Accessing the payroll/reimbursement report Payroll and Reimbursement Reports available in the HRA Hub admin portal 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, 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
Overview of Available Reports
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 “Download Reports” button on the Payroll Reports widget.
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.
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: 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.