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ACA Compliance Resources

ACA Compliance Resources

Report Interface

All reports for ACA Compliance Solution reporting are generated from the ACA Reports window.

Reports are separated into categories as listed below. Once the categories is selected a drop-down list
for Report Name will be displayed allowing you to select which report you want to run. As soon as a
selection is made, more fields will be displayed representing the applicable report parameters which
will need to be completed. The reports in the list are categorized as follows:

Eligibility

  • Full Time Employee and Equivalents
  • Initial Measurement Period Analysis
  • Stability Measurement Period Analysis
  • Standard Measurement Period Analysis

Employee

  • Employee Monthly hours Breakdown
  • ACA Full-Time Employee Health Care Coverage Report
  • ACA Full-Time Employee without Health Care Coverage Report

IRS Forms

  • 1095-C
  • 1095-C-Envelope
  • 1094-C
  • 1095-C Instructions
  • 1095-C Dependent Edit Report
  • 1095-C Coverage Edit Report

Eligibility and Employee forms may be viewed, printed and/or exported to Excel. IRS Forms are created
and automatically downloaded to be viewed, printed or exported.

Eligibility Reports

Standard Measurement Period Analysis Report

Used to determine number of hours worked and whether the employee is eligible for coverage
(Worked total of 130 hours per month)

This report will analyze a standard measurement period and set the cutoff date to the end of the
period. If you change the cutoff date, the system will analyze the PIECE of the standard measurement
period defined by the date. This will result in the system reporting on the eligibility as of that date. If
you are analyzing a period which is not yet over then the report behave the same way. This report will
provide you with analysis as of the latest information available.

Report Options:

  • Include ACA Full-Time Status: Include employees on the report whose ACA Status is ACA
    Full-Time
  • Show only ACA Eligible: Show only employees who are eligible for coverage
  • Include SSN: Determines whether the Employee SSNs are displayed on the Report.

Initial Measurement Period Analysis Report

The Initial Measurement Period Analysis Report will provide you with an eligibility analysis of your
initial measurement period. This report should be used to identify which employees have reached fulltime eligibility after completing the initial measurement period. Please note that the report cutoff date dictates whether certain employees will shows as having their periods expiring during the month (yellow) or already expired as of the cutoff date (red).

Report Options:

  • Show only ACA Eligible: Shows only employees who are eligible for coverage
  • Show only Period Expiring During Cut Off Month: Shows only employees whose initial
    measurement period is expiring within 30 days of the report cut-off date.
  • Include SSN: Determines whether the Employee SSNs are displayed on the Report.

Full-Time Employee and Equivalents report

This report calculates the number of full time and full time equivalent employees in your system during
each given month in the year. It also calculates total hours.

Stability Measurement Period Analysis Report

Used to Determine which employees are currently eligible for coverage in an existing Stability Period,
and which employees are trending towards eligibility in current measurement periods. The report
allows you to see WHETHER and WHY a given employee is in a stability period as of the cutoff date
specified. Each column for Current and Future indicates what period is covering the employee, and
when that eligibility should expire or begin.

  • This report relies heavily on the ACA information Assignments grid.
    • The Cut-Off Date year will be used to map employees to SMPs setup in this grid
    • All All All records will be considered if no year is specified. All All All records are defined
      as a record on the ACA Information Assignments page that have “All” defined in the
      first 6 fields, shown below.