Use this checklist to ensure your ACA (Affordable Care Act) tracking and reporting is properly configured. Completing these steps will help you maintain compliance, accurately track employee eligibility, and prepare for year-end reporting.

Confirm Administrator Access

• Identify primary ACA administrators
• Confirm ACA/reporting permissions are assigned
• Add backup HR or payroll administrators
• Review user roles and data access levels

Limit ACA access to users responsible for compliance and reporting.

Review Company ACA Setup

• Confirm ALE (Applicable Large Employer) status
• Verify company EIN and legal entity information
• Confirm ACA tracking start date
• Review company measurement method (monthly vs. lookback)

Your ACA setup should align with how your organization tracks employee hours and eligibility.

Configure Measurement & Stability Periods

• Verify measurement period dates
• Confirm stability period configuration
• Review administrative period settings
• Ensure alignment with company policy

Accurate period setup is critical for determining employee eligibility.

Validate Employee Data for ACA Tracking

• Confirm all employees are included in ACA tracking
• Verify hire dates and employment status
• Confirm full-time vs. variable-hour classifications
• Review termination dates and status updates

ACA reporting is only as accurate as your employee data.

Confirm Hours Tracking Integration

• Verify hours are being captured correctly (CoreHR, ExakTime, etc.)
• Confirm full-time status calculations are accurate
• Review variable-hour employee tracking
• Validate data sync between systems

Ensure time data is complete and accurate before relying on ACA calculations.

Review Benefits & Eligibility Tracking

• Confirm benefit eligibility rules are aligned with ACA settings
• Verify offer of coverage tracking
• Review employee enrollment status
• Confirm affordability settings if applicable

Benefit eligibility and ACA tracking should work together to ensure compliance.

Validate ACA Codes & Indicators

• Review employee ACA statuses
• Confirm offer of coverage codes are assigned correctly
• Validate safe harbor codes (if applicable)
• Ensure data is populating correctly for reporting

Correct coding is essential for accurate 1095-C reporting.

Test ACA Tracking & Reporting

• Run preliminary ACA reports
• Review employee eligibility status
• Validate hours and full-time calculations
• Identify and correct any data discrepancies

Regular testing helps catch issues early—before year-end reporting.

Prepare for Year-End Reporting

• Review employee data for the full reporting year
• Confirm ACA codes are complete and accurate
• Run draft 1094-C and 1095-C forms
• Identify and resolve any missing or incorrect data

Start reviewing ACA data well before year-end to avoid last-minute issues.

Establish Ongoing ACA Monitoring

• Schedule regular ACA data audits
• Monitor employee eligibility changes
• Review monthly ACA reports
• Track compliance deadlines

Continue Learning

• Explore ACA training resources in Arcoro Learning
• Attend ACA-focused webinars
• Contact support or training for assistance

Congratulations!

Your ACA tracking and reporting setup is ready to support compliance and accurate year-end filing.