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Interactive audit index
Client-side only
No saved workspace
Educational tool

Compliance Audit Index

Check what records should exist, mark what is present or missing, note where evidence lives, and export the audit index.

Quick Setup
Audit Index Summary

20/40

Percentage

50.00%

Present

0

Cleanup

20

Missing

0

Review

0

N/A

0

Missing owners

20

Missing evidence

20

Review flags

35

Audit Index Rows
Row 1
Needs cleanup
1/2
Critical
Row 2
Needs cleanup
1/2
Row 3
Needs cleanup
1/2
Row 4
Needs cleanup
1/2
Critical
Row 5
Needs cleanup
1/2
Row 6
Needs cleanup
1/2
Row 7
Needs cleanup
1/2
Critical
Row 8
Needs cleanup
1/2
Critical
Row 9
Needs cleanup
1/2
Critical
Row 10
Needs cleanup
1/2
Row 11
Needs cleanup
1/2
Row 12
Needs cleanup
1/2
Row 13
Needs cleanup
1/2
Row 14
Needs cleanup
1/2
Row 15
Needs cleanup
1/2
Critical
Row 16
Needs cleanup
1/2
Row 17
Needs cleanup
1/2
Row 18
Needs cleanup
1/2
Row 19
Needs cleanup
1/2
Row 20
Needs cleanup
1/2
Result
Audit index has major gaps
20/40
50.00%

The audit index has major gaps. Do not rely on the file until critical sections and evidence locations are resolved.

Critical section warnings: Plan documents / SPD / SMM, Notice delivery logs, Affordability / ALE records, Substantiation standards and proof rules, Reimbursement records, Vendor / SOW / platform scope records

This is an audit index and evidence-organization tool, not a legal, compliance, tax, accounting, or audit determination.

Recommended Next Actions

Critical section warnings

Critical
Plan documents / SPD / SMM

Critical audit section is not present.

Resolve this critical audit gap before treating the file as ready.

Critical
Notice delivery logs

Critical audit section is not present.

Resolve this critical audit gap before treating the file as ready.

Critical
Affordability / ALE records

Critical audit section is not present.

Resolve this critical audit gap before treating the file as ready.

Critical
Substantiation standards and proof rules

Critical audit section is not present.

Resolve this critical audit gap before treating the file as ready.

Critical
Reimbursement records

Critical audit section is not present.

Resolve this critical audit gap before treating the file as ready.

Critical
Vendor / SOW / platform scope records

Critical audit section is not present.

Resolve this critical audit gap before treating the file as ready.

Evidence gaps

Caution
Plan documents / SPD / SMM

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Plan amendments or version history

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
ICHRA or QSEHRA notice package

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Notice delivery logs

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Employee class and eligibility records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Contribution strategy / design approval

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Affordability / ALE records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Substantiation standards and proof rules

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Reimbursement records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Payment / funding / reconciliation records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
COBRA review records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Medicare / MSP / creditable coverage review records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
HIPAA / privacy review records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Claims and appeals procedure records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Vendor / SOW / platform scope records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Employee support / triage records

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Launch readiness record

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Renewal workflow record

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
Continuous improvement record

Evidence location missing.

Record where this evidence is retained before relying on the file.

Caution
General evidence index

Evidence location missing.

Record where this evidence is retained before relying on the file.

Source/version gaps

Caution
Plan documents / SPD / SMM

Source/version note missing.

Record the source or version date before using this template, notice, or plan document.

Caution
Plan amendments or version history

Source/version note missing.

Record the source or version date before using this template, notice, or plan document.

Caution
ICHRA or QSEHRA notice package

Source/version note missing.

Record the source or version date before using this template, notice, or plan document.

Caution
Notice delivery logs

Source/version note missing.

Record the source or version date before using this template, notice, or plan document.

Review owner gaps

Review
Plan documents / SPD / SMM

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review
Plan amendments or version history

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review
ICHRA or QSEHRA notice package

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review
Notice delivery logs

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review
Affordability / ALE records

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review
COBRA review records

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review
Medicare / MSP / creditable coverage review records

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review
HIPAA / privacy review records

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review
Claims and appeals procedure records

Review owner missing for a governance-sensitive category.

Name the review owner or qualified review lane.

Review date gaps

Caution
Plan documents / SPD / SMM

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
Plan amendments or version history

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
ICHRA or QSEHRA notice package

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
Notice delivery logs

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
Affordability / ALE records

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
COBRA review records

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
Medicare / MSP / creditable coverage review records

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
HIPAA / privacy review records

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
Claims and appeals procedure records

Last reviewed date missing.

Record the last reviewed date or review cadence.

Caution
Vendor / SOW / platform scope records

Last reviewed date missing.

Record the last reviewed date or review cadence.

Overall readiness

Review
Audit index

The audit index has major gaps. Do not rely on the file until critical sections and evidence locations are resolved.

Retain the export with the audit file evidence map.

Owner gaps

Review
Plan documents / SPD / SMM

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Plan amendments or version history

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
ICHRA or QSEHRA notice package

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Notice delivery logs

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Employee class and eligibility records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Contribution strategy / design approval

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Affordability / ALE records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Substantiation standards and proof rules

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Reimbursement records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Payment / funding / reconciliation records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
COBRA review records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Medicare / MSP / creditable coverage review records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
HIPAA / privacy review records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Claims and appeals procedure records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Vendor / SOW / platform scope records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Employee support / triage records

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Launch readiness record

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Renewal workflow record

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
Continuous improvement record

Owner missing.

Name the person or role responsible for maintaining this audit section.

Review
General evidence index

Owner missing.

Name the person or role responsible for maintaining this audit section.

Evidence to Retain
  • Audit index export - Retains the local map of audit sections and evidence locations.
  • Evidence location map - Shows where records live without uploading files.
  • Plan document and notice version notes - Supports source control for core documents.
  • Delivery logs - Documents notice delivery and proof path.
  • Substantiation and reimbursement records - Supports reimbursement administration evidence.
  • Affordability/ALE records, if applicable - Keeps mandate-related support findable.
  • COBRA/Medicare/HIPAA review notes, if applicable - Retains special review boundaries.
  • Vendor/SOW scope records, if applicable - Documents responsibility and platform scope.
  • Missing file notes - Explains known gaps and cleanup needs.
  • Reviewer notes or signoff, if applicable - Captures qualified review context.

Evidence is not saved in this static version. Assign an owner, repeat the process consistently, review exceptions, explain the rationale, and retain copies in the employer file or local project record.

Local Export Actions

No database records or server-side files are created. Use these browser-only actions to retain a local copy.

This is an audit index and evidence-organization tool, not a legal, compliance, tax, accounting, or audit determination.