Looking for the Web version of this article?

Creating PensionPro Preferences establishes the basic system preferences that are routinely used in the PensionPro system. Note that any changes made will affect the system globally. 

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

Security Rights Required: Maintenance 

  Note: Tabs and fields will vary depending on the tier the user is on.

To Create Preferences: 

1. Click on Maintenance > Preferences > PensionPro. 
2. Across the top are sub tabs such as General, Web Steps, Field Descriptions, Collection Field, and Fee Schedules. 
3. Select a tab, then select a Preference Type from the dropdown menu at the top of the tab (if applicable). 
4. Click the Edit button to open the Preferences slider. Make changes and click Save. Note that some preferences may need to be highlighted prior to clicking the Edit button. Some fields may already contain default values. These values are editable.

Menu:

• General Tab
• Annual Data Collection
• Blast Email
• Data Security
• Document Specifications
• Documents
• General Web Selection
• Notifications
• PlanSponsorLink
• PlanSponsorLink Style
• Secure File Exchange
• Web Steps Tab
• Field Descriptions Tab 
• Collection Fields Tab 
• Fee Schedule Tab

PensionPro Preference Maintenance Drop-down Menus

General Tab 

General

• Make “Save & New” Default:  If the user is utilizing PensionPro’s time tracking feature using the Time Entry and Review, this preference allows the user to decide whether when an employee enters their time in the Time Entry and Review in a new Add Time Slip they will have the option to save that Time Slip or save and add a new Time Slip. Having this set to Save & New is helpful if the users’ employees are entering multiple Time Slips. 

• Show Timeslip Prompt:  If the user is utilizing PensionPro’s time tracking feature regularly, then having this preference set to "Yes" will prompt the system to ask if time has been entered when completing a task. This is helpful because it helps make sure that all time has been tracked at the end of the day. 

• Set interaction originator Default: If this option is set to Yes, then the person creating an interaction in PensonPro will be listed as the originator of that interaction. 

• Include Completed Projects on Time Entry: If this option is set to Yes, a selection box will display on the Time Slip below the Project Name drop-down titled "Show Only Completed Projects." This will allow employees to enter time into completed projects. If it set to No, then only uncompleted projects will show up in Time Entry. 

• Retrieval Time Span: This option becomes important the more data the user has in PensionPro. Whenever the user does a search in the system, whatever time span the user has selected in this option will be the time span for the data that is returned. When doing the search if the user needs another time span the user can always adjust the time span within the drop-down menu. 

• Project Field Limit: This is the default number of project fields that will retrieve. The user can change this number if the user needs to.

• Show On Hold Dialog On Client: If this option is set to Yes, then an On Hold popup will appear on the Client tab if one or more of the Client's Plans is on hold.

Annual Data Collection

These are the preferences the user will use to help in the data collection process. This section is only available in the Essential, Premium, and Business Tiers. 

• Maximum Participant Age: Participants that are older than whatever has been entered in this preference will generate a warning. This is helpful because the system will create a warning and the user can check to see if the information was entered incorrectly. 

• Minimum Participant Age: Participants that are younger than the value entered in this preference will generate a warning. This is helpful because the system produces the warning so the user can check that the information was entered incorrectly. 

• Address Change Recipient Role: If a client on PlanSponsorLink.com makes a change to an address, the system will send an email that an address was changed to the email address of the employee that fills the role selected in this preference.
  • Should an address be changed for a plan that does not have the role specified in this preference, the address change email notification will be sent to the email address specified in the Address Change Recipient Email Address preference.

• Address Change Recipient Email Address: If a client on PlanSponsorLink.com makes a change to an address, the system will send an email that an address was changed to the email address that has been notated in this field. The system is only capable of having 1 email at a time set in this preference. 

• Address Change Body: This is the default message within the email that is sent out when an address is changed. This message can be customized.

• Certification: This is the language that will be displayed on the Sign and Submit popup on PlanSponsorLink.  When submitting data on the Approval step, the client will be asked to sign and submit their information. This is the wording that will be displayed in that step. 

• Annual Administration Check Submission Message: This message appears on the Approval and Submission page. It is important to note that both the Certification and the Annual Administration Check Submission are the last steps that the client has to change any of their census data before completing the annual administration data. 

• Annual Administration Check Submission Title: This message is displayed at the top of the Approval and Submission message. 

• Annual Data Collection County Required for Address Type: Sets the Address Type (e.g., Physical Address) for which the Plan Sponsor will be required to include the County during Data Collection.
• Data Collection Submission Email: This is an email that will be sent to the user upon submitting the data for approval. The fields that are in brackets are merge fields. They are websiteURL, dateCompleted, name, title, phone, email, projectName and CompanyName. These will be pulled from the plan data and filled in when the submission has occurred and the email is created. 
  • The proper merge field format for website URL, date completed, name, title, phone, email, project name, and company name. can be found in the Data Collection Submission Email preference Description field.

• Employees Step No W2s Message: This message is displayed when the user attempts to save the Employee step without adding any census data. This message can be customized. 

• Annual Data Collection Email Body: When the user is within an Annual Administration Data Collection Project > Data Collection tab > General tab, there is an Envelope button to the right of the Addresses grid that when clicked on, an email is sent. This preference is the body of that email which can be customized.

• Annual Data Collection Email Subject: When the user is within an Annual Administration Data Collection Project > Data Collection tab > General tab, there is an Envelope button to the right of the Addresses grid that when clicked on, an email is sent. This preference is the subject line of that email which can be customized.

• Annual Data Collection Email Role: When the user is within an Annual Administration Data Collection Project > Data Collection tab > General tab, there is an Envelope button to the right of the Addresses grid that when clicked on, an email is sent. This is a drop-down menu where the user can select who the recipient will be. The plan contact that fills the selected role will receive the email. 

  • If the role selected for this preference does not exist for the plan, nothing will happen when clicking on the Envelope button.

• Full name on census export: The user can decide whether to display each employee's first and last name on the census export in a Full Name column or if the user wants to display first and last name fields separately. 

• Prevent EIN editing: If this preference is answered yes, then the EIN field will be locked on Step 2 of the Annual Data Collection Process. If this preference is set to no, then the user will be able to edit the EIN field during data collection. 

• Enable Census Scrubbing on PSL: If turned on, PlanSponsorLink will validate data being uploaded through the Employee Census step and provide errors and warnings pertaining to any data that appears to be inaccurate. These validations can be turned off by marking this setting as No.

  • When the "Enable Census Scrubbing on PSL" preference is checked to yes, the system will produce a warning if the following occurs.

    • When a Collection Field is not completed, yet that Collection Field is marked as Required on the Collection Fields tab in PensionPro.
    • No Deferrals are entered.
    • No Compensation is entered.
    • No Hours of Service are entered.
    • Date of Separation values are prior to the plan year.
    • Participant ages are outside the Minimum and Maximum Participant Age Preferences.

• Census Import Column Mapping: Enabling this feature will allow employees to map census fields to the column headers in their census data when importing their own census excel files on the Employees step of data collection on PlanSponsorLink. When importing an excel template that has column headers that do not match the census collection field display name, a popup will appear allowing users to map their excel column headers to un-mapped collection fields.

• Annual Data Collection pop-up Body: This preference controls the text that appears in the plan sponsors will see immediately after completing the Final Approval data collection step on PlanSponsorLink.

• NAIC Code Link: This preference controls the URL a plan sponsor is directed to upon clicking the NAIC Code Hyperlink Message text that appears on the Company step of data collection. 

  • Users must enter a valid URL to enter a value.
    • The default IRS hyperlink for this field is included in the Description field for this preference in PensionPro.
  • Users can leave this field blank to not display an NAIC hyperlink on the Company step of data collection.
    • Removing the value for this field will display "No Link" in the Value field for this preference in PensionPro.

• NAIC Code HyperLink Message: This preference controls the text displayed on the Company step of data collection in PlanSponsorLink should a value be present for the NAIC Code Link preference. 

  • This preference has a character limit of 200 characters.
  • A "No Link" value for the NAIC Code Link preference will result in no NAIC Code Hyperlink Message text appearing on the Company step of data collection.

Blast Email 

This feature is helpful in the annual administration process. It assists in keeping clients updated, sending the initial census request, and any other reminders that also need to be sent. This area must be set up before the user can use blast email. If SendGrid, which is an email relay service, has been purchased through PensionPro then the information in this preference screen will already be populated for the user. If the user needs further assistance with Blast Email, please reference our Blast Email video for help with these settings. 

Note: If SendGrid was not purchased through PensionPro and the user is utilizing their own email server, PensionPro does not have access to their server and the User's IT Team will need to configure their own server. The email server settings should be reflected on the Blast Email Preferences. Blast Email is not included on the Track Tier. 

Data Security 

These preferences globally control Note editing, deleting and year end data editing. 

• Lock Year End Data: Once the user has sent out the initial census request, if this preference is set to "Yes" then no change to the data collection steps can be made until the client has finished and completed their process. This prevents overwriting any changes the client has made. This is a global switch and will lock or unlock editing for all plans. This preference is not included in the Track or Core Tier. 

• Note Editing Allowed: This preference will either allow or not allow editing notes company-wide. If set to "Yes," the user can control this for each employee under security rights. If set to "No," users cannot edit Notes regardless of their security rights.

• Allow Deletion of Notes: This preference will either allow or not allow deleting notes company-wide. If set to "Yes," the user can control this for each employee under security rights. Even if a user has the proper security right to delete notes, if this preference is set to "No," the notes still cannot be deleted by any user.

• Enable Authorized Computer Management: This preference allows the user to enable the Authorized Computer Management feature for PensionPro. Select "Yes" to enable the feature.

Document Specifications

• Lock ftwilliam.com document specification values: Allows users with the Add/Edit Plan Doc Specs right to edit any ftwilliam.com specification values.

Documents 

When the user uploads documents and wants the client to know that those documents are available on PlanSponsorLink, an email will automatically populate for the user to send to the plan sponsor recipient. These preferences control the customization of that email. This feature is not available in the Track tier.

• Document Email Body: The language in this preference will be the body of the email sent to plan sponsors to let them know that there has been a new document posted. The language in this message can be customized.

• Document Email Subject: This preference will be the subject line of the email that is sent to plan sponsors to let them know that the user has posted a new document. 

• Document Email Use: This preference will determine whether an email is created to be sent to plan sponsors to let them know that the user has posted a new document. 

General Web Selection 

If using General Web Collection projects, the preferences under this drop-down pertain to the email notifications that are sent out to the Plan Contacts. This section is only available for Essential, Premium, and Business Tiers. 

• General Web Collection Check Submission Title: When the client finishes their submission this title is displayed at the top of the submission screen. 

• General Web Collection Check Submission Message: When the client finishes their submission this message is displayed on the submission screen. 

• General Web Collection Email Body: When the user is within a project there is a small Envelope that when clicked on, an email is sent. This preference is the body of that email which can be customized. 

• General Web Collection Email Subject: When the user is within a project there is a small Envelope button on the Data Collection tab of the project that when clicked on, an email is sent. This preference is the subject line of that email which can be customized. 

• General Web Collection Email Role: When the user is within a project there is a small Envelope button on the Data Collection tab of the project that when clicked on, an email is sent. This preference notates which contact will receive this email. 

  • If the role selected for this preference does not exist for the plan, nothing will happen when clicking on the Envelope button.
• General Web Collection Submission Email: This is an email that will be sent to the user upon submitting the general web information for approval. The fields in brackets are merge fields. They are website websiteURL, dateCompleted, name, title, phone, email, projectName, and CompanyName. These will be pulled from the plan data and filled in when the submission has occurred and the email is created. 
  • The proper merge field format for website URL, date completed, name, title, phone, email, project name, and company name. can be found in the General Web Collection Submission Email preference Description field.

• Certification: This is the wording that will be displayed on the Sign and Submit pop up on PlanSponsorLink for General Web Collection.

Notifications

Users can enable Email Notifications so users can have an email sent to them, notifying them that certain actions have been taken. Such actions may include that a Project Task assigned to them was made active or a Task or multiple Tasks were reassigned. This section is only available for the Business Tier. 

• Enable Email Notifications: This preference must be set to 'Yes' in order to activate email notifications from PensionPro.

• Enable User Control: This preference enables control of email notifications on a per-user basis. This preferences must be set to 'Yes' in order for users to configure email notifications. If set to 'Yes' all remaining preferences will read "Controlled by User" and will need to be controlled on each user's Employee Details > Preferences tab. Click here for more information.

• Prospect Assignment Email Notification: This preference must be set to 'Yes' in order to receive an email notification when a prospect is assigned to the user.

• Proposal Assignment Email Notification: This preference must be set to 'Yes' in order to receive an email notification when a proposal is assigned to the user.

• Task Reassignment Email Notification: This preference must be set to 'Yes' in order to receive an email notification when a task is reassigned to the user.

• Task Activation Email Notification: This preference must be set to 'Yes' in order to receive an email notification when a task is created and assigned to the user.

• To-Do Reassignment Email Notification: This preference must be set to 'Yes' in order to receive an email notification when a To-Do is reassigned to the user.

• Worktray Reassignment Email Notification: This preference must be set to 'Yes' in order to receive an email notification when a task is reassigned to the Team/Worktray.

• Worktray Task Activation Email Notification: This preference must be set to 'Yes' in order to receive an email notification when a task is created and assigned to the Team/Worktray.

• Fiduciary Document Upload Recipient Role: This is the Employee Plan Role that will receive an email notification when a Fiduciary Document is uploaded to PSL.
• Fiduciary Document Upload Recipient Email Address: This is the email address that will receive a notification when a Fiduciary Document is uploaded to PSL if a recipient role is not specified.
• Contact Change Request Recipient Role: This is the Employee Plan Role that will receive an email notification when a Contact Change Request is made on PSL.
• Contact Change Request Recipient Email: This is the email address that will receive a notification when a Contact Change Request is made on PSL if a recipient role is not specified.

PlanSponsorLink 

• Website Operational: This preference establishes whether PlanSponsorLink is operational. This can be disabled in PlanSponsorLink by changing this to "No" and it will be immediately inaccessible. 

• Access Denied Message: This preference is the wording someone will see if they try to access the site and are unable to gain access. This text is can be customized.

• Help Text: This is the wording that will be displayed on the Help pop-up on PlanSponsorLink. 

• Website Name: The name that is displayed after the website login.

• Login Screen Message: This is the message that will be displayed at the bottom of the login screen. This preference gives the user the availability to add text to the login information. 

• Show Login Screen Message: If the user selects "Yes" then the Login Screen Message will show. If "No" is selected then the Login Screen Message will be hidden. Often times this is where firms include address information or other detailed information to identify your firm's identity. As information needs to be updated, this is likely where the change will need to be made.

• Secondary Login Screen Message: This message will be displayed at the bottom of the login screen. This can be customized.

• Show Distribution Tab: This preference allows the user to turn the Distribution Tab on or off in PlanSponsorLink.com. If the user is not using distributions in PlanSponsorLink then this preference should be set to "No."

• Show Bulletins Tab: This preference allows the user to turn the Bulletins Tab on or off in PlanSponsorLink.

• Industry Bulletins Title: This preference allows the user to retitle the name of the Industry Bulletins tab on PlanSponsorLink. This preference is limited to 25 characters.

• Distribution Title: This preference allows the user to retitle the name of the Distribution tab on PlanSponsorLink. This preference is limited to 25 characters.

• Data Collection Title: This preference allows the user to retitle the name of the Data Collection tab on PlanSponsorLink. This preference is limited to 25 characters.

• Document Title: This preference allows the user to retitle the name of the Document tab on PlanSponsorLink. This preference is limited to 25 characters.

• Secure File Exchange Title: This preference allows the user to retitle the name of the Secure File Exchange tab on PlanSponsorLink. This preference is limited to 25 characters.

• Website Banner: This preference allows the user to display a message on the home screen of PlanSponsorLink above the My Active Tasks Tab. 

• Enable Login Lockout: This preference allows the user to enable a temporary lock feature that is used when a user attempts to login with invalid credentials multiple times. 

• Login Locked Email Subject: This preference allows the user to edit the Subject of the email that is sent when login is locked.

• Login Locked Email Body: This preference allows the user to edit the Body of the email that is sent that is sent when login is locked. 

• Project Title:This preference allows the user to retitle the name of the Projects tab on PlanSponsorLink. This preference is limited to 25 characters.
• Show Projects Tab:This preference allows the user to turn the Projects Tab on or off in PlanSponsorLink.
• Show Help File: This preference allows the user to turn the Help section on or off in PlanSponsorLink.
• Show Training Videos: This preference allows the user to turn the Training Video section on or off in PlanSponsorLink.
• Contacts Title: This preference allows the user to retitle the name of the Contacts tab on PlanSponsorLink. This preference is limited to 25 characters.
• Show Contacts Tab: This preference allows the user to turn the Contacts Tab on or off in PlanSponsorLink.

PlanSponsorLink Style 

These fields allow the user to edit the color schemes within PlanSponsorLink.com to customize the look and feel of PlanSponsorLink. 

Secure File Exchange 

• Incoming Default Expiration Days: This preference controls the number of days for the expiration of Secure File Exchanges sent from PlanSponsorLink. The options are 7, 14, 30, or 90 days. 

• Outgoing Default Expiration Days:  This preference controls the number of days for the expiration of Secure File Exchanges sent from PensionPro. The options are 7, 14, 30, or 90 days. 

• Interaction Type: This preference determines the Interaction Type that is used when a Secure File Exchange interaction record is created. 

• Read Notifications: This preference controls how the file sender should be notified if and when a recipient reads the Secure File Exchange. The user can be notified on all reads, the first read, or never. 

• Reminder Frequency: This preference controls the frequency at which transferred file recipients are reminded they have a file available for download. Users can select to remind recipients in 7 days or never. 

• Incoming Exchange Email Subject: This is the subject of the email notifying a user that a file has been uploaded to PlanSponsorLink. Note that merge fields cannot be added to the Exchange Email Subject at this time.

• Incoming Exchange Email Body: This preference sets the default email body that is sent to users notifying them of incoming Secure File Exchanges that are available for download. Users can create an email with the following merge fields: [Sender First Name], [Sender Last Name], [Recipient First Name], [Recipient Last Name], [AttachedFileNames], [Sender Email Address], [Date Sent], [Date Expires], [Website URL], [File Count], [Message], [Sender Company Name], [Sender Plan Name]. The following sample message has been provided:  

  • [Recipient First Name],</br></br> 
    One or more new files were uploaded on [Date Sent] from [Sender First Name] [Sender Last Name] for you to download.</br></br>Login to PensionPro to retrieve the files listed below: </br><br>Message: </br>{Message]</br><br> Thank you. </br>[Sender First Name] [Sender Last Name] </br>[Sender Company Name] </br>[Sender Plan Name] 

• New Exchange Email Subject:  This is the subject of the email notifying a Contact that a file was posted for them to read on PlanSponsorLink. 

• New Transfer Email Body: This preference sets the default email body notifying a Contact that a file was posted for them to read on PlanSponsorLink. Users can create an email with the following merge fields: [Sender First Name], [Sender Last Name], [Sender Signature], [Recipient First Name], [Recipient Last Name], [AttachedFileNames], [Sender Email Address], [Date Sent], [Date Expires], [Website URL], [File Count], [Message], [Sender Plan Name]. The following sample message has been provided: 

  • [Recipient First Name],</br></br> 
    One or more new files are available for you to download from our secure website.</br></br><a href="[Website URL]">Click Here</a> to login and retrieve the files listed below:</br> 
    [AttachedFileNames]</br></br> 
    Message:</br> 
    [Message]</br></br> 
    Thank you.</br> 
    [Sender First Name] [Sender Last Name] 

• Read Notification Email Subject: This is the subject of the email notifying a user that the file that was posted has been downloaded. 

• Read Notifications Email Body: This preference sets the default email body notifying a user that the file that was posted has been downloaded. Users can create an email with the following merge fields: [Sender First Name], [Sender Last Name], [Sender Signature], [Recipient First Name], [Recipient Last Name], [AttachedFileNames], [File Name Accessed], [Sender Email Address], [Date Sent], [Date Expires], [Website URL], [File Count], [Message], [Sender Plan Name}. The following sample message has been provided:

  • [Sender First Name],</br></br> 
    A secure file sent on [Date Sent] has been downloaded by [Recipient First Name] [Recipient Last Name]. 

• Reminder Email Subject: This is the subject of the email for the reminder that is sent to the contact reminding them they have a new document available for download. 

• Reminder Email Body: This preference sets the default email body reminding the contact that they have new document available for download. Users can create an email with the following merge fields: [Sender First Name], [Sender Last Name], [Sender Signature], [Recipient First Name], [Recipient Last Name], [AttachedFileNames], [Sender Email Address], [Date Sent], [Date Expires], [Website URL], [File Count], [Message], [Sender Plan Name]. 

  • [Recipient First Name],</br></br> 
    One or more new files are available for you to download from our secure website. </br></br><a href="[Website URL]">Click Here</a> to retrieve your files.</br></br> 
    [AttachedFileNames]</br></br> 
    Message:</br> 
    [Message]</br></br> 
    Thank you.</br> 
    [Sender First Name] [Sender Last Name] 

Web Steps Tab

Tier Availability: Essential, Premium, Business 

Add-On Availability: PlanSponsorLink 

• Annual Administration 

This drop-down menu allows users to edit the Title and Description of each of the Year End Data Collection steps visible on PlanSponsorLink when completing the annual data collection process. 

• General Web Collection 

This drop-down menu allows users to edit the Title and Description of the various steps visible to clients on PlanSponsorLink when completing a General Web Collection. 

Edit Web Steps:

1. Click Maintenance > Preferences > PensionPro.
2. Click on the Web Steps tab.
3. Select the appropriate Data Collection Type from the Data Collection Type Menu.
4. Click the Edit button.
5. Edit the text for the desired Web Step. 
6. Click Save.

Field Descriptions Tab 

When plan sponsors submit employee census data on PlanSponsorLink, it is important that they have clear field names, definitions, and format the data should be submitted. The Field Description preferences tab allows users to do just that. Users may want to modify the collection or description fields year-to-year or in the case of an extension, change in the industry, or otherwise updated information.

Tier Availability: Essential, Premium, Business 

Add-On Availability: PlanSponsorLink 

Field Description changes are applied globally, which means the changes will be seen by plan sponsors when completing the Employees steps of data collection. Any changes to Field Descriptions also appear on the Instructions tab of exported employee census excel files from PlanSponsorLink. 

 To Edit the Field Descriptions 

1. Highlight the Field that needs to be edited. 
2. Click on the Edit button to the right of the screen. 
3. An Edit Field Description slider menu will appear. 
4. Edit the Display Name, Description, or Format that needs to be edited. 
5. Click Save. 

User Defined Fields

PensionPro has added Collection Fields specifically to be defined by the user. Users can edit the Display Name and Description of these Collection Fields. The Column Name of these fields indicates the Data Type the particular field. These fields have a Display Name character limit of 50 characters.

• User Defined Checkbox 1
• User Defined Checkbox 2
• User Defined Date 1
• User Defined Date 2
• User Defined Date 3
• User Defined Integer 1
• User Defined Integer 2
• User Defined Number 1
• User Defined Number 2
• User Defined Number 3
• User Defined Number 4
• User Defined Number 5
• User Defined Text 1
• User Defined Text 2
• User Defined Text 3

Editing Column Name: The Column Name is displayed internally. Display Name is displayed to the plan sponsor on PlanSponsorLink.com and is the title for the column on census data sheet. Field Description and Format is displayed on the Census portion of the Data Collection process on PlanSponsorLink.  

Note: The Column Names displayed in the Field Descriptions tab are hardcoded. Users cannot create a new Column / Field to add to the list. Only the Display Name, Description and Format Description can be edited.

Editing Format: Changing the Format description does not change the data type of the field. For example, if a user changes the Format field from "Text Characters" to "Checkbox," the field will still be a Text data type and will not change to a Checkbox data type. Just the Format description will change on the Instructions tab for PSL viewers to reference.

Collection Fields Tab 

Tier Availability: Essential, Premium, Business 

Add-On Availability: PlanSponsorLink 

This allows the user to set up what fields should be displayed in the Employee Section of the Data Collection on PlanSponsorLink. Collection Fields are created on a Plan Type basis. Whatever Plan Type is selected in the Plan Details > General Plan Information Tab will dictate what fields are viewed on PlanSponsorLink for the Employee Census. Users can also enable Collection Fields to require an answer during the Data Collection Process

To Create a Plan Type: 

1. Click on Maintenance > List Values. 
2. Click the Plan tab listed on the left-hand side. 
3. In the drop-down box at the top, select Plan Type. 
4. Click on the Add button on the right-hand side of the grid. 
5. An Add Plan Type slider menu will appear. 
6. Complete the Display name, Description, and mark it as Active. 
7. Click Save. 
8. Search for the plan.
9. Double click on the plan name.
10. Click on the Edit button.
11. Choose the new plan type from the Type dropdown menu. 
12. Click Save.

To Add a Collection Field 

1. Click on Maintenance > Preferences > PensionPro. 
2. From the tabs at the top, click the Collection Fields tab. 
3. Choose a Plan Type from the Plan Type dropdown menu. 
4. Click on the Add button on the right-hand side of the Collection Fields screen. 
5. Choose the Column Name from the dropdown. 
6. Mark the Visible checkbox if the field is to be visible.
   • If this is not checked then the field will not show in the grid on PlanSponsorLink but will be included in the excel import spreadsheet and the add an Employee pop-up screen. 
   • If a Collection field is not marked to be visible, the field will not appear in the Employees Summary popup window on PSL for the plan sponsor to view either.
7. Mark the Required checkbox if the field is to be required. 
   • If this field is marked as required, the plan sponsor must enter a value for this field.
8. Click Save. 

To Edit a Collection Field

1. Click on Maintenance > Preferences > PensionPro. 
2. From the tabs at the top choose the Collection Fields tab. 
3. In the drop-down box at the top, select the Plan Type that needs to be edited. 
4. Choose the Column Name that needs to be edited. 
5. On the right-hand side click on the Edit button. 
6. An Add/Edit Collection Field pop-up menu will appear. 
7. Mark the Visible checkbox if the field is to be visible or uncheck if it is not supposed to show. 
8. Place a check in the Required checkbox if the Collection Field is to require an answer.
9. Click Save. 

To Delete a Collection Field 

1. Click on Maintenance > Preferences > PensionPro. 
2. From the tabs at the top choose the Collection Fields tab. 
3. In the drop-down box at the top, select the Plan Type that needs to be edited. 
4. Highlight the Column Name that needs to be deleted. 
5. Click on the red X. 
   • A pop-up message saying Do you want to delete the 'XXXXX' field? will be displayed. 
6. Click on Yes to confirm deletion.

Note: Changes made to Collection Fields are viewable by plan sponsors on PlanSponsorLink immediately.

Fee Schedule Tab

Tier Availability: Team, Premium, Business 

These fields are used to create and customize fee schedules to be in PensionPro. The preferences listed here allow the user to control the values that appear when building a fee schedule. 

To Add a Fee Template: 

1. Click on Maintenance > Preferences > PensionPro. 
2. Click the Fee Schedule Tab. 
3. Click on the Add button at the top of the screen next to the dropdown menu. 
   • An Add/Edit Template pop-up menu will appear. 
4. Type in the name of the template. 
5. Click Save. 
6. Choose the Template that was just created in dropdown list at the top of the grid. 
7. On the right-hand side of the screen, click on the Add button. 
   • An Add/Edit Fee Schedule Item pop-up menu will appear. 
8. Select a Fee Type* from the dropdown menu.  
9. Enter the Fee Amount. 
10. Select the Fee Amount Type* from the dropdown list. 
11. Select the Fee Frequency* from the dropdown list. 
12. Select the Fee Payor* from the dropdown list. 
13. Select the Fee Payment Source* from the dropdown list. 
14. Select the Category* from the dropdown list.  
15. Click Save.

*These are list values. If the correct item is not available in the dropdown then a list value will need to be created by clicking on Maintenance > List Values > Fee Schedules.

To Edit a Fee Template: 

1. Click on Maintenance > Preferences > PensionPro. 
2. From the dropdown menu at the top of the grid, choose the Fee Schedule Tab. 
3. In the dropdown box at the top of the grid, select the Template that needs to be edited. 
4. On the right-hand side of the grid, click on the Edit button. 
5. An Add/Edit Fee Schedule Item pop-up menu will appear. 
6. Edit the information that needs to be changed. 
7. Click Save. 

Note: At this time users cannot delete a fee schedule template. This is because templates could be tied to prior periods and needed for fee calculation. Users can re-purpose the template to a new Fee Schedule template or they can rename the template to "DO NOT USE" to indicate to other users that the template should not be used.

Frequently Asked Questions:

• Can we edit the text that appears for each of the Data Collection steps on PlanSponsorLink? Yes, users can edit the Web Steps text by following the Edit Web Steps directions listed above.
• Am I able to add color or different font size for Web Steps? Users can add font and color formatting to their Web Steps using the HTML format below when Editing their Web Steps text.
  • <font size="4" color= "red"><b>Enter Text Here.</font><b/>

Feature feedback