Are you new to My Workforce Forms? Use the checklist and links below to guide you through implementing the program.
Get ready
Before you begin the setup for My Workforce Forms, collect all of the following information:
- Reports or lists of all of the following:
- Variable hour employees
- Payroll earning codes used specifically for hours of service
- Employee Type codes, identified by full-time, part-time, and seasonal status for ACA purposes
- Benefit Plan codes used for healthcare—find out from your healthcare provider:
- Which of your plan(s) meet the minimum essential coverage requirements
- If the healthcare coverage offered by your company is self-insured
- Company records of any changes made to payroll records using Payroll History for the last 18 months
Define your workforce information
In most cases, if you have all of the requirements ahead of time, the implementation process for My Workforce Forms can take less than an hour. The following steps are required to set up My Workforce Forms:
- Employer/Benefits: Define your employer and benefit information specific for the Affordable Care Act.
- Regulatory Periods: Define your company's ACA regulatory periods for benefits, coverage offers, and enrollment.
- Payroll History: Provide your payroll records for the prior calendar year (plus applicable current year periods), either through an import process or from your Sage program.
- Employee ACA Settings: Identify which employees are variable hour.