Quick Start - ACA Year-end Steps Checklist

ACA Year-end Steps Checklist

This section is for those of you who have completed the year-end steps checklist before or for those of you who want a really short summary of the steps that your about to complete. If you open the PDF on your computer, you'll find a short paragraph or two to explain each step. If you need additional instructions, there's a link in each section that will take you to more detailed instructions.

What if this is my first time closing the ACA year?

Follow the instructions in the ACA Year-end Checklist and watch the ACA Year-end Webinar. The easiest way to follow the instructions is to use a second monitor to display the ACA help project and use your primary monitor to run Connect Payroll.

What if I need additional assistance? Contact customer support at (800) 228-9851 to request one on one assistance.

Step 0. Before you get started

Use this checklist to create the reports and forms for the Affordable Care Act (ACA). You'll need to complete this section before you start working on the ACA Checklist.

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Install the ACA Year-end Checklist XML

There are no changes to the ACA Year-end Checklist for 2024. Right-click on the lin [PDF]k and the select Save Link As or Save Target As to save the XML to your computer.

ACA Year-end Checklist [XML] [PDF]

Step 1. Set up Users

Make sure the people who will run the ACA forms and reports have access to the routines, reports, and forms for ACA reporting. To print the ACA forms and create the ACA electronic file, Connect will use information from the Human Resources and Payroll Government Reporting applications. You’ll want to set up the user rights for the user who is completing the ACA checklist with access to Human Resources, Timekeeping, and Payroll Government Reporting.

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Step 1. Set up users [MP4] [Step 1]

Step 2. Set up Timekeeping

If this is your first time using Connect to generate ACA forms and electronic file, you will need to set up the ACA options for the Timekeeping application. Connect uses the Timekeeping application to determine if an employee is a full-time equivalent employee for ACA reporting.

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Step 2. Set up Timekeeping [MP4] [Step 2]

Step 3. Set up Human Resources

Set up the ACA Reporting tools in the Human Resources application. ACA Reporting uses the information from Human Resources to show an employee’s benefits and record when an employee was offered coverage.

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Step 3. Set up Human Resources [MP4] [Step 3]

Step 3B. Set up health insurance benefits [MP4] [Step 3B]

Step 3D-E. Benefits on employee level [MP4] [Step 3D] [Step 3E]

Step 3F. Add dependent level [MP4] [Step 3F]

Step 4. Step up ACA annual reporting

You’re done setting up the ACA options in Timekeeping, Human Resources, and Payroll. Now you’re ready to import the employee’s ACA information into the Government Reporting module, verify the employee’s ACA information is correct, and print Forms 1094/1095. If your organization needs to file ACA Forms 1094/1095 electronically, you’ll also need to complete the section titled Create Electronic File.

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Step 4. Set up ACA annual reporting [MP4] [Step 4]

Step 4A-E. Convert ACA information [MP4] [Step A-E]

Step 4F. ACA ID, Create electronic file, Update electronic file [MP4] [Step 4F]

Step 4F. Test file [MP4] [Step 4F]

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