ACA Setup

This outline will help you to set up your company's health insurance information for the affordable Care Act reporting and each step should be completed in the order given.  Detailed instructions for each step are provided in the ACA Documentation found in the Payroll System.

Only Applicable Large Employers (ALE) are required to report so be sure to check with your CPA, Controller or ACA Consultant to verify if your company qualifies as an ALE.  Please keep in mind that there are very significant fines for not reporting this information in a timely manner.

1.Set up Health Plan Master Table - Go to Payroll > Controls > List of Health Insurance Plans. If the health plans are not renewed on a calendar year basis, then you will need to set up two sets of codes for each calendar year.  For example, code "A" for the first part of the calendar year and code "B" for the second part of the calendar year.

2.Print the ACA Health Plan Master List Report.  Go to Reports >  Payroll Reports > ACA Health Plan Master List.  This report is to help you identify any missing information on the health plans you have created.  If any errors are found, make the corrections before continuing on to the next step.

3.Set up the Employee Insurance Plan Information.  Go to Payroll > ACA Employee Records. Select multiple employee records and utilize the Coverage Template Settings button to quickly assign health plan information to employees.  After the template has been assigned), the individual health plan record can be updated as needed for each employee.

4.Set up Aatrix Company Settings.  Go to Payroll > Controls > Aatrix Settings.

5.Print the ACA Company Settings Information - Go to Reports >  Payroll Reports > ACA Company Settings Information. This report shows you the information that was entered through the Aatrix Company Settings.