User permissions: Super Users, basic, and basic+ users.
Viewing Report Errors
Any Program Sponsor File record that is rejected, shows an error, or an advisory, will require further attention. To view the record:
Select the Report Icon for each file on the far right of the ‘Submitted Files’ page to see the file output, including errors and advisories.
Select ‘Guide to File Errors and Advisories’ for a detailed description of each error and the recommended action to correct it.
To view the records that require attention, select the number below the ‘Count’ column on the report results.
You can also download the information into a spreadsheet using the ‘Download’ button.
All errors and advisories for a Program Sponsor File are available on one downloadable report and broken down into separate tabs: (PRO, EPRO, ENR, FND, COPAY, AAT, MSP, ESPL, MID, and DEP).
Note: The “Download All Unmasked” button is visible only to contacts with appropriate permission to view unmasked unique IDs.
Correcting Errors
When errors do occur, there are several options to correct them:
Correct the errors on the subsequent file upload.
Upload just the corrected records (this is the preferred method as there will be a record of the change located within the Files tab).
Manually change the employee’s record within the Client Site (if using this method, please be aware that the change will not appear within the Files tab).
Tip: The "Guide to File Errors and Advisories" is in the ‘Reconciliations Total’ section. This guide can be used to collect errors and advisory descriptions and how to resolve them, if applicable.