Adding Employees to the 1095-B List

If your employer did not use BerniePortal for the full reporting year, or you forgot to add an employee throughout the year, the "Add" function allows you to add employees directly into the 1095 reporting area of BerniePortal.

To add employee's to the 1095-B area:

1. Select the “1094/1095” tab in the top navigation menu, then select "List" in the secondary navigation menu.
2. Select "Add" in the top right corner.
   

1. Determine if you'd like to add multiple employees via spreadsheet, or if you'd like to add a single employee. 
2. If adding employees via spreadsheet, please follow the instructions in this article:
   
1. Select "Download" to download a blank copy of the import spreadsheet. 
   
2. Complete the spreadsheet with the employee information you'd like to upload.
   
3. Select "Choose File" and select the spreadsheet, then select "Import."
   

1. All employees included on the spreadsheet will now be listed in the "List" area. 
   
1. If adding a single employee:
   
1. Select "Individual Employee."
   
2. Enter the employee's information, then select "Save."
   
3. Locate the employee in the "List" area. Hover over the action wheel to the right of the employee’s name and select “Edit” to open the employee's form in edit mode.
4. Determine if the form should be included and if the form is a corrected form.
5. Select "Save Changes."
   

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