Employee

These values come from the Employee screen.

• 1A - Qualifying Offer: Minimum essential coverage providing minimum value offered to full-time employee with employee contribution for self-only coverage equal to or less than 9.5% mainland single federal poverty line and at least minimum essential coverage offered to spouse and dependent(s).
  Note: This code may be used to report for specific months for which a Qualifying Offer was made, even if the employee did not receive a Qualifying Offer for all 12 months of the calendar year. However, an employer may not use the Alternative Furnishing Method for an employee who did not receive a Qualifying Offer for all 12 calendar months (except in cases in which the employer is eligible for and reports using the Alternative Method of Furnishing Form 1095-C to Employees Under the Qualifying Offer Method Transition Relief as described in these instructions).
• 1B - Minimum essential coverage providing minimum value offered to employee only.
• 1C - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) (not spouse).
• 1D - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to spouse (not dependent(s)).
• 1E - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) and spouse.
• 1F - Minimum essential coverage NOT providing minimum value offered to employee, or employee and spouse or dependent(s), or employee, spouse and dependents.
• 1G - Offer of coverage to employee who was not a full-time employee for any month of the calendar year and who enrolled in self-insured coverage for one or more months of the calendar year.
• 1H - No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage).
• 1J - Minimum essential coverage providing minimum value offered to the employee; minimum essential coverage conditionally offered to the employee's spouse; and minimum essential coverage NOT offered to the employee's dependents.
• 1K - Minimum essential coverage providing minimum value offered to the employee; minimum essential coverage conditionally offered to the employee's spouse; and minimum essential coverage offered to the employee's dependents.
• 1L - Individual coverage health reimbursement arrangement (HRA) offered to you only wth affordability determined by using employee's primary residence location and zip code.
• 1M - Individual coverage HRA offered to you and dependent(s) (not spouse) with affordability determined by using employee's primary residence location ZIP code.
• 1N - Individual coverage HRA offered to you, spouse and dependent(s) with affordability determined by using employee's primary residence location ZIP code.
• 1O - Individual coverage HRA offered to you only using the employee's primary employment site ZIP code affordability safe harbor.
• 1P - Individual coverage HRA offered to you and dependent(s) (not spouse) using the employee's primary employment site ZIP code affordability safe harbor.
• 1Q - Individual coverage HRA offered to you, spouse and dependent(s) using the employee's primary employment site ZIP code affordability safe harbor.
• 1R - Individual coverage HRA that is NOT affordable offered to you; employee and spouse or dependent(s); or employee, spouse, and dependents.
• 1S - Individual coverage HRA offered to an individual who was not a full-time employee.
• 1T - Individual coverage HRA offered to employee and spouse (not dependents) with affordability determined using employee's primary residence location ZIP code.
• 1U - Individual coverage HRA offered to employee and spouse (not dependents) using employee's primary employment site ZIP code affordability safe harbor.

January - December

• 1A - Qualifying Offer: Minimum essential coverage providing minimum value offered to full-time employee with employee contribution for self-only coverage equal to or less than 9.5% mainland single federal poverty line and at least minimum essential coverage offered to spouse and dependent(s).
  Note: This code may be used to report for specific months for which a Qualifying Offer was made, even if the employee did not receive a Qualifying Offer for all 12 months of the calendar year. However, an employer may not use the Alternative Furnishing Method for an employee who did not receive a Qualifying Offer for all 12 calendar months (except in cases in which the employer is eligible for and reports using the Alternative Method of Furnishing Form 1095-C to Employees Under the Qualifying Offer Method Transition Relief as described in these instructions).
• 1B - Minimum essential coverage providing minimum value offered to employee only.
• 1C - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) (not spouse).
• 1D - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to spouse (not dependent(s)).
• 1E - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) and spouse.
• 1F - Minimum essential coverage NOT providing minimum value offered to employee, or employee and spouse or dependent(s), or employee, spouse and dependents.
• 1G - Offer of coverage to employee who was not a full-time employee for any month of the calendar year and who enrolled in self-insured coverage for one or more months of the calendar year.
• 1H - No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage).
• 1J - Minimum essential coverage providing minimum value offered to the employee; minimum essential coverage conditionally offered to the employee's spouse; and minimum essential coverage NOT offered to the employee's dependents.
• 1K - Minimum essential coverage providing minimum value offered to the employee; minimum essential coverage conditionally offered to the employee's spouse; and minimum essential coverage offered to the employee's dependents.
• 1L - Individual coverage health reimbursement arrangement (HRA) offered to you only with affordability determined by using employee's primary residence location ZIP code.
• 1M - Individual coverage HRA offered to you and dependent(s) (not spouse) with affordability determined by using employee's primary residence location ZIP code.
• 1N - Individual coverage HRA offered to you, spouse and dependent(s) with affordability determined by using employee's primary residence location ZIP code.
• 1O - Individual coverage HRA offered to you only using the employee's primary employment site ZIP code affordability safe harbor.
• 1P - Individual coverage HRA offered to you and dependent(s) (not spouse) using the employee's primary employment site ZIP code affordability safe harbor.
• 1Q - Individual coverage HRA offered to you, spouse and dependent(s) using the employee's primary employment site ZIP code affordability safe harbor.
• 1R - Individual coverage HRA that is NOT affordable offered to you; employee and spouse or dependent(s); or employee, spouse, and dependents.
• 1S - Individual coverage HRA offered to an individual who was not a full-time employee.
• 1T - Individual coverage HRA offered to employee and spouse (not dependents) with affordability determined using employee's primary residence location ZIP code.
• 1U - Individual coverage HRA offered to employee and spouse (not dependents) using employee's primary employment site ZIP code affordability safe harbor.

• All Employees Section - Select this option to print the default offer of coverage information, entered in the All Employees section above, on Form 1095-C for the employee.
• Every Value From This Row - Select this option to enter coverage information for the employee and print it on Form 1095-C for the employee. This will override the default information for the employee.

• 1A - Qualifying Offer: Minimum essential coverage providing minimum value offered to full-time employee with employee contribution for self-only coverage equal to or less than 9.5% mainland single federal poverty line and at least minimum essential coverage offered to spouse and dependent(s).
  Note: This code may be used to report for specific months for which a Qualifying Offer was made, even if the employee did not receive a Qualifying Offer for all 12 months of the calendar year. However, an employer may not use the Alternative Furnishing Method for an employee who did not receive a Qualifying Offer for all 12 calendar months (except in cases in which the employer is eligible for and reports using the Alternative Method of Furnishing Form 1095-C to Employees Under the Qualifying Offer Method Transition Relief as described in these instructions).
• 1B - Minimum essential coverage providing minimum value offered to employee only.
• 1C - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) (not spouse).
• 1D - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to spouse (not dependent(s)).
• 1E - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) and spouse.
• 1F - Minimum essential coverage NOT providing minimum value offered to employee, or employee and spouse or dependent(s), or employee, spouse and dependents.
• 1G - Offer of coverage to employee who was not a full-time employee for any month of the calendar year and who enrolled in self-insured coverage for one or more months of the calendar year.
• 1H - No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage).
• 1J - Minimum essential coverage providing minimum value offered to the employee; minimum essential coverage conditionally offered to the employee's spouse; and minimum essential coverage NOT offered to the employee's dependents.
• 1K - Minimum essential coverage providing minimum value offered to the employee; minimum essential coverage conditionally offered to the employee's spouse; and minimum essential coverage offered to the employee's dependents.
• 1L - Individual coverage health reimbursement arrangement (HRA) offered to you only with affordability determined by using employee's primary residence location ZIP code.
• 1M - Individual coverage HRA offered to you and dependent(s) (not spouse) with affordability determined by using employee's primary residence location ZIP code.
• 1N - Individual coverage HRA offered to you, spouse and dependent(s) with affordability determined by using employee's primary residence location ZIP code.
• 1O - Individual coverage HRA offered to you only using the employee's primary employment site ZIP code affordability safe harbor.
• 1P - Individual coverage HRA offered to you and dependent(s) (not spouse) using the employee's primary employment site ZIP code affordability safe harbor.
• 1Q - Individual coverage HRA offered to you, spouse and dependent(s) using the employee's primary employment site ZIP code affordability safe harbor.
• 1R - Individual coverage HRA that is NOT affordable offered to you; employee and spouse or dependent(s); or employee, spouse, and dependents.
• 1S - Individual coverage HRA offered to an individual who was not a full-time employee.
• 1T - Individual coverage HRA offered to employee and spouse (not dependents) with affordability determined using employee's primary residence location ZIP code.
• 1U - Individual coverage HRA offered to employee and spouse (not dependents) using employee's primary employment site ZIP code affordability safe harbor.

• 1A - Qualifying Offer: Minimum essential coverage providing minimum value offered to full-time employee with employee contribution for self-only coverage equal to or less than 9.5% mainland single federal poverty line and at least minimum essential coverage offered to spouse and dependent(s).
  Note: This code may be used to report for specific months for which a Qualifying Offer was made, even if the employee did not receive a Qualifying Offer for all 12 months of the calendar year. However, an employer may not use the Alternative Furnishing Method for an employee who did not receive a Qualifying Offer for all 12 calendar months (except in cases in which the employer is eligible for and reports using the Alternative Method of Furnishing Form 1095-C to Employees Under the Qualifying Offer Method Transition Relief as described in these instructions).
• 1B - Minimum essential coverage providing minimum value offered to employee only.
• 1C - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) (not spouse).
• 1D - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to spouse (not dependent(s)).
• 1E - Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) and spouse.
• 1F - Minimum essential coverage NOT providing minimum value offered to employee, or employee and spouse or dependent(s), or employee, spouse and dependents.
• 1G - Offer of coverage to employee who was not a full-time employee for any month of the calendar year and who enrolled in self-insured coverage for one or more months of the calendar year.
• 1H - No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage).
• 1J - Minimum essential coverage providing minimum value offered to the employee; minimum essential coverage conditionally offered to the employee's spouse; and minimum essential coverage NOT offered to the employee's dependents.
• 1K - Minimum essential coverage providing minimum value offered to the employee; minimum essential coverage conditionally offered to the employee's spouse; and minimum essential coverage offered to the employee's dependents.
• 1L - Individual coverage health reimbursement arrangement (HRA) offered to you only with affordability determined by using employee's primary residence location ZIP code.
• 1M - Individual coverage HRA offered to you and dependent(s) (not spouse) with affordability determined by using employee's primary residence location ZIP code.
• 1N - Individual coverage HRA offered to you, spouse and dependent(s) with affordability determined by using employee's primary residence location ZIP code.
• 1O - Individual coverage HRA offered to you only using the employee's primary employment site ZIP code affordability safe harbor.
• 1P - Individual coverage HRA offered to you and dependent(s) (not spouse) using the employee's primary employment site ZIP code affordability safe harbor.
• 1Q - Individual coverage HRA offered to you, spouse and dependent(s) using the employee's primary employment site ZIP code affordability safe harbor.
• 1R - Individual coverage HRA that is NOT affordable offered to you; employee and spouse or dependent(s); or employee, spouse, and dependents.
• 1S - Individual coverage HRA offered to an individual who was not a full-time employee.
• 1T - Individual coverage HRA offered to employee and spouse (not dependents) with affordability determined using employee's primary residence location ZIP code.
• 1U - Individual coverage HRA offered to employee and spouse (not dependents) using employee's primary employment site ZIP code affordability safe harbor.

• All Employees Section - Select this option to print the default employee share information, entered in the All Employees section above, on Form 1095-C for the employee.
• Every Value From This Row - Select this option to enter employee share information for the employee and print it on Form 1095-C for the employee. This will override the default information for the employee.

• 2A - Employee not employed during the month. Select code 2A if the employee was not employed on any day of the calendar month. Do not use code 2A for a month if the individual was an employee of the employer on any day of the calendar month. Do not use code 2A for the month during which an employee terminates employment with the employer.
• 2B - Employee not a full-time employee. Select code 2B if the employee is not a full-time employee for the month and did not enroll in minimum essential coverage, if offered for the month. Enter code 2B also if the employee is a full-time employee for the month and whose offer of coverage (or coverage if the employee was enrolled) ended before the last day of the month solely because the employee terminated employment during the month (so that the offer of coverage or coverage would have continued if the employee had not terminated employment during the month).
• 2C - Employee enrolled in coverage offered. Select code 2C for any month in which the employee enrolled in health coverage offered by the employer for each day of the month, regardless of whether any other code in Code Series 2 might also apply (for example, the code for a section 4980H affordability safe harbor).
• 2D - Employee in a section 4980H(b) Limited Non-Assessment Period. Select code 2D for any month during which an employee is in a Limited Non-Assessment Period for section 4980H(b). If an employee is in an initial measurement period, enter code 2D (employee in a section 4980H(b) Limited Non-Assessment Period) for the month, and not code 2B (employee not a full-time employee). For an employee in a section 4980H(b) Limited Non-Assessment Period for whom the employer is also eligible for the multiemployer interim rule relief for the month code 2E, enter code 2E (multiemployer interim rule relief) and not code 2D (employee in a Limited Non-Assessment Period).
• 2E - Multiemployer interim rule relief. Select code 2E for any month for which the multiemployer interim guidance applies for that employee. This relief is described under Offer of Health Coverage in the Definitions section of these instructions.
• 2F - Section 4980H affordability Form W-2 safe harbor. Select code 2F if the employer used the section 4980H Form W-2 safe harbor to determine affordability for purposes of section 4980H(b) for this employee for the year. If an employer uses this safe harbor for an employee, it must be used for all months of the calendar year for which the employee is offered health coverage.
• 2G - Section 4980H affordability federal poverty line safe harbor. Select code 2G if the employer used the section 4980H federal poverty line safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).
• 2H - Section 4980H affordability rate of pay safe harbor. Select code 2H if the employer used the section 4980H rate of pay safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).
  Note: Codes 2F through 2H: Although employers may use the section 4980H affordability safe harbors to determine affordability for purposes of the multiemployer interim guidance, an employer eligible for the relief provided in the multiemployer interim guidance for a month for an employee should enter code 2E (multiemployer interim rule relief), and not a code for the section 4980H affordability safe harbors (codes 2F, 2G, or 2H).
• 2I - Reserved for future use.

• 2A - Employee not employed during the month. Select code 2A if the employee was not employed on any day of the calendar month. Do not use code 2A for a month if the individual was an employee of the employer on any day of the calendar month. Do not use code 2A for the month during which an employee terminates employment with the employer.
• 2B - Employee not a full-time employee. Select code 2B if the employee is not a full-time employee for the month and did not enroll in minimum essential coverage, if offered for the month. Enter code 2B also if the employee is a full-time employee for the month and whose offer of coverage (or coverage if the employee was enrolled) ended before the last day of the month solely because the employee terminated employment during the month (so that the offer of coverage or coverage would have continued if the employee had not terminated employment during the month).
• 2C - Employee enrolled in coverage offered. Select code 2C for any month in which the employee enrolled in health coverage offered by the employer for each day of the month, regardless of whether any other code in Code Series 2 might also apply (for example, the code for a section 4980H affordability safe harbor).
• 2D - Employee in a section 4980H(b) Limited Non-Assessment Period. Select code 2D for any month during which an employee is in a Limited Non-Assessment Period for section 4980H(b). If an employee is in an initial measurement period, enter code 2D (employee in a section 4980H(b) Limited Non-Assessment Period) for the month, and not code 2B (employee not a full-time employee). For an employee in a section 4980H(b) Limited Non-Assessment Period for whom the employer is also eligible for the multiemployer interim rule relief for the month code 2E, enter code 2E (multiemployer interim rule relief) and not code 2D (employee in a Limited Non-Assessment Period).
• 2E - Multiemployer interim rule relief. Select code 2E for any month for which the multiemployer interim guidance applies for that employee. This relief is described under Offer of Health Coverage in the Definitions section of these instructions.
• 2F - Section 4980H affordability Form W-2 safe harbor. Select code 2F if the employer used the section 4980H Form W-2 safe harbor to determine affordability for purposes of section 4980H(b) for this employee for the year. If an employer uses this safe harbor for an employee, it must be used for all months of the calendar year for which the employee is offered health coverage.
• 2G - Section 4980H affordability federal poverty line safe harbor. Select code 2G if the employer used the section 4980H federal poverty line safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).
• 2H - Section 4980H affordability rate of pay safe harbor. Select code 2H if the employer used the section 4980H rate of pay safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).
  Note: Codes 2F through 2H: Although employers may use the section 4980H affordability safe harbors to determine affordability for purposes of the multiemployer interim guidance, an employer eligible for the relief provided in the multiemployer interim guidance for a month for an employee should enter code 2E (multiemployer interim rule relief), and not a code for the section 4980H affordability safe harbors (codes 2F, 2G, or 2H).
• 2I - Reserved for future use.

• All Employees Section - Select this option to print the default employee share information, entered in the All Employees section above, on Form 1095-C for the employee.
• Every Value From This Row - Select this option to enter employee share information for the employee and print it on Form 1095-C for the employee. This will override the default information for the employee.

• 2A - Employee not employed during the month. Select code 2A if the employee was not employed on any day of the calendar month. Do not use code 2A for a month if the individual was an employee of the employer on any day of the calendar month. Do not use code 2A for the month during which an employee terminates employment with the employer.
• 2B - Employee not a full-time employee. Select code 2B if the employee is not a full-time employee for the month and did not enroll in minimum essential coverage, if offered for the month. Enter code 2B also if the employee is a full-time employee for the month and whose offer of coverage (or coverage if the employee was enrolled) ended before the last day of the month solely because the employee terminated employment during the month (so that the offer of coverage or coverage would have continued if the employee had not terminated employment during the month).
• 2C - Employee enrolled in coverage offered. Select code 2C for any month in which the employee enrolled in health coverage offered by the employer for each day of the month, regardless of whether any other code in Code Series 2 might also apply (for example, the code for a section 4980H affordability safe harbor).
• 2D - Employee in a section 4980H(b) Limited Non-Assessment Period. Select code 2D for any month during which an employee is in a Limited Non-Assessment Period for section 4980H(b). If an employee is in an initial measurement period, enter code 2D (employee in a section 4980H(b) Limited Non-Assessment Period) for the month, and not code 2B (employee not a full-time employee). For an employee in a section 4980H(b) Limited Non-Assessment Period for whom the employer is also eligible for the multiemployer interim rule relief for the month code 2E, enter code 2E (multiemployer interim rule relief) and not code 2D (employee in a Limited Non-Assessment Period).
• 2E - Multiemployer interim rule relief. Select code 2E for any month for which the multiemployer interim guidance applies for that employee. This relief is described under Offer of Health Coverage in the Definitions section of these instructions.
• 2F - Section 4980H affordability Form W-2 safe harbor. Select code 2F if the employer used the section 4980H Form W-2 safe harbor to determine affordability for purposes of section 4980H(b) for this employee for the year. If an employer uses this safe harbor for an employee, it must be used for all months of the calendar year for which the employee is offered health coverage.
• 2G - Section 4980H affordability federal poverty line safe harbor. Select code 2G if the employer used the section 4980H federal poverty line safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).
• 2H - Section 4980H affordability rate of pay safe harbor. Select code 2H if the employer used the section 4980H rate of pay safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).
  Note: Codes 2F through 2H: Although employers may use the section 4980H affordability safe harbors to determine affordability for purposes of the multiemployer interim guidance, an employer eligible for the relief provided in the multiemployer interim guidance for a month for an employee should enter code 2E (multiemployer interim rule relief), and not a code for the section 4980H affordability safe harbors (codes 2F, 2G, or 2H).
• 2I - Reserved for future use.

• 2A - Employee not employed during the month. Select code 2A if the employee was not employed on any day of the calendar month. Do not use code 2A for a month if the individual was an employee of the employer on any day of the calendar month. Do not use code 2A for the month during which an employee terminates employment with the employer.
• 2B - Employee not a full-time employee. Select code 2B if the employee is not a full-time employee for the month and did not enroll in minimum essential coverage, if offered for the month. Enter code 2B also if the employee is a full-time employee for the month and whose offer of coverage (or coverage if the employee was enrolled) ended before the last day of the month solely because the employee terminated employment during the month (so that the offer of coverage or coverage would have continued if the employee had not terminated employment during the month).
• 2C - Employee enrolled in coverage offered. Select code 2C for any month in which the employee enrolled in health coverage offered by the employer for each day of the month, regardless of whether any other code in Code Series 2 might also apply (for example, the code for a section 4980H affordability safe harbor).
• 2D - Employee in a section 4980H(b) Limited Non-Assessment Period. Select code 2D for any month during which an employee is in a Limited Non-Assessment Period for section 4980H(b). If an employee is in an initial measurement period, enter code 2D (employee in a section 4980H(b) Limited Non-Assessment Period) for the month, and not code 2B (employee not a full-time employee). For an employee in a section 4980H(b) Limited Non-Assessment Period for whom the employer is also eligible for the multiemployer interim rule relief for the month code 2E, enter code 2E (multiemployer interim rule relief) and not code 2D (employee in a Limited Non-Assessment Period).

• 2E - Multiemployer interim rule relief. Select code 2E for any month for which the multiemployer interim guidance applies for that employee. This relief is described under Offer of Health Coverage in the Definitions section of these instructions.

• 2F - Section 4980H affordability Form W-2 safe harbor. Select code 2F if the employer used the section 4980H Form W-2 safe harbor to determine affordability for purposes of section 4980H(b) for this employee for the year. If an employer uses this safe harbor for an employee, it must be used for all months of the calendar year for which the employee is offered health coverage.

• 2G - Section 4980H affordability federal poverty line safe harbor. Select code 2G if the employer used the section 4980H federal poverty line safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).

• 2H - Section 4980H affordability rate of pay safe harbor. Select code 2H if the employer used the section 4980H rate of pay safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).

  Note: Codes 2F through 2H: Although employers may use the section 4980H affordability safe harbors to determine affordability for purposes of the multiemployer interim guidance, an employer eligible for the relief provided in the multiemployer interim guidance for a month for an employee should enter code 2E (multiemployer interim rule relief), and not a code for the section 4980H affordability safe harbors (codes 2F, 2G, or 2H).
• 2I - Reserved for future use.

The zip code used to determine affordability for an ICHRA, if one was offered to the employee.

Select Import Dependents to import dependent information from Excel (XLSX or XLS files). Browse to the file you want to import and select Open.

You can import dependent information more than once. If you import a line with the same employee name and dependent name as an existing line, all other information in the line is overwritten with the information from the imported file. If you import an employee line with the same name as an existing line, only the columns for All 12 Months and Jan-Dec are overwritten with the information from the imported file.

An import template for covered individuals is installed in the following location:

C:\Program Files\Maxwell Systems\ProContractorMX\Import Templates\1095 - Covered Individuals.xlsx

C:\Program Files (x86)\Viewpoint\PCACA\1095 - Covered Individuals.xlsx

• In order to import data from Microsoft Excel, the file that contains the data to be imported cannot be open in Excel.
• The import data must be in an import template on a worksheet named Sheet1.
• If you are using Office 365 Online, you must first download and save a local copy of the Excel file you want to import before you can import it.
• To ensure that data is imported correctly, the following fields must be formatted correctly in Excel:
  • Employee Code - Format as Text. Set the format for the column to Text, before adding data. This will ensure that Excel does not remove leading zeros from employee codes.
  • Date of Birth - Format as Date. Enter data in the format MM/DD/YYYY, so that Excel will set the format to Date.
  • Social Security Number - Format as General. Enter data in the format 999-99-9999, so that Excel will set the format to General.

• If the December checkbox or the All 12 Months checkbox is selected for the dependent for the prior year, the All 12 Months checkbox is automatically selected for the dependent for the year that is copied to.
• If the December checkbox or the All 12 Months checkbox is not selected for the dependent for the prior year, the dependent information is not copied.