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Adding, Editing or Deleting Employee Plan and Plan Contact Roles

This article provides information on how to add and edit Employee Plan Roles and Contact Roles. Employee Plan and Plan Contact Roles can be found on the People tab of the Plan Details screen.

 

Tier Availability: Track, Core, Team, Essential, Premium, Business

Security Rights Required: Add/Edit Plan

 

Employee Plan Roles

Employee Plan Roles are the assignments employees fill when servicing a plan. Examples may include “Administrator,” “Billing Specialist,” or “Distribution Processor.” Employee Plan Roles can be found on the People>Role Tab of a Plan.

To Add a New Employee Plan Role

  1. Open the Plan and click on the People > Roles tab. Any existing Employee Plan Roles that are currently entered will appear in the grid.
  2. Click the Add button in the upper right-hand corner of the grid. All required information will be listed at the bottom of the slider next to a red exclamation point.
  3. Select an Employee Plan Role from the drop-down list.
    • If the desired Employee Plan Role does not exist, additional options can be added by clicking [Add New Employee Plan Role] at the top of the dropdown list.
  4. Type the Employee Name until a list appears from which the user can select the appropriate Employee.
    • (PSL Add-on Only) Check the Show on PSL box if the employee's contact information should appear on the Contact Us page of PlanSponsorLink.com
  5. Click Save.

To Edit an Employee Plan Role

  1. Click once to select an Employee Plan Role.
  2. Click the Edit button on the right-hand side of the grid. A slider will appear.
  3. Make any appropriate changes and click Save.
    • Users can change the Employee Name associated with the role.
    • (PSL Add-on Only) Check the Show on PSL box if the employee's contact information should appear on the Contact Us page of PlanSponsorLink.com

To Delete an Employee Plan Role

  1. Click once to select an Employee Plan Role.
  2. Click the Delete button on the right-hand side of the grid.
  3. The question "Are you sure? Yes No" will appear.
  4. Click on "Yes" to confirm deletion.

Plan Contact Roles

Plan Contact Roles are plan contact assignments used in communications to clients and referral sources. A contact may fill several of the roles or even all. Examples might be “Investment Advisor,” “Payroll Contact”, “Accountant”, “Billing Contact” or “Main Contact."

To Add a new Plan Contact Role

  1. Open the Plan and click on the People > Contacts tab. Any existing Plan Contact Roles that are currently entered will appear in the grid.
  2. Click the Add button in the upper right-hand corner of the grid. All required information will be listed at the bottom of the slider next to a red exclamation point.
  3. Select a Plan Contact Role from the drop-down list.
    • If the desired Plan Contact Role does not exist, additional options can be added by clicking [Add New Plan Contact Role] at the top of the dropdown list.
  4. Type the Contact’s Name until a list appears from which the user can select the appropriate Contact.
  5. Check the box for Please CC if this contact role should be cc'd on any correspondence.
  6. (PSL Add-on Only) Check the box for Show On PSL if the plan contact selected and their contact information should appear on the Contacts step of Annual Administration Data Collection projects on PlanSponsorLink.
  7. (PSL Add-on Only) Check the Show on PSL Help Screen box if the plan contact's contact information should appear on the Contact Us page of PlanSponsorLink.com.
    • Both the Show on PSL and Show on PSL Help Screen must be checked in order for the plan contact's information to appear on the Contact Us Page.
    • Only Addresses and Numbers marked as Primary will appear on the Contact Us Page if the contact has been selected to appear on the Show on PSL Help Screen checkbox.
  8. Click Save.

To Edit a Plan Contact Role

  1. Click once to select a Plan Contact Role record to highlight it.
  2. Click the Edit button on the right-hand side of the grid. A slider will appear.
  3. Make any appropriate changes and click Save.
    • Users can change the plan contact assigned the role.
    • Check the box for Please CC if this contact role should be cc'd on any correspondence.
    • (PSL Add-on Only) Check the box for Show On PSL if the plan contact selected and their contact information should appear on the Contacts step of Annual Administration Data Collection projects on PlanSponsorLink.
    • (PSL Add-on Only) Check the Show on PSL Help Screen box if the plan contact's contact information should appear on the Contact Us page of PlanSponsorLink.com
      • Both the Show on PSL and Show on PSL Help Screen must be checked in order for the plan contact's information to appear on the Contact Us Page.

To Delete a Plan Contact Role

  1. Click once to select a Plan Contact Role.
  2. Click the Delete button on the right-hand side of the grid.
  3. The question Are you sure? Yes No will appear.
  4. Click on "Yes" to confirm deletion.

 

FAQ

  • Does Deleting a Plan Contact Role for a contact remove any Plan Interactions where this contact was a participant? Deleting a contact's Plan Contact Role will not delete any Plan Interactions where the contact was a participant in the Interaction.
  • If I deleted a Plan Contact Role for a contact by accident and need to re-add them as a Plan Contact Role, do I need to reassign Website Rights for this person? Yes, Website Rights will need to be added to this Plan Contact again.
  • My client is filling out data collection on PlanSponsorLink and nothing is appearing on the Contacts step for them. What should appear there? If any plan contacts listed on the Plan Details > People > Contacts tab are listed and have Show On PSL checked, that plan contact's role and contact information will appear on the Contacts step of Annual Administration Data Collection on PlanSponsorLink.

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