ACA Employee Details

ACA Reporting

If you are using Enterprise or Beyond to track ACA information, we have a few report options for auditing, reviewing, or pulling out important information. Keep in mind that you can also create your own custom options utilizing a custom ACA Search. Check out Auditing Employee Records with ACA Searches for more information on search options available in your system. 

Looking for a list of all ACA Report options available? Check out ACA Reports Manual

Looking for the full reports manual? Check out Full Reports Manual.

Locating ACA Reports

ACA reports are listed in their own category under all options > reports in Enterprise: 

*Note* Reports in Enterprise require you to have specific security permissions. You will need to have access to the Affordable Care Act reports category in order to see or run any ACA related reports. Check out Enterprise - Security Roles for more information or talk to your admin if you are not seeing the reports you are expecting to. 


ACA Employee Details

Purpose: This report is a great option when you need to review, audit or list out important ACA information for a group of employees. The details listed on this report are found under the Pay Setup section of the employee's record under the Affordable Care Act. Check out Setting ACA Hire Dates for Employees for more information. 

This report displays the ACA details for a list of employees. Allows you to filter for employees with specific ACA Status, Admin Status, Insurance Status, etc. along with being able to filter on different ACA date fields as well. 

Parameters

 Parameter Description
Start DateThis is the starting date the report will use to determine what employees and ACA details are included on this report
  • By default, this option is set to Null which means all ACA cycle data from all years will be included
  • If you are going to set a start date, uncheck the null option and keep in mind the date range is affected by the date filter parameter
End DateThis is the end date the report will use to determine what employees and ACA details are included on this report 
  • By default, this option is set to Null which means all ACA cycle data from all years will be included
  • If you are going to set a start date, uncheck the null option and keep in mind the date range is affected by the date filter parameter
BranchSelect which branches you want to include on this report 
  • Keep in mind that you will only see branches available at your current hierarchy level so we recommend running this report at System, Subsystem, or Entity level to ensure the report pulls all applicable information.
Date FilterIf you are entering a start or end date for this report, select how the start and/or end date will effect the data in this report.
  • Hire date refers to the ACA hire date saved on the employee's record. Check out Setting ACA Hire Dates for Employees for more information. 
  • Date Offered, Effective Insurance Date, Date Declined, and Insurance Due Date are all dates related to the insurance status (offered, accepted, declined, etc.) located on the employee's record
  • Last Eval Date refers to the last date the employee was evaluated in the system for break in service or ACA cycle 
  • Admin Period Start Date: the first date of the administrative period of their ACA cycle
Group ByThe group by option determines how the employee data will be grouped on the report. 
  • Select the "No Grouping" option to display all employees in a single list without any sub-groupings or sub totaling 
  • Select one of the other options avalable in the drop down to group employees by their status/option/ACA information, etc. 
ACA StatusSelect which ACA status(es) you want to include in this report. 
  • This is the full-time, part-time, variable, or seasonal option that is selected when setting the ACA hire date for the employee. 
  • By default, the report will show all ACA statuses. Use the drop to deselect the statuses you do not want to see on the report
Insurance Offering Response StatusSelect which Insurance Offering Response Status(es) you want to include on this report
  • This is the offered, accepted, declined, etc. status options that are available on the employee's record to keep track of insurance responses
  • By default the report will show all insurance statuses. Use the drop down to limit the report to just the insurance responses you are looking for
Admin StatusSelect which Admin Status(es) you want to include on this report. 
  • Admin statuses include the measurement, admin, and stability periods as well as any break in service. This is how our system is keeping track of where in the ACA cycle the employee currently is
  • By default the report will show all admin statuses. Use the drop down to limit the report to just the admin statuses you are looking to include
Declined ReasonSelected which reasons for declining insurance should be included on this report. 
  • When you select the Insurance Offering Response of declined, you can also set the general reason why the employee declined the insurance for reporting purposes on the employee record
  • By default, the report will include all declined statuses. Use the drop down to limit the report to employees with specific declined reasons selects
FTE StatusSelect which Full Time Equivalent (FTE) statuses you want to have included on this report.
  • By default, all status options will be included in the report. Use the drop down to limit the options selected
  • FTE is determined by your ACA administration settings. Check out ACA Admin: Setting Up ACA Look Back Method for more information. 
Employee FilterIf you are looking to review one employee's ACA cycle history, you can use this optional filter to limit by employee's name. Remember to type last name, first name
Customer FilterIf you are looking to pull ACA cycle information based on the customer the employee was working for, you can limit by customer name.
Average Hours MinThis parameter allows you to limit the report based on average hours the employee worked. 
  • Setting a minimum here would change the report to only display employees who worked on average at least X number of hours.
  • By default this is set to 0 to include all employees
Average Hours MaxThis parameter allows you to limit the report based on average hours the employee worked.
  • Setting a max here would change the report to only display employees who worked on average less than or equal to the max  hours entered.
ShowThe show filter options allow you to limit the employees shown on the report based on different criteria.
  • By default Show is set to All Employees so that all employees are displayed on the report. 
  • Employees Missing Cycles Only: will only show employees that should have ACA cycles but are missing data. 
  • Active vs. Inactive Employees Only: Active employees include any employee in an active status. Inactive employees are typically those that no longer work with you and their records have been archived or deactivated in your system. 
  • Employees Missing an ACA Hire Date Only: This is a great option when you are trying to audit your system for anyone who might be missing their ACA hire date that is entered on the employee's record at time of hire. 
  • Current Assigned or Unassigned Employees Only: Choose if you want to see only employees that have a current assignment or employees that are not currently working on an active assignment. 


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