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HRA Hub; Payroll/Reimbursement Reports
HRA Hub; Payroll/Reimbursement Reports
Jessica T avatar
Written by Jessica T
Updated over 3 weeks ago

Accessing the payroll/reimbursement report

  1. Login:

    • Ensure you are logged in as an Admin user.

  2. Navigate to Reports:

    • Once logged in, an Admin user is automatically dropped into the dashboard section of the admin portal. Navigate to the Reports section of the admin portal in the left-hand sidebar.

Download Payroll/Reimbursement Reports

  1. Once on the reports section, click on the “Download Reports” button on the Payroll Reports widget.

  2. A modal will appear with all available reports for download. Click on the down arrow and the application will process the request and automatically download the file.

  3. The file can be retrieved in the downloads folder in the browser or in the computer’s finder window.

Understanding the Payroll /Reimbursement Report

The following information is available on the payroll report file:

  • 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).

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

  1. 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?

    1. A withholding is not reported in the deductions column if the employee’s premium is less than their allowance.

  2. How is the reimbursement calculated?

    1. An employee’s reimbursement is calculated as the lesser of the employee’s premium or their allowance.

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