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Understanding the ACA Compliance Overview Page

This step by step training video will explain the ACA Overview page including pending actions and employee details.

Once you complete the setup or configuration process, you'll be directed to the ACA Compliance Overview page. You can also get to this page by logging in to Zenefits and clicking the ACA Compliance app.

From here, you'll be able to generate your 1094-C and 1095-C forms. To ensure that your IRS forms are populated correctly, you need to monitor the data in the ACA Compliance Overview page beforehand to ensure that everything is accurate and to make any necessary edits.

The Overview page is broken out into two main sections:

  1. Pending Actions
  2. Employee Table
    -Employee Details
    -Months Requiring Coverage
    -MEC Offered, MVC  Offered , and Affordable Coverage Offered
    -Enrolled in Coverage

Pending Actions
You will be prompted for any missing information in the form of a pending action on the Overview page. Ensure you have provided all the missing information and there are no pending actions for you to complete.

Employee Details
Clicking on an employee's name will reveal a slideout panel that shows monthly details about the employee's hours, coverage offers, coverage reasons, coverage requirements, the plans offered, contribution, and compensation. You can also toggle to the other panel to see details that are taken directly from their Zenefits worker profile.

Hours Worked
The other tab on the employee table shows the hours worked for each month in the measurement period, for all employees who were employed at least one day in the previous calendar year, including terminated employees.

Editing Information
To edit employee or eligibility information:
  1. On the Employee Table, select the Employee Details tab.
  2. Click on the employee for whom you’d like to make edits. A panel will slide out on the right side of the screen.
  3. Click on the Employee Details tab to view basic employment information from the employee’s Zenefits profile. Clicking Edit will direct you to the employee’s profile.
    TIP: Any changes you make in the employee profile will take roughly 24 hours to be updated on the ACA Compliance Overview page.

  4. Click on the ACA Details tab to view information about whether the employee worked enough hours to qualify for coverage, whether the employer was required to offer coverage, the reason why (or why not), the level of coverage offered, the “best plan” that was offered, and compensation details. Simply click Edit for any month to override the information in the ACA Details tab. 
    TIP: Your edits will only affect the information in the ACA Compliance app (and will be reflected in your company’s IRS forms). These changes will not be pushed out to the rest of Zenefits.

To edit hours worked information for existing employees:
  1. From the Employee Table, select the Hours Worked (Measurement Period) tab.
  2. Click on the edit icon in the top right of the table.
  3. Make edits to any of the employee hours for any employee and any month in the measurement period.
  4. Click Save Changes in the bottom right.
    TIP: Your edits will only affect the information in the ACA Compliance app (and will be reflected in your company’s IRS forms). These changes will not be pushed out to the rest of Zenefits. 
To edit hours worked information for new hires:
  1. From the Employee Table, select the Employee Details tab.
  2. Select an employee. This will display a pane on the right side of the table.
  3. From this pane, select the Initial Measurement Period tab.
  4. Select the Edit link in the top right.
  5. Type in any changes to hours worked for the selected employee.
  6. Click Save Changes.
    TIP: Your edits will only affect the information in the ACA Compliance app (and will be reflected in your company’s IRS forms). These changes will not be pushed out to the rest of Zenefits. 

Removing Employees from ACA app
If you think some of the workers need not be tracked for ACA compliance, you can remove them from the ACA dashboard and app. Click on the person’s row on the Employee Details tab on the ACA dashboard. A panel will slide out from the right. Under the employee’s name, you will see a “Remove from ACA” link. Click on that to remove the person from the ACA app. There will be no impact to other areas of Zenefits.

If you have erroneously removed a worker from the ACA app, please reach out to Zenefits Customer Care to have them added back in. 


Please Note: 
  1. For rehired employees who have a gap of more than 13 weeks between their termination date and rehire date, there will be two records for the same employee shown in the Employee Details tab. If gap is less than 13 weeks, only one record will be shown. Learn More

  2. The Zenefits ACA app does not consider Individual Coverage Health Reimbursement Arrangement (ICHRA) plans for ACA reporting. If you are offering ICHRA to your employees, you will have to complete the forms and file outside of Zenefits.

  3. COBRA enrollment information is not available within the Zenefits ACA Compliance app. If COBRA reporting is required for any employee, that will have to be entered manually into the dashboard on the Overview page.

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