Staff Member's 1095C Screen and Form

In order to have a 1095C, the staff member must:

• Have at least one Position Tracking record for the reporting year.   That is, the staff member must have held at least one position sometime during the reporting year.
• Must have had at least 1 Health Benefits setup in the reporting year.
• Must not be flagged as not receiving health care. 

1095C Information can be mass created and updated using tools found on the Payroll→1095C screen.

From the employee's Payroll > 1095c screen:

If the individual staff member's 1095c record has not been created yet, first checkoff the box "Receives 1095c" and click Save.  After that box is checked, the button to Create and Calculate 1095c record button appears. From this screen you also have the ability to check whether the employee will receive a paper or electronic 1095c form.

This will create the 1095c information for this employee:

Staff Members Who Do NOT Get 1095C Records

If a staff member has no medical deductions whatsoever, that is, they were not offered coverage and have no record of coverage, a 1095C record will not be generated for them.  When the button is clicked for these staff members, nothing will happen and the screen will continue to display the "No 1095C On File" message:

Recreating/Recalculating the 1095C

1095C data can be updated for a staff member in three ways:

1. Their 1095C record can be deleted and then recreated (either by mass update or individually)
2. You can update their 1095 information directly on their personal 1095C screen (Personnel→Staff Member→Payroll→1095C).
3. You can mass update all staff member's 1095C records.

1. Deleting and Recreating a Staff Member's 1095C Record

The sole reason to do this is if a staff member's "Members" have been updated.  If changes were made on the staff member's Health Care screen affecting the staff members actually covered during the period for the 1095C, the only way to update the 1095C record is to remove it and recreate it.

To remove a staff member's 1095C record, click the Delete Record button at the bottom of their 1095C screen:

This will bring up a confirmation dialog:

Click OK to continue and remove the 1095C record.  This removes the 1095C record and returns the staff member's screen to the 'starting state':

You can now create a new 1095C record for them.

2. Updating Staff Members 1095C Data Directly on Their 1095C Screen

To save any changes you make directly on this screen, click the Save 1095c Information button.

To prevent your changes from being overridden by a mass calculation, before clicking the button, check the "Do not allow the system to automatically recalculate this record" checkbox: