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Year End Processing Videos

A series of videos to help guide you through year-end processing.

Written by Alex Cornean
Updated over a month ago

Runtime is shown in min:sec format.

1099

Title

Video

Runtime

Overview

2:46

General Setup

3:00

Edit 1099 Payer Information

3:06

Edit 1099 Payee Information

2:17

Generate 1099 Payee Data

1:51

Final Error Check

1:15

Print 1099 Forms

3:37

Create 1099 MagMedia File

2:29

ACA

Title

Video

Runtime

Benefit Enrollments for ACA Plans

1:58

Generate and Purge 1095-C Forms

2:14

Printing 1095-C Forms

0:54

HR Benefit Plan and PR Union ACA Compliance Setup

1:05

Lookup Codes, Parameters, and File Maintenances

3:11

PR Employee Maintenance and HR Personnel Workbench

1:41

Statistics and Compliance Workbench

2:35

ACA Statistics - Dependents, Non-Employee COBRA, and Purge Stats

2:56

Storing 1095-C Forms for ESS

1:54

AIR Transmission Generation

2:41

AIR Transmission Replacement or Corrections Files

3:33

AIR Transmissions Test Files for New TCC

2:37

General Ledger

Title

Video

Runtime

Create New Fiscal Periods and Perform Year End Process

3:45

Human Resources

Title

Video

Runtime

Benefits Maximum Age Dependent Report

1:40

Plan Rate and Enrollment Updates

4:36

Enrollments Due to Age or Seniority Functions

3:31

Accrual Balance Report

1:52

Updating Plan Rates

2:40

Create Benefit Enrollment Functions

4:59

Process Benefit Accrual Plans Year End and Generate Benefit Accruals

3:43

Review Personnel Data

2:56

Job Status

Title

Video

Runtime

Set Up Global Valuation Dates

2:20

Payroll

Title

Video

Runtime

Printing W-2 Forms

1:22

Earnings Categories

1:45

State Calculations

1:09

Global Pay Calculations and HR Benefits

2:21

W-2 Batch

2:38

PRYEARS, Tax Authority Configuration, Postal Codes

2:20

Review Employee Maintenance

1:06

Processing W-2 Forms

1:44

Coins ERP+ Aatrix Integration

61:27

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