Manage Groups

The address where the mail is delivered. The mailing address also displays on the Contact data tile An area available on a session navigation pane that contains key information related to the session (e.g. provider, member, claim, information)..

• Country*—Select the country from the list. The country code defaults to USA.
• Invalid Address—Check box indicating the address isn't valid.
• Address fields—Enter the address format required by your office. (Your office's standard might be to abbreviate the state rather than spell it out).
  • If you only use two of the three address lines, the address is stored in the 2nd and 3rd boxes (Street Address/P.O. Box, and City, State, Zip). For example, if you enter information in the Apartment, City, State, and Zip, the information from Apartment moves to the Street Address.

Determines if the group code indicates multiple groups:

• Yes—This code name indicates multiple groups.
• Blank—The code name is for one specific group.

The funds to which the group contributes.

Determines if you need to enter a single check number in Fund/App/Shift level or report level. If on the report level, each Fund/App/Shift has the same check number:

• Yes—Yes, enter a single check number.
• No or Blank—No, enter multiple check numbers.

Determines if the deposit date defaults to the current date or the received date.

• N or Blank—Won't default to the current or received date.
• C—Defaults to the current date.
• R—Defaults to the received date.

Determines if the group uses a default member CDO report template:

• Yes—Yes, select the template from the dropdown list.
• No or Blank—Doesn't use a default member CDO report template.

The start date for the new member's status code.

• C—Use the current date as the status from date.
• P or Blank—Use the payroll date as the status from date (the default).

The default EFT draft for this group. This field determines the bank information for the ACH file header section and where the debited employer monies deposit (via the offset in the ACH file).

Determines if the ACH file to the bank includes a single offset transaction or separate transaction by draft. Decide if the debits or credits to the employer are completed in one transaction or separate transactions by draft.

• D—Draft. Offsets and employer debits/credits by draft are created. Drafts are linked to funds so, for example, if you want to deposit debit transactions for four funds to one bank account and a fifth fund to a different account, the four funds would be linked to the same draft and the fifth fund would be linked to a different draft.
• T—Total only. A single offset for this group and a single transaction for each employer are created (that is, all debits are deposited as one deposit to one bank account).

Indicates the default entry class code for the EFT 5 record at the Group level (CCD). Enter up to three (3) characters.

The number of days after the remittance due date that a remittance can be received before it's considered delinquent. Enter up to 20 characters, including any special characters.

If the remittance isn't paid within the grace days period, interest is charged, calculated from the remittance due date. For example, if a remittance is due on 15th of the month and has a 5-day grace period:

• If payment is made during the 5-day grace period (16th through 20th), no interest is calculated.
• If payment is made on the 21st or later, the grace period has expired and interest is calculated using the due date (15th) as the start date.

Specifies how delinquency is determined for each remittance under the agreement link. The agreement link setting overrides the group level setting. If both settings are undefined, then delinquency won't be calculated for due remittances for this agreement link's effective period. Select from one of the following methods:

• Blank—No delinquency method (the default).
• 1 - By Employer—To determine delinquency by employer, all the employer's remittances for a given work period are checked. As long as the employer has posted a remittance for that work period, the employer isn't considered delinquent
• 2 - By Employer, By Qualifier Combination—To determine delinquency using this method, for a given work period, at check is done to see that the employer posted a remittance for every unique linked qualifier combination. If a remittance for a qualifier combination for that work period isn’t found, the employer is considered delinquent for that qualifier combination. For example, an employer could be delinquent for some groups and not for others.
• 3 - By Expected Remittance—For this method, the employer must post a remittance for a remittance due item in the system. If an employer doesn't post a remittance for an expected due item, then the employer is considered delinquent.

The number of previously received remittances to “look at” when calculating a delinquency estimate amount for a delinquent remittance. Enter up to three (3) characters.

The past received reports for the agreement link, each fund in the current contract, and sum the due amounts are checked. It then divides the total by the lookback value to get an estimate. If the employer doesn't have enough received reports, this process uses as many as are available and calculates an average based on the number it finds. For example, if the lookback is two, the due amounts from the last two received reports are added (for the agreement link and each fund in the contract) and divided by two to get the estimate.

The agreement link setting overrides the group level setting. If the lookback is undefined at both the agreement link and group levels, there's no delinquency estimate calculated for the remittance.

The dollar amount at which open receivables automatically close. Enter up to 10 characters.

This setting is checked after a payment is made to an open receivable (in Employer Balance Transactions) and closes the receivable (changes the receivable status to C) if the remaining balance is equal to or under this threshold amount. If you don't enter a value in this field, the process looks at Account 2-2, SAC 196 for the threshold amount.

Configure the delinquency estimate process to check the last work period for which contributions were posted. Enter up to 30 characters. If left blank, the delinquency estimate process is based on the contributions for the prior work period.

Determines if internal users (the fund office) can create EFT debit transactions when entering remittances for employers in Receipts Entry.

• Y—Yes. You can only create an EFT transaction in the Employer portal. If you enter a remittance in Receipts Entry, you can't select an EFT deposit type for the remittance (and an EFT transaction isn't created).
• N or Blank—No. You can select an EFT deposit type for remittances entered in Receipts Entry if the employer has an active bank account. Posting the remittance creates an EFT transaction.

Indicates which portal holiday payment schedule used by the group. Select the filter to display a list of portal schedules, along with their Weekend Days (if weekend days are holidays) and Before or After (determines if the remittance due date is before or after a holiday) information.

Determines how the EmployerXG payment page applies total amounts:

• Yes—Apply by remittance.
• No—Apply by fund.

Determines if the EmployerXG payment page posts total amounts:

• Y—Pay by total.
• N—Pay by draft.