar Karlekar
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Smita Pawar [ smita.pawar ]
            Hide
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            While doing correction corresponding EIN was not selected, hence Retiree employees were not included in the
            previous run. We have selected EIN's for below mentioned employee.

            1.Bills, Robert
            2.Blevins, Jon
            3.Flores, Elias
            4.Garrisi Garland
            5.Marler Gary
            6.Mathews James
            7.Rose Michael
            8.Smith, Guy

            Now these employees are in latest run.
            Please refer latest run '3/22/2018 2:52:12 AM' to download report.

            Thanks!!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , While doing correction corresponding EIN was not selected, hence Retiree employees were not included in the previous run. We have selected EIN's for below mentioned employee. 1.Bills, Robert 2.Blevins, Jon 3.Flores, Elias 4.Garrisi Garland 5.Marler Gary 6.Mathews James 7.Rose Michael 8.Smith, Guy Now these employees are in latest run. Please refer latest run '3/22/2018 2:52:12 AM' to download report. Thanks!!
            smita.pawar Smita Pawar (Inactive) logged work - 22/Mar/18 10:15 AM
            • Time Spent:
              2h
               

              Analysis
              Report run
              Correction

            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 2h 20m [ 8400 ] 4h 20m [ 15600 ]
            Worklog Id 109325 [ 109325 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - why is Kerri Julian not in the last two runs? I don't see anything that changed her record but she isn't included in the run from 3/21 or 3/22.

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - why is Kerri Julian not in the last two runs? I don't see anything that changed her record but she isn't included in the run from 3/21 or 3/22.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Hide
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Ramya Tantry,

            Could you please look into same

            Thanks,
            Smita

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Ramya Tantry , Could you please look into same Thanks, Smita
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Ramya Tantry [ ramya.tantry ]
            smita.pawar Smita Pawar (Inactive) logged work - 23/Mar/18 11:11 AM
            • Time Spent:
              1.5h
               

              Initial analysis
              Discussion

            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 4h 20m [ 15600 ] 5h 50m [ 21000 ]
            Worklog Id 109504 [ 109504 ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            EE Kerri Julian's status was changed to retired on 11/1/2017.
            As per system implementation,We mark the employee part time from the following month of termination or retirement.
            Due to this,if any employee is termed/retired on 1st day of the month,then for that month they will get 1A/1E code if offer is present and 2B/2C as per enrollment/offer.
            As termination happened on 1st day of the month and she had a retiree offer for Nov month. she was earlier furnished a form in previous runs.
            But as mentioned in a comment of Town of Cary (Click here for comment), if an employee is retired,then that employee should have 1H/2A irrespective of retiree offer.
            Same explanation is also given for JE-Dunn (Click here for comment)
            We have incorporated this change in the system and as this employee had retiree offer, she got 1H/2A for all 12 months which caused her report to be deleted from the run.

            However, we have added this employee in latest run.Please refer latest run for verification.
            Also please let us know what should be the behavior of the system,in case of this scenario.

            CC: Nandkumar Prabhakar Karlekar,Smita Pawar

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , EE Kerri Julian's status was changed to retired on 11/1/2017. As per system implementation,We mark the employee part time from the following month of termination or retirement. Due to this,if any employee is termed/retired on 1st day of the month,then for that month they will get 1A/1E code if offer is present and 2B/2C as per enrollment/offer. As termination happened on 1st day of the month and she had a retiree offer for Nov month. she was earlier furnished a form in previous runs. But as mentioned in a comment of Town of Cary ( Click here for comment ), if an employee is retired,then that employee should have 1H/2A irrespective of retiree offer. Same explanation is also given for JE-Dunn ( Click here for comment ) We have incorporated this change in the system and as this employee had retiree offer, she got 1H/2A for all 12 months which caused her report to be deleted from the run. However, we have added this employee in latest run. Please refer latest run for verification. Also please let us know what should be the behavior of the system,in case of this scenario. CC: Nandkumar Prabhakar Karlekar , Smita Pawar
            ramya.tantry Ramya Tantry (Inactive) logged work - 23/Mar/18 12:50 PM
            • Time Spent:
              2h
               

              Analysis and discussion
              Verification
              Draft reply

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 5h 50m [ 21000 ] 7h 50m [ 28200 ]
            Worklog Id 109534 [ 109534 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            All - this doesn't make sense to me though because she was in previous runs after she was already changed to Retiree. So why was she in the previous runs?

            Show
            jennifer.leugers Jennifer Leugers added a comment - All - this doesn't make sense to me though because she was in previous runs after she was already changed to Retiree. So why was she in the previous runs?
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Ramya Tantry [ ramya.tantry ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 25/Mar/18 11:45 PM
            • Time Spent:
              1h
               

              Discussion with Nandkumar

              Draft reply

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

            Hi Jennifer Leugers,

            When an employee has only retiree offer, they should get 1H/2A for those months.

            When this scenario was first found in Town of Cary,we made changes in this company to furnish the forms.

            Later on same scenario was found in JE-Dunn.So we incorporated this change in the system. As Yuba City's report was run before we incorporated the changes,this employee came in previous runs.

            Please refer the links given in my previous comment for more details.

             CC:Nandkumar Prabhakar Karlekar,Smita Pawar

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , When an employee has only retiree offer, they should get 1H/2A for those months. When this scenario was first found in Town of Cary,we made changes in this company to furnish the forms. Later on same scenario was found in JE-Dunn.So we incorporated this change in the system. As Yuba City's report was run before we incorporated the changes,this employee came in previous runs. Please refer the links given in my previous comment for more details.  CC: Nandkumar Prabhakar Karlekar , Smita Pawar
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 7h 50m [ 28200 ] 8h 50m [ 31800 ]
            Worklog Id 109714 [ 109714 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            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
            Ramya Tantry (Inactive) made transition -
            Open In Progress
            24d 20h 38m 1
            Ramya Tantry (Inactive) made transition -
            In Progress Waiting for Customer Input
            17m 17s 1
            Ramya Tantry (Inactive) made transition -
            Waiting for Customer Input In Progress
            45d 26m 1
            Ramya Tantry (Inactive) made transition -
            In Progress Open
            24m 50s 1
            Ramya Tantry (Inactive) made transition -
            Open Waiting for Customer Input
            11s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            24d 21h 6m 1
            Prashant Samal (Inactive) made transition -
            Open In Development
            2m 27s 1
            Prashant Samal (Inactive) made transition -
            In Development Waiting for Input
            1m 59s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Input Closed
            48d 22h 13m 1

              People

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

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - Not Specified
                  Not Specified
                  Remaining:
                  Remaining Estimate - 0h
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                  Logged:
                  Time Spent - 8h 50m
                  8h 50m