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PensionPro 2.0 - Creating/Maintaining PensionPro Preferences

PensionPro Preferences are 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 Maintenance > Preferences > PensionPro. 
  2. The Views menu on the left includes General, Web Steps, Fee Schedule, Field Descriptions and PlanSponsorLink.com Collection Fields menus.
  3. Select a menu, then select a Preference Type from the dropdown menu displayed below (if applicable). 
  4. Click the Edit icon to open the Edit Preference pop-up. Make desired changes and click Save. Note that some preferences may need to be highlighted prior to clicking the Edit icon. Some fields may already contain default values. These values are editable.

Menu:

 

PensionPro Preference Maintenance Drop-down Menus

General Menu

General

  • 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. 
  • 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 user's employees are entering multiple Time Slips. 
  • 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.
  • 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. 
  • Set interaction originator Default: If this option is set to 'Yes', then the person creating an interaction in PensionPro will be listed as the originator of that interaction. 
  • 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. 

 

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. 
  • 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 > General screen, there is an Envelope icon 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 > General screen, there is an Envelope icon 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 > General screen, there is an Envelope icon 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 the Envelope icon.
  • 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 a Collection Field is not completed, yet that Collection Field is marked as Required on the Collection Fields menu 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.
    • When the Enable Census Scrubbing on PSL preference is checked to 'Yes', the system will produce a warning if the following occurs.
  • 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.
    • The default IRS hyperlink for this field is included in the Description field for this preference in PensionPro.
    • Removing the value for this field will display No Link in the Value field for this preference in PensionPro.
      • Users must enter a valid URL to enter a value.
      • Users can leave this field blank to not display an NAIC hyperlink on the Company step of data collection.

 

Billing

These are the preferences the user will use to help control Billing items throughout the system.

  • Default Fee Schedule Template: This preference allows users to choose the Fee Schedule Template used to populate the available list of Fee Types when adding or editing Billing Entries.
  • Fee Schedules Source: This preference allows users to select Plan as the Fee Schedule source if active Fee Schedules are setup for your Plans in PensionPro.
  • Lock Completed Projects: This preference allows you to prevent users from adding or editing Billing Entries once a project has been completed.

 

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.

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. 

  • 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.
  • Available MFA Options: this preference allows the user to choose to receive a verification code through the selected options.
  • Enable Authorized Computer Management: This preference allows the user to enable the Authorized Computer Management feature for PensionPro. Select Yes to enable the feature.
  • 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.

 

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 Collection

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 Subject: When the user is within a project there is a small Envelope icon in the Data Collection menu 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 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 Role: When the user is within a project there is a small Envelope icon in the Data Collection menu 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 the Envelope icon.
  • 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 > Preferences menu. 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.
  • Enable Email Address Notification Change: This preference must be set to 'Yes' in order for contacts to receive email notifications when their email address has been changed.
  • Contact Email Notification to Updated Email: This preference allows you to modify the email language sent to the updated email for contact email change notifications.
  • Contact Email Notification to Existing Email: This preference allows you to modify the email language sent to the old email for contact email change notifications.
  • Contact Email Notification Subject to Existing Email: This preference allows users to modify the title in the subject line of the email notification sent to the existing email address.
  • Contact Email Notification Subject to Updated Email: This preference allows users to modify the title in the subject line of the email notification sent to the new email address.

 

PlanSponsorLink 

  • 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.
  • 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.
  • Distribution Title: This preference allows the user to retitle the name of the Distribution 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.
  • 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. 
  • Fiduciary Document Heading: This preference allows the user to modify the heading used for Fiduciary Documents on the Documents tab.
  • Help Text: This is the wording that will be displayed on the Help pop-up on 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.
  • 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. 
  • Login Locked Email Subject: This preference allows the user to edit the Subject of the email that is sent when login is locked.
  • 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. 
  • PSL Logo: This preference allows the user to change the PlanSponsorLink Logo.
  • PlanSponsorLink Subdomain Name: This preference allows the user to modify the Subdomain Name for the PlanSponsorLink portal.
  • Secondary Login Screen Message: This message will be displayed at the bottom of the login screen. This can be customized.
  • 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.
  • Show Bulletins Tab: This preference allows the user to turn the Bulletins Tab on or off in PlanSponsorLink.
  • 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 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.
  • Website Operation: This preference establishes whether PlanSponsorLink is operational. This can be disabled in PlanSponsorLink by changing this to 'No' and it will be immediately inaccessible. 
  • Website Banner: This preference allows the user to display a message on the home screen of PlanSponsorLink above the My Active Tasks Tab. 

 

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 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]
  • 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 Expiration Days Default: 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.
  • Interaction Type: This preference determines the Interaction Type that is used when a Secure File Exchange interaction record is created.  
  • New Exchange 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]
  • 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. 
  • 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.
  • Read Notification 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]. 
  • 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: 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 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]
  • 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 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.

 

Web Steps Menu

Tier Availability: Essential, Premium, Business 

Add-On Availability: PlanSponsorLink 

  • Annual Administration 

This  sub-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 sub-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 the Web Steps menu.
  3. Select the appropriate Data Collection Type from the dropdown menu.
  4. Click the Edit icon next to the step to be edited.
  5. Edit the text for the desired Web Step. 
  6. Click Save.

 

Field Descriptions Menu

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 menu 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. Hover over the Field that needs to be edited. 
  2. Click the Edit icon to the right of the field. 
  3. An Edit Field Description pop-up will appear. 
  4. Edit the Display Name, Description, or Format that needs to be edited. 
  5. Click Save

 

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 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.

 

PlanSponsorLink.com Collection Fields Menu

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 General Plan Information grid 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 Maintenance > List Values
  2. Expand the Core > Plan sub-menu listed on the left-hand side. 
  3. In the drop-down menu displayed below, select Plan Type. 
  4. Click the Add icon in the upper right corner of the grid.
  5. An Add Plan Type pop-up window will appear. 
  6. Complete the Display name, Description, and mark it as Active. 
  7. Click Save

 

To Add a Collection Field 

  1. Click Maintenance > Preferences > PensionPro. 
  2. Select the PlanSponsorLink.com Collection Fields menu.
  3. Choose a Plan Type from the grid by double clicking it.
  4. Click the Add icon in the upper right corner of the Plan Type grid. 
  5. Choose the Column Name from the dropdown. 
  6. Check 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. Check 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 Maintenance > Preferences > PensionPro. 
  2. Select the PlanSponsorLink.com Collection Fields menu.
  3. Select the Plan Type that needs to be edited by double clicking it.
  4. Choose the Column Name that needs to be edited by clicking the Edit icon on the right side.
  5. An Edit Collection Field pop-up menu will appear. 
  6. Check the Visible checkbox if the field is to be visible or uncheck if it is not supposed to show. 
  7. Place a check in the Required checkbox if the Collection Field is to require an answer.
  8. Click Save

 

To Delete a Collection Field 

  1. Click Maintenance > Preferences > PensionPro
  2. Select the PlanSponsorLink.com Collection Fields menu.
  3. Select the Plan Type that needs to be edited by double clicking it.
  4. Choose the Column Name that needs to be deleted by clicking the Delete icon on the right side.
  5. A pop-up message saying Do you want to delete the 'XXXXX' field? will be displayed. 
  6. Click 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 Maintenance > Preferences > PensionPro
  2. Select the Fee Schedule menu.
  3. Click the Add icon in the upper right corner of the grid. 
    • An Add Template pop-up menu will appear. 
  4. Type the name of the template.
  5. Click Save
  6. Choose the Template that was just created by double clicking it.
  7. Click the Add icon in the upper right corner of the grid. 
    • An Add 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 Amount Type from the dropdown list. 
  11. Select the Frequency from the dropdown list. 
  12. Select the Payor from the dropdown list. 
  13. Select the 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 Maintenance > List Values > Fee Schedules.

 

To Edit a Fee Template: 

  1. Click Maintenance > Preferences > PensionPro
  2. Select the Fee Schedule menu.
  3. Click the Edit icon to the right of the Template Name to be edited.
  4. An Edit Template pop-up will appear. 
  5. Edit the information that needs to be changed. 
  6. 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/>

 

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