Calculator
Portrait + landscapeALE Status and Monthly FTE Calculator
Supports monthly full-time-equivalent calculations used when assessing applicable large employer status.
Resource Library
Assess the Employer
Evaluate the employer’s workforce, size, geography, goals, risks, and readiness for an HRA strategy.
Browse all resources9 resources
Decision Record
Portrait + landscapeControlled Group Review Boundary Record
Records controlled-group facts, open questions, review boundaries, and ownership for qualified analysis.
Template
Portrait + landscapeEmployer Discovery and Recommendation Memo
Structures employer discovery findings, key constraints, readiness considerations, and an initial HRA strategy recommendation.
Worksheet
Portrait + landscapeGeographic Market-Fit Review
Assesses whether an employer's locations align with viable individual-market coverage options and support capacity.
Worksheet
Portrait + landscapeICHRA Design Intake Worksheet
Captures employer facts, goals, workforce characteristics, and constraints needed before developing an ICHRA design.
Worksheet
Portrait + landscapeRisk Mapping and Action Plan
Maps material employer risks to practical follow-up actions, owners, and review needs before plan design.
Guide
Portrait + landscapeSaved Employer Workspace Planning Guide
Use this planning guide to define how a future employer workspace could organize facts, assumptions, open questions, source records, and decisions. The library does not save employer data.
Decision Record
Portrait + landscapeSeasonal Worker Review Record
Documents facts and review considerations related to seasonal workers when evaluating employer status and strategy.
Decision Record
Portrait + landscapeSpecial Population Review Record
Documents facts, concerns, and review ownership for workforce populations that may require specialized analysis.