Initializing ACA Monthly Coverage Offer Dates
Use the HR ACA Coverage Offer Init form to initialize monthly coverage offer dates data for resources into the ACA History tab of the HR Resources form.
This automates data entry of ACA information. This information is then used to populate data required in the Payroll module for Affordable Care Act compliance.
Before starting this procedure, ACA Look Back groups must already have been created. For more information, see HR ACA Look Back Group.
- In HR Resources, press F4 in the Resource # field to select form a list of existing resources. If the resource you want does not yet exist, you must create it first.
- Select Initialize
HR ACA Coverage Offer from the Tasks pull-down list.The HR ACA Coverage Offer Init form displays.
- In the Offer Date field, enter the offer date (in MM/DD/YYYY format). For information about how the system handles an Offer Date that matches the Activity Date of an existing coverage offer sequence, see Offer Date.
- In the Offer Expire Date field, enter the offer expiration date (in MM/DD/YYYY format).
- From the Offer Code drop-down, select the IRS offer code.
- If you want to overwrite
existing data in the ACA History tab for the selected resource, select the
Overwrite Existing Data check box. For information about how
the system handles this during initialization, see the Overwrite Existing Data F1 help. If you want to
restrict initialization to resources within a specific look back group, enter
the look-back group in the Look Back Group field. Press
F4 for a list of look-back groups.
To restrict initialization to resources with a specific employment status, select the IRS employment status from the ACA Employment Status drop-down. Options are:
- F – Full Time
- P – Part Time
- V – Variable
- S – Seasonal
- Click Initialize.
The initialization process creates the appropriate coverage offers (1094-C and 1095-C data) to the ACA History tab (in HR Resources) for all specified resources. Resources with a termination date (Term Date field, Payroll Info tab) are excluded from initialization.
Once initialization is complete, you can edit the records as needed in the ACA History tab.