Reports Manual

The Report Manual for Enterprise Infinity, which can be accessed here: ReportManualEnterpriseInfinity.pdf , provides a screen shots, report purpose explanations, and parameters information for every standard report in Enterprise Infinity. The manual is broken out into the following categories: 

*Please Note - this article is NOT the complete report manual.  The article includes only Affordable Care Act reports.  For the full reports manual please click on the link above.

  • Affordable Care Act
  • Customer 
  • Employee Info
  • Employee Reporting
  • Exports
  • Financial
  • Forecast
  • Log Information
  • Order & Assignment
  • Productivity
  • Sales & Invoicing 
  • Tasks
  • Tax Administration
  • Time & Pay
  • User Security Setup

Users can access the reports section of Enterprise by selecting "reports" in the navigation tree. All categories available to you will be listed in the main reports dashboard:

*Note: The reports available to users are based on their individual security roles. You may not see/have access to all reports included in this manual. Please see your manager if you have questions or need access to a report.  

Affordable Care Act

ACA Benefit Lookback List Ins Census Mail Export

Purpose:

This report has additional information that insurance companies are requesting in order to give you a quote for how much insurance coverage would cost for these employees and includes the employee’s address to assist with pre-filling initial enrollment forms and creating mailing labels.

This report allows you to see which employees have worked a weekly average of hours above a given amount and is designed to allow you to look back to see who qualified for the Affordable Care Act as a Full Time Employee (FTE). 

The report looks to see if any of the employees qualify for the ACA Break In Service rules and if they do, then the report will not show them even if they meet the average hours requirement.  Break In Service rules are as follows: if the employee has not worked for a 13 week period or more, or the employee has not worked for 4 weeks or more, where that 4 week break is greater than the preceding work period (e.g. 3 week assignment followed by a 4 week break). 

On top of the break in service rules, the report also ensures that the employee worked the entire date range/period that you are running the report for.  Therefore, if an employee started working for you in the middle of your date range, they will not show on this report because they did not work the entire period, even if they do not have a break in service since they started working with you and worked an average amount of hours per week over the entered hour amount.  This rule is to keep you in compliance with the ACA regulations.

Parameters:

  1. Start Date:  Starting weekend date of your desired date range based on the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  4. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
    3. Active Employees Only
    4. Inactive Employees Only
    5. Employees Missing an ACA Hire Date Only
    6. Current Assigned Employees Only
    7. Current Un-Assigned Employees Only
  5. Average Hours >=: Allows you to set a limit to see which employees have a weekly average of hours over or equal to the entered amount.

ACA Benefit Lookback List Insurance Census

Purpose:

This report allows you to see which employees have worked a weekly average of hours above a given amount and is designed to allow you to look back to see who qualified for the Affordable Care Act as a Full Time Employee (FTE). 

The report looks to see if any of the employees qualify for the ACA Break In Service rules and if they do, then the report will not show them even if they meet the average hours requirement.  Break In Service rules are as follows: if the employee has not worked for a 13 week period or more, or the employee has not worked for 4 weeks or more, where that 4 week break is greater than the preceding work period (e.g. 3 week assignment followed by a 4 week break).

On top of the break in service rules, the report also ensures that the employee worked the entire date range/period that you are running the report for.  Therefore, if an employee started working for you in the middle of your date range, they will not show on this report because they did not work the entire period, even if they do not have a break in service since they started working with you and worked an average amount of hours per week over the entered hour amount.  This rule is to keep you in compliance with the ACA regulations.

The report also has additional information that insurance companies are requesting in order to give you a quote for how much insurance coverage would cost for these employees.

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  4. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
  5. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
    3. Active Employees Only
    4. Inactive Employees Only
    5. Employees Missing an ACA Hire Date Only
    6. Current Assigned Employees Only
    7. Current Un-Assigned Employees Only
  6. Average Hours >=: Allows you to set a limit to see which employees have a weekly average of hours over or equal to the entered amount.

ACA Consecutive Assignment Worked

Purpose:

This report was designed to help you find employees who were marked as variable hour and have worked 12   or more weeks at the same client and average over a given amount.  The report will show you any employee who has worked every week at the same client between the date range you enter.  We only look at timecards that have pay codes marked as ACA hours pay codes. This report automatically takes into consideration non-weekly pay frequencies.  Therefore, if you only enter in one timecard with hours for your bi-weekly employees, the report takes that timecard and counts it as being for the weekend date that is on the timecard and the weekend date prior as well.

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.  Filters on the branch that the employee is listed in.
  4. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
    3. ACA Status
  5. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
    3. Active Employees Only
    4. Inactive Employees Only
    5. Employees Missing an ACA Hire Date Only
    6. Current Assigned Employees Only
    7. Current Un-Assigned Employees Only
  6. ACA Status: A drop down list of all ACA statuses.  Is a multi-value parameter so you can select all ACA statuses, just one specific ACA Status or any combination of different ACA statuses in the list.
  7. Average Hours >=: Allows you to set a limit to see which employees have a weekly average of hours over or equal to the entered amount.

ACA Employee Adjustments

Purpose:

This report allows you to see how much of the ACA insurance adjustments are being passed onto the employee and how much it is costing you as a company.  This report is designed to give you both a high level and a detailed view of your cost.  If you run the report with the “Expand All Detail?” set to Yes, you will get each individual adjustment amount that is on an employee’s check.   If you set that parameter to No, then you will just see the summary lines based upon what you set the Group By parameter to.   Therefore, if you just want to see company totals, set the Group By parameter to “Employer” and set the “Expand All Detail?” to No and you will see one line per Federal EIN you have setup in TempWorks.  You can also expand and collapse the details within each individual group, by clicking on the (+) located to the left of the group header.

Note - When an employee does not get paid, there is no check in the system and no Employee or Employer Contribution amounts, even though the Employer still has to pay the full insurance amount for that employee until they hit a break in service mark. Therefore, this report may not accurately reflect the full amount of ACA Insurance cost/expense incurred by the Employer for the time period the report is ran for. This report is for general tracking purposes only and should not be used as an accounting resource.

Parameters:

  1. Start Date: Starting date of your desired date range
  2. End Date: Ending date of your desired date range
  3. Date Filter: A drop down determining what field your date range filters on.
    1. Check Date of check
    2. Weekend Bill of check
  4. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  5. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Adjustment
    3. Employer
    4. Branch on the check
    5. Check Date on the check
    6. Check Number on the check
    7. Employee Name on the check
  6. Employee Filter: Filters on the employee’s name
  7. Adjustment Type: A drop down list of all ACA adjustment types, both employee and employer paid adjustments.  Is a multi-value parameter so they can select all adjustment type, just one adjustment type or any combination of different adjustment types.
  8. Check ID: Filters for a specific check id.
  9. Expand All Detail?: A drop down determining if all of the detail records will be shown when the report is ran or if just the summary lines are shown.  Summary lines are determined by the selected Group By parameter.

ACA Employee Cycles

Purpose:

This report allows you to see at a glance each employee’s ACA cycle data that the system has calculated.  It is designed to allow you to find employees that have just completed their Measurement period and are now in their Admin period and need to have their record reviewed to determine their ACA Status (Full Time/Part Time/Variable/Seasonal) for their next Stability period.  On top of that, this report allows you to find employees that have had a break in service and now can be removed from your insurance coverage.

The Measurement period hours and results can be cross referenced against one of the Lookback or Minimum Hours reports if you run the Lookback reports for the same start and end date of the measurement period for a given cycle.

Parameters:

  1. Start Date: Starting date of your desired date range
  2. End Date: Ending date of your desired date range
  3. Date Filter: A drop down determining what field your date range filters on unless no dates are entered (no dates entered, meaning the Null check boxes are checked next to the start and end date parameters).
    1. Measurement Period Start Date
    2. Measurement Period End Date
    3. Admin Period Start Date
    4. Admin Period End Date
    5. Stability Period Start Date
    6. Stability Period End Date
    7. Break in Service Start Date
    8. Break in Service End Date
    9. Hire Date
  4. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  5. ACA Status: A drop down list of all ACA statuses.  Is a multi-value parameter so you can select all ACA statuses, just one specific ACA Status or any combination of different ACA statuses in the list.
    1. Filters on the ACA Status set on the employee’s cycle when they were in their Admin period for that given cycle.  It does not filter on the employee’s current ACA Status that they have set currently on their employee record.  Use the ACA Employee Details report to filter on that one.
  6. Insurance Offering Response Status: A drop down list of all insurance offering response statuses.  Is a multi-value parameter so you can select all insurance offering response statuses, just one specific insurance offering response status or any combination of different insurance offering response statuses in the list
  7. Employee Filter: a  free text field that filters on Employee’s name. 
  8. Customer Filter:
    1. A free text field that filters on the Customer - Department name.  Filters in “Customer Name – Department Name” format.  To filter for the accounting department of ABC company you would enter “ABC - Accounting”.
    2. Filters for the customer name on the employees current open assignment if no date range is selected.  If there is a date range, then it will filter for customer names of any open assignment that the employee was on between the date range.
  9. Average Hours Min: Employee must have an average hour per week amount greater than the entered minimum.
  10. Average Hours Max: Employee must have an average hour per week amount less than the entered maximum.
  11. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. All Employees
    2. Employees Missing Cycles Only
    3. Active Employees Only
    4. Inactive Employees Only
    5. Employees Missing an ACA Hire Date Only
    6. Current Assigned Employees Only
    7. Current Un-Assigned Employees Only
  12. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
    3. ACA Status
    4. Customer
    5. Customer - Department

ACA Employee Details

Purpose:

This report was designed to allow you to find any subset of employees based upon their ACA data listed in their Pay Setup area.  This report allows you to filter on any of the ACA dates and any of the different statues.   It also allows you to enter a range to filter for employees who have an average hour per week amount between the entered min and max amounts.  This will allow you to narrow down your search to people who are over, under, coming up to or not even close to the average hours per week limit mark that would deem them as a Full Time Employee according to ACA regulations.

One thing to note on this report is, for the date range, if you do not enter a date range (you leave the Null check boxes checked next to the start and end date) then the date range will not filter on anything in the report because we have no dates entered, even though the date filter drop down has a date field selected.  Reason for this, is to allow you to still see employees even if they do not have any of the ACA dates entered into the system yet.

Parameters:

  1. Start Date: Starting date of your desired date range
  2. End Date: Ending date of your desired date range
  3. Date Filter: A drop down determining what field your date range filters on unless no dates are entered (no dates entered, meaning the Null check boxes are checked next to the start and end date parameters).
    1. Hire Date
    2. Date Offered
    3. Effective Insurance Date
    4. Date Declined
    5. Insurance Due Date
    6. Last Eval Date
    7. Admin Period Start Date
  4. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.  Filters on the branch that the employee is listed in.
  5. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
    3. ACA Status
    4. Admin Status
    5. Insurance
    6. Declined Reason
    7. State Exchange State
    8. FTE Status
  6. ACA Status: A drop down list of all ACA statuses.  Is a multi-value parameter so you can select all ACA statuses, just one specific ACA Status or any combination of different ACA statuses in the list.
  7. Insurance Offering Response Status: A drop down list of all insurance offering response statuses.  Is a multi-value parameter so you can select all insurance offering response statuses, just one specific insurance offering response status or any combination of different insurance offering response statuses in the list
  8. Admin Status: A drop down list of all admin statuses.  Is a multi-value parameter so you can select all admin statuses, just one specific admin Status or any combination of different admin statuses in the list.
  9. Declined Reason: A drop down list of all declined reasons.  Is a multi-value parameter so you can select all declined reasons, just one specific declined reason or any combination of different declined reasons in the list.
  10. FTE Status: A drop down list of all FTE statuses.  Is a multi-value parameter so you can select all FTE statuses, just one specific FTE Status or any combination of different FTE statuses in the list.
  11. Employee Filter: A free text field that filters on the Employee name field.  Filters in “Last Name, First Name Middle Initial” format.  To filter for Joe Michael Smith you would enter “Smith, Joe Michael”.
  12. Customer Filter:
    1. A free text field that filters on the Customer - Department name.  Filters in “Customer Name – Department Name” format.  To filter for the accounting department of ABC company you would enter “ABC - Accounting”.
    2. Filters for the customer name on the employees current open assignment if no date range is selected.  If there is a date range, then it will filter for customer names of any open assignment that the employee was on between the date range.
  13. Average Hours Min: Employee must have an average hour per week amount greater than the entered minimum.
  14. Average Hours Max: Employee must have an average hour per week amount less than the entered maximum.
  15. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. All Employees
    2. Active Employees Only
    3. Inactive Employees Only
    4. Employees Missing an ACA Hire Date Only
    5. Current Assigned Employees Only
    6. Current Un-Assigned Employees Only

ACA Employee Details Communication Export

Purpose:

This report is an exact replica of the ACA Employee Details report with the addition of the employees contact info (phone, email and address) and minus the Group By parameter. This report is designed to be exported to Excel in order to allow for mass mailings or mass communication efforts to contact employees about ACA.

Report was designed to allow you to find any subset of employees based upon their ACA data listed in their Pay Setup area.  This report allows you to filter on any of the ACA dates and any of the different statues.   It also allows you to enter a range to filter for employees who have an average hours per week amount between the entered min and max amounts.  This will allow you to narrow down your search to people who are over, under, coming up to or not even close to the average hours per week limit mark that would deem them as a Full Time Employee according to ACA regulations.

One thing to note on this report is, for the date range, if you do not enter a date range (you leave the Null check boxes checked next to the start and end date) then the date range will not filter on anything in the report because we have no dates entered, even though the date filter drop down has a date field selected.  Reason for this, is to allow you to still see employees even if they do not have any of the ACA dates entered into the system yet.

Parameters:

  1. Start Date: Starting date of your desired date range
  2. End Date: Ending date of your desired date range
  3. Date Filter: A drop down determining what field your date range filters on unless no dates are entered (no dates entered, meaning the Null check boxes are checked next to the start and end date parameters).
    1.  Hire Date
    2. Date Offered
    3. Effective Insurance Date
    4. Date Declined
    5. Insurance Due Date
    6. Last Eval Date
    7. Admin Period Start Date
  4. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  5. ACA Status: A drop down list of all ACA statuses.  Is a multi-value parameter so you can select all ACA statuses, just one specific ACA Status or any combination of different ACA statuses in the list.
  6. Insurance Offering Response Status: A drop down list of all insurance offering response statuses.  Is a multi-value parameter so you can select all insurance offering response statuses, just one specific insurance offering response status or any combination of different insurance offering response statuses in the list
  7. Admin Status: A drop down list of all admin statuses.  Is a multi-value parameter so you can select all admin statuses, just one specific admin Status or any combination of different admin statuses in the list.
  8. Declined Reason: A drop down list of all declined reasons.  Is a multi-value parameter so you can select all declined reasons, just one specific declined reason or any combination of different declined reasons in the list.
  9. FTE Status: A drop down list of all FTE statuses.  Is a multi-value parameter so you can select all FTE statuses, just one specific FTE Status or any combination of different FTE statuses in the list.
  10. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. All Employees
    2. Active Employees Only
    3. Inactive Employees Only
    4. Employees Missing an ACA Hire Date Only
    5. Current Assigned Employees Only
    6. Current Un-Assigned Employees Only
  11. Average Hours Min: Employee must have an average hour per week amount greater than the entered minimum.
  12. Average Hours Max: Employee must have an average hour per week amount less than the entered maximum.  
  13. Employee Filter: A free text field that filters on the Employee name field.  Filters in “Last Name, First Name Middle Initial” format.  To filter for Joe Michael Smith you would enter “Smith, Joe Michael”.
  14. Customer Filter:
    1. A free text field that filters on the Customer - Department name.  Filters in “Customer Name – Department Name” format.  To filter for the accounting department of ABC company you would enter “ABC - Accounting”.
    2. Filters for the customer name on the employee's current open assignment if no date range is selected.  If there is a date range, it will filter for customer names of any open assignments that the employee was on between the date range.

ACA Log

Purpose:

This report is designed to give you access to the change tracking log info that is stored in the TempWorks system.  Every time someone makes a change to any of our ACA areas, we store what field they changed, the old value and the new value they changed it from and to.   This will allow you to see the progression of changes made to an employee, and  be able to recreate why the system did what it did as well as use this report as an auditing tool if the need ever arises. This report can be run from the employee record directly and the employee id parameter will auto populate.

Parameters:

  1. Start Date: Starting date of your desired date range
  2. End Date: Ending date of your desired date range
  3. Employee Filter: A free text field that filters on the Employee name field.  Filters in “Last Name, First Name Middle Initial” format.  To filter for Joe Michael Smith you would enter “Smith, Joe Michael”.
  4. Employee ID:  Filters on the Employee's ID field.

ACA Minimum Hours Ins Census Mail Export

Purpose:

The report has additional information that insurance companies are requesting in order to give you a quote for how much insurance coverage would cost for these employees and has the employee’s address on here to assist with prefilling initial enrollment forms and creating mailing labels.

This report allows you to see employees that have worked over a given amount of hours for a given date range to determine which employees are considered Full Time Employees (FTE) for ACA. 

The report looks to see if any of the employees qualify for the ACA Break In Service rules and if they do, then the report will not show them even if they meet the average hours requirement.  Break In Service rules are as follows: if the employee has not worked for a 13 week period or more, or the employee has not worked for 4 weeks or more, where that 4 week break is greater than the preceding work period (e.g. 3 week assignment followed by a 4 week break).

On top of the break in service rules, the report also ensures that the employee worked the entire date range/period that you are running the report for.  Therefore, if an employee started working for you in the middle of your date range, they will not show on this report because they did not work the entire period, even if they do not have a break in service since they started working with you and worked an average amount of hours per week over the entered hour amount.  This rule is to keep you in compliance with the ACA regulations.

       

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  4. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
    3. Active Employees Only
    4. Inactive Employees Only
    5. Employees Missing an ACA Hire Date Only
    6. Current Assigned Employees Only
    7. Current Un-Assigned Employees Only
  5. Total Hours >=: Allows you to set a limit to see which employees have more or the same amount of total hours than the entered amount.

ACA Minimum Hours Insurance Census

Purpose:

This report allows you to see employees that have worked over a given amount of hours for a given date range to determine which employees are considered Full Time Employees (FTE) for ACA. 

The report looks to see if any of the employees qualify for the ACA Break In Service rules and if they do, then the report will not show them even if they meet the average hours requirement.  Break In Service rules are as follows: if the employee has not worked for a 13 week period or more, or the employee has not worked for 4 weeks or more, where that 4 week break is greater than the preceding work period (e.g. 3 week assignment followed by a 4 week break).

On top of the break in service rules, the report also ensures that the employee worked the entire date range/period that you are running the report for.  Therefore, if an employee started working for you in the middle of your date range, they will not show on this report because they did not work the entire period, even if they do not have a break in service since they started working with you and worked an average amount of hours per week over the entered hour amount.  This rule is to keep you in compliance with the ACA regulations.

The report also has additional information that insurance companies are requesting in order to give you a quote for how much insurance coverage would cost for these employees.

           

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  4. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
  5. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
    3. Active Employees Only
    4. Inactive Employees Only
    5. Employees Missing an ACA Hire Date Only
    6. Current Assigned Employees Only
    7. Current Un-Assigned Employees Only
  6. Total Hours >=: Allows you to set a limit to see which employees have more or the same amount of total hours than the entered amount.

ACA Missing Check

Purpose:

 This report was designed to assist you in finding employees who have an ACA insurance adjustment setup on their employee record, but was not paid in the date range.   This would then be the list of employees that you would need to check the following week to see if you can withhold more for their ACA insurance since they missed contributing the previous week.   It will allow you to set what adjustments are your ACA insurance adjustments or any other adjustment for that matter that you want to check on to see which employees missed a pay check.

We then show you some helpful information from their last paycheck that they were paid on prior to the start date of the date range you entered.

       

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.  Filters on the branch that the employee is listed in.
  4. Adjustment Type: A drop down list of all adjustment types, both employee and employer paid adjustments.  Is a multi-value parameter so they can select all adjustment type, just one adjustment type or any combination of different adjustment types.
  5. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
    3. Employee
    4. Adjustment
    5. Pay Frequency
  6. Show: A drop down determining what you want types of employees you want to show on the report.  If you want all employees to show leave all of the options checked.  This ss a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. Employees On Active Assignments In Date Range
    2. Employees Not On Active Assignments In Date Range
    3. Active Adjustments
    4. Inactive Adjustments
    5. Active Employees
    6. Inactive Employees
    7. Current Assigned Employees
    8. Current Un-Assigned Employees
  7. Employee Filter: A free text field that filters on the Employee name field.  Filters in “Last Name, First Name Middle Initial” format.  To filter for Joe Michael Smith you would enter “Smith, Joe Michael”.
 

Affordable Care Act Benefit Lookback List

Purpose:

This report allows you to see which employees have worked a weekly average of hours above a given amount and is designed to allow you to look back to see who qualified for the Affordable Care Act as a Full Time Employee (FTE). 

The report looks to see if any of the employees qualify for the ACA Break In Service rules and if they do, then the report will not show them even if they meet the average hours requirement.  Break In Service rules are as follows: if the employee has not worked for a 13 week period or more, or the employee has not worked for 4 weeks or more, where that 4 week break is greater than the preceding work period (e.g. 3 week assignment followed by a 4 week break).

On top of the break in service rules, the report also ensures that the employee worked the entire date range/period that you are running the report for.  Therefore, if an employee started working for you in the middle of your date range, they will not show on this report because they did not work the entire period, even if they do not have a break in service since they started working with you and worked an average amount of hours per week over the entered hour amount.  This rule is to keep you in compliance with the ACA regulations.

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  4. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
    3. Customer
    4. Customer – Department
    5. Employee
  5. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
    3. Customer Detail (will make the customer and department columns show up in the report)
    4. Active Employees Only
    5. Inactive Employees Only
    6. Employees Missing an ACA Hire Date Only
    7. Current Assigned Employees Only
    8. Current Un-Assigned Employees Only
  6. Average Hours >=: Allows you to set a limit to see which employees have a weekly average of hours over or equal to the entered amount.

Affordable Care Act Compliance Determination

Purpose:

This report allows you to see employees who have worked a weekly average of hours above a given amount and is designed to allow you to see if you are required to comply with the Affordable Care Act (ACA).  If you click on the (+)’s, the detail will expand to show you the employees who qualify under each category.  Total Part Time Employees FTE is calculated by taking the sum of the weekly average amount for your PTE, who have worked an average of less than the entered hour limit amount, and dividing that sum/total by the entered hour limit amount.  In the screen shot above the entered hour limit amount is 7.

Companies who have more than 100 FTE are subject to ACA.

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  4. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
  5. Average Hours >=: Allows you to set a limit to see which employees have a weekly average of hours over or equal to the entered amount.

Affordable Care Act Financial Exposure

Purpose:

This report allows you to see which employees have worked a weekly average of hours above a given amount and is designed to allow you see which how much each Affordable Care Act (ACA) option would cost your company. 

The report looks to see if any of the employees qualify for the ACA Break In Service rules and if they do, then the report will not show them even if they meet the average hours requirement.  Break In Service rules are as follows: if the employee has not worked for a 13 week period or more, or the employee has not worked for 4 weeks or more, where that 4 week break is greater than the preceding work period (e.g. 3 week assignment followed by a 4 week break). 

On top of the break in service rules, the report also ensures that the employee worked the entire date range/period that you are running the report for.  Therefore, if an employee started working for you in the middle of your date range, they will not show on this report because they did not work the entire period, even if they do not have a break in service since they started working with you and worked an average amount of hours per week over the entered hour amount.  This rule is to keep you in compliance with the ACA regulations.

You have the option to Pay the tax penalties or Play and offer your employees health insurance. This report calculates the average weekly gross amount that an employee earns to determine how much they would contribute to their insurance premiums if you were to decide to offer insurance coverage (Play) to them.  Therefore, this report is just an estimation on what your yearly cost would be, based upon the averages for your employees for the given date range you entered.

This report also has the ability to be grouped by customer so that you can see an estimation for how much of the cost each one of you customers would be responsible for.

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  4. Monthly Ins Cost Per Employee $: Enter in the total monthly insurance premiums per employee that is being paid for insurance coverage regardless of who pays the amounts (Employee or Employer).
  5. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
    3. Customer
    4. Customer – Department
    5. Employee
  6. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
    3. Customer Detail (will make the customer and department columns show up in the report)
    4. Active Employees Only
    5. Inactive Employees Only
    6. Employees Missing an ACA Hire Date Only
    7. Current Assigned Employees Only
    8. Current Un-Assigned Employees Only
  7. Average Hours >=: Allows you to set a limit to see which employees have a weekly average of hours over or equal to the entered amount.
 

 Affordable Care Act Minimum Hours

Purpose:

This report allows you to see employees that have worked over a given amount of hours for a given date range. 

The report looks to see if any of the employees qualify for the ACA Break In Service rules and if they do, then the report will not show them even if they meet the average hours requirement.  Break In Service rules are as follows: if the employee has not worked for a 13 week period or more, or the employee has not worked for 4 weeks or more, where that 4 week break is greater than the preceding work period (e.g. 3 week assignment followed by a 4 week break).

On top of the break in service rules, the report also ensures that the employee worked the entire date range/period that you are running the report for.  Therefore, if an employee started working for you in the middle of your date range, they will not show on this report because they did not work the entire period, even if they do not have a break in service since they started working with you and worked an average amount of hours per week over the entered hour amount.  This rule is to keep you in compliance with the ACA regulations.

Parameters:

  1. Start Date: Starting weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  2. End Date: Ending weekend date of your desired date range based upon the Sunday after the weekend date of the timecard when the weekend date is not already a Sunday date.
  3. Branch: A drop down list of all branches in the user’s current hierarchy.  Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.
  4. Group By: A list of different fields to group the data into on the report.  Has the following options:
    1. (no grouping)
    2. Branch
    3. Customer
    4. Customer – Department
    5. Employee
  5. Show: A drop down determining what/how you want certain items to show up on the report.  Is a multi-value parameter so they can select all options, just one specific option or any combination of different options in the list.
    1. EIN Records Separated
    2. EIN Records Combined (will combine all EIN’s into one to pull hours for employees who work in multiple EIN’s into one EIN according to the common ownership rules)
    3. Customer Detail (will make the customer and department columns show up in the report)
    4. Active Employees Only
    5. Inactive Employees Only
    6. Employees Missing an ACA Hire Date Only
    7. Current Assigned Employees Only
    8. Current Un-Assigned Employees Only
  6. Total Hours >=: Allows you to set a limit to see which employees have more or the same amount of total hours than the entered amount.

 

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