Reviewing ACA Annual Reporting Data that Needs Attention Handout Manual Need support after training? To exchange tips and best practices with fellow users, get on The Bridge an online community built exclusively for ADP clients. V11061781058_4ACA15 Copyright 2016 2017 ADP, LLC
Slide 1 - Introduction Welcome to Reviewing ACA Annual Reporting Data that Needs Attention. This course includes a handout manual which you can access by clicking Print Materials. Click Next to continue. Page 1 of 26
Slide 2 - What you will learn My name is Darcy, and I'm an ADP representative. Before we begin, it is recommended that you take the Reviewing ACA Annual Reporting Data that Is Ready for Preview training so you learn how to access and review preliminary drafts of the annual health care reports on the ADP Health Compliance pages. Here's what you'll learn about in this training. Let's get started. Page 2 of 26
Slide 3 - ACA Annual Reporting Phases In the Overview of Annual Reporting Tasks training, you learned about the specific tasks that you complete during each phase of the ACA annual reporting process. In this training, you will focus on the Review - Need Attention task of Phase 1. Page 3 of 26
Slide 4 - What Do You Think? ADP Health Compliance alerts you if forms require your immediate attention. What do you think are some examples of forms that need attention? Choose your answer, then click Submit. Page 4 of 26
Slide 5 - Forms Requiring Your Attention Forms that require your attention are categorized into two statuses. A form that has an Incomplete status may be missing data or have data with errors. You must review and address incomplete forms to ensure that accurate data is sent to the Internal Revenue Service. A form that was previously accepted will change to a Changes Since Accepted status if a change is processed in ADP Workforce Now or HR & Benefits. Page 5 of 26
Slide 6 - Choosing Your ADP Solution Let s access the Annual Health Care Reports dashboard. To do so, first refer to this table to determine the appropriate path for your ADP solution. You ll use this path after you complete your training. Page 6 of 26
Slide 7 - The Annual Health Care Reports Dashboard Here is the Annual Health Care Reports dashboard. It indicates that there are 4 draft Forms 1095-C that need your attention. Page 7 of 26
Slide 8 - Explore: Form 1095-C, Need Attention Let's explore a Form 1095-C that needs attention, one that has an Incomplete status. Read the scenario and then click Next. Page 8 of 26
Slide 9 - Explore: Form 1095-C, Need Attention (cont.) In the Employee Statement, 1095-C section, click the Need Attention tile. Page 9 of 26
Slide 10 - Explore: Form 1095-C, Need Attention (cont.) In this example, ABC Towing is the only entity with forms that need attention. Click the ABC Towing card. Page 10 of 26
Slide 11 - Explore: Form 1095-C, Need Attention (cont.) This page includes all of the ABC Towing employees who have Forms 1095-C that need attention. You can filter the list by form status or search for a specific employee. As a best practice, ADP recommends that you periodically download and save the Export CSV of All Employees for Full Analysis file for your records. This file is useful for you to see all of your employees' statuses at a glance. However, you will need to access each form individually to view the details. Let's use a filter so that you see only forms that are incomplete. In the Filter By field, click the down arrow. Page 11 of 26
Slide 12 - Explore: Form 1095-C, Need Attention (cont.) Select Incomplete. Page 12 of 26
Slide 13 - Explore: Form 1095-C, Need Attention (cont.) A list of employees whose forms are incomplete is displayed. Let's preview Andy Collins' Form 1095-C. Click Andy Collins. Page 13 of 26
Slide 14 - Explore: Form 1095-C, Need Attention (cont.) This is a preview of Andy Collins' Form 1095-C. Notice the red Incomplete icon. You ll see this icon when a form has missing or invalid data. Point to the icon to determine the issue; then click Next. Page 14 of 26
Slide 15 - Explore: Form 1095-C, Need Attention (cont.) Great! In this example, the city on Andy's Form 1095-C is missing. You'll need to enter the city in ADP Workforce Now or HR & Benefits. Within 24 hours of the entry, you ll see that this page is updated. Note that you may need to make manual edits directly on the form. You will learn how to do this in subsequent training. Let's scroll down to review the rest of the form. Page 15 of 26
Slide 16 - Explore: Form 1095-C, Need Attention (cont.) In Part II and Part III of the form, there is no indication of missing or invalid data, but you should review the data for accuracy. You learned in the Reviewing ACA Annual Reporting Data that Is Ready for Preview training that the data in Part II is projected from the current month to the end of the year. Starting now, ADP recommends that you review the previous months from the beginning of the year, and going forward, review each month as it ends. Remember, you can click the Help icons to learn more about the codes and conditions for which they display in Part II and Part III. Let s try it now for a refresher. Click the Help icon next to Line 15 - Employee Share of Lowest Cost Monthly Premium, for Self Only Minimum Value Coverage. Page 16 of 26
Slide 17 - Explore: Form 1095-C, Need Attention (cont.) Additional information about the valid entry values on Form 1095-C, line 15, is displayed. Notice the links to explanations of each code. When you're ready, click the X to close. Page 17 of 26
Slide 18 - Explore: Form 1095-C, Need Attention (cont.) If you identify any discrepancies, you'll need to make corrections in ADP Workforce Now or HR & Benefits. In this case, the rest of Andy's Form 1095-C is accurate, so no corrections are necessary. Scroll up. Page 18 of 26
Slide 19 - Explore: Form 1095-C, Need Attention (cont.) Return to the Annual Health Care Reports dashboard. Click Back to Need Attention: Forms 1095-C. Page 19 of 26
Slide 20 - Explore: Form 1095-C, Need Attention (cont.) Click Back to Applicable Large Employer. Page 20 of 26
Slide 21 - Explore: Form 1095-C, Need Attention (cont.) Click Back to Annual Health Care Reports Dashboard. Page 21 of 26
Slide 22 - Explore: Form 1095-C, Need Attention (cont.) Great work! You're ready to work through a scenario by yourself! Click Next to continue. Page 22 of 26
Slide 23 - Practice: Form 1095-C, Need Attention Now, you ll practice reviewing Forms 1095-C that need attention, those with Incomplete and Changes Since Accepted statuses. Click Try It when you re ready. Page 23 of 26
Slide 24 - What You ve Learned Excellent work! You've learned how to access Forms 1095-C that need attention, use a filter to create a list of Forms 1095-C that need attention, and identify data discrepancies when previewing Form 1095-C. Page 24 of 26
Slide 25 - Additional Resources For more information about reviewing ACA annual reporting data that needs attention, refer to these valuable resources. Page 25 of 26
Slide 26 - Point to Remember Here's a brief summary of what you learned today. To record your completion, click Exit. Page 26 of 26