The Pay Code Transaction Report - ACA Year End prints the employee information for verifying employee health insurance. This report groups full time and part time employees separately to verify if the employee classification as a full time or part time employee is correct. Use this report to review all employees paid in the current reporting year. It will show the employee hire date and termination date so you can identify which employees will need extra attention when you complete the ACA checklist.

Importing the Pay Code Transaction Report - ACA Year End

If you don't have a Pay Code Transaction Report - ACA Year End, follow these instructions to download the new report definition. It's faster than creating a new report definition from scratch.

• First, download the report definition. Right-click on the link and click Save As: Pay Code Transaction Report - ACA Year End

• Second, use the Import Report Forms/Definitions routine (System Management > System Tools) to add the report to the Payroll application. To learn more, see How do I import report forms and definitions? (System Management)

• Last, open the Pay Code Transaction Report - ACA Year End and review the  pay codes on the Pay Codes tab. It should include the health insurance pay codes, Social Security pay code, and Medicare pay code.

Updating my Pay Code Transaction Report - ACA Year End

If you already have a Pay Code Transaction Report - ACA Year End, you can update the report to include the employee position, hire date, termination date, Social Security employee amount, and Medicare employee amount. Adding this information will make it easier to verify the ACA employee information for the ACA reporting year.  

• Adding the employee hire date and termination date to the selection criteria

• Adding the employee position type to the report order

• Adding the Social Security and Medicare pay codes

• Adding columns to the report layout

• Saving the updated report

Adding the employee hire date and termination date to the selection criteria

1. Open Connect Payroll > Reports > Pay Code Transaction Report.

2. In the Selection Criteria, double-click the column header titled Column.

Column header

3. Use the Selection window to move the Employee.Hire Date and Employee.Termination Date columns to the Selected Selection  Criteria Fields list.

4. Click OK.

When you're done, the selection criteria should look like this...

Selection criteria

Adding the employee position type to the report order

1. Open Connect Payroll > Reports > Pay Code Transaction Report.

If you have just finished adding the employee hire date and termination date, skip this step.

2. From the Report Order, double-click the column header titled Column.

Column header

3. Use the Selection window to move the Employee Position.Position Type column to the Selected Report Order Fields list.

Selection window

4. Click Move Up to move the Employee Position.Position Type column into the first position on the list.

5. Click OK.

The report order should look like this...

Report order

6. For the Employee Position.Position type column, select the Title and Total checkboxes.

Title and Total checkboxes

Adding the Social Security and Medicare pay codes

Adding the Social Security and Medicare pay code employee amounts will ensure the report includes every employee paid in the reporting year instead of reporting only employees with health insurance benefits or deductions.

• All pay codes for health insurance employer amounts.

• Total Amount for health insurance employer amounts

• Social security employee amount

• Medicare employee amount

1. Open Connect Payroll > Reports > Pay Code Transaction Report.

If you have just finished adding the employee position, skip this step.

2. Click to select the Pay Codes tab.

3. Click Add a New Pay Code Field.

Tasks

4. Select the Social Security Tax pay code employee amount and then click OK.

Add a Pay Code Field

5. Now, repeat these steps to add the Medicare pay code employee amount.

When you're done, the Pay Codes tab should look like this... with the health insurance pay code employer amounts, the total amount, the Social Security pay code employee amount, and the Medicare pay code employee amount.

Pay Codes tab

Adding columns to the report layout

1. Open Connect Payroll > Reports > Pay Code Transaction Report.

If you have just finished adding the employee position, skip this step.

2. Click to select the Columns tab.

3. Click Modify Columns for This Report Line.

Tasks

4. Move the following columns to the Selected Columns list.

• Employee Position.Position type

• Employee.Hire date

• Employee.Termination date

5. Click OK.

The Columns list should look like this...

Columns list

Saving the updated report

Click Save (CTRL+S) and then save the changes to the current report or save it as a new report.

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