September 2015 Melissa Bilyeu Senior Learning Consultant Goal 2 Understand how to store employee and dependent data in Ceridians ACA spreadsheets for populating Form1095C Agenda Handout Links to More Information ID: 369655
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Slide1
Populating Form 1095-C for the Affordable Care Act
September, 2015Melissa BilyeuSenior Learning ConsultantSlide2
Goal
2
Understand how to store employee and dependent data in Ceridian’s ACA spreadsheets for populating Form1095-C.Slide3
AgendaSlide4
Handout – Links to More Information
4www.ceridian.com/myceridianSlide5
2015 ACA Solutions
Ceridian Payroll System to house ACA data and print Form 1095-C
Electronic filing of IRS C-Series forms for Ceridian Tax Service customers
Data file for non-CTS customers or those filing directly with the IRS
Spreadsheets for storing required monthly data
Standard import formats for importing spreadsheet data in a .
csv
file
Direct data entry of required monthly data in HR/PayrollSlide6
Populating Form 1095-C
6
Part I comes from EPayrollBase and CardFile
Part II comes from Employee Information Spreadsheet (EPPACA table)
Part III comes from Covered Individuals Spreadsheet (CPPACA table)Slide7
Employee Information Spreadsheet
Columns A-H
1095-CSlide8
Employee Information Spreadsheet – cont.
8
Columns I-N
1095-CSlide9
Scenario 1: Employee has qualified offer/enrolled all yearSlide10
Scenario 1: Employee has qualified offer/enrolled all year
10Slide11
Scenario 2: Part-time Employee Transitions to Full-time
Employee received a qualified offer effective February 1
st
and was enrolled in the plan the rest of the year
Try It!Slide12
Scenario 2: Part-time Employee Transitions to Full-time
Employee received a qualified offer effective February 1
st
and was enrolled in the plan the rest of the yearSlide13
Scenario 2: Part-time Employee Transitions to Full-time
13Slide14
Entering Information for Non-Employees
Examples Include Employee who has two records for a consolidated Form W-2 (the 2nd record is
the
non-employee)
Individual was a Form 1099 employee for the entire year
COBRA recipient in a self-insured plan for the entire year
Retiree in a self-insured plan for the entire year
Enter non-employees directly into HR/Payroll instead of using the spreadsheet
Instructions included in the fall releases
Individuals no longer on the Payroll System may need to be rehired
KB Article “Rehiring Terminated Employees”Slide15
Covered Individuals Spreadsheet
15
Covered dependents must have records in
HPx
Dependents – name, SSN or DOB
List everyone covered by the policy – employee, spouse, children, etc
Only required for self-insured employersSlide16
Covered Individuals Spreadsheet
16
Columns A-I
1095-CSlide17
Covered Individuals Spreadsheet – cont.
17
Columns J-Y
1095-CSlide18
Dependent
FlxID SQL StatementSlide19
Scenario 1: Covered EmployeesSlide20
Scenario 2: Covered Dependents
20Slide21
Action Plan
Populate appropriate spreadsheet(s)Employee Information, Covered Individuals
Set up dependents if using self-insured plans
Enter or import into HR/Payroll
Import spreadsheets and enter additional data in GUI
Functionality available in Q4 releases
Audit your data
Now and later – additional reporting available Q4
Need Help?
1
st
/2
nd
Level Support
Project Portal – Professional Services
Watch for further announcementsSlide22