Miscellaneous Tips and Tricks

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The following is an assortment of tips to help get the most out of PensionPro.

 

 

 

View Time Summary in a Weekly Format

 

  1. On the Time Dashboard, choose This Week from the Time Entries dropdown above the grid. The grid will display all entries for the current week, with a total at the bottom of the grid.
  2. For day-by-day details, drag and drop the Date column header into the grid header bar. Total Hours by day will automatically be included in each grouping row.
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Email a Contact from the Plan Contact Roles View

 

  1. Navigate to the Plan tab > Contact Roles view.
  2. Click to select a Contact in the grid.
  3. Select Moremore_options.png > Send Email. A new email draft, addressed to the Contact, will open in the device's default mail application. Any other Contact Roles with CC set to Yes will also be included.
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Reassign a Project Task

 

Requires Security Rights: Reassign Tasks

 

  1. When viewing Task Items in the Project Workflow, identify the icon representing the assigned user, located at the top-right of the items/answers grid.

    • This will display the initials of the assigned Employee, or U if the Task is currently unassigned.

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  2. Select the icon to open the assignment menu, which also displays the full name of the assigned employee.

    • If this icon is grayed out, the Task cannot be reassigned due to a lack of permissions. However, hovering over the icon will display a tooltip showing the full name of the assigned Employee.

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  3. Select Assign To Me to take the Task, or Reassign to display the Reassign Task window to change Employee and/or Worktray assignments.
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Open an Item Upon Creation

 

When creating a new item in PensionPro (such as a new Contact, Plan, To-Do, and many more), select the arrow to the right of the Save button to display the option to Save & Open, which creates the item and opens it in a new tab.


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To make Save & Open the default option:

 

  1. In the PensionPro header at the top-right, select More > View My Account. The user's Employee tab opens to the Account view.
  2. In the Views list on the left, expand the Preferences category and select the User Experience view. The corresponding grid displays.
  3. Locate the Remember My Save Preference entry in the grid; hover over it and select Editedit.png on the right-hand side. The Edit Preference window displays.
  4. Set the Value to Save & Open.
  5. Select Save.

 

 

Navigate via Breadcrumb Links

 

Breadcrumb navigation assists users in returning to parent records or items at a higher level in a hierarchy. This type of navigation can be found throughout PensionPro.

 

Refer to the screenshot below, which shows a Task named Determination of Good Order:


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The entire Workflow hierarchy is displayed as breadcrumbs. Selecting Tasks will return to the previous level of the hierarchy, which displays all Tasks in the current Task Grouping. Alternatively, selecting Task Groupings returns to the highest level, which shows all Task Groupings in this Project. This is useful for navigating between different Tasks.


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There is also an additional breadcrumb link on this page. The Plan name in the tab header, displayed before the Project name (in this example, Johnson Electronics, Inc. 401(k) Plan) can be selected to view the corresponding Plan tab.

 

 

Adjust Browser Zoom Level

 

PensionPro is compatible with zoom functionality built into supported web browsers, which allows page text to be resized. This can make text larger and easier to read, or more compact for viewing more information at once. Browsers apply zoom settings on a per-site basis, so changes made to PensionPro's text size won't affect other websites.

 

To adjust the zoom level, first ensure that PensionPro is the currently-active tab. Then, zoom in or out using one of the following methods (these may vary between browsers):

 

  1. (keyboard) Use Ctrl + Plus sign (+) to zoom in and Ctrl + Minus sign (-) to zoom out.
  2. (keyboard & mouse) Use Ctrl + Scroll wheel up to zoom in and Ctrl + Scroll wheel down to zoom out.
  3. Adjust the zoom level via the browser's options menu.

 

In most cases, browsers will preserve the chosen zoom level for future use.

 

 

Set Default Dashboard Tabs

 

Each user can choose which Dashboard(s) they would like to set as their defaults. When a Dashboard is made default, it will be "pinned" to the list of open tabs; this ensures the tab is easily available every time PensionPro is used and prevents the tab from being closed. This is a great option for frequently-used Dashboards.

 

To manage default Dashboards:

 

  1. In the PensionPro header at the top-right, select More > View My Account. The user's Employee tab opens to the Account view.
  2. In the Views list on the left, expand the Preferences category and select the User Experience view. The corresponding grid displays.
  3. Locate the Default Tabs entry in the grid; hover over it and select Editedit.png on the right-hand side. The Edit Preference window displays.
  4. Use the Default Tabs field to add or remove Dashboards as desired.
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  5. When finished, select Save. Refresh the page for the changes to take effect.

 

 

Set a Default Worktray

 

In the previous section, we discussed setting default Dashboard tabs, which persist in the open tabs list at all times. If Worktray is chosen as a default, only a single Worktray will be pinned, even if the user belongs to multiple Worktrays.

 

To change which Worktray is used as the default:

 

  1. In the PensionPro header at the top-right, select More > View My Account. The user's Employee tab opens to the Account view.
  2. In the Views list on the left, expand the Preferences category and select the User Experience view. The corresponding grid displays.
  3. Locate the Default Worktray entry in the grid; hover over it and select Editedit.png on the right-hand side. The Edit Preference window displays.

  4. Set Value to the desired Worktray.

    • The All Worktray includes Tasks from all of a user's assigned Worktrays.

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  5. Select Save.

 

 

Edit Search Preferences

 

Each user can set their own search preferences, making it more convenient to identify the records they are interested in or ignore those that are irrelevant. These preferences include changing the order that record types are displayed in, choosing whether a record type is expanded by default, and showing or hiding inactive records.

 

To edit search preferences:

 

  1. In the PensionPro header at the top-right, select More > View My Account. The user's Employee tab opens to the Account view.
  2. In the Views list on the left, expand the Preferences category and select the Search view. The corresponding grid displays.
  3. To customize the order of categories in search results, drag the grid entries into the desired positions.
    web_6.PNG
  4. To edit display settings for a category, hover over it in the grid and select Editedit.png on the right-hand side. Make any changes, then select Save.
    web_7.PNG

 

 

Save Report Filters

 

When using PensionPro's built-in reports, it's possible to save filter selections so that they can be retrieved easily the next time the report is run. These saved settings can also be loaded by any other Employees in the firm.

 

The Save and Load options are found at the top-right of the report page.

 

report-save-filter.png