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ACA Compliance Resources

Understanding the Standard Measurement Period (SMP) Setup and Report

KB14-089

THE SMP SETUP:

It all begins with the SMP setup found in the Cloud navigation menu under Configuration>ACA Setup>Standard Measurement Period.  If you are new to the solution, you will need to use the New Schedule entry window.  We usually use Standard SMP 1 as the entry, then Save.  For those that have already setup your schedule, it is found in the Schedule ID window.  Every year you will need to update your period by clicking on ADD NEW PERIOD on the big blue line.

ADD NEW PERIOD WINDOW

THE REPORT:

To run the SMP Eligibility Report you will go to Alerts and Reports>ACA Reports>Eligibility>Standard Measurement Period Analysis on the main Cloud navigation menu.  This report is designed to be run once per year at the beginning of your open enrollment period (Administrative Period).

The key to the SMP Report is the above setup.  The Cut Off Date should be selected from the Period ID closest to your current open enrollment beginning.  You can also change the cutoff date to measure a selected amount of time but most select the SM period that corresponds to the open enrollment.

The Control group must also be selected from the drop down box.  If you have multiple companies then usually you would choose the Combined option although you can run the report for each company separately.

The other options are found at the bottom of this window with check boxes to activate, as below.


Some companies want to see the hours associated with their Full Time Employees and therefore check the box Include ACA Full-Time Status.  Just remember that FT employees are already offered insurance after their Waiting Period.  The SMP report is designed to determine eligibility for your Part Time active employees.  The PT (variable hour) new hire employees go into their own Initial Measurement Period to determine their eligibility.

If you want to only see the part time employees who are eligible for an offering, check the Show Only ACA Eligible box.  If it is unchecked the report shows all part time employees and the hours they have worked in the period.

The other option before clicking Create is to send the report to a PDF file or to an Excel file as shown below.

Once you click Create, a pdf or excel file will be generated.  It first goes to Pending and then the link turns blue and is ready for you to click and open the file.