ACA Data Summary Report

ACA Data Summary Report

Purpose

This document outlines the process of how to view the ACA Data Summary report within the Green Leaf Elevated System.

Please note that this information will be entirely dependent on the ACA information of your company.

How to View the ACA Data Summary

Log into your Elevated account and navigate from your menu to the Team Tab > HR > ACA > ACA Data Summary.

This report will show you an at-a-glance view of your ACA data broken down by month, and summarized in separate columns. The dates for the report can be changed by selecting the blue box in the upper right hand corner.

Notes
Please Note: Any number on the report can be clicked for a more detailed breakdown as to how the system is pulling the information.


Column Headers 

  1. Month - Shows the month of the data row.
  2. Year - Shows the year of the data row.
  3. Hours - Shows the amount of hours worked in the month.
  4. ACA Status FT - Shows how many full time employees there were in the month.
  5. ACA Status PT - Shows how many part time employees there were in the month.
  6. Affordable Plan Offered - Shows the number of affordable plans offered in the month.
  7. Minimum Value Plan Offered - Shows the number of minimum value plans offered in the month, which may be the same as the number of affordable plans.
  8. Compliance Alert - Shows how many ACA compliance alerts there were in the given month. 
  9. Approaching ACA FT - Shows how many employees in the month were approaching full time ACA status.
  10. Possible Downgrade - Shows how many employees in the month were approaching the threshold to downgrade to part time ACA status.
  11. Employees Tested Next Month - Shows the amount of employees that are tested for ACA status in the following month.

Notes
Please Note: Based on company ACA plan years, the number of employees in the Employees Test Next Month column may be higher in certain months due to the system looking at plan month start dates.

Info
The column headers listed above are the standard columns set in the system by default. More columns can be added in by using the Add/Remove Columns feature.



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