US benefits: carrier 834 and 401(k) files, ACA forms, garnishments and the Benefits Dashboard

United States companies only: carriers and recordkeepers each sent their file — 834 full or changes, contributions after posting — by download, HTTPS or pinned SFTP; ACA full-time status and Forms 1095-C and 1094-C, which employees open under My Tax Forms; garnishment orders in priority order and remitted per payee; and a Benefits Dashboard for every company.

What a US benefits administrator sends out, and to whom. How to reuse: values in angle brackets are examples; put your own in their place.

Practical · 11 minutes · 7 steps · 4 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

Next track

Practical Learning and performance: assignment rules, paths, certifications, skills, an LMS, review workflows and goal check-ins Courses assigned by rule and repeated when they lapse, sessions with a wait list that employees register for and cancel in My Learning, evaluations asked for on completion, learning paths in order, compliance training, certifications with expiry alerts and renewal tasks, skills measured against jobs, an Aspire or other LMS exchanging records; review workflows with steps and owners, goals cascaded and checked in, development plans that enrol their courses; and what employees and managers do in self service. 13 minutes · 6 questionsOpen

Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.

← All tracks