Use the Search field to quickly find an employee. Search by Last Name, Last 4 of SSN or First Name Last Name. 

The window displays a list of all employees that have synced from the core application, which is any employee with a valid SSN. If sync errors have occurred, an employee may not be in the list. The list is displayed in descending alphabetical order by last name. To assist the user in selecting an employee that may share the same name as other employees, the last 4 digits of the employee's social security number is displayed in the Last 4 SSN column. 

• Click here for more information on fixing ACA Companion Sync Errors

Covered individuals are family members and/or dependents of the employee. Click on a Covered individual tab to display data for that individual.

• Click here for more information on Coverage History - Covered individual.

Click to add a family member and/or dependent to the employee's insurance plan. The employee's insurance plan must allow the coverage others besides the employee.

• Click here for more information on Coverage History - Covered individual. 

An expand/collapse tree displaying the offers made to an employee. The tree indicates whether offered plans have been accepted or declined. Any plans available in the employee's Benefit package offers will also be available to the employee's covered individuals (dependents).

Once benefit plans have been imported, it is still possible to view a list of employees who have either accepted enrollment or declined, but no changes can be made.  The Make offer and Update buttons are disabled.  

Employee information such as name, SSN, and address are displayed.

• Employee name
• Social Security Number
• Street address
• City
• State
• Country and ZIP

A chart that indicates the individual's benefit coverage including the date the coverage is scheduled to end. 

As the main Employee accepts insurance plans, more options become available in the dependent individual's chart. 

A selected row in the chart is highlighted and date information corresponding to that row is displayed to the right. 

Information about the individual such as associated employee, the individual's name, SSN, and date of birth.

• Employee name (primary) - The name of the employee to whom the covered individual is a dependent
• Covered individual's first name field - The first name of the dependent
• Covered individual's middle name field - The middle name of the dependent
• Covered individual's last name field - The last name of the dependent
• SSN or other TIN* field - The covered individual's 9-digit social security number. Instead of an SSN, the Social Security Number field may instead contain either of the following:
• Individual Taxpayer Identification Number (ITIN) - a nine-digit number issued by the U.S. Internal Revenue Service (IRS) to individuals who are required for U.S. tax purposes to have a U.S. taxpayer identification number but who do not have and are not eligible to get a social security number (SSN.)
• Electronic Transmitter Identification Number (ETIN) - a five-digit identification number assigned by the IRS to a participant in IRS e-file that performs activity of transmission and/or software development.
• If the individual does not have an SSN or TIN, a birthdate is required in the next field.
• Birthdate calendar - The date of birth of the covered individual. If a social security number or TIN is not available, the birthdate will be required.

Click Update to save any changes made to the acceptance fields.

Once benefit plans have been imported, it is still possible to view an individual employee’s enrollments and declinations, but no changes can be made.  The Update buttons are disabled.