Sage 300 and My Workforce Analyzer—Setup Made Easy

My Workforce AnalyzerMy Workforce Analyzer by Sage gives you the ability to conveniently and affordably abide by ACA reporting requirements. My Workforce Analyzer helps you manage employer-sponsored healthcare and stay compliant with government regulations.

This blog describes the steps to setup the My Workforce Analyzer reporting module for Affordable Care Act (ACA) reporting using the Sample Company, SAMINC.

Sage 300 Setup

  1. Setup appropriate Payroll Earnings / Deduction Codes with W2 Reporting as “Employer Provided Health Care”

  ○ Payroll Earnings and Deductions

• Basic Information

My Workforce Analyzer

 

• Employee

My Workforce Analyzer

 

• Employer

My Workforce Analyzer

 

2. Setup Payroll Class Code for Hourly / Salary

My Workforce Analyzer

3. Setup Payroll Class Code for FT/PT

My Workforce Analyzer

4. Setup Employees

○ Payroll Class Codes

• NOTE: All employees must be assigned a Payroll Class Codes, even if terminated / inactive.

○ Assign the Earnings and Deduction codes with W2 Reporting as “Employee Provided Health Care”

My Workforce Analyzer

My Workforce Analyzer

My Workforce Analyzer Configuration / Setup

  1. Start My Workforce Analyzer from Start menu or desktop icon.

My Workforce Analyzer

 

2. Logon to the desired Sage 300 company.

My Workforce Analyzer

3. Expand the “Prepare your Sage 300 Payroll Information” section of the Welcome screen.

4. Select Use Class 3 Codes for: Hours of Service for Salaried Employees

5. Select Use Class 4 Codes for: Define Full-Time or Part-Time Status by Employee Types

My Workforce Analyzer

6. Click Sage

7. Click Open My Workforce Analyzer

My Workforce Analyzer

8. Open Setup on the “Welcome to My Workforce Analyzer” Home screen.

9. Complete the Employer/Benefits tab information.

10. Save

My Workforce Analyzer

11. Complete the Regulatory Periods tab information

12. Save

My Workforce Analyzer

13. Complete the Employees/Service Hours tab information

14. Save

My Workforce Analyzer

15. Complete the Payroll History tab selection

16. Save

My Workforce Analyzer

17. Complete the Employee ACA Settings tab information

18. Save

My Workforce Analyzer

19. Setup Complete!

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