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When the ADP/ACP test is run using disaggregation the software will provide three sets of results data - DisaggOver (statutorily non-excludable), DisaggUnder (statutorily excludable), and ExclNHCE. Before printing the test report you will need to ...
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If “Prior Year” is selected for the ADP Test or ACP Test, a “Review/Edit Prior Year Data” link will appear. If no prior year data exists, you can manually enter the prior year NHCE counts and NHCE ADP/ACP data. If prior year data exists, i...
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The Census Data Comparison Report provides a detailed view of changes made during a census upload. This report helps you quickly identify updates, additions, and differences between your most recently uploaded census data and the prior dataset. ...
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Overview The Census Validation feature helps users identify potential data issues early by running validations both when a census file is uploaded and when the Validate button is selected. These validations highlight errors and warnings based...
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This 7-minute recording walks through the use of the * ftw Override Initial Eligibility on the Other Import/Export/Report menu. The use of this grid is the recommended method for overriding a participant’s eligibility status and dates. ...
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This 27-minute recording walks through the setup and processing of a balance forward plan. This includes both pooled and self-directed brokerage accounts, creating batches, calculating earnings and generating reports. ...
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This 9-minute recording walks through the style and orientation options in the plan level print settings and the ability to create custom styles for purposes of adding custom language to participant statements. ...
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This 6-minute recording walks through the ability to export the plan data to be able to then import that file back into the plan at any later date to restore the plan back to the point in time that the file was exported. ...
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This 8-minute recording walks through the use of a tool to direct the software to recalculate eligibility for all or select participants and sources. This tool would most commonly be used when the scrub/eligibility task was originally run with...
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This 7-minute recording walks through the setup and processing of a plan using our divisions feature. This feature allows you to assign participants to a division and either run separate testing by division or provide certain reports by division...