Setting Up the Other Source Data Merge Process

There are cases where not all data required to complete Forms 1094-C and 1095-C exists in the PeopleSoft system. Some customers may use third-party providers to process retirees, union employees, or COBRA recipients. Form data from external systems can be uploaded using the Excel-CI Load. The Data Merge Process merges data loaded from other sources with PeopleSoft extracted data in order to complete the ACA-required employee forms and transmittal.