Assigning an ACA Offer of Coverage Plan to an Employee

Before an ACA offer of coverage plan can be assigned, one must be created first.

To assign a plan to multiple employees at one time, go to the ACA landing page. For more information, see Assigning an ACA Offer of Coverage Plan to Multiple Employees.

The Limited Non-Assessment Period End Date is calculated as the end of the employee’s third full calendar month of full-time employment. This date is based on the employee’s hire date, or the end of their exclusion from ACA. It is used to report when the employee is considered full-time for the purpose of ACA reporting. You should use the calculated end date, but you can override it. For example, your employees are eligible for benefits after 30 days of employment. You could choose to set this date manually to 30 days after the hire date for each employee.

To assign an ACA Offer of Coverage Plan to an employee:

  1. Go to Payroll and HR > Lists > Employees (Payroll Manager).

  2. On the Employees list, click Edit next to the employee who was offered coverage.

  3. Click the Affordable Care Act (ACA) subtab.

  4. Click the Offer of Coverage subtab.

  5. From the Plan list, select the offer of coverage plan. If there is no offer of coverage plan shown, ensure one was created. For more information, see Creating an ACA Offer of Coverage Plan.

  6. Enter the Start Month and Start Year for this offer of coverage plan. Only enter an End Month and End Year when the employee has left the company, or if they changed to another offer of coverage plan.

  7. If you have selected coverage codes 1L, 1M, 1N, or 1T, enter the employee’s residential ZIP code in the ZIP Code field. Enter the Employee Required Contribution.

  8. If you have selected coverage codes 1O, 1P, 1Q, or 1U, enter the employee’s employment ZIP code in the ZIP Code field. Enter the Employee Required Contribution.

  9. Click Add.

  10. Add additional lines if the employee was offered more than one coverage plan during the reporting year.

  11. To set a different Limited Non-Assessment Period End Date, check the Override Limited Non-Assessment Date box and enter a different date.

  12. Click Save.

Related Topics

General Notices