Amendments Exceptions – HSBC

File Upload

When you make amendments via the file upload, the Employer Portal runs validations on the input data and shows alerts both at the top of the screen and within the rows of the table.

The alerts are categorised as follows:

Errors	Errors must be fixed in order to submit the amendment. You must go back to fix the errors in the file and re-upload it.
Warnings	Warnings can be the following: - Invalid data that should be fixed. You can still proceed with submission. - Data that requires processing by the support team. This data will be excluded from updating the contribution. The support team will be notified of the changes and will process/update it on their end.
Information	Information messages inform you of changes that you have made compared to the current contribution data. It may also include reminders to submit documentation for the support team to process.

Note: The employer portal accepts amendments only for existing employees. New member enrolments are handled directly by the MUFG operations team

Alert Panels

Alert panels at the top of the screen provide an overview of total number and type of alerts present in the table.

You can export all the alerts in a panel into a CSV by clicking on the Export link located on the right of the box.

Inline Alerts

You can click the alert icons in the employee rows of the table to expand and view the details.

For any changes made to the fields, you can hover over the underlined label to reveal a tooltip that contains the original value.

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Manual Grid

Amendments Page

When making changes in the manual grid, clicking Next will prompt the portal to check for any errors. If errors are found, they will be displayed, and you must resolve all issues in order to proceed. You can click the alert icons in the employee rows of the table to expand and view the details.

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Summary Page

On the Summary page, a warning alert will appear at the top if there are any outstanding warnings, reminding you to review them if necessary.

Any unmatched employees are also displayed as a warning to remind you that they will be excluded entirely from the amendments submission. The support team will be notified to resolve this upon submitting the amendment.

Exceptions post submission (partial update)

Once amendments are successfully submitted, the contribution may have only partially updated due to the following:

Unmatched employees - Support team is notified to process this manually
Certain fields that require manual processing - Support team is notified to process this manually
Certain fields that returned an error - You will need to review these and submit another amendment with these fields corrected

Click View outstanding amendments to review the details, and correct and resubmit any amendments that need to be actioned.

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