Note: When using the MS excel template and your employees are not importing, verify on the spreadsheet there are no spaces after your data. Images in article consist of fictitious data - Test Purposes Only.
Importing Employees/1095-B or 1095-C from Excel:
1. Select Companies & Employees from the menu bar then select Manage Companies & Employees
2. Select the Company
3. Select the Import Employees
4. Click drop-down arrow in "Select Import Template" & select needed Template. Next Click on the "Get Template" button.
5. Save the excel template (In this example we are using Recipient List – Template), and choose the location to save your file (Highly recommended to save your file to your desktop to make it easier to locate) click Save. NOTE: Do not Re-Name Template when Saving.
6. Minimize the software program screen.
7. Locate and open the Excel template you saved in step 5.
8. Enter your employees data into the appropriate fields in the file.
9. Save and close the Excel file when finished entering the data.
10. Maximize the software program screen.
11. From Import Data screen enter the # of records to import (employees) you are importing
NOTE: If importing 1095-C or 1095-B you will need to select from drop down list in "Select Import Template" field.
12. Click Import.
13. Click Add or Overwrite for the employee’s data you are importing.
Add means you want to add more employees to the existing employees for the selected company. Overwrite means the current employees list for the company selected will be overwritten with the new employee in the import (meaning it will delete all current employee in your software for that specific company).
14. Locate the template you saved earlier with your employees data and click Open.
15. Your software will now import the data from the Excel file and when completed a message on the import screen will appear reading: “Recipient List Imported.”
You can check to make sure all your employees were imported by looking at the employees lists under the company selected in the Manage Companies & Employees screen.
Import Errors and How to Troubleshoot:
If the Excel Template is giving you an error when you are trying to delete information that you have inputted (The Error should state Read Only) this is due to the fact that the formatting of the Excel template has been modified. Please follow the steps below:
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- Save a New Template to your desktop
- Highlight all the information on the old Template
- Copy & Paste data on to the New Template
- Use the option under Paste -> Values to copy just the data (not the formatting) to the New Template
What if I still receive Import Error?
NOTE: You will be able to view Import Error details by Clicking "Companies & Employees" tab & Selecting "View Import Error List" from Menu list in Software.
If so please follow below Check List:
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- Ensure that all formatting regulations are followed.
- Format regulations can be seen on Template by selecting & Hovering over each Column Heading in Row 2 & yellow box will populate with the information.
- Make sure that there is no rogue information inside boxes/cells that are supposed to be blank. Best option is to right click on the area/box/cell that is supposed to be blank and use the clear content option.
- Check that there are no spaces after your data as this will cause the forms to not import.
Google Docs is not supported & below Error message may generate:
Unhandled exception has occurred in your application. If you click continue, the application will ignore this error and attempt to continue. click Quit, the application will close immediately. The path is not of a legal form."
- Please get new template and try again to import data
(See attached Guide on Common ACA Errors as needed)