Creating ACA individual data reports

This process creates the data for every employee, retiree, and COBRA participant reported on the Forms 1095-C and 1095-B. The results of this process will show in Benefits > Reports > By Resources > ACA Individual.
  1. Select Benefits > Reports > ACA > Individual Data.
  2. Click Create ACA Individuals.
  3. Specify this information:
    Reporting Year
    Specify the reporting year.
    Hire Date
    The hire date is used to determine which employees are evaluated for the reporting year. Employees with a hire date after the reporting year end are not evaluated.
    Employment ID
    Specify an employment ID to determine the ACA individual data for an employee or retiree.
    COBRA Participant
    Specify a COBRA participant to determine the ACA individual data for a COBRA participant.
    Benefit Group
    Specify a benefit group to determine the ACA individual data for a group of individuals.
  4. Click OK.
  5. Correct any erroneous records found on the Errors tab and repeat this process until all ACA individuals are created.