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PensionPro 2.0 - Adding a Client, Plan, Contact

Clients, Plans, and Contacts are linked through the hierarchy of data within PensionPro. First, a Client must be created, then a Plan(s) is attached to the Client. Any Contacts associated with the Plan are attached on the Plan level, although a Contact can be created without attaching it to a Plan. This article explains the process of adding a Client, Plan, and/or Contact in PensionPro.

 

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

Security Rights Required: Add/Edit Client, Add/Edit Plan, Add/Edit Contact

 

 

  Note: Some items may not be available in all tiers.

 

Menu:

 

Adding a Client 

Security Rights Required: Add/Edit Client

  1. From the Navigation Panel, click Add Data > Client.
  2. The Add Client slider pop-up will appear. Complete the fields on the menu.
    • Location, Company, and Status are required fields.
    • If the appropriate Status or Category are not listed, they can be added as a list value.
    • In the Company Link field, type the first few letters of the company name. If the company name record already exists in PensionPro, the name matching the text entered will appear in a dropdown that the user can click to select.
      • If the company does not exist, click the Add icon to the right of the Company field and type the company name. The new company name will be created along with the Client.
  1. Use the dropdown on the Save button to select Save and Open. This will create the Client and open to the Client Details screen for that record.

Adding Client Details

  1. The information contained on the Client > General menu can be added or edited by clicking the Edit icon and completing the information in the Edit Client pop-up menu.
  2. An Address can be added by clicking the Addresses menu, clicking the Add icon, then completing the information in the Add Client Address pop-up menu. Address 1, City, State, Zip Code, and an Address Type are all required fields. If the appropriate Address Type is not listed, it can be added as a list value.
  3. A Number can be added by clicking the Numbers menu, clicking the Add icon and completing the information in the Add Client Number pop-up. Number and Number Type are required fields. If the appropriate Number Type is not listed, it can be added as a list value.
  4. Employer Data, such as EIN, Fiscal Year End, Entity type, Payroll information, and Company Ownership information, can be added by clicking the Employer Data menu, clicking the Add icon, and completing the information in the Add Company Information pop-up.
    • The information contained in Employer Data is annual information that will be carried forward each year. These fields will be visible on PlanSponsorLink for clients to review and confirm during the annual data collection process.
    • All required fields are displayed at the bottom of the menu.
    • If the appropriate Entity or Payroll Frequency are not listed, they can be added as a list value.
    • To add Principals, Family members, and Other Businesses owned, the user must complete the Add Company Information menu, save, then double-click on the appropriate period. There will be menus for Principals, Family, and Other Businesses, where this information can be added. Please note that these tabs are not included on the Track tier.
  5. The Interactions menu will populate with a copy of any blast emails sent to the Client. Click here for additional information on Interactions. Please note that this feature is not included in the Track Tier.
  6. A Plan can be created and linked to the Client by clicking the Plans menu, clicking the Add icon, and completing the information in the Add Plan pop-up. The user must have the Add/Edit Plan right to do this. Required fields are displayed with a ‘*’ at the end of the section name. If the appropriate Plan Type or Admin Type are not listed, they can be added as a list value.
  7. A Note can be added by clicking the Notes menu, clicking the add icon, and completing the information on the Add Note pop-up.

Terminating a Client

Users can terminate a client. Doing so will remove the client from any search results unless the "Show Terminated Clients" checkbox is checked.

  1. From the Client > General menu, click the Edit icon. 
  2. Change the Status to Terminated.
  3. Click Save.

 

Adding a Plan 

Security Rights Required: Add/Edit Plan

  1. From the Navigation Panel, click  Add Data > Plan.
  2. The Add Plan pop-up will appear. Complete the fields in the menu.
    • In the Client Name field, type the first few letters of the client’s name and select the appropriate name from the dropdown menu that will appear. If the Client does not exist, it must be created before the Plan can be added.
    • Required fields are displayed with a ‘*’ at the end of the section name.
    • If the appropriate Plan Type or Admin Type are not listed, they can be added as a list value.
  3. Use the dropdown on the Save button to select Save and Open. This will create the Plan and open Plan Details.

Adding Plan Details

From the Plan > General menu, the user can access the General, Defined Benefit, Daily Valuation, Health & Welfare, Specifications, Investments, Services Provided, Fees, Project Fields, and Plan Cycles tabs. Please note these tabs are displayed based on the user's tier. Please see Using Plan Details on the Web.

Deactivate a Plan

Users can deactivate a plan in PensionPro. Doing so will remove the plan from any search results unless the Show Deactivated/Closed Plans field switch is enabled. In order to deactivate a plan, any launched projects or data collections must be completed.

  1. From the Plan > General menu, click the Edit icon.
  2. Update the Status for the plan.
  3. Add a date for the Terminated On field.
  4. Select an applicable Terminated Reason if desired.
  5. Check the Deactivate for All Activity checkbox. 
  6. Click Save.

 

Adding a Contact 

Security Rights Required: Add/Edit Contact

  1. From the Navigation Panel, click Add Data > Contact.
  2. The Add Contact pop-up will appear. Complete the fields on the Add Contact menu.
    • Required fields are displayed with a ‘*’ at the end of the section name.
    • If the appropriate Prefix, Suffix, Profession, or Communication Lists are not listed, they can be added as a list value.
    • In the Company field, type the first few letters of the contact’s company and select the appropriate company name from the dropdown menu that will appear. The company name will not save to the Contact if it is not selected from the dropdown that appears.
      • If the company does not exist, click the Add icon to the right of the Company field and type the company name. The new company will be created along with the contact.
  1. Use the dropdown on the Save button to select Save and Open. This will create the Contact and open Contact Details.

Adding Contact Details

From the Contact > General menu, the user can access the General, Relationship, Contact Types, Sales, and Communication Lists tabs. Please note these tabs are displayed based on the user's tier. Please see Adding, Editing, or Deleting a Contact.

 

Frequently Asked Questions

  • Where can I change the value for Payroll Provider in the Client Information grid? The Payroll Provider field found in the Client > General menu actually pulls from the latest Employer Data record. To update the Payroll Provider, click the Employer Data menu. Hover over the latest Employer Data record period to highlight it and click the Edit icon. Enter the new Payroll Provider name in the Payroll Provider field and click Save.
  • Why can't I add an Interaction to a Client? Users cannot add, edit or link an interaction to a client. The client’s interaction tab is merely a list of all interactions for all linked plans, contacts, etc. for that client.

 

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