Update Form 1095-C Data Using People Analytics Report Templates

Select and run a 1095-C report template to view Form 1095-C data. Save the report output to import it into the UKG Pro solution.

1. From the PPACA Reports folder, select the template for the data that must be changed.
   If you cannot view the folder:

   • Verify that the current location of the path is Public Folders, which appears at the top of the page.
   • Select the arrow at the top of the page to display the next set of reports in the folder, as needed.
2. Select at least one ALE name or select All.
3. Select the tax reporting year.
4. Select Yes to indicate you wish to include previously terminated employees.
5. Select Yes or No to indicate whether the report should include employees that were not full-time for any month of the calendar year.
   • If Yes is selected, the report template provides all employees for the selected ALEs. This option enables you to import data for self-insured coverage, COBRA participants, and retirees.
   • If No is selected, the report template provides only the employees who were active for at least one day in the selected reporting year for the selected ALEs.
6. Select the deduction/benefit group, employee type, employee status, and whether to include full time or part time to filter the list of employees.
7. Select Run Report. By default, the report template downloads as a CSV file.

8. Open the report template to verify employee information. Changes to employee information must be made in the UKG Pro™ solution. Complete required changes to the employee record as needed, and then run the report template again.

9. Save the report.

After you run the report template, a CSV formatted file is generated. The quickest way to open a CSV file is in Microsoft Excel. Excel must be set as the default program in order for CSV files to open automatically when you access the file.

1. After you run the People Analytics report template, open the CSV file in Excel.
2. Isolate the employee rows that need to be modified.
3. Modify the data for employees, as needed.
4. Save the CSV file:
   • Select File > Save As.
   • Select the folder to save the file.
   • Select Save as Type as CSV (Comma Delimited).

You can complete a bulk import of Form 1095-C information to the UKG Pro solution using People Analytics PPACA report templates. Report templates provide you with a method to collect, track, and import offer of coverage information that is not stored in the UKG Pro™ solution for both employees and nonemployees. The templates are also used to adjust or replace information that has been manually entered or auto-populated on the Offer and Coverage page, as needed.

1. From the Imported 1095-C Files page, select the Import icon.
2. From the Import a File window at the Select Employee Type field, select either Employee or Non-Employee from the drop-down list. 
   Note

   • Employee - refers to an individual who has or already had an employee record in the UKG Pro™ solution, which includes employees of any status (for example, Active, Terminated, Leave of Absence).
   • Nonemployee - refers to an individual who does not have a record in the UKG Pro™ solution, which may include nonemployee directors, retirees, COBRA beneficiaries, and dependents. Nonemployee data must be updated using one of the nonemployee report templates.
3. Select the template to import. (The list appears dynamically based on your prior selection.)

   Report Template Type	Form 1095-C	Templates	Usage
   Employee	Part II and III	PPACA 1095-C Part II – Employees in Multiple Companies Report PPACA 1095-C Part II – Offer and Coverage Template PPACA 1095-C Part III – Covered Individuals Template	Use employee templates for individuals who have a record in the UKG Pro™ solution. When you run the PPACA Report template for employees, any information that was previously entered on the Offer and Coverage page in the UKG Pro™ solution is included in the report file.
   Nonemployee	Part I, II, and III	PPACA 1095-C Nonemployee Part I – Employee Info Template PPACA 1095-C Nonemployee Part II – Offer and Coverage Template PPACA 1095-C Nonemployee Part III – Covered Individuals Template	Use nonemployee templates for individuals who do not have a record in the UKG Pro™ solution (for example, non-employee directors, retirees, and COBRA beneficiaries). Part I information must first be imported in order to establish the assignment of a non-employee ID in the system. You can then run report templates for Part II and Part III

4. Select Choose File to search and locate the CSV file.
5. Select Import.

   The UKG Pro™ solution completes a validation process to ensure the data conforms to IRS requirements.

6. Select the Refresh icon to update the file status.
7. Review the status of the imported file and, if needed, correct any errors that were identified during the validation process.
8. Select the error link to open the error CSV file. The error file includes one error per record even if multiple errors exist.
9. Correct the first reported error for each of the rows in the CSV file.
10. Save and re-import the error file to continue the validation process for the remaining records.
11. Continue to correct errors until no more errors appear.