Accessing the payroll/reimbursement report The HRA Hub admin portal has been redesigned to offer a more streamlined and updated interface for accessing payroll and reimbursement information. The Payroll and Reimbursement Reports are essential tools for tracking employee reimbursements, deductions, and contributions. Here’s how you can locate and interpret these reports effectively.
Login:
Ensure you are logged in as an Admin user.
Navigate to Reports:
Once logged in, navigate to the Reports tab, located on the left-side navigation menu between Benefits and Settings. From here, you can access the necessary subsections such as Historical Reports for detailed reimbursement summaries.
Download Payroll/Reimbursement Reports
Overview of Available Reports The redesigned interface also provides access to the Expected Payroll Report, which serves as the official reimbursement report despite its name. This report, along with Monthly Reimbursement Statements, can be accessed through the Historical Reports subsection.
There are two primary report types available within the HRA Hub:
Reimbursements Summary Report:
Provides a monthly breakdown of each employee’s reimbursement amount.
Includes information such as rollovers, claims from previous months, and total monthly amounts.
Year-to-date or specific date ranges (e.g., a specific month like June) can be selected.
Payroll & Reimbursement Reports:
Offers detailed data on allowances, premiums, deductions (categorized into pre-tax and post-tax), expected reimbursements, and total covered members.
Includes coverage dates and plan types to provide employers with an all-encompassing perspective.
Once on the Reports section, click on the Historical Reports subsection.
Locate the specific report or statement you need, such as monthly or payroll summaries.
Click the download button next to the desired report; the file will process and automatically download to your browser's default download location.
Understanding the Payroll /Reimbursement Report
The following information is available on the payroll report file: This report is distinct from the Reimbursements Summary Report, which focuses on monthly breakdowns, whereas the Payroll & Reimbursement Reports provide a comprehensive look at allowances, premiums, and deductions.
Employee Name
Reimbursement Time Period
Allowance
AutoPay Premium
Premium amount quoted by the carrier with the selected plan.
Reimbursable Premium
this is available if the employee does not have an autopay plan.
Pre-Tax Deduction
this is available if an autopay employee’s premium is greater than the allowance and the plan is available off-exchange.
Post-Tax Deduction
this is available if an autopay employee’s premium is greater than the allowance and the plan is available only on-exchange.
Reimbursements
This would apply to any reimbursement that is not a premium (i.e., medical expenses).
Now Available:
AutoPay Activity Feed
The new AutoPay Activity Feed gives you real-time insight into carrier payment activity, helping you quickly answer questions like whether a payment has been made, if it failed, or if a refund has been processed.
With this update, you can:
Search by employee to view individual payment statuses
Filter by payment status (paid, failed, refunded) and by carrier
Use a date selector to find transactions within a specific time frame
Export the data to CSV
This feed surfaces our most up-to-date information, giving you the tools you need to stay informed and take action quickly.
Itemized Funding Events
In the Funding Reports tab, you can now download a real-time CSV showing which employees are scheduled for upcoming funding. The report updates automatically based on new hires, terminations, qualifying life events, and completed plan shopping.
Understanding the Reconciliation Report
The following information is available on the payroll report file:
Business Unit Name
Employee Name
Reimbursement Time Period
Allowance
Expected Premium
Actual Premium Paid
Pre-Tax Deduction
This is available:
If an autopay employee’s premium is greater than the allowance;
If the plan is available off-exchange;
If there was a premium discrepancy between the expected and actual.
Post-Tax Deduction
This is available:
If an autopay employee’s premium is greater than the allowance;
If the plan is available only on-exchange;
If there was a premium discrepancy between the expected and actual.
Reimbursement
Reconciliation Report is for AutoPay only.
Frequently Asked Questions
Why wouldn’t an autopay employee have a withholding in the pre or post-tax deduction column if they have amounts in the allowance and premium columns?
A withholding is not reported in the deductions column if the employee’s premium is less than their allowance.
How is the reimbursement calculated?
An employee’s reimbursement is calculated as the lesser of the employee’s premium or their allowance.
What can I do if I still can’t access my report?
Ensure that all employee data, including proof of coverage and enrollment details, is updated in the system. Reports rely on this data to be generated accurately.
Are downloaded reports customizable?
Yes, reports can be exported in CSV format and further customized using spreadsheet tools as needed.
How do I distinguish between pre-tax and post-tax deductions?
The "Payroll & Reimbursement Report" explicitly categorizes deductions, making it easy to identify them within the exported file.8. What should I do if I can’t locate a report in the redesigned system?
Double-check the Historical Reports section.
If you still encounter issues, contact customer support for assistance.