Your employees, earnings, and hours of service must be defined here in order for the dashboards and analysis to provide accurate workforce overviews. After setup is complete, you can monitor this information in Analysis > open Dashboards and Analysis > Monitoring > Measurement period hours panel.
Hours of Service Earnings
This list of earnings is straight from your Sage payroll program.
Scroll through the list of earning codes from your program and select those codes that are used in payroll for hours of service. The codes you select here will be used to forecast your employees' full-time and part-time status thresholds in relationship to the Affordable Care Act.
Note: The Hours of Service Earnings section is not available for customers without an integrated payroll program (such as Sage HRMS Payroll, Sage 300 U.S. Payroll, Sage Abra Suite Payroll). You must use the Payroll History setup tab to import your earnings and hours if you do not have an integrated payroll program.
Hours of Service for Salaried Employees
Once the earning codes related to hours of service are identified, you can select the job titles that are for employees who work 40 hours but whose hours are not entered in payroll.
Typically, salaried employees may not have their work hours entered in payroll because it's assumed that they are paid for 40-hour work weeks. If you have job titles for which hours are not entered or tracked and payment is issued in an amount, select the job title here.
Employee Types
Because the employee type codes in your Sage program can be customized, My Workforce Analyzer requires that you identify which employee types are designated full-time, part-time, seasonal, or to be excluded from assessments.
Important! Employers must submit ACA forms for employees who were terminated, retired, deceased, or on long-term unpaid leave during the calendar year. To ensure that employees are included when generating forms, keep their status (full-time, part-time, or seasonal) until the calendar year is over.
For the purposes of My Workforce Analyzer assessments, the following types of staff should be set as excluded:
- Employees who are terminated
- Employees who are retired or deceased
- Employees on long-term, unpaid leave
For the purposes of My Workforce Analyzer assessments, the following types of staff should be set as seasonal:
- Contractors or staff who are paid with Form 1099
- Students, temps, or staff who are employed for 120 days or less during the calendar year
For the purposes of My Workforce Analyzer assessments, the following types of staff should be set as full-time:
- Employees who are considered full-time by your company
Note: While the IRS considers a worker employed on average at least 30 hours of service per week, or 130 hours of service per month as full-time under the ACA, you do not have to make this consideration here. My Workforce Analyzer uses the hours of service recorded in each payroll and each month in order to provide you with IRS-considered full-time (and part-time) status employees. This information is presented to you from the online dashboards and analysis available from the Analysis tab.
For the purposes of My Workforce Analyzer assessments, the following types of staff should be set as part-time:
- Employees who are considered part-time by your company