Importing ACA Offered Employees

You can use this import template to import part-time employees who need to be reported as full-time employees for ACA purposes for the client to reduce the amount of manual work required.

Note: This import template is only available to service providers.

To upload and import ACA offered employees, do the following:

1.

Select Client.

2.

From the Client|Change menu, select ACA Offered Employees. The ACA Offered Employees form displays.

3.

On the ACA Offered Employees form, click Import to launch the Data Import Tool form. (This button displays for all user roles except Deny.)

The ACA Offered Employees import template option and its tabs/fields automatically display when you access this template directly from the ACA Offered Employees form.

You can navigate directly to the Data Import Tool by clicking (Back Office), then select Data Import Tool on the Operations|Import Processing menu.

When you select the import template that you want, the required file layout displays in the form. Before you can upload and import data, your file must be saved in either comma-separated values (.csv) tabular format or text tab delimited (.txt) format with no spaces or special characters in the file name. (Note: You can click Download Sample Header File to download a sample Excel data file in .csv format, which can be saved in either .csv or .txt format before importing it.)

The layout requirements are:

Field	Description
Column Number	The corresponding column number for the imported data.
Category Description	• Client ID (required): Unique identifier for the client. • Employee ID (required): The ID of the employee who works for the client. • Stability Start Date (required): The Start Date is based on the predefined stability periods for the relevant employee type. • Stability End Date (required): Populates automatically after you select a Start Date. • Type (required): Date that applies to employee holiday time. • ACA Offer Of Coverage (required): Indicates an offer of coverage for eligible employees.
Required?	Indicates if the field is required.

Note the following when using the ACA Offered Employees import template:

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Users whose user role is set to DENY for the ACA Offered Employees form cannot import data using the ACA Offered Employees import template and subsequently, the Data Import Tool icon will not display on this form.

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Users whose user role is set to FULL or INQUIRY for the ACA Offered Employees form, but whose user role is also set to DENY for the Data Import Tool cannot view the Import icon on the ACA Offered Employees form.

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Users whose user role is set to INQUIRY for the ACA Offered Employees form can view the ACA Offered Employees import template for Miscellaneous Invoice, but cannot import data.

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Users whose user role is set to INQUIRY for the Data Import Tool can view the form and import template options, but cannot import data.

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Users who do not have access to a particular company through client access groups are unable to import data into that company.

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A warning displays if you import an employee who is not a part-time employee, but you can still import that employee.

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You can import duplicate part-time employees if they do not have the same dates. For example, if employee ZXY uses the date 1/1/2023, you cannot import that employee using the date 1/1/2023, but you can import employee ZXY using the date 5/1/2023.