Consent for Electronic Delivery of 1095c Forms

Globally Mass-Set Consent for ALL staff:

To globally set consent for ALL employees to receive their 1095c forms electronically and not receive a printed copy, you can click the button "Set all to Electronic."   You can also globally set consent for ALL employees to receive a paper copy of their 1095c by clicking the "Set all to Paper" button.

Regardless of consent choice, you can have the system default to display the 1095c in their portal.  This way, even if a person has chosen the paper option, they can still see their 1095c in the portal.

You can use the hyper-link on this screen to print 1095c forms for anyone who has not consented.

Allowing Staff to Consent to Electronic Delivery of 1095c

Step 1 - Enable the Consent screen in the employee portal

1. Go to the Setup→Employee Portal→Roles screen.
2. Locate a Role you wish to update and click its Edit button.
3. Click on the button Assign Screens 
4. Add the following screens to the permissions

5.  Click Save.

6.  Repeat steps 1 to 4 for every Role you wish to update.

These options will allow your staff to consent to electronic delivery of 1095c forms.  If you wish, you can also allow them to remove consent. The update must be done separately to each Role – there is no one single ‘turn on for all Roles’ switch.

What the Employee Portal looks like after these steps are completed:

After these steps are done, the Switch to… button is enabled on the Payroll > Documents tab in the Employee Portal.

When an employee clicks the Switch to… button, it will show the following confirmation prompt:

After consent is given, the employee’s Payroll > Documents screen in their employee portal will look like this: