Differences

This shows you the differences between two versions of the page.

--- us_-_form_1095c [2017/10/10 17:39 (7 years ago)] – [Employee Freeform Comments] rreyes
+++ us_-_form_1095c [2017/11/17 20:48 (7 years ago)] (current) – [Employee Check Marks] rreyes
@@ Line 1: / Line 1: @@
 ====== Form 1095-C Configuration ======
-Certain settings in the employee setup needs to be configured for us to be able to print a form 1095-C for an employee.
+Certain settings in the employee setup needs to be configured for us to be able to print a form 1095-C for an employee. This includes:
+  * Employee Free Form Comments
+  * Employee Contacts
+  * Employee Check Marks
+<note warning>Configurations must be done or completed first before importing the XML file for the form 1095C. Otherwise, check marks will not be displayed in the form.</note>
 ===== Employee Freeform Comments =====
 Freeform comments, be it in an employee or company level, needs to have the heading to be configured first. This is a one-time setup, that once added into the system through a certain employee, these headings will then be readily available and visible across all employees.
-Freeform comments, be it in an employee or company level, needs to have the heading to be configured first. This is a one-time setup, that once added into the system through a certain employee, these headings will then be readily available and visible across all employees.
+Listed in Table 1 below are the needed configurations in the Employee Freeform comments tab of the employee setup.  These comments will hold the information needed in the printing of form 1095-Cfor the completion of the form boxes 14, 15, and 16, as well as the Plan Start Month field in the Part II of the form 1095-C (Refer to Figure 1).
-Listed in Table 1 below are the needed configurations in the Employee Freeform comments tab of the employee setup.  These comments will hold the information needed in the printing of form 1095-Cfor the completion of the form boxes 14, 15, and 16, as well as the Plan Start Month field in the Part II of the form 1095-C (Refer to Figure 1).
+{{:fig1_1095c.jpg? |}}
+//Figure 1: Part II Employee Offer Coverage of the Form 1095-C//
 ^Freeform Comment Fields^Description / Heading^
 |EE Freeform Comment 11|Plan Start Month|
-|EE Freeform Comment 12|Box 14 All Months|
+|EE Freeform Comment 12 - 24|Box 14 All Months - Box 14 Dec|
-|EE Freeform Comment 13|Box 14 Jan|
+|EE Freeform Comment 25 - 37|Box 15 All Months - Box 15 Dec|
-|EE Freeform Comment 14|Box 14 Feb|
+|EE Freeform Comment 38 - 50|Box 16 All Months - Box 16 Dec|
-|EE Freeform Comment 15|Box 14 Mar|
+//Table 1: Employee Freeforms for form 1095-C//
-|EE Freeform Comment 16|Box 14 Apr|
-|EE Freeform Comment 17|Box 14 May|
+Basically, when you have all the free form comments configured and already have some information pertaining to the appropriate fields, your Employee Free Form Comments would look like the image in Figure 2.
-|EE Freeform Comment 18|Box 14 Jun|
-|EE Freeform Comment 19|Box 14 Jul|
+{{:fig2_1095c.jpg|}}
-|EE Freeform Comment 20|Box 14 Aug|
-|EE Freeform Comment 21|Box 14 Sept|
+//Figure 2: Employee Free Form Comments showing Free Form Comments #s 11 – 16.//
-|EE Freeform Comment 22|Box 14 Oct|
-|EE Freeform Comment 23|Box 14 Nov|
-|EE Freeform Comment 24|Box 14 Dec|
-|EE Freeform Comment 25|Box 15 All Months|
-|EE Freeform Comment 26|Box 15 Jan|
-|EE Freeform Comment 27|Box 15 Feb|
-|EE Freeform Comment 28|Box 15 Mar|
-|EE Freeform Comment 29|Box 15 Apr|
-|EE Freeform Comment 30|Box 15 May|
-|EE Freeform Comment 31|Box 15 Jun|
-|EE Freeform Comment 32|Box 15 Jul|
-|EE Freeform Comment 33|Box 15 Aug|
-|EE Freeform Comment 34|Box 15 Sept|
-|EE Freeform Comment 35|Box 15 Oct|
-|EE Freeform Comment 36|Box 15 Nov|
-|EE Freeform Comment 37|Box 15 Dec|
-|EE Freeform Comment 38|Box 16 All Months|
-|EE Freeform Comment 39|Box 16 Jan|
-|EE Freeform Comment 40|Box 16 Feb|
-|EE Freeform Comment 41|Box 16 Mar|
-|EE Freeform Comment 42|Box 16 Apr|
-|EE Freeform Comment 43|Box 16 May|
-|EE Freeform Comment 44|Box 16 Jun|
-|EE Freeform Comment 45|Box 16 Jul|
-|EE Freeform Comment 46|Box 16 Aug|
-|EE Freeform Comment 47|Box 16 Sept|
-|EE Freeform Comment 48|Box 16 Oct|
-|EE Freeform Comment 49|Box 16 Nov|
-|EE Freeform Comment 50|Box 16 Dec|
 ===== Employee Contacts =====
@@ Line 56: / Line 33: @@
 Employee Contacts tab of the employee setup is where the contacts or beneficiaries of the employees will be added. To be able to configure the check marks, it must also be configured first by following the steps below:
-  - Edit an existing contact and go to the Check Marks tab.
+  * 1.  Edit an existing contact and go to the Check Marks tab.
-  - In the grid, click anywhere and do the right-click.
+  * 2.  In the grid, click anywhere and do the right-click.
-  - From the menu, you can select [Add] to add new check mark field, [Delete] if to delete an existing check mark, or [Rename] an existing check mark. This time, select [Add].
+  * 3.  From the menu, you can select [Add] to add new check mark field, [Delete] if to delete an existing check mark, or [Rename] an existing check mark. This time, select [Add].
-  - Add 13 check mark fields, each for each of the check boxes needed for every beneficiary in the part III of the form 1095-C by following step #3.
+<note important>These check marks in the Employee Contact Check Marks tab are different with that of Employee Check Marks. Once added, these check marks will then be visible across all Employee Contacts.</note>
-  - To fill in the information, simply click on the check box and a date will then appear beside the box. By default, it will be the current date. However, you can change the date by simply double-clicking on the date to invoke the date screen and be able to select a date. You can choose a date from the past or in the future.
+  * 4.  Add 13 check mark fields, each for each of the check boxes needed for every beneficiary in the part III of the form 1095-C by following step #3. Refer to the image below.
-  - So, in the image shown in #5, a check mark is set on Oct 2 ,2017. This will then appear in the form 1095-C of an employee to have a check mark in the column (d) Covered all 12 months of his beneficiary.
-===== Employee Check Marks =====
+{{ :eecontact4.jpg |}}
-As stated previously, this tab is different from that of the Employee Contact’s Check Marks tab. This in on a per employee level. Configuration needed in this module is just a check mark for the Covered Individuals check box of the form 1095-C (Part III).
+  * 5.  To fill in the information, simply click on the check box and a date will then appear beside the box. By default, it will be the current date. However, you can change the date by simply double-clicking on the date to invoke the date screen and be able to select a date. You can choose a date from the past or in the future.
+{{ :eecontact5.jpg |}}
+  * 6.  So, in the image shown in #5, a check mark is set on Oct 2 ,2017. This will then appear in the form 1095-C of an employee to have a check mark in the column (d) Covered all 12 months of his beneficiary.
-====== Limitation ======
+===== Employee Check Marks =====
+As stated previously, this tab is different from that of the Employee Contact’s Check Marks tab. This is on a per employee level. Configuration needed in this module is a check mark for the Covered Individuals check box of the form 1095-C (Part III) as well as the Monthly Coverage information of the employee.
-Once you all the configurations added, you are now ready to enter necessary information for each employee. Currently, we must do it individually for there is no option that we can do an import/export of information to fill in those comment boxes.
+{{ :eecheckmark.jpg |}}
-Also, only pages 1 and 3 of the form 1095-C is available in the system.
+To check or uncheck the box, click on the box and a calendar will prompt, for you to be able to change or leave the date as it is.
+====== Form Import ======
-===== Employee Contacts =====
+Before importing the XML file, you need to complete the configurations stated above. Otherwise, check marks will not be displayed in the form.
+To import the XML file, go to Forms and Reports > Payroll Designer
+Then click the [Import] button
-Part III of the form, requires check marks to note if a beneficiary has been covered with a health insurance for specific month.
+====== Limitation ======
-Employee Contacts tab of the employee setup is where the contacts or beneficiaries of the employees will be added. To be able to configure the check marks, it must also be configured first by following the steps below:
-=== Employee Check Marks ===
+Once you have all the configurations added, you are now ready to enter necessary information for each employee. Currently, we must do it individually for there is no option that we can do an import/export of information to fill in those comment boxes.
-As stated previously, this tab is different from that of the Employee Contact’s Check Marks tab. This in on a per employee level. Configuration needed in this module is just a check mark for the Covered Individuals check box of the form 1095-C (Part III).
+Also, only pages 1 and 3 of the form 1095-C is available in the system.
-Setup
-Limitation