If your company uses the HR module, follow these steps to assign the appropriate ACA profile to your employees.
- Navigate to Team > My Team > Employee Information
- Select the Employee you are needing to update
- Navigate to the ACA tab in the applicable employee’s profile
- Locate ACA Timeline
- Select the appropriate “ACA Profile” from the magnifying glass icon menu
- Select
in the upper right corner
- If you are needing to adjust the ACA profile due to a status change, select the
Add under the current profile and a new line will be created, select the appropriate “Aca Profile” magnifying glass menu, enter the date the status change took place, Click
in the upper right corner.
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Using the Mass Edit option to update employees ACA Profile
- Navigate to the main Menu > Admin > Company Settings> Mass Edit> Mass Edit Profiles
- Select the employees that you would like to assign an ACA Profile to by selecting the checkbox next to the employee’s name or id
- Use additional columns to filter employees for greater ease of assigning the ACA Profile by clicking on the ellipsis in the upper right hand corner
and selecting Add/remove columns to filter as needed.
- Once you have determined the employees you are changing, select Mass Edit in the upper right corner.
- Find the ACA Summary Widget
- If it has not yet been pulled in select
Select the ACA Summary Widget from the Available Windows section and drag it onto the Main tab. - Click
- You will then see the following widget on the Main tab to populate the ACA profile
- If you need to populate a second line, use the
at the end of the date field
- If it has not yet been pulled in select
- From the magnifying glass icon choose the ACA profile you need to assign
- Click
in the upper right corner
- A warning message will pop up, select “ok”