Employee ACA Setup

To set up ACA for an employee, navigate to the "Employee" module and click "All Employees".

From this section, you can locate the employee you would like to set their ACA settings.

• Select the yellow [Pencil] button on the desired employee, and select ACA tab.
  

ACA Tab Fields:

1. Company ACA Policy: 
   1. Sets which ACA Policy the employee is using
2. Initial ACA Status:
   1. Used in ACA calculations during the first year of employment
3. ACA Status Override:
   1. If it is not set to "Does Not Apply",  it is always used in ACA calculations
4. ACA Offer Status: 
   1. Defines employee's progress towards an ACA offer.
   2. Note: When changing the Offer Status to “Submitted”,
      the page logic will verify that the corresponding Effective Date falls within the  employee's ACA Admin Period
5. Every field on this tab has a corresponding "Effective Date". Any time a change to any of the fields is made, entering the corresponding "Effective Date" will be required

ACA Overrides:

• You can also input any ACA overrides to adjust the 1095 for the employee as needed.
  • Click the green [+] button located on the bottom left. 
    
    

Here you can set override start/end dates, coverage codes, safe harbor codes, & Employee Required Contributions.

Once complete. Click on the green [Save] button to save your progress.