How do I edit the employee plan start month? (ACA)
Set the plan start month for an employee. The plan start month is used in the ACA file. You can edit the employee's plan start date in the
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benefits in Human Resources (Organization > Benefits)
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ACA employees in Government Reporting
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ACA corrections in Government Reporting
IRS instructions: Plan Start Month. This box is required for the 2022 Form 1095-C and the ALE Member may not leave it blank. To complete the box, enter the 2-digit number (01 through 12) indicating the calendar month during which the plan year begins of the health plan in which the employee is offered coverage (or would be offered coverage if the employee were eligible to participate in the plan). If more than one plan year could apply (for instance, if the ALE Member changes the plan year during the year), enter the earliest applicable month. If there is no health plan under which coverage is offered to the employee, enter “00.
This option is included in the 2023.11 release. In an earlier version, the plan start month would populate with 01 for all employees that were employed for the entire year, the employee hire date for new hires, or 00 for employees who waived coverage. This option allows the employer to select the value in the plan start month.
Changing plan start month in the ACA employee record (Government Reporting)
After the employee's ACA information is converted, you can edit the employee's plan start month in Government Reporting. Any changes that you make to the employee's ACA information in Government Reporting will only be used to create the ACA forms and files. Changes will not be updated to the employee file in Human Resources and converting the year-end ACA information again will replace any changes you have made to the employee information in Government Reporting.
Do this...
1. Open Connect Payroll > Government Reporting > ACA Employees.
2. Click to select the Employee tab.
3. Set the Plan Start Month (00-12).
IRS instructions: Plan Start Month. This box is required for the 2022 Form 1095-C and the ALE Member may not leave it blank. To complete the box, enter the 2-digit number (01 through 12) indicating the calendar month during which the plan year begins of the health plan in which the employee is offered coverage (or would be offered coverage if the employee were eligible to participate in the plan). If more than one plan year could apply (for instance, if the ALE Member changes the plan year during the year), enter the earliest applicable month. If there is no health plan under which coverage is offered to the employee, enter “00.
Government Reporting, ACA Employees
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00. Coverage is not offered during the reporting year.
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1-12. Enter the plan start month January (01), February (02), March (03), ...
Changing employee plan start month in ACA correction file (Government Reporting)
Update the employee plan start month in the ACA correction file.
Do this...
1. Open Connect Payroll > Government Reporting > ACA Corrections.
2. Click to select the Employees tab.
3. Select an employee from the list on the left.
4. Set the Plan Start Month (00-12).
You may need to scroll to the bottom of the tab to view the Plan Start Month box. It's at the bottom of the tab.
IRS instructions: Plan Start Month. This box is required for the 2022 Form 1095-C and the ALE Member may not leave it blank. To complete the box, enter the 2-digit number (01 through 12) indicating the calendar month during which the plan year begins of the health plan in which the employee is offered coverage (or would be offered coverage if the employee were eligible to participate in the plan). If more than one plan year could apply (for instance, if the ALE Member changes the plan year during the year), enter the earliest applicable month. If there is no health plan under which coverage is offered to the employee, enter “00.
Government Reporting, Employees tab
Setting plan start month in benefit level (Human Resources)
Use this option to change the plan start month that's recorded in the benefit level. Employees who are assigned to the benefit level will also be assigned to the benefit level plan start month. You have the option of editing the benefit level plan start month in Government Reporting.
Do this...
1. Open Connect Human Resources > Organization > Benefits.
2. Click to select the Levels tab.
3. Select a health insurance benefit level.
4. Click to select the ACA Information tab.
5. Set the Plan Start Month (00-12).
IRS instructions: Plan Start Month. This box is required for the 2022 Form 1095-C and the ALE Member may not leave it blank. To complete the box, enter the 2-digit number (01 through 12) indicating the calendar month during which the plan year begins of the health plan in which the employee is offered coverage (or would be offered coverage if the employee were eligible to participate in the plan). If more than one plan year could apply (for instance, if the ALE Member changes the plan year during the year), enter the earliest applicable month. If there is no health plan under which coverage is offered to the employee, enter “00.
Human Resources, Benefits
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00. Coverage is not offered during the reporting year.
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1-12. Enter the plan start month January (01), February (02), March (03), ...
6. Click Save (CTRL+S).
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