If you upload a contribution file that contains an unrecognized employee, you will have the opportunity to add that employee during the contribution process. However, keep in mind that if you add an employee through this process, they need to meet the 30-day waiting period and have gone through the Customer Identification Process (CIP) before they will be eligible for contributions.
When an unrecognized employee is detected, you will have the option to exclude or add the new employee.
- To add the employee: Click Add employee.
- To exclude the employee: Click Exclude Row and you will be returned to the contribution in progress.
If you choose to add the employee, a pop-up will appear. Enter all required information, as well as any applicable optional information about your employee.
Note: Ensure that all employee information that you enter is accurate, as you will not be able to edit the employees' information once the employees' status is active. Please take your time.
Once you’ve completed this popup, press Save & Continue to move on to the next page.
Once you’ve completed this page, press Save New Employee.
You will receive a success message confirming that the new employee has been added. Press OK to return to the contribution in progress. Just remember, newly added employees are not immediately eligible to make contributions.
We hope you found this article helpful. If you need further assistance, please contact us.