Identify and Update Assignments for ACA Reporting

Before You Begin

Be sure you have completed all ACA reporting configuration steps. For further info, see Configure for Affordable Care Act Reporting in the Help Center.

If This Is Your First Reporting Year

If you implemented Oracle Cloud during this reporting year, make sure your employees' hours worked balances for the entire year are available to the ACA reporting processes. For employees experiencing an eligibility change during the reporting year, you must also have their hours worked balances for the prior year.

The payroll process automatically captures this info during the payroll run, but you must make sure you uploaded the legacy hours-worked data before your implementation.

Perform a balance initialization for the ACA Employee Eligible Hours balance as of the first month of the lookback period.

For further info, see Oracle Cloud Human Capital Management for the United States: Balance Initialization (1912298.1) on My Oracle Support.
Perform balance adjustments for the subsequent months before your first Oracle Cloud payroll run.

For further info, see Oracle Cloud Human Capital Management for the United States: Balance Adjustments (1600728.1) on My Oracle Support.

Note: You don't specify a balance dimension. Elements are loaded as of a specific date during the balance initialization and adjustments.

Define an ACA Eligibility Report

When employees progress through the various thresholds for data update, their ACA eligibility can change. This can make it difficult to track their eligibility.

To help you with this, define a report that:

Checks each person's status
Generates a report of what assignment changes are needed

Use whatever tool you want, OTBI, BI, and so on.

Instructions on how to create this report are beyond the scope of this topic. The report should capture the following.

Suggested field	What it does	How you use it
Effective Start Date Effective End Date	Sets the start and end date range for checking thresholds crossed.	It's best to run this report weekly, or at the very least, monthly. When running the report, set these values to capture the ACA milestone you're using for eligibility.
ACA Full Time	Generates report output based on the employees' ACA full time status. Yes No Either	Filter the report output based on your selection.
Limited Nonassessment	Generates report output based on the employees' Limited Nonassessment value. Yes No Either	Filter the report output based on your selection.
ACA Eligibility	Generates report output based on the employees' ACA eligibility value. Yes No Either	Filter the report output based on your selection.
ACA Milestone	Identifies the ACA milestone you're reporting on. Measurement Period end date Stability Period start date Stability Period end date Administrative Period end date All periods	The milestone you select must have been crossed within the reporting period you defined with the start and end dates.
Hours Worked Calculation Method	Identifies how the report handles the hours worked weekly average over the past 12 months. Include Exclude	Exclude this calculation if you're reporting only nonvariable hour employees.

Report Output

To maximize the utility of your report process, it should generate at least two reports.

Primary output file that lists every employee that requires an update to their ACA eligibility. Include additional info as needed.

You might find it helpful to format it to be viewable in a spreadsheet application such as Microsoft Excel.
Exception report to return any problems, such as employees with missing ACA values.

Depending on the anticipated scope of these changes, you might consider also creating an output file in HDL format that you could use to upload the required assignment changes.