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Administrator Guide
Last Updated: 2023-06-23
Steps: Import ACA 1095-C Recipient Data

Steps: Import ACA 1095-C Recipient Data

Set up ACA Forms 1094-C and 1095-C.
You can import ACA Form 1095-C data into Workday to:
  • Add to or update Workday-generated 1095-C data.
  • Add COBRA participants who aren't already in Workday.
  • Import or update data for retirees who aren't in Workday or aren't included in 1095-C processing.
  • Import dependents who aren't in Workday or additional dependent 1095-C data for the employee.
Import recipient data before using the
Create ACA 1095-C Forms
 task.
  1. Edit Domain Security Policies
    Add the Benefits Administrator to
    Integration Permissions
     on the
    Process: ACA Tax Filing 1094-C/ 1095-C
     domain in the Benefits functional area.
    Select the
    Put
     check box.
  2. Create an inbound EIB based on the
    Import 1095-C Form Recipients Data (WS Background Process)
     web service operation. Enter
    Import 1095-C Form Recipients Data (WS Background Process)
     in the
    Web Service Operation
     prompt.
  3. From the related actions menu of the integration system for the upload, select
    Template Model
    Generate Spreadsheet Template
    .
    To maintain the correct spreadsheet format, don't change the .xml file extension.
    Security:
    Integrations: EIBs
    ,
    Integration Configure
    , and
    Integration Event
     domains in the Integration functional area.
  • Check the EIB spreadsheet upload for errors.
  • Run the
    View 1095-C Form Recipient Data
     report for the employee or employees to verify the results of the upload. The
    Generation Source
     field displays:
    WG
    Workday Generated
    EG
    Externally Generated
    WE
    Workday Generated and then Externally Updated
    After import, the
    Create ACA 1095-C/1094-C Data
     task regenerates and overwrites WG data. The
    Delete ACA 1095-C/1094-C Data
     task deletes data, regardless of its source. Importing 1095-C recipient data overwrites WG data and previously imported EG and WE data.
  • Access the
    View 1095-C Form Recipient Data
     report to verify the results of the upload. Revise the data in the EIB spreadsheet if necessary and upload again.