1095 Maintenance Option

Menu Path: Human Resources > Periodic Routines > Affordable Care Act > 1095 Maintenance

This section outlines the procedure for creating 1095 records. It details the steps to follow for each method of creating 1095, as well as information for uploading 1095 records for individuals who are not employees but are required to receive one and uploading covered individuals if your organization is not using the Employee Benefits system.

When you select this option, the 1095 Employee File Update page will display. From this page, you can view employee 1095 records. Also, from this page, you can access options to set up employer records, create employee 1095 records, upload a file, and purge records.

Steps to Take on this Page

1. Create an Employer record using the Setup Employer Record.

2. Create 1095 work files using the Create Employee 1095 option.

3. Upload a file with 1095 information for employees or covered individuals if your organization has 1095 information stored elsewhere or from an outside source.

4. Purge a 1095 work file.

5. Manually edit employee 1095 records, including marking 1095 as corrected or voided.

6. Lock an employee 1095 record, to prevent the record from changing if you are regularly loading 1095 information.