Updating employee ACA Measurement Assessment

Period	Duration	Date Range
Initial Measurement Period	Hire Date + Initial Measurement Period Duration	01/01/2014 - 03/31/2014
Initial Administrative Period	(Initial Measurement Period Range Stop Date + 1 day) + Initial Administrative Period Duration	04/01/2014 - 04/30/2014
Initial Stability Period	(Initial Administrative Period Range Stop Date + 1 day) + Initial Stability Period Duration	05/01/2014 - 12/31/2014

If the Initial Measurement Period Range cannot be completely analyzed, all Initial Period ranges (Initial Measurement, Initial Administrative, and Initial Stability) will be calculated, but average hours will be blank and benefit status will be Incomplete.

In order to complete an Incomplete Initial Record, specify the Completion As of Date for the re-analysis of the entire Initial Measurement Period to determine average hours and a benefit status of either Eligible or Not Eligible. The Initial Completed record will edit the existing Incomplete Initial record for the employee, since the employee should only have one Initial Assessment.

The First of Next Month, allows the end user to determine if they want the Initial Assessment to start the first of month following the hire date selected. If the hire date is the first of the month, it will start the assessment the same day and not look to the next month.

The Incomplete and Completed Initial Assessment can be run together or separately.

Hire Date Analysis Range

Type the Hire Date Analysis range to determine which employees to measure for their initial measurement assessment.

The calculated Measurement Period Date range is stored on the BN49 for the employee after the update.

Measurement Period Duration and Frequency

Type the number of duration units for calculating the Initial Measurement Period Date Range. Start Date for the initial measurement period = Employee Hire Date.

A New Hire/Rehire Employee is an employee with a hire date in the Hire Date Analysis Range.

Administrative Period Duration and Frequency

Type the number of duration units for calculating the Initial Administrative Period Date Range and the frequency.

Stability Period Duration and Frequency

Type the number of duration units for calculating the Initial Stability Period Date Range and the frequency.

Completion As of Date

Type the Completion As of Date to re-analyze an employee in an Initial Administrative Period equal to or before the date with an ACA Status that is Incomplete.

We recommend that payroll close be complete prior to processing. The existing initial measurement (BN49) record that has an incomplete status will be updated with completed data upon update.

Hire Date

Select the Hire Date to determine if an employee is an on-going or new hire/rehire.

First of Next Month

Select Yes, if the Initial Measurement Period should start the first of the month following the hire date. If the Hire Date is the first day of the month, the measurement period starts on that date. Select No, if the Initial Measurement Period should start on the hire date.

All assessments can be run concurrently. We recommend that Payroll Close be complete prior to processing. You can run BN149 in report mode to see what changes will be made to the system before you run in update mode. When you run in update mode, the employee’s ACA Measurement Assessment Date records (BN49) are created.

Measurement Period Date Range

Type the Measurement Period Start Date.

For on-going employee population, a period of time between three and 12 months (selected by the employer) that is used for determining whether an ongoing employee is full-time. The Standard Measurement Period must end no more than 90 days prior to the beginning of the Stability Period.

Duration Units

Type the number of duration units for calculating the Measurement Period End Date.

Duration Frequency

Select the duration frequency.

Administrative Period Date Range

Type the Administrative Period Date Range.

This is the period between the end of the Standard Measurement Period and the associated Standard Stability Period. The Administrative Period may last up to 90 days and is the time during which employers determine which employees have satisfied the requisite 30 hours per week average in order to be eligible for coverage. This is also the period in which eligible employees are provided with information about medical plan coverage options and given an opportunity to enroll.

Stability Period Date Range

Type the Stability Period Date Range.

If an employee is a full-time employee during the standard measurement period, a period of time between six and 12 months (selected by the employer and subject to certain limitations) during which an employee’s status as a full-time employee is fixed based on the results from the average hours worked during the Standard Measurement Period (or the Initial Measurement Period in the case of a new seasonal or variable hour employee). A Stability Period must be at least as long as the Standard Measurement Period but no shorter than six months.

Monthly Method

Specify the monthly method.

• Actual Month Hours are based on hours worked in the month only. If hours are equal to or greater than the ACA Parameters (BN00.5) Average Monthly Hours, then the individual is consider benefit eligible. Otherwise, not benefit eligible.

• Type the Weekly Rule. Based on BN00.5 Monthly Measurement Method Weekly rule Setup. If hours are equal to or greater than the ACA Parameters Monthly Measurement Method – Weekly rule > Average 4 week hours or Average 5 week hours, then the individual is considered benefit eligible, otherwise not benefit eligible

Year

Select the year.

Start Month

Select the year to begin processing.