Prepare ACA Recipient Data for EIB Upload

Import recipient data and access the

Create ACA 1095-C/1094-C Data

task.

Prepare 1095-C recipient data in an EIB spreadsheet to launch an EIB upload.

Access the

View 1095-C Form Recipient Data

report and export the results to an Excel file.

Copy the exported data into the

Import 1095-C Form Recipients Data

EIB spreadsheet template and modify.

Start at the cell labeled

Employee

Navigate to the cell labeled

Row ID

in the

Line 17 Covered Individuals

section (column BF). Select all the data to the end of the spreadsheet, and paste it 1 column to the right (column BG).

Enter a numeric value in every row of the

Header Key

column to associate the employee or dependent with the correct Applicable Large Employer (ALE). The

Header Key

must match the

Header Key

in section 1 of the template.

Examples:

Enter 1 in every row of the

Header Key

column if you have only 1 ALE.

Enter 1 in all rows for ALE 1 and 2 in all rows for ALE 2 if you have 2 ALEs.

For each recipient you add to the spreadsheet, enter a valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).

Data exported from the

View 1095-C Form Recipient Data

report contains masked digits for the SSN or ITIN for security purposes.

Don't correct SSNs or ITINs that you export to the spreadsheet from Workday. Correct them in Workday before running the

View 1095-C Form Recipient Data

report. This action keeps the SSNs updated at the source and prevents future discrepancies.

In the

Line Key

column, enter a unique value for each employee.

Start with 1 and increment each row by 1.

Each employee has 1 row for them self and 1 or more rows for each of their dependents. Each dependent must have the same value for

Line Key

as the employee. Example:

Header Key	Line Key	Employee
1	1	Emp_0001
1	1
1	1
1	2	Emp_0002
1	3	Emp_0003
1	3
1	3
1	4	Emp_0004

Enter a unique

Row ID

for each covered individual.

Start at 1 for the employee and increment by 1 for each dependent.

During the import, Workday generates and assigns a reference ID to each covered individual.

Enter a 2-digit numerical value for the month In the

Plan Start Month

column.

Starting in Tax Year 2020, the IRS requires this value, which Workday uses for each employee.

You can update individual employee values in the EIB, but not from the Create ACA 1095-C Company Configuration task.

(Optional) Enter a whole number from 1-120 in the

Employee's Age on January 1

field. Required if you’ve used any of the codes for Individual Coverage Health Reimbursement Accounts (ICHRA).

Line 14: Enter these ICHRA codes, as needed.

Enter the employee's zip code in all applicable month columns for

Line 17

, if you’ve used any of the codes for individual coverage HRAs.

Enter the zip code for the lowest cost silver plan used to calculate the Employee Required Contribution in line 15.