For those that are using the Look-back Method to determine Insurance Eligibility, a new report has been created to make the process much simpler and easier to manage.

There are several differences between the new report and the existing ACA Hour Eligibility Report:

  • Previously the ACA Hour Eligibility Report was used to determine full or part time status for employees whether you are using the monthly or the look-back measurement period methods.  There are several differences between this report and the Hour Eligibility Report that make this report better suited for the look-back method.
  • This report does not depend on the measurement records that are created when employees are initially hired and rehired. It uses the actual pay periods recorded on the checks that have been issued to determine when the employee’s measurement periods start and end.
  • On the ACA Hour Eligibility Report, employees that are determined to be full time could appear in multiple sections, depending on their past status. Offers needed to be made to all employees that appeared in any of these sections. The Look-back Eligibility Report places all full time employees in a single section and shows the status of each employee in the rightmost column.
  • This report can include a section that lists all employees that are currently in a measurement period that ends in the future. This means that it can account for all employees that worked during the prior measurement period. The Hour Eligibility Report only prints employees whose measurement record ends on the report date.
  • This report does not automatically enroll employees in coverage if there is not a decline record on their account. The Hour Eligibility Report is geared towards automatically enrolling employees that have already had an offer of coverage made (normally when they are hired or rehired). With the look-back method, it is assumed that you will present an offer of coverage to the employees that have qualified as full time when their measurement period is over, and enter the results (either an enrollment record or a decline record) after a response has been received.
  • This report automatically determines that an employee is “de facto” terminated if the employee has not worked for the past 91 days.
  • This report can create “offer” records in the employee benefit table to help you keep track of employees that you need to make offers to and their responses.
  • The report includes a section for employees that were hired as full time employees. These employees should receive offers of coverage that start within 90 days of their hire date.

This new report is available in any version of the HR Software at or above version 7.67.379.

The new ACA Look-back Eligibility Report will automatically appear on the ACA menu if you have a category set up to use the Look-back method.  The ACA Hour Eligibility Report option will remain available on the menu in case you would like to be able to run both reports and compare them.

If you are using a monthly measurement period method, you will not use the new report.  Continue using the existing ACA Hour Eligibility Report.

Because the report works differently than the ACA Hour Eligibility Report, the report options will be different:

Lookback Elig. Report Window

The online help file has been updated with information on the program options.  Press [F1] when you have the new report window open to view the instructions.

You can use the Check for Updates option on the Tools menu to download the latest HR program today.

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