HCM File is your Affordable Care Act (ACA) reporting solution, created to help firms like yours file maintain compliance with IRS ACA reporting requirements.
This Users Guide provides information on how to use the HCM Web Portal for your filing. With this Guide and your Account Manager, you have all the tools you need for a successful, on-time filing. Your Account Manager will be with you every step of the way; so don’t hesitate to reach out whenever you need assistance.
5-Step Process
From account set-up through filing, the entire process will be handled within the HCM Portal:Click Here for Country Codes
Getting Started
To begin the process, your Account manager will set-up a kick-off call with the person(s) at your company who will use the portal to execute the filing, as well as your benefits advisor. Existing clients should download their census before they adjust classes
On the kick-off call, your Account Manager will:
Note: It is important that clients download their workbook from 2015 before they adjust/add any employee classes.
The process is slightly different for new vs. returning clients
| Stage | New Clients | Existing Clients |
| Build Account | Work with account manager to build the account and create classes | Print groups and classes and make any adjustments |
| Add Employees | Complete workbook for 2017 | Download new census with 2016 data (optional) or Complete Workbook with new data |
| Add Employees | Upload and validate data | Update and validate data |
| Set Codes | Generate codes and review 1094 and 1095 Output | Generate codes and review 1094 and 1095 Output |
| Set Codes | Edit any last minute changes | Edit any last minute changes |
| Submit Filing | Send mail and, eFiling to IRS | Send mail and, eFiling to IRS |
| Track Filing | View status and submit corrections | View status and submit corrections |