ACA Training Part II Recap

Hello [Insert Client Name],

Thank you for taking the time to meet with me to review ACA reports and data.

The following reports have been created in your company:

My Saved Reports > Saved: ACA Reports

Saved As Name	Description
Prior Years ACA Data	This report shows ACA data for all employees employed in the selected Date Range. Update the year in the Custom Filters for the year you wish to review/export data for.
2023 ACA Approaching FT - Last Month	This report shows employees whose current ACA Status is PT (part-time) or blank and may be approaching a possibility of working enough hours to become considered FT (full-time) in the near future.
2023 ACA Data Detailed - This Year	This report shows YTD ACA data for all employees in the current calendar year. The Custom Filter will need to be updated each year for Date Terminated >= 01/01/current year.
2023 ACA Compliance Alerts - This Year	This report shows employees who have generated Compliance Alerts that need to be reviewed and addressed.
2023 ACA Possible Downgrade - Last Month	This report shows employees whose current ACA Status is FT (full-time) and may be approaching a possibility of working less than the average hours and may become ACA Status PT (part-time) in the near future.
2023 ACA Data Detailed - YE Review	This report is used to review ACA data for the entire reporting year prior to generating Forms 1095-C. Dates and Custom Filter will need to be updated each year for the current reporting year.
2023 ACA Data Detailed - 2A not with 1H	This report shows employees with code 2A in Line 16 not accompanied by code 1H in Line 14. This is an invalid code combo. Research and resolve in Employee Information and recalculate the Employee ACA Timeline to update the data.
2023 ACA Data Detailed - 1H 2C	This report shows employees with code 1H in Line 14 and 2C in Line 16. This is an invalid code combo. Research and resolve in Employee Information and recalculate the Employee ACA Timeline to update the data.
2023 ACA Data Detailed - 2D not with 1H	This report shows employees with code 2D in Line 16 not accompanied by 1H in Line 14. This is an invalid code combo. Research and resolve in Employee Information and recalculate the Employee ACA Timeline to update the data.
2023 ACA Data Detailed - ACA FT with 1H 2B	This report shows employees with ACA Status of FT with code 1H in Line 14 and 2B in Line 16. This is accompanied by a Compliance Alert. Research and resolve in Employee Information and recalculate the Employee ACA Timeline to update the data.
2023 ACA Data Detailed - Line 16 is Null	This report shows employees with a null Line 16. Research and resolve in Employee Information and recalculate the Employee ACA Timeline to update the data.
2023 ACA Data Detailed - Line 14 is Null	This report shows employees with a null Line 14. Research and resolve in Employee Information and recalculate the Employee ACA Timeline to update the data.
2023 ACA Data Detailed - 2C,2G not with 1A	This report shows employees with code 2C or 2G in Line 16 not accompanied by 1A in Line 14. Indicates invalid code combo if using FPL Safe Harbor. Research and resolve in Employee Information and recalculate the Employee ACA Timeline to update the data.
2023 ACA Data Detailed - 2C,2H not with 1E	This report shows employees with code 2C or 2H in Line 16 not accompanied by 1E in Line 14. Indicates invalid code combo if using Rate of Pay Safe Harbor. Research and resolve in Employee Information and recalculate the Employee ACA Timeline
2023 ACA Data Detailed - 1E Review	This report shows employees with code 1E in Line 14. If using FPL Safe Harbor Line 14 should not show 1E. Research and resolve in Employee Information and recalculate the Employee ACA Timeline
2023 Employee ACA Actions	This report is used to mass calculate employee ACA data. Up to to 5 years of ACA data can be calculated (current year less 3 years to the current year + 1)
2023 ACA Status Change - This Month	This report can be used to identify which employees may need to be offered coverage or who may need to have benefits revoked based on their current ACA Status.
2023 Medical Plans for ACA	This report shows medical Benefit Plans. Use this report to review medical Benefit Plan settings for ACA.
2023 Benefit Plan Report for ACA	This report shows Medical Benefit Plans assigned to employees with Coverage Effective To >= 01/01/current year. Use this report to ensure accurate Coverage Level, Coverage Dates, and covered Spouse and Dependent Data (required for self-insured plans).
2023 Benefit Plan Dependent Data for ACA	This report shows employee Dependents. Use this report to audit dependent data and coverage dates for medical Benefit Plans. Covered dependent data is required for self-insured plans.
ACA Expected FT	This report shows all employees who a) have a Non-Variable ACA profile, b) have a Benefit Profile currently assigned, and c) have worked less than 30 hours in a week in the last 120 days.
ACA Expected PT	This report shows all employees who a) have a Variable ACA Profile, b) do not have a Benefit Profile currently assigned, and c) have worked more than 28 hours in a week in the last 120 days.
2023 ACA Employee Information for Form 1095-C Part I w/Dates	This report is used to review employee information that is populated on Form 1095-C Part I. Update any incorrect info prior to 12/31. Custom Filter will need to be updated each year for the current reporting year.
2023 Employee ACA and Benefit Profiles	This report is used to review employee current ACA and Benefit Profiles. Custom Filter will need to be updated each year for the current reporting year.

The following reports have been added to the ACA tab of the Admin Dashboard Layout Profile. This allows for quick and easy access to ACA reports to be reviewed at the beginning of each month.

Saved As Name	Description
2023 ACA Compliance Alerts - This Year	This report shows employees who have generated Compliance Alerts that need to be reviewed and addressed.
2023 ACA Status Change - This Month	This report can be used to identify which employees may need to be offered coverage or who may need to have benefits revoked based on their current ACA Status.
2023 ACA Possible Downgrade - Last Month	This report shows employees whose current ACA Status is FT (full-time) and may be approaching a possibility of working less than the average hours and may become ACA Status PT (part-time) in the near future.
2023 ACA Approaching FT - Last Month	This report shows employees whose current ACA Status is PT (part-time) or blank and may be approaching a possibility of working enough hours to become considered FT (full-time) in the near future.
2023 ACA Data Detailed - This Year	This report shows YTD ACA data for all employees in the current calendar year. The Custom Filter will need to be updated each year for Date Terminated >= 01/01/current year.
2023 Benefit Plan Report for ACA	This report shows Medical Benefit Plans assigned to employees with Coverage Effective To >= 01/01/current year. Use this report to ensure accurate Coverage Level, Coverage Dates, and covered Spouse and Dependent Data (required for self-insured plans).
ACA Expected PT	This report shows all employees who a) have a Variable ACA Profile, b) do not have a Benefit Profile currently assigned, and c) have worked more than 28 hours in a week in the last 120 days.
ACA Expected FT	This report shows all employees who a) have a Non-Variable ACA Profile, b) have a Benefit Profile currently assigned, and c) have worked less than 30 hours in a week in the last 120 days.

These reports have been created to help you review employee ACA data. Forms 1095-C will be generated for employees who calculate an ACA Status of FT for any month in the reporting year. The data in these reports will populate onto employee Forms 1095-C.

Please note that, ultimately, it is your responsibility to ensure the accuracy of all 1094-C and 1095-C data, and you should review these reports carefully. There may be circumstances in which you will need to customize your entries in respect of your company's particular circumstances. If inaccurate forms were to be submitted to the IRS or employees, the company could be subject to IRS penalties for incorrect returns and information statements.

ACA Guides can be accessed in readyConnect by clicking on the question mark icon in the upper right corner of the screen.

These guides contain detailed information and instructions for managing Benefits and ACA in the PayNW system. Please email mypayroll@paynw.com with any questions or if you need assistance.

Thank you,