ACA records

ACA records are used to track the employment status (full-time or part-time) of employees with regard to the Affordable Care Act. In the ACA process, ActivityHD determines which part-time employees need to be reclassified as full-time and therefore must be offered health care coverage. The settings for this analysis and the results are stored in ACA records. ACA records also track the notifications sent and received pertaining to the analysis results including offers of health coverage and acceptance or declination thereof.

The Create ACA Records process should be run once each month for new hires using the appropriate initial calendar period. For the month when the standard measurement period finishes, Create ACA Records must be run twice: once for on-going employees using the standard calendar period and once for new hires using the appropriate initial calendar period.

Create ACA Records uses the most recent ACA category assigned to an employee in performing its analysis. Furthermore, the process limits by check line work date to determine the total number of ACA hours for an employee during a measurement period.

For an initial measurement period, an employee is included in the process if one of the following is true:

The effective date of the employee's current full-time designation record falls in the range of full-time dates specified for the new hire period.
The effective date of the employee's part-time/seasonal designation record falls in the range of variable-time dates specified for the new hire period.

During a standard measurement period, an employee is included in the process if the effective date of the designation record created when the employee was last hired is less than the measurement period begin date.

Create an ACA designation record

Whenever an employee is hired, changes status from part-time to full-time or full-time to part-time, or is terminated, you should create an ACA designation record. This helps ensure that ActivityHD handles changes in coverage offers and safe harbor codes accurately when 1095-Cs are generated.

Create an ACA designation record

In the Navigation pane, highlight the Payroll/Human Resources > Employees > Records > ACA folder.
Click . The New ACA Record window opens.
Select the employee code of the Employee for whom you are setting up the ACA designation record.
Enter a Description of the ACA record.
From the Designation drop-down list, select the employee's designated employment status for the purpose of ACA analysis. Your options are:
- Full Time. The employee will average 30 or more hours per week (weekly basis) or 130 or more hours per month (monthly basis).
- Part Time. The employee will average fewer than 30 hours per week (weekly basis) or fewer than 130 hours per month (monthly basis).
- Seasonal. The employee will work on a seasonal basis.
In the Effective Date field, enter the date that the designated employment status takes effect. For a new hire the effective date is the first day of employment; for a change in status, it's the first day the new status takes effect; for a termination, it's the last day of employment.
From the Type drop-down list, select "Designation".
Select the Category the ACA record belongs to.
Save the new ACA designation record.

Create ACA result records

Employee designation records are used to determine whether a result record needs to be created for an employee for a selected measurement period. The designation record used in this determination is the most recent designation record with an effective date less than the measurement period's stability period begin date.

To create result records:

Create ACA result records

In the Navigation pane, highlight the Payroll/Human Resources > Employees folder.
Start the Create ACA Records wizard.
- To create ACA records for all or a filtered subset of employees:
  1. Right-click and select ACA Processing > Select and Create ACA Records from the shortcut menu.
  2. On the Selection tab, define any filters to apply to the data.
- To create ACA records for specifically selected employees:
  1. In the HD view, select the employees to create ACA records for. You can use Ctrl and/or Shift selection to select multiple employees.
  2. Click .
- To create an ACA record for a particular employee from the Employee window:
  1. In the HD view, locate and double-click the employee you want to create an ACA record for. The Employee window opens with the employee record loaded.
  2. Click .
Select the Options tab.
Select the ACA Calendar Period to base the ACA records on. Values from the calendar are loaded into the fields in this window.
To create notification notes for the ACA records you create, mark the Create Notify Notes checkbox.
In the Date field, enter the date for the notification notes. The default date is the administration period begin date.
In the Recall Date field, enter the date to follow up on the notification notes. The default date is ten days after the note date.
Click Next >>. ActivityHD prompts you to confirm that you want to validate the employees for ACA record creation.
Click Yes. ActivityHD reports its results.
Click Next >>. ActivityHD prompts you whether to create the ACA records.
Click Yes. ActivityHD processes the records and notifies you when the process completes.
Click Next >>. ActivityHD shows the records you created.
At this point, you can double-click the ACA records in the right pane to drill down to the ACA Record window where you can examine the ACA record, delete an ACA record from the list, or print the ACA Records Listing.
When you finish viewing or working with the ACA records, click Finish.

Manually create an ACA result record

In the Navigation pane, highlight the Payroll/Human Resources > Employees > Records > ACA folder.
Click . The New ACA Record window opens.
Select the employee code of the Employee for whom you are setting up the ACA result record.
Enter a Description of the ACA record.
From the Designation drop-down list, select the employee's designated employment status for the purpose of ACA analysis. Your options are:
- Full Time. The employee will average 30 or more hours per week (weekly basis) or 130 or more hours per month (monthly basis).
- Part Time. The employee will average fewer than 30 hours per week (weekly basis) or fewer than 130 hours per month (monthly basis).
- Seasonal. The employee will work on a seasonal basis.
In the Effective Date field, enter the date that the designated employment status takes effect. For a new hire the effective date is the first day of employment; for a change in status, it's the first day the new status takes effect; for a termination, it's the last day of employment.
From the Type drop-down list, select "Result".
Select the Category the ACA record belongs to.
In the Measurement Period section from the Type drop-down list, select the type of measurement period. Valid values are:
- <blank>. The analysis has never been run for this employee.
- Initial. This is the first time the employee's eligibility for health care has been assessed.
- Standard. This is an analysis other than the initial analysis of the employee's eligibility for health care coverage.
From the Basis drop-down list, select the type of period the analysis is based on. Valid values are:
- Weekly. The employee's average weekly hours are compared to a 30-hour work week.
- Monthly. The employee's average monthly hours are compared to a 130-hour work month.
Enter the Begin and End dates of the analysis period.
The values of the fields in the Employee Offer and Coverage section typically come from the category detail line(s) in effect for the ACA record's effective date and stability period when the Proof/Print 1095-Cs and Create 1095-C Transmission processes are run. Unless you need to override the values from the category detail line(s), continue on to step 13. Otherwise, expand these instructions to learn how to override the default values:
1. To override the offer code, mark the checkbox adjacent to the Offer Code field and select the appropriate offer code from the drop-down list. Valid codes are:
  - <blank>. If you select this option, the blank will be replaced with 1H when 1095-Cs are generated.
  - 1A. The employee received a qualifying offer.
  - 1B. Minimum essential coverage providing minimum value was offered to the employee only.
  - 1C. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was offered to the employee's dependent(s), excluding spouse.
  - 1D. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was offered to the employee's spouse.
  - 1E. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was offered to the employee's dependent(s) and spouse.
  - 1F. Minimum essential coverage not providing minimum value was offered to the employee, to the employee and spouse or dependent(s), or to the employee, spouse, and dependent(s).
  - 1G. Coverage was offered to a non-full-time employee who enrolled in self-insured coverage.
  - 1H. Coverage was not offered, or coverage that did not provide minimum essential coverage was offered. This code includes individuals who are employed for one or more months.
  - 1I. Reserved (not used for 2016 reporting).
  - 1J. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was CONDITIONALLY offered to the employee's spouse.
  - 1K. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was offered to the employee's dependent(s) and CONDITIONALLY offered to the employee's spouse.
  The following offer codes were added in tax year 2020 and thereafter.
  - 1L. Individual coverage HRA Health Reimbursement Arrangement offered to employee only with affordability determined by using the ZIP code of the employee's primary residence.
  - 1M. Individual coverage HRA Health Reimbursement Arrangement offered to employee and dependent(s) (not spouse) with affordability determined by using the ZIP code of the employee's primary residence.
  - 1N. Individual coverage HRA Health Reimbursement Arrangement offered to employee, spouse, and dependent(s) with affordability determined by using the ZIP code of the employee's primary residence.
  - 1O. Individual coverage HRA Health Reimbursement Arrangement offered to employee only with affordability determined by using the ZIP code of the employee's primary employment site.
  - 1P. Individual coverage HRA Health Reimbursement Arrangement offered to employee and dependent(s) (not spouse) with affordability determined by using the ZIP code of the employee's primary employment site.
  - 1Q. Individual coverage HRA Health Reimbursement Arrangement offered to employee, spouse, and dependent(s) with affordability determined by using the ZIP code of the employee's primary employment site.
  - 1R. Individual coverage HRA Health Reimbursement Arrangement that is NOT affordable offered to employee; employee and spouse, or dependent(s); or employee, spouse, and dependent(s).
  - 1S. Individual coverage HRA Health Reimbursement Arrangement offered to an individual who was not a full-time employee.
  - 1T. Individual coverage HRA Health Reimbursement Arrangement offered to employee and spouse (no dependents) with affordability determined using employee's private residence ZIP code.
  - 1U. Individual coverage HRA Health Reimbursement Arrangement offered to employee and spouse (no dependents) using employee's primary employment site ZIP code affordability safe harbor.
  - 1V - 1Z. Reserved for future use.
2. To override the amount of the employee required contribution, mark the checkbox adjacent to the Employee Cost field and enter the correct amount.
3. To override the safe harbor code, mark the checkbox adjacent to the Safe Harbor Code field and select the appropriate safe harbor code from the drop-down list. Valid codes are:
  - <blank>. No safe harbor code applies.
  - 2A. Employee was not employed on any day during the month.
  - 2B. Employee was not a full-time employee.
  - 2C. Employee enrolled in coverage offered.
  - 2D. Employee was in a limited non-assessment period.
  - 2E. The multiemployer interim relief rule was applied.
  - 2F. Employer is claiming the Form W-2 safe harbor.
  - 2G. Employer is claiming the federal poverty line safe harbor.
  - 2H. Employer is claiming the rate of pay safe harbor.
  - 2I. Reserved for future use.
4. To override the plan start month, mark the checkbox next to the Plan Start Month field and enter the month number in the field.
Save the new ACA results record.

Track ACA notifications

Void an ACA record

ACA Records Listing

Purpose

The ACA Records Listing provides a list of ACA records created in Payroll.

Content

For each ACA record included on the report, the listing shows:

employee code and name
effective date of ACA record
record number
record type
employee designation (PT/FT)
ACA category
dates of stability period
ACA full-time indicator
record locked indicator
voided record indicator.

In addition, you can include one or more of the following:

offer and coverage (including offer code, employee lowest cost, safe harbor code, plan start month)
description
measurement and notifications
timestamps
memos
custom fields.

The following totals appear on the report:

record count
employee count.

Print the report

In the Navigation pane, highlight the Payroll/Human Resources > Employees > Records > ACA folder.
Start the report set-up wizard.
- To report on all or a filtered subset of ACA records:
  1. Right-click the ACA folder and select Select and Report > ACA Records Listing from the shortcut menu.
  2. On the Selection tab, define any filters to apply to the data.
- To report on specifically selected ACA records:
  1. In the HD view, select the ACA records to include on the report. You can use Ctrl and/or Shift selection to select multiple ACA records.
  2. Click and select ACA Records Listing from the drop-down menu.
- To report on a particular ACA record from the ACA Record window:
  1. In the HD view, locate and double-click the ACA record to report on. The ACA Record window opens with the ACA record loaded.
  2. Click and select ACA Records Listing from the drop-down menu.
Select the Options tab.
Mark the checkbox(es) for the additional information to include:
- Offer and Coverage
- Description
- Measurement and Notifications
- Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
- Timestamps
- Memos
- Custom Fields (only visible if custom fields are set up)
Select the Output tab.
In the Design field, look up and select the report design to use.

In the toolbar, click the icon for the type of output you want:

- Provides access to two preview options.
- Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
- Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
- Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
- Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

ACA records
Employees
ACA categories

ACA Record ID

Employee

The code for the employee to whom the ACA record refers. If you are setting up a new ACA record, select the employee code.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

Description

A description of the ACA record.

Designation

The employee's designated employment status. If you are setting up an ACA record for a new employee or for an employee whose employment status has changed (from part time to full time or full time to part time), select the designated status from the drop-down list. Your options are:

Full Time. The employee will average 30 or more hours per week (weekly basis) or 130 or more hours per month (monthly basis).
Part Time. The employee will average fewer than 30 hours per week (weekly basis) or fewer than 130 hours per month (monthly basis).
Seasonal. The employee will work on a seasonal basis.

Effective Date

On new ACA records, enter the date the employee designation of "Full Time", "Part Time", or "Seasonal" takes effect.

On processed ACA records, this field displays the first day of the stability period that results from the analysis described in this ACA record.

Record #

Displays the system-assigned record number.

Type

From the drop-down list, select the type of ACA record you are creating. Your options are:

Designation
Result

ACA Record tab

Measurement Period

Type

The type of measurement period. Valid values are:

<blank>. The analysis has never been run for this employee.
Initial. This is the first time the employee's eligibility for health care coverage has been assessed.
Standard. This is an analysis other than the initial analysis of the employee's eligibility for health care coverage.

Basis

The type of period the analysis is based on. The basis is specified when the ACA Process is run. Valid values are:

Weekly. The employee's average weekly hours are compared to a 30-hour work week.
Monthly. The employee's average monthly hours are compared to a 130-hour work month.

Begin

The date the analysis period begins. This date is specified when the ACA Process is run.

End

The date the analysis period ends. This date is specified when the ACA Process is run.

Employee Offer and Coverage

Note

The values for the fields in this section come from the category detail line(s) in effect for the ACA record's effective date and stability period. By default, these fields are blank and the Proof/Print 1095-Cs and Create 1095-C Transmission processes look up the values from the ACA category detail. If the checkboxes are marked and values are specified, those values will override any category detail values in effect for the record's stability period.

Offer Code

If the adjacent checkbox is unmarked, this field defaults to blank. The offer code will be looked up from the ACA category detail line(s) in effect for the ACA record's effective date and stability period. If you need to override the value from ACA category detail, mark the adjacent checkbox and select the appropriate offer code from the drop-down list. Valid codes are:

<blank>. If you select this option, the blank will be replaced with 1H when 1095-Cs are generated.
1A. The employee received a qualifying offer.
1B. Minimum essential coverage providing minimum value was offered to the employee only.
1C. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was offered to the employee's dependent(s), excluding spouse.
1D. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was offered to the employee's spouse.
1E. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was offered to the employee's dependent(s) and spouse.
1F. Minimum essential coverage not providing minimum value was offered to the employee, to the employee and spouse or dependent(s), or to the employee, spouse, and dependent(s).
1G. Coverage was offered to a non-full-time employee who enrolled in self-insured coverage.
1H. Coverage was not offered, or coverage that did not provide minimum essential coverage was offered. This code includes individuals who are employed for one or more months.
1I. Reserved (not used for 2016 reporting).
1J. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was CONDITIONALLY offered to the employee's spouse.
1K. Minimum essential coverage providing minimum value was offered to the employee and at least minimum essential coverage was offered to the employee's dependent(s) and CONDITIONALLY offered to the employee's spouse.

The following offer codes were added in tax year 2020 and thereafter.

1L. Individual coverage HRA Health Reimbursement Arrangement offered to employee only with affordability determined by using the ZIP code of the employee's primary residence.
1M. Individual coverage HRA Health Reimbursement Arrangement offered to employee and dependent(s) (not spouse) with affordability determined by using the ZIP code of the employee's primary residence.
1N. Individual coverage HRA Health Reimbursement Arrangement offered to employee, spouse, and dependent(s) with affordability determined by using the ZIP code of the employee's primary residence.
1O. Individual coverage HRA Health Reimbursement Arrangement offered to employee only with affordability determined by using the ZIP code of the employee's primary employment site.
1P. Individual coverage HRA Health Reimbursement Arrangement offered to employee and dependent(s) (not spouse) with affordability determined by using the ZIP code of the employee's primary employment site.
1Q. Individual coverage HRA Health Reimbursement Arrangement offered to employee, spouse, and dependent(s) with affordability determined by using the ZIP code of the employee's primary employment site.
1R. Individual coverage HRA Health Reimbursement Arrangement that is NOT affordable offered to employee; employee and spouse, or dependent(s); or employee, spouse, and dependent(s).
1S. Individual coverage HRA Health Reimbursement Arrangement offered to an individual who was not a full-time employee.
1T. Individual coverage HRA Health Reimbursement Arrangement offered to employee and spouse (no dependents) with affordability determined using employee's private residence ZIP code.
1U. Individual coverage HRA Health Reimbursement Arrangement offered to employee and spouse (no dependents) using employee's primary employment site ZIP code affordability safe harbor.
1V - 1Z. Reserved for future use.

Employee Cost

If the adjacent checkbox is unmarked, this field defaults to blank. The employee required contribution for self-only minimum essential coverage providing minimum value will be looked up from the ACA category detail line(s) in effect for the ACA record's effective date and stability period. If you need to override the value from ACA category detail, mark the adjacent checkbox and enter the appropriate amount. The amount is used on Form 1095-C only when the corresponding offer code is 1B, 1C, 1D, 1E, 1J, 1K, 1L, 1M, 1N, 1O, 1P, 1Q, 1T, or 1U.

Note

To have the employee required contribution on the 1095-C form remain blank, leave this field blank. If you want 0.00 to print on the form, enter 0. If you enter 1A for the offer code, this field MUST be blank.

Safe Harbor Code

If the adjacent checkbox is unmarked, this field defaults to blank. The safe harbor code will be looked up from the ACA category detail line(s) in effect for the ACA record's effective date and stability period. If you need to override the safe harbor code, mark the adjacent checkbox and select the appropriate code from the drop-down list. Valid codes are:

<blank>. No safe harbor code applies.
2A. Employee was not employed on any day during the month.
2B. Employee was not a full-time employee.
2C. Employee enrolled in coverage offered.
2D. Employee was in a limited non-assessment period.
2E. The multiemployer interim relief rule was applied.
2F. Employer is claiming the Form W-2 safe harbor.
2G. Employer is claiming the federal poverty line safe harbor.
2H. Employer is claiming the rate of pay safe harbor.
2I. Reserved for future use.

Plan Start Month

If the adjacent checkbox is unmarked, this field defaults to blank. The plan start month will be looked up from the ACA category detail line(s) in effect for the ACA record's effective date and stability period. If you need to override the plan start month, mark the adjacent checkbox and enter the appropriate month number. A value is required for any ACA record that is effective as of the 2020 tax year or later.

Analysis Results

ACA Full-Time

If analysis has been performed and this checkbox is marked, the employee should be treated as a full-time employee for the purposes of ACA through the end of the indicated stability period. If analysis has been performed and this checkbox is clear, the employee is deemed part-time or seasonal.

Measurements

Periods

Depending on the measurement basis, the number of weeks or months in the analysis period.

Hours

The number of hours the employee worked during the analysis period.

Note

If there is a discrepancy in the calculated total hours worked and actual hours worked and you need to override the total, press Ctrl+Alt+U or select > Tools > Unlock Hours to enable the field for editing.

Average

The average number of hours the employee worked per week (weekly basis) or per month (monthly basis).

Stability Period

The stability period is the length of time for which the analysis results are in effect. For example, if an employee designated as part-time is deemed full-time based on average hours worked during the measurement period, this is the period during which health care coverage is in effect for the employee (if coverage is accepted). If a part-time employee is deemed part-time, this is the period during which no coverage is required regardless of average hours worked during the stability period.

These fields are system-maintained.

Begin

The first day of the stability period.

End

The last day of the stability period.

Notifications

Notify

When the employee has been offered health care coverage or notified that coverage will expire, select the appropriate notification note. The note should have a note type of "ACANotifyOffer" or "ACANotifyExpire" and a reference to the ACA record.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

Notified

When the employee has been notified of a change in their ACA eligibility status, select the appropriate notification note. The note should have a note type of "ACANotified" and a reference to the ACA record.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

Response

When the employee has selected coverage, declined coverage, or acknowledged the expiration of coverage, select the appropriate notification note. The note should have a note type of "ACASelected", "ACADeclined", or "ACAExpireAcknowledged" and a reference to the ACA record.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Notes tab

Note

Notes created from the Notes tab automatically have the current ACA record and the associated employee added as references.

The Notes pane shows the Notes HD view filtered to show all notes for the selected ACA record.

Double-click a row in the pane to drill down to its record in the Note window.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Change Logs tab

This tab is visible if the user has "Change Logs" access to the associated data folder resource.

The Change Logs pane shows the Change Logs HD view filtered to show all change logs for the selected entity record.

Double-click a row in the pane to drill down to its record in the Change Log window.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.

Developer tab

This tab is visible only when developer features are enabled.

Automation subtab

This subtab shows field names and values for the current data record. Use the information in the subtab to assist when creating automation objects such as bots and import files. The field names and field values can be copied from the text box and pasted directly into your code or application. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Export (XML | JSON) subtab

This subtab shows the XML syntax for exporting the selected data record. The syntax can be copied from the text box as an exemplar for creating your own automation objects for bots, import files, ActivWebAPI, etc. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Import (XML | JSON) subtab

This subtab allows you to select a file for import and shows the XML syntax for importing data records. Use the subtab to explore the XML syntax for importing data records. In particular, you can investigate the syntax which results when using Data.Import and ActivWebAPI data POST and DELETE routes.

Change Log (XML | JSON) subtab

This subtab is visible only when the Enable Change Logs option is marked in System Options or Company Options (depending on whether the feature applies at the system or the company level). This is the default setting when developer features are enabled.

This subtab allows you to investigate changes to the current data record. The syntax can be copied for use in bots, dashboards, ActivWebAPI, and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Select Statement (SQL) subtab

This subtab allows you to investigate the SQL select statement used to retrieve the current data record. The syntax can be copied as an exemplar for data sources and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Extras\Payroll\Import Employee ACA Records.xls

Common accesses available on ACA records

Access	A user with this access can...
Change	Use the mass change action on ACA records.
Change Logs
Custom Fields	Create and edit custom fields for ACA records.
Data	Have read-only access to ACA records from anywhere in the software (e.g., field validations, filters, date expressions).
Delete	Delete ACA records.
Edit	Edit ACA records.
Export	Export ACA records from ActivityHD.
Import	Import ACA records into ActivityHD.
New	Create new ACA records.
Read	Have read-only access to ACA records.
Report	Run reports with ACA record information.
Report Designs	Create and edit report designs with ACA record information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers	Create and edit saved answers related to ACA records.
Shared Filters	Create and edit shared filters on ACA records.
Visible	View the ACA Records folder in the Navigation pane.

Special accesses available on ACA records

Access	A user with this access can...
Create	Create ACA records.
Lock	Lock/unlock ACA records.

The following built-in filters are available for ACA records:

Filter Name	Effect
Current Employees	Lists ACA records for current employees.
Terminated Employees	Lists ACA records for terminated employees.

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ACA records

Create an ACA designation record

Create ACA result records

Manually create an ACA result record

Void an ACA record

ACA Records Listing

Purpose

Content

Print the report

Data extensions

ACA Record ID

ACA Record tab

Custom tab

Fields subtab

References subtab

Exchange Folder subtab

File subtab

Internet Address subtab

Network Folder subtab

Notes tab

Attachments tab

Change Logs tab

Other tab

Developer tab

Automation subtab

Export (XML | JSON) subtab

Import (XML | JSON) subtab

Change Log (XML | JSON) subtab

Select Statement (SQL) subtab

ACA records security

Common accesses available on ACA records

Special accesses available on ACA records

ACA record filters