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To get to the mapping information for a field, select the census grid that will be used for the plan from the "Data Entry Grids" page. When you select a census grid to edit/copy, you are brought to the "Edit Data Entry Grid" page. Click "Update an...
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To edit a grid, click on the “Change” link next to current Census Grid or from the Compliance Menu, hover over Census and select the Create/Edit Grids option. This will open the Compliance Grids pop-up box. From here, select the grid you wish to e...
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Having selected the format for uploading/viewing your participant census data, you are ready to load your data. Edit Census Data can be edited directly within the census grid. To update a field, simply double-click on it and enter the new inform...
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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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Other Import/Export/Reports can be accessed from the Compliance Menu by hovering over Census and selecting Other Import/Export/Reports or from within the Census screen, by clicking the Other Import/Export/Report link. Most plans will need othe...
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If you are setting up a new plan, the first step on this page is to select the census grid for the participant data that you will be uploading. Click on the “Change” link to select, edit, copy, or change the Current Census Grid. From the drop-down...
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Click here to view the recording of the webinar! ...
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This video covers uploading vendor files, general navigation of the transactions screen, top heavy testing, print settings, client package and miscellaneous features. ...
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This video covers the tasks within the compliance module including scrub/eligibility, calculating employer contributions and testing. ...