Follow

Adding and Editing Employer Data

This article explains the process of adding and editing Employer Data in PensionPro.

Software Required: All Product Tiers
Security Rights Required: Add/Edit Client

To Add Employer Data:

  1. Locate the Search tab next to the Dashboard and Time tab on the main Dashboard screen or the Search box in the upper right hand corner of the screen. Enter at least three digits of the Client name or Client ID to see the search results.
  2. Double click on the desired Client from the Client search results. The Client Information screen will open.
  3. Click on the Employer Data tab. A list of existing Employer Data periods will appear in the grid. Double click on the desired period to edit Employer Data.
  4. If the appropriate period does not appear in the grid, Add a new Employer Data record by clicking on the add button located at the top right-hand corner of the grid. To edit a current Employer Data record, click on the record once to select it, and then click on the edit icon on top right of the grid. The Add Company Information slider will appear. All required information will be listed at the bottom of the slider.
  5. Select the Fiscal Year End from the date dropdowns.
  6. Select an Entity type. If an appropriate Entity type does not exist, additional options can be added through Maintenance\List Values\Client\Employer\Entity Type.
  7. Enter the Payroll Provider.
  8. Enter the NAIC Business Code.
  9. Select the Period Start date. The Period Start should match the first day of the Plan Year for which this data will be used.
  10. Select the Period End date. The Period End should match the last day of the Plan Year for which this data will be used.
  11. Enter the Employer's Identification Number.
  12. Select a Payroll Frequency from the dropdown. If an appropriate Payroll Frequency does not exist, additional options can be added through Maintenance\List Values\Client\Employer\Payroll Frequency.
  13. Click to Save.

To Edit Employer Data:

  1. Double click on the existing Employer Data period to be edited. The Company Information screen will open.
  2. Click on the edit button above the top right-hand corner of the grid. The Edit Company Information slider will appear.  Make any desired changes and click Save.
  3. Click on the Principals tab. If Principal data has been entered, click the Principal entry once to select and then click on the edit button to make changes. If no Principal data has been entered, click on the add button in the top right-hand corner of the grid to open the Add Principal slider. All required information will be listed at the bottom of the slider.
  4. Enter the Principal's Name.
  5. Click the checkbox if this Principal is an Officer.
  6. Select the Principal's Title from the dropdown. If an appropriate Principal Title does not exist, additional options can be added through Maintenance\List Values\ClientEmployer\Officer Title.
  7. Enter the Principal's Ownership Percentage.
  8. Click to Save.
  9. Click on the Family tab. If Family data has been entered, click the Family Member entry once to select and then click on the edit button to make changes. If no Family Member data has been entered and a Principal exists, click on the add button in the top right-hand corner of the grid to open the Add Family Member slider. All required information will be listed at the bottom of the slider.
  10. Enter the Family Member's name.
  11. Select the Family Member's Relationship to the Principal from the dropdown. If an appropriate Family Relationship does not exist, additional options can be added through Maintenance\List Values\ClientEmployer\Family Relationship.
  12. Select who the Family Member is related to from the Related To dropdown. The values in this dropdown come from the Principals that have been added on the Principals tab.
  13. Click to Save.
  14. Click on the Other Businesses tab. If Other Businesses have been entered, click the entry once to select and then click on the edit button in the top right-hand corner of the grid to make changes. If no Other Company data has been entered, click on the add button in the top right-hand corner of the grid to open the Add Other Company slider. All required information will be listed at the bottom of the slider.
  15. Enter the Company Name.
  16. Enter the Address information including Street, City, State and Zip.
  17. Enter the Phone Number.
  18. Enter the Employer Identification Number.
  19. Select whether the Company sponsors a Qualified Plan.
  20. Select the Entity Type. If an appropriate Entity type does not exist, additional options can be added through Maintenance\List Values\ClientEmployer\Entity Type.
  21. Click the checkbox if the Company has Employees.
  22. Click to Save.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments