Adding Employees to the 1095-B List - Knowledge Base | BerniePortal

Adding Employees to the 1095-B List

Use Add Employees on the 1095-B employee list to add someone who was not tracked in BerniePortal for the reporting year, or who was missed during the year.

Who can add employees

Employers with Benefits enabled, and Feature Admins with 1095 access, can add employees to the 1095-B list.

If you see a message to finish configuring your 1094/1095 subgroups, complete subgroup setup before the list and Add Employees are available. See Configuring your 1094-B/1095-B forms.

To add an individual employee
  1. Select 1094/1095 in the top navigation, then select List in the secondary navigation.
  2. On the 1095-B Employees page, select Add Employees.
  3. In the Add New Employees dialog, select Add An Individual Employee.
  4. In the Add employee dialog, under Part I. Employee Information, complete the fields:
    • (1) First Name (required)
    • (1) Middle Name
    • (1) Last Name (required)
    • (2) Social security number (SSN) or other TIN — enter the SSN, or leave it blank and enter (3) DOB if SSN is not available as YYYY-MM-DD
    • (4) Address (required)
    • (5) City or town (required)
    • (6) State or province — choose Select State (required)
    • (7) ZIP Code (required)
    • 1094 Subgroup — select the subgroup for this employee
  5. Select Save Changes.
The employee appears on the List. To review include/exclude status or edit coverage details after adding, see Confirming Employee Information in the 1095-B List.

To import employees using a spreadsheet
  1. Select 1094/1095 in the top navigation, then select List in the secondary navigation.
  2. On the 1095-B Employees page, select Add Employees.
  3. In the Add New Employees dialog, select Import Employees Using 1095-B Spreadsheet.
  4. In the Import dialog, select Download to get the employee template.
  5. Fill in the spreadsheet. For column guidance, see 1095-B Census Instructions.
  6. Choose the completed .xlsx or .xls file, then select Import.