COINS OA Enhancement: HR Employer Sponsored Group Health Plan Coverage Report

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Todd Russell
8 years ago
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1 HR Employer Sponsored Group Health Plan Coverage Report Document Ref: OA_CE-HR009 (PDR 23165) Date: Apr Document Version: 1.0 Modules Affected: Human Resources Earliest available version of COINS: COINS OA v11.01 Documentation Updated: This document may contain information that is not incorporated into the documentation, such as procedures and sample reports, so you may want to keep a copy for future use. An archive of CE documents is available on the COINS web site Client Area. Construction Industry Solutions 6 Airport Park Blvd. Latham, NY Construction Industry Solutions

2 Contents 1 Overview Screen and Processing Changes HR Menu Report Selection Screen Sample Reports... 6 Construction Industry Solutions, Apr Page 2 of 6

3 1 Overview The Affordable Health Care Act requires US employers to report the cost of coverage under an employer-sponsored group health plan. To provide this reporting capability in COINS OA, an Employer Sponsored Group Health Plan Coverage Report has been created in the Human Resources module. This report is discussed in more detail in this document. Construction Industry Solutions, Apr Page 3 of 6

4 2 Screen and Processing Changes 2.1 HR Menu The COINS OA has been added to the Human Resources > Reports > Benefits menu, as shown in Figure 1. This report helps you obtain the cost benefits elections maintained in HR. It looks at certain Benefit Enrollment Records for a period and provides a total cost for the benefit for the period. The cost is based on the Total Premium (Employee Premium + Employer Premium) for the period. Figure 1: HR Menu with Health Plan Coverage Report Construction Industry Solutions, Apr Page 4 of 6

5 2.2 Report Selection Screen When you select the Health Plan Coverage Report option from the HR Benefits menu, the selection screen appears, as shown in Figure 2. This report can include notations on personnel enrolled in plans that do not have beneficiary designations, as well as any plans with beneficiary elections that either do not equal 100% or exceed 100%. Figure 2: Health Plan Coverage Report Screen Field Definitions Report Type Whether you want to produce a detail or summary version of the report. The options are: Detail Provides for a separate record for each enrollment chosen during the reporting period for each employee. Summary Provides for a single record for all enrollments chosen during the reporting period for each employee. Starting Date Ending Date Specify the starting and ending dates of the reporting period. Sort Order Whether you wish to sort employees in the report By Employee or By SSN. Show SSN Indicate how you wish to display the Social Security Number on the report. The options are: Full SSN Displays the full SSN. Last 4 Digits Displays only the last 4 digits of the SSN. Construction Industry Solutions, Apr Page 5 of 6

6 2.3 Sample Reports After the Health Plan Coverage Report has been generated, it gives you a list of Benefit Enrollment Records for a period and a total cost for the benefit for the period. The format of the report generated depends upon the Report Type you choose on the selection screen: Summary (sample report shown in Figure 3) or Detail (sample report shown in Figure 4). Figure 3: Sample Health Plan Coverage Report (Summary) Figure 4: Sample Health Plan Coverage Report (Detail) Construction Industry Solutions, Apr Page 6 of 6

COINS OA Enhancement: CRM Opportunity References

COINS OA Enhancement: CRM Opportunity References Document Ref: OA_CE-MK001 (PDR 22821) Date: Nov-05-2013 Document Version: 0.1 Modules Affected: CRM Earliest available version of COINS: COINS OA 10.28 Documentation Updated: This document may contain