FAQ 595: ADP--Disaggregated test-How to put HCE in otherwise excludable group

Problem: ASC runs the disaggregated test keeping any otherwise excludable HCEs in the main part of the test. I would like to use the alternate disaggregation rule available for ADP testing where the otherwise excludable HCE actually stays in the otherwise excludable group and a second test is run. How do I do that on ASC?

Solution: You would enter location codes in the employee record, then run the test by location by clicking on the "Location Setup" button. You can set the location code globally using the grid's "Set Column Data" feature after selecting out employees using the disaggregated employee indicator on the Tests screen in the Compliance section of the employee's record.