How do I correct a 'possible employee match' that has been identified in my onboarding file?

A ‘Possible Employee Match Found’ occurs when, based on the employee information in an uploaded file, the Portal cannot determine whether the information is for a new employee or an existing employee. When this happens, the upload process stops at the Member Matching Exceptions step.

In the example below, a possible match has been found for the employee named Marco Twain.

1. To see the details of the issue, click the arrow   on the right.

2. Depending on the information that displays, you can take one of the following actions.

a) Correct the employee’s information under Your uploaded data by directly typing over the information in the fields.

For example, the employee’s name may have been spelled incorrectly. After correcting the information, to proceed with the upload, you will need to create a new employee as in b) below.

b) If you are sure the information that displays under Your uploaded data is for a new employee who does not already exist in the Portal, you can add a new employee. Click anywhere in the first row (under Your uploaded data) to use the information in the file, and then click the Create New Employee button that displays. To the confirmation message that displays, click OK.

c) If you are sure the information that displays under Existing employee(s) we have found is correct, use the information in the Portal and disregard the information in the upload file. To do this, click anywhere in the second row (under Existing employee(s) we have found), and then click the Accept button that displays.

d) If you need to investigate the possible match further but want to continue with the upload, remove the employee’s entry from the upload by clicking Remove, and then OK.