Enrollment, status, and compensation history can be imported or added into employee's profiles for reporting or ACA purposes. To import enrollment or profile history, complete the History Template found in the Employee > Actions > Import History page with appropriate historical data for employees and dependents. The .csv file can be imported in this page as well.
Note: plans must be set up with appropriate rates, contributions, and eligibility in order for history to be imported.
To add history on an individual employee basis go to the Employee > Profile > History page.
Click Actions > Add Employee History to enter previous employment types or compensation information. For any companies using the EaseCentral ACA module this information can be used for to determine affordability purposes for the 1095-C IRS form.
Click Actions > Add Election History to enter the previous enrollment history for any plans already set up in EaseCentral. For any companies using the EaseCentral ACA module this information will be used to complete employee 1094-C and 1095-C IRS forms.