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PensionPro 2.0 - Tips and Tricks

Thank you for taking part in our Early Access program. Included below, please find a list of the items we are getting feedback on that already have an easy solution in place.


 

Viewing Time Summary in a Weekly Format

  1. Choose the This Week option from the Your Time Entries Drop Down. The grid will return only entries for the this week with a total at the bottom of the grid.
  2. If you want details by day for this week, drag and drop the Date column header into the grid header bar. Total Hours by day will automatically be included in each grouped header row.
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  3. The new grouped and filtered layout will now be your default until you change it.

 

Emailing a Contact from the Plan Contact Roles Screen

  1. Locate and open the Plan > click the Contact Roles tab.
  2. Click to select the contact you want to email.
  3. Click the More icon to expand the menu.
  4. Click the Send Email button.
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Locate and Open Employee Records

We removed the employee directory and instead added a search silo for employees. To easily locate an employee record:

  1. Click in the search field and enter at least three characters of the employees name and hit enter.
  2. Expand the Employees results header in the search Results tab.
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  3. Click the employee record to open it.

 

Increase Dashboard and Worktray Items Per Page

  1. The My Tasks Dashboard and Worktrays can each have individual settings saved for the items per page.
  2. Choose how many items you would like to display up to a maximum of 500 total records.
  3. Click the Items Per Page dropdown at the bottom of the grid and your settings will be saved by default unless you have changed the Remember My Grid Preferences to No.
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  4. The new selection will now be your default until you change it.

 

Set Display Density

  1. Click the User Profile icon in the upper right hand corner of the application.
  2. Click View My Account.
  3. Expand the Preferences option by clicking on it, then click User Experience.
  4. Hover over the Display Density and click the Edit icon.
  5. Select a value of Regular for wider spacing or Compact for more records to be displayed per grid.
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Display Application Menu Titles

Not keen on seeing only the Application Menu icons?  Click the hamburger icon to expand the Navigation Panel for the remainder of your session or until you click the hamburger icon to collapse it.

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Assigning Tasks to Employees

  1. On any open Task locate the icon for the assigned user in the upper right corner of the Task Items tab of a project.
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  2. Hover over the icon with your cursor to see the full name of the assigned employee or click the Icon to expand the task assignment menu.
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  3. Click the Assign To Me button to take the task or click the Reassign option to open the Reassign Task window where you can change the assigned employee or Worktray.
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Opening a Newly Created Item Automatically

To open a newly created item in PensionPro (Client, Contact, Distribution, Employee, Interaction, Plan, Project or To-Do) click the arrow to the right of the Save button located at the bottom of the add window to reveal the option to Save & Open the newly added item. 
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  1. To make this the default option, click the User Profile icon and click View My Account
  2. Expand the Preferences menu and hover on the Remember My Save Preference field
  3. Click the Edit button to the right to open the dialogue box that will allow you to save your preference

Using Breadcrumbs for Navigation

We have added a new navigation tool to make it easier to move up to a parent item in many locations that didn't have a navigation path or were using an UP arrow. Here is how it works now:

  1. Using a project as an example. The bold text is the name of the item that is open and the details are displayed in the area directly below it.
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  2. The user can open/navigate to the Tasks or Task Groupings by hovering over the items with the cursor and clicking. In this example by clicking the Tasks text, the user will see the list of Tasks displayed for the bold text for the Good Order Task Grouping.
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Adjusting Browser Zoom Level

Looking to fit more content into your existing browser window?  Use your browsers zoom control to adjust the percentage of zoom for just the PensionPro tab. Here is how it works:

  1. Make sure you have the PensionPro 2.0 application tab chosen in your browser.
  2. Hold down the Ctrl key and then press the + key to zoom in or the - key to zoom out.
  3. You can also access the zoom controls from the more option in your browser to adjust the zoom level.

    The adjustment will stay in effect until you close the browser and will also be used for any other tab you open during your browser session for PensionPro!

 

Pinning Default Dashboard Tabs

Users have the ability to select tabs that will be open by default on the Dashboard. These tabs will automatically be open upon login, will not be closeable, and will be excluded from the Close All Tabs button. Here is how it works:

  1. Click the User Profile icon.
  2. Click View My Account.
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  3. Click Preferences > User Experience
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  4. Click the Edit icon next to Default Tabs and make the applicable changes in the Edit Preference window.
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  5. Click Save.

 

Pinning Default Worktrays

Users have the ability to select the Worktray that displays when the Worktray is selected under the Default Tabs User Preference. Once the desired Worktray is selected, it will be displayed as a default Dashboard tab.

  1. Click the User Profile icon.
  2. Click View My Account.
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  3. Click Preferences > User Experience
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  4. Click the Edit icon next to Default Worktray preference and make the applicable changes in the Edit Preference window.
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  5. Click Save.

 

Updating the Search Preferences

Users now have the ability to update their search preferences by customizing the order in which search categories appear in the search grid. Users may also select whether or not a category column should be expanded automatically.

  1. Click the User Profile icon.
  2. Click View My Account.
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  3. Click Preferences > Search.
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  4. Drag and drop a category name to customize the order in which the search categories will appear in the search results grid. 
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  5. Click the Edit icon next to the category to be edited. In the Edit Preference window, select whether or not the column should be shown in the search results grid, and select whether or not the category should be expanded automatically. 
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  6. Click Save.

 

Setting the Password in the Contact General Information Screen

Users now have the ability to update the password in the Contact > General Information screen. Here is how it works:

  1. Search for the Contact.
  2. Click the Contact Name from the search results. 
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  3. If the user has never reset their password then the following text will be displayed in the Password field "This contact must login or reset their password using PSL"
  4. If the user has logged in or reset their password then the following text will be displayed in the Password field "Click on the More option to reset the Contact's password"
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  5. Click the More icon in the upper right corner of the grid > Set Password.
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  6. Carefully Copy and Paste the password and click Save.
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  7. An email will not be sent when the password is reset. The new password will either need to be verbally communicated to the plan sponsor or communicated through email.
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