The Employee Data page allows you to view your employees before moving to the next page. An employee highlighted in red indicates that the record is incomplete. Incomplete records may need one of the following corrections:
•Add the First Name, Last Name, Address (Address Line 1, City, State, and Postal Code), and Social Security Number to an employee and rerun the ACA Reporting option.
•For self-insured employers, each employee must have at least one Covered Individual with a First Name, Last Name, SSN or Birth Date, and at least one Month of Coverage selected.
•Exclude the Employee. Selecting this option excludes the employee from the ACA reports and allows you to move forward with the ACA Reporting process. Even though selecting the Exclude check box allows you to move forward, you will still need to make corrections to the employee and rerun the ACA Reporting option to have the employee included on the ACA reports.
Employees Grid
Employees with payroll processed in the calendar year selected display on the Employees Grid. The required fields for an employee include: First Name, Last Name, a valid Address (Address Line 1, City, State, and Postal Code), and a Social Security Number.
Employee information that is not complete needs to be corrected in the Financials or v.5. You can then rerun the ACA Reporting option to update the employee information that displays on the Employees grid. Below are the grid columns:
•Exclude - Checking this option excludes the employee from the ACA Reporting. Even though selecting the Exclude check box allows you to move forward, you will still need to make corrections to the employee and rerun the ACA Reporting option to have the employee included on the ACA reports.
•SSN - Displays the Social Security Number for the employee.
•First Name - Displays the First Name of the employee.
•M.I. - Displays the Middle Initial of the employee.
•Last Name - Displays the Last Name of the employee.
•Address - Displays a check mark if the employee has a valid address (Address Line 1, City, State, and Postal Code). Hover over the check mark to view the address.
•Hire Date - Displays the date that the employee was hired.
•Work Status - Displays the work status assigned to the employee.
•Status - Displays the status of the employee.
•Cov. Inds. - Displays the number of Covered Individuals assigned to the employee. If you are using Financials (without Arena), you are able to add Covered Individuals and this number will automatically be updated. (The Cov. Inds. column only displays for self-insured employers.)
Employee Offer and Coverage Grid
This grid only displays if you selected that you are a member of ALE group on the Company Information page. Enter the Offer of Coverage, Employee Share, and Safe Harbor information for the corresponding month(s) where it applies or for the All 12 Months. (At least one month has to be entered in order to proceed with the ACA Processing.)
Click the Edit 
icon to activate a row for editing. After a row has been activated, you can make changes on that row. Click the Save 
icon to save your changes for that row, or click the Cancel 
icon to cancel your changes.
Month
There is one row for each month and a row for All 12 Months. If an employees Offer and Coverage is the same for every month, enter it once in the All 12 Months row.
Offer of Coverage
•1A - Qualifying Offer: Minimum essential coverage providing minimum value offered to full-time employee with employee contribution for self-only coverage equal to or less than 9.5% mainland single federal poverty line and at least minimum essential coverage offered to spouse and dependent(s).
•1B - Minimum essential coverage providing minimum value offered to employee only.
•1C - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) (not spouse).
•1D - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to spouse (not dependent(s)).
•1E - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) and spouse.
•1F - Minimum essential coverage NOT providing minimum value offered to employee, or employee and spouse or dependent(s), or employee, spouse and dependents.
•1G - Offer of coverage to employee who was not a full-time employee for any month of the calendar year and who enrolled in self-insured coverage for one or more months of the calendar year.
•1H - No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage).
•1I - Qualifying Offer Transition Relief 2015: Employee (and spouse or dependents) received no offer of coverage, received an offer that is not a qualifying offer, or received a qualifying offer for less than 12 months.
Employee Share
Enter the dollar amount for the lowest cost monthly premium that the employee was responsible for paying.
Safe Harbor
•2A - Employee not employed during the month
•2B - Employee not a full-time employee
•2C - Employee enrolled in coverage offered
•2D - Employee in a section 4980H(b) Limited Non-Assessment Period
•2E - Multiemployer interim rule relief
•2F - Section 4980H affordability Form W-2 safe harbor
•2G - Section 4980H affordability federal poverty line safe harbor
•2H - Section 4980H affordability rate of pay safe harbor
•2I - Non-calendar year transition relief applies to this employee
Covered Individuals Grid
This grid only displays if you selected the option that you are self insured from the Company Information page. All Covered Individuals must contain a First Name, Last Name, either a SSN or Birth Date, and at least one Month of Coverage checked. If they do not, the employee record is not complete and will be highlighted in red.
If you are using v.5 or Financials with Arena, the family members related to the employee automatically display in the Covered Individuals grid. Covered individual information that is incomplete should be corrected in v.5 or Financials and then rerun the ACA Reporting option to update the covered individual information.
If you are using Financials without Arena, then the Covered Individuals can be entered and modified manually on the grid.
•Exclude - Checking this option excludes the Covered Individual from the ACA Reporting. The Exclude column only displays if you are a v.5 or Financials with Arena customer. If you are a Financials customer that does not have Arena, an Add 
icon appears so that you can add your covered individuals.
•First Name - Displays the First Name of the Covered Individual.
•M.I. - Displays the Middle Initial of the Covered Individual.
•Last Name - Displays the Last Name of the Covered Individual.
•SSN - Displays the Social Security Number for the Covered Individual.
•Birth Date - Displays the Birth Date of the Covered Individual.
•Months of Coverage - Check the boxes for the months where health care was provided for the Covered Individual, or select the All box if health care was provided for every month of the year.
The Refresh 
icon is an indicator that will rotate when the information on the grid is being refreshed.
NOTE: The ACA Reporting site times out after 20 minutes of inactivity. Information that was entered when the time out occurs is saved.
Click the 
button to proceed to the next page in the process of ACA Reporting.
Compiled 1/3/2017 8:04 AM