Read through the options below to determine which scenario best describes your district
Scenario 1: Our district has run ACA Forms through SDS Web Financial Office in the past and our forms will look similar to our reporting for last year. There have been new employees hired to the district and I choose to manually enter the Offer and Coverage Codes for these new employees.
Scenario 2: Our district has run ACA Forms through SDS Web Financial Office in the past; however, we would like SDS to set the “Default Values” in the “Auto-Fill” Fields for new employees OR This is our first year for running ACA Forms through SDS Web Financial Office.
FOLLOW THE INSTRUCTIONS ON THE NEXT PAGE FOR THE OPTION YOU HAVE SELECTED
Scenario 1: Forms were run through SDS in the past and you want the current codes to remain. Changes will be done manually.
DO NOT SELECT “Create/Reset ACA Specific Information”.
DO NOT SELECT any other options of the ACA Data Utility
Review amounts & coding in the ACA View “ACA Employee Offer & Coverage”
You have opted to make changes to existing employees manually.
If you want the program to fill in coding on NEW employees only and leave the existing alone:
1. Make sure there is a checkmark in the option “Only change blank or 0 data values in the ACA area”
2. Select “Create/Reset ACA Specific Information”
Scenario 2: This is the First Year your district is doing 1095 Forms from the SDS or you want to Reset all
Fields back to your chosen default codes. Utility Features:
1. Default Codes: You can choose the default codes that you want entered on your employees.
2. When you run the utility, it will code everyone that was paid during the tax year as “ACA Current Status= A” (active), regardless of their PT/FT status. You can inactivate part-time employees, which would change their ACA Current Status field to inactive(I). Forms are not generated for employees that are inactive.
3. For districts that had a mid-year rate change, this utility will allow you to indicate which codes and months had a rate change.
What does this process do to the data in the “ACA Employee Offer & Coverage” view?