Lookback_Report

Lookback Report

The Lookback Report determines employee eligibility for the Affordable Care Act (ACA). The report will count the average number hours worked by an employee during the date range to determine if the employee meets the ACAs weekly hours worked test. Based on the ACA requirements, employees who meet or exceed the weekly hours worked test need to be offered health insurance coverage.

 

What's a full-time employee?

A full-time employee is any user who is assigned to an active position and has a full-time position type.


What if a user has more than one active position?

If a user has a combination of part-time, seasonal, elected, and volunteer positions, Connect will not include volunteer hours in the lookback calculation. Connect will use all hours from all active positions assigned to a user in the lookback calculation.


Printing the Lookback Report

1. Open Connect Timekeeping Reports Lookback Report.

2. Select a report title.

3. Set up the Report Dates.

The default report date range is the current calendar year.

Which month should I use to determine my size? The federal rules allows two methods to measure full-time employee status: (1) the Monthly method evaluates the hours worked each month to determine eligibility, and (2) the Lookback method reviews the average time worked over a three to twelve month period to determine eligibility.


4. Set up the option to Include Full-Time Employees.

According to the ACA, a full-time employee is any employee who works 30 hours or more per week, or any salaried employee. Usually, full-time employees are already enrolled in a health care plan.


What do you want to do?

  • I want to verify eligibility of part-time and full-time employees. Select the Include Full-Time Employees checkbox.

  • I only want to verify eligibility of part-time employees. Do not select the Include Full-Time Employees checkbox.

 

5. Click Print (CTRL+P).

The report prints.

You can use the report to review which employees are eligible to participate in the ACA. If "No" prints in the Change Required column, you do not need to make any changes to the employee's record. But if the Change Required column is "Yes", you'll need to update the employee's record to comply with ACA.

 

 

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