Run a 1095-C Summary Report

Run a 1095-C Summary Report

The PPACA 1095-C Summary report displays all the generated information for Part II Offer and Coverage and Part III Covered Individuals for employees specific to an ALE. The 1095-C Summary report gives a preview of all of the employee 1095-C forms to be filed with the IRS per ALE.

Navigation:Menu > Administration > People Analytics (Business Intelligence)

  1. Navigate to the PPACA Reports folder in People Analytics (People Analytics (Business Intelligence) > Team Content > UltiPro BI Content > UltiPro BI for Core HR and Payroll > UltiPro Delivered Reports > PPACA Reports‬).
    1. From the People Analytics application bar, select the Open Menu icon.
    2. From the Open Menu, select Content.
    3. From the Content page, select the Team Content tab, and then navigate to the location of the report.
  2. Select PPACA 1095-C Summary Report.
  3. Select a filing year.
  4. Select one or more ALEs.
  5. Select Next to change the scope of employees to report, or select Finish to report all employees for the selected ALE and filing year.
    • If you selected Next, select one or more employees. You can use the Search field to find an employee’s name. Only those employees that are associated with the ALE for the given year will display.
    • Move the desired employee names from the Search Results pane on the left to the Selected Employees to Report pane on the right.
  6. Select Finish.
    Form 1095-C Summary Report Example