ACA calendars

ACA calendars provide the calendar period definitions which ActivityHD uses to produce ACA records for your full-time and variable hours employees. ACA records determine the boundaries around an employee's health care coverage offers including employment milestones like hire dates, change of employment status dates, and termination dates, as well as measurement results and offer tracking. While most companies will only need to define one ACA calendar, multiple calendars can be set up to accommodate companies with varying measurement cycles.

Before you set up an ACA calendar for the first time, you should consider the business rules which govern your health care coverage. Consider the following questions:

When does the insurance plan year begin and end? The plan year dates correspond to the standard stability period dates.
When does your annual open enrollment period begin? The open enrollment period typically corresponds to the standard administration period.
How long (in months) will you measure new variable hours employees' work hours before determining their eligibility for health care coverage?
When does the measurement of a new variable hours employee's work hours begin? On the date of hire? After an initial waiting period?

The following rules apply to setting up calendar periods:

A measurement period A span of 3 to 12 months during which an employee's hours of service are counted to determine whether the employee should be treated as full-time or part-time with respect to health care coverage. can span from 3 to 12 months.
A stability period A span of 6 to 12 months during which an employee is treated as full-time or not full-time for the purposes of determining eligibility for health plan coverage. A standard stability period parallels the insurance plan year. An initial stability period follows an initial measurement period plus its ensuing administration period. can span from 6 to 12 months and must be at least as long as the measurement period.
Measurement periods may start on any day of the month, but a measurement period must consist of whole months.

Example

Suppose your measurement period is 12 months long and begins on 10/16/2015. The end date of the measurement period would be 10/15/2016.
Stability periods must start on the first day of the month and consist of whole months.

Example

Suppose your stability period is 12 months long and begins on 1/1/2016. The end date of the stability period would be 12/31/2016.
The length of the variable time hiring period plus the length of the administration period A period of 90 days or fewer allotted for an employer to process insurance plan enrollments. must be less than or equal to 90 days.

Create an ACA calendar

Note

The procedure that follows does not progress from left to right as is typical, but instead starts with the stability period and works backward and forward from there.

Create an ACA calendar

In the Navigation pane, highlight the Payroll/Human Resources > Setup > ACA > Calendars folder.
Click . The New ACA Calendar window opens.
A standard calendar is used to process ACA records for on-going employees. To set up standard calendar periods:
1. In the first blank row of the Detail table, in the Type column, select "Standard" from the drop-down list.
2. In the Stability Period Begin and End columns, enter the dates of the first and last days of your plan term.
  Notes
  The stability period must begin on the first day of a month and end on the last day of a month.
  The stability period must consist of between 6 and 12 months and must be at least as long as the measurement period you will define in the Measurement Period columns.
3. In the Measurement Period Basis column, select the basis for determining which employees are part-time and which are full-time. Your options are:
  - Monthly. Employees with more than 130 hours per month are deemed full-time; with less, part-time.
  - Weekly. Employees with more than 30 hours per week are deemed full-time; with less, part-time.
4. In the Measurement Period Begin and End columns, enter the dates of the first and last days of the standard measurement period.
  Notes
  The measurement period must consist of between 3 and 12 months.
  The measurement period must consist of whole months but need not begin on the first of the month. For instance, a 12-month measurement period could span 10/16/2015 to 10/15/2016.
  Tip
  When you tab out of the Measurement Period End column, the Administration Period Begin and End dates are filled in for you. These dates should correspond to your open enrollment period. The administration period must be 90 days or fewer.
5. In the Variable Time Hiring Period End column, enter the last date a variable hours employee can be hired and still be included in processing for the standard calendar.
6. In the Full Time Hiring Period End column, enter the last date a full-time employee can be hired and still be included in processing for the standard calendar.
7. Repeat steps a-f for each standard period you need to set up.
An initial calendar period is used to process ACA records for new hires. To set up initial calendar periods:
1. In the first blank row of the Detail table, in the Type column, select "Initial" from the drop-down list.
2. In the Stability Period Begin and End columns, enter the dates of the first and last days of the initial stability period for variable hours employees hired during the associated variable time hiring period.
  Notes
  The stability period must begin on the first day of a month and end on the last day of a month.
  The stability period must consist of between 6 and 12 months.
3. In the Measurement Period Basis column, select the basis for determining which employees are part-time and which are full-time. Your options are:
  - Monthly. Employees with more than 130 hours per month are deemed full-time; with less, part-time.
  - Weekly. Employees with more than 30 hours per week are deemed full-time; with less, part-time.
4. In the Measurement Period Begin and End columns, enter the dates of the first and last days of the initial measurement period.
  Notes
  The measurement period must consist of between 3 and 12 months.
  The measurement period must consist of whole months but need not begin on the first of the month. For instance, a 12-month measurement period could span 10/16/2015 to 10/15/2016.
  When you tab out of the Measurement Period End column, the Administration Period Begin and End dates are filled in for you. The administration period plus the variable time hiring period must total 90 days or fewer.
5. In the Variable Time Hiring Period Begin and End columns, enter the dates of the first and last days a variable hours employee can be hired and included in processing for the initial calendar period.
6. In the Full Time Hiring Period Begin and End columns, enter the dates of the first and last days a full-time employee can be hired and included in processing for the initial calendar period.
7. Repeat steps a-f for each initial period you need to set up.
  Tip
  After you enter the first initial calendar period, you can simply select "Initial" in successive lines and ActivityHD will fill in the default values for the periods for you.
When you finish, save the calendar.

ACA Calendars Listing

Purpose

The ACA Calendars Listing provides a list of the ACA calendars defined in Payroll.

Content

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

calendar code
description.

If you include detail on the report, the listing shows the following for each calendar period:

type of calendar period (standard or initial)
date range for the variable time hiring period
measurement period basis (monthly or weekly)
date range for the measurement period
date range for the administration period
date range for the stability period
date range for the full-time hiring period.

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

timestamps
memos
custom fields.

Print the report

In the Navigation pane, highlight the Payroll/Human Resources > Setup > ACA > Calendars folder.
Start the report set-up wizard.
- To report on all or a filtered subset of ACA calendars:
  1. Right-click the Calendars folder and select Select and Report > ACA Calendars Listing from the shortcut menu.
  2. On the Selection tab, define any filters to apply to the data.
- To report on specifically selected ACA calendars:
  1. In the HD view, select the ACA calendars to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
  2. Click and select ACA Calendars Listing from the drop-down menu.
- To report on a particular ACA calendar from the ACA Calendar window:
  1. In the HD view, locate and double-click the ACA calendar to report on. The ACA Calendar window opens with the ACA calendar loaded.
  2. Click and select ACA Calendars Listing from the drop-down menu.
Select the Options tab.
Mark the checkbox(es) for the additional information to include:
- Detail
- 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 calendars
ACA calendar detail

ACA Calendar Record ID

Code

A unique code for the ACA calendar.

Description

A description of the ACA calendar.

Calendar tab

Detail table

Type

The type of calendar period defined on the selected row. Valid options are:

Initial. An initial calendar period is used when processing new hires.
Standard. A standard calendar period is used when processing on-going employees.

Variable Time Hiring Period

Use these columns to define the range of hiring dates for variable hours employees who will be processed using the calendar period.

Begin

This cell is disabled for standard calendar periods.

If this row represents an initial calendar period, enter the earliest hiring date for variable hours employees to which the measurement period, administration period, and stability period defined on this row apply.

End

The last hiring date for variable hours employees to which the measurement period, administration period, and stability period defined on this row apply.

Measurement Period

Use these columns to select the measurement basis and to define the range of measurement dates for variable hours employees who will be processed using the calendar period.

Basis

The type of benchmark to use to determine a variable hours employee's ACA full-time or part-time status. Valid options are:

Monthly. Employees with more than 130 hours per month are deemed full-time; with less, part-time.
Weekly. Employees with more than 30 hours per week are deemed full-time; with less, part-time.

Begin

The date of the first day of the measurement period for variable hours employees hired during the corresponding variable time hiring period.

End

The date of the last day of the measurement period for variable hours employees hired during the corresponding variable time hiring period.

Administration Period

For initial calendar periods, this column shows the range of dates for the administration period of variable hours employees who will be processed using the calendar period.

Begin

This column is blank for standard calendar periods.

For initial calendar periods, this column displays the date of the first day of the administration period. This date is the day after the last day of the measurement period.

End

This column is blank for standard calendar periods.

For initial calendar periods, this column displays the date of the last day of the administration period. This date is the day before the first day of the stability period.

Stability Period

Use these columns to define the stability period associated with the calendar period.

Begin

The date of the first day of the stability period associated with the calendar period.

End

The date of the last day of the stability period associated with the calendar period.

Full Time Hiring Period

Use these columns to define the range of hiring dates for full-time employees who will be processed using the calendar period.

Begin

This column is disabled for standard calendar periods.

If this row represents an initial calendar period, this is the earliest hiring date for full-time employees to which the stability period defined on this row applies.

End

The latest hiring date for full-time employees to which the stability period defined on this row applies.

Description

A description of the calendar period. Use this field to track which calendar periods have been processed by Create ACA Records so that you don't process the same period multiple times.

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.

Common accesses available on ACA calendars

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

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ACA calendars

Create an ACA calendar

ACA Calendars Listing

Purpose

Content

Print the report

Data extensions

ACA Calendar Record ID

Calendar 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 calendars security

Common accesses available on ACA calendars