What is the ACA Type Power Import?
The ACA Type Power Import is used to update the ACA Type field within an employee’s profile. The ACA Type field indicates whether an employee is full-time, part-time or variable and is used for ACA reporting. For organizations using Empeon’s ACA Dashboard, this field is also referenced for ACA filing. This import is an efficient solution for making bulk updates to employee's ACA Type, especially in preparation for year-end reporting.
There are two options available when applying this import:
- Update employee ACA Type - For all employees listed on the import file, a new ACA Type record will be created using the Start Date from the file. Any existing records will be ended but remain in the system as historical records. This option can be used for both new and existing employees.
- Edit existing employee ACA Type - For all employees listed on the import file, the ACA Type record will be added using the Start Date from the file. Existing records will not be ended; instead, the update will overwrite the original selection while retaining the original effective date. This option can only be used for existing employees.
Follow the steps below to successfully complete an ACA Type Power Import.
Employee ACA Type Live Report
The Employee ACA Type Live Report is often a good starting point, depending on the update that needs to be made. If the update involves assigning ACA Types to only new employees with no existing records, then using this report may not be necessary.
However, when updating existing employees, this report lists the ACA status codes for all employees who already have an ACA Type on their profile. With a few quick adjustments, the report can be downloaded in a format that matches the ACA Type Power Import template, with employee data already included. This makes it easier to update existing employees and allows new employees to be added to the file if needed.
To pull the Employee ACA Type Live Report, navigate to the Reports tab and click on "+ Live report".
Then, select the Employee category and select Employee ACA Type under the Report Type dropdown. Once the report is selected, click "Preview".
Report Configuration — Update Employee ACA Type
The Update employee ACA Type option is used for updating the ACA Type for new and existing employees. This method end dates any existing records and applies the update using the start and end dates specified in the import file.
If electing to use this option for the import, all that is required within the Employee ACA Type Live Report is removing the Employee Name field from the report. The steps to do this are as follows:
- Click the settings gear in the top-right corner of the report and select Column Chooser.
- Remove the Full Name column away from the Selected Columns by dragging it to the Available Columns.
- Click Apply.
The remaining columns should stay as they are and in their current order.
Employees with duplicate lines (historical records of this field) can remain included in the report, since this import method ends any existing records and applies updates using the start and end dates in the import file. However, if certain employees should not be included in the update, apply additional employee filtering to the report before downloading it.
Once any filtering is complete, click the "Export" button and select CSV. This will generate a file formatted for the ACA Type Power Import, containing all employees included in the report.
Once the file has been downloaded, edits to existing employees can be made and new employees can be manually entered. When making updates to existing employees please reference the instructions below:
| id | statusCode | startDate | endDate |
| Employee ID |
ACA Type — There are three options to choose from here:
|
Effective Date for the Start Date of this update. The end date for any existing records will be one day before the date entered here. |
Effective Date for the End Date of this update. To indicate an "ongoing" end date, enter "12/31/2100". |
For any updates made to the downloaded file, make sure to always save. This is the file that will be used to complete the ACA Type Power Import.
Report Configuration — Edit Existing Employee ACA Type
The Edit existing employee ACA Type option is used for updating the ACA Type for existing employees only. This method applies the update toward the original record's effective dates and replaces it with the record specified in the import file.
If electing to use this option for the import, all that is required within the Employee ACA Type Live Report is to remove the Employee Name column from the report and replace it with the Status Code Id column in the same position. The steps to do this are as follows:
- Click the settings gear in the top-right corner of the report and select Column Chooser.
- Remove the Full Name column away from the Selected Columns by dragging it to the Available Columns.
- Add the Status Code Id column by dragging it from the Available Columns to the Selected Columns and place it in the same spot that the Full Name column was.
- Click Apply.
The remaining columns should stay as they are and in their current order.
Employees with duplicate lines (historical records of this field) can remain included in the report, since this import method is only referencing the current record and updating it with what is on the import file. However, if certain employees should not be included in the update, apply additional employee filtering to the report before downloading it.
Once any filtering is complete, click the "Export" button and select CSV. This will generate a file formatted for the ACA Type Power Import, containing all employees included in the report.
Once the file has been downloaded, edits to existing employees can be made. When making updates to existing employees please reference the instructions below:
| id | statusCodeId | statusCode | startDate | endDate |
| Employee ID |
This column should be left as is for all employees on the import file. This is a system-generated unique identifier for each employee's ACA Type. |
ACA Type — There are three options to choose from here:
|
Effective Date for the Start Date of this update. This should not be edited unless the effective date of the record needs to be changed. If the date is being updated, ensure it does not overlap with duplicate lines (historical records) for the same employee. |
Effective Date for the End Date of this update. This should not be edited unless the effective date of the record needs to be changed. If the date is being updated, ensure it does not overlap with duplicate lines (historical records) for the same employee. |
ACA Type Power Import Process
To initiate the ACA Type Power Import, navigate to the Power Tools section within the Actions tab, and select the ACA Type Card.
On the screen that follows, it will prompt for the selection of one of the two Import Types.
Select the appropriate option and then click "Next". On the next screen, it will prompt for the upload of a file. There are two approaches to preparing the import file for this screen:
For New Employees Only
For New & Existing Employees
If the import is updating existing employees along with adding new ones, then the CSV file generated and updated from the Employee ACA Type Live Report is the most efficient method.
Once the file has been prepared accordingly, it can be uploaded by clicking "Select a file".
After the file is selected, click the blue "Import" button in this screen. A window will then appear prompting for the company code to confirm this action. Once the code is entered, click on the green "Import" button to process the import.
The system will indicate once the import has been successfully completed.
If any errors occur during this process, the system will flag them here and indicate the line number in the import file where each error appears. For assistance with errors relating to your ACA Type Power Import, please contact Empeon Customer Support.