PowerSchool ERP Payroll and Human Resources

ACA Hours Tracking - Create File - Hours Tracking Report

Use the Hours Tracking Report page to generate compliance reports that analyze employee work hours over a specified measurement period to determine if employees meet the Affordable Care Act (ACA) definition of full-time employment. The report helps organizations identify potential ACA compliance issues and employees who may need to be offered health insurance coverage.

  1. On the ACA Hours Tracking page, select Hours Tracking Report.

  2. Refer to the Field descriptions and enter or select the required report criteria.

  3. Select Accept.

  4. Select a Destination for the ACA Hours Report:

    • Select File to create the report in .rpt format. The default file names are:

      • Detail: acahours_a.rpt

      • Summary: acahours_b.rpt
        You can change the default file name.

    • Select Screen to download the report in .pdf format. The default file names are:

      • Detail: acahours_a_<#####>.pdf

      • Summary: acahours_b_<#####>.pdf

    • Select Excel to download the report in .xls format. Select the required Excel Options. The default file names are:

      • Detail: acahours_arpt<####_#####>.xlsx

      • Summary: acahours_brpt<####_#####>.xlsx

        • Select OK.

          • Download the .rpt file from the View Files page.

          • Save the .pdf or .xls file.
            For more information about the Print option, refer to Print Reports.

For detailed information about the report’s file layout, refer to ACA Hours Tracking - File Layout and Data Mapping - Hours Tracking Report.

Follow the state's submission procedures.

Field descriptions

The Hours Tracking Report page consists of the following sections:

Report Type

The following table describes the fields in the Report Type section on the Hours Tracking Report page.

Field

Description

Detail

This option produces a detailed report that shows all individual ACA hours records for each employee, including pay run, check number, pay group, job class, pay code, calendar, start date, end date, work hours, and plan status for every record. Each line represents a single entry.

Summary

This option produces a summary report that consolidates hours by employee and displays the average hours per week/month, total hours, and plan status. The report identifies employees who exceed the ACA full-time hours threshold or the warning threshold, displaying error and warning messages for non-qualified plan employees.

Show Warnings and Errors Only

Indicates whether the report should include only those employees who have warnings (average hours equal to or greater than the warning threshold) or errors (average hours equal to or greater than the full-time hours limit) for employees with a non-qualified plan status.

Employees without warnings or errors are excluded from the report.

This option is enabled when Summary is selected.

Page Break

Indicates whether each employee's hours information should start on a new page on the printed report, making it easier to separate and distribute individual employee reports.

If this option is not selected, all employee records print continuously without page breaks between employees.

This option is enabled when Detail is selected.

Report Criteria

The following table describes the fields in the Report Criteria section on the Hours Tracking Report page.

Field

Description

Employee Number

A filter to limit the report to a specific employee.

Leave this field blank to include all employees.

Select the Lookup icon to search for and select an employee number.

Employee Type

A filter to limit the report to only employees with a specific employment type code (e.g., Active, Substitute).

Leave this field blank to include all employee types.

Pay Group

A filter to limit the report to only ACA hours records associated with a specific pay group code.

Leave this field blank to include all pay groups.

Job Class

A filter to limit the report to only ACA hours records for a specific job classification code.

Leave this field blank to include all job classes.

Pay Code

A filter to limit the report to only ACA hours records with a specific pay/earnings code.

Leave this field blank to include all pay codes.

Calendar

A filter to limit the report to only ACA hours records associated with a specific calendar type.

Leave this field blank to include all calendars.

Plan Status

A filter to limit the report based on the employee's health insurance plan status.

Valid values:

  • Q - Qualified Plan

  • N - Non-Qualified Plan

  • D - Declined Qualified Plan

Leave this field blank to include all plan statuses.

Hire Date From

The starting date of the hire date range.

When selected, only employees hired on or after this date will be included in the report.

Used to identify newly hired employees during the reporting period.

Hire Date To

The ending date of the hire date range.

When a date is selected in this field along with the Hire Date From date, only employees hired between these dates will be included.

If a date is selected in the Hire Date From field, you must also select a date in this field, and it must be greater than or equal to the Hire Date From.

Additional Criteria

The following table describes the fields in the Additional Criteria section on the Hours Tracking Report page.

Field

Description

Report Title

A custom title that will be displayed at the top of the printed report.

Enter descriptive text to identify the purpose or period of the report (e.g., "ACA Hours Analysis - Q1 2024").

Start Date

The beginning date of the period for which ACA hours should be analyzed.

Used to filter hours records to include only those with a start date on or after this date.

End Date

The ending date of the period for which ACA hours should be analyzed.

When a date is selected in this field, only hours records with an end date on or before this date are included.

Leave this field blank if analyzing a single day.

Use Weeks or Months

Specifies whether to calculate average hours per week or per month.

Valid values:

  • W - Weeks (average calculated as total hours ÷ number of weeks)

  • M - Months (average calculated as total hours ÷ number of months)

Number of Weeks or Months

The number of weeks or months to use as the divisor when calculating average hours worked.

For example, enter 12 if analyzing a 12-week or 12-month measurement period.

This value is used to determine the average hours per week/month for comparison against ACA thresholds.

Warning Threshold Limit

The work hours threshold level that triggers warning messages on the Summary report.

When an employee with a Non-Qualified plan status has average hours equal to or greater than this value, a warning message is displayed indicating they are approaching full-time status.

ACA Full-Time Hours

The number of hours per week or month that defines full-time employment under the Affordable Care Act (typically 30 hours per week or 130 hours per month).

When an employee with a Non-Qualified plan status has average hours equal to or greater than this value, an error message is displayed indicating they have exceeded the full-time threshold.