PensionPro 2.0 - Creating a Worktray

Worktrays can be set up in PensionPro to assign Project Tasks to a team of users to complete. Worktrays are comprised of Members and Leaders which dictate who can reassign a Worktray Task to him/herself or other Members.

 

Tier Availability: Premium, Business
Security Rights Required: Maintenance

 

Accessing and Editing Worktray Information

Worktray information can be accessed from the Navigation Panel by clicking Maintenance > Worktray Management. 

 

Add a New Worktray

  1. From the Worktrays grid, click the Add icon in the upper right corner of the grid.
  2. An Add Worktray Name pop-up window will appear. Enter a name for the Worktray in the text field.
  3. Click Save.

 

Edit a Worktray Name

  1. From the Worktrays grid, click the Edit icon to the right of the Worktray name to be edited.
  2. An Edit Worktray Name pop-up window will appear. Enter a name for the Worktray in the text field.
  3. Click Save.

 

Delete a Worktray

  1. From the Worktrays grid, click the Delete icon to the right of the Worktray name to be deleted.
  2. Click Yes to confirm deletion.

 

 

Add and Edit Worktray Members

Add Worktray Members

  1. From the Worktrays grid, double-click the desired Worktray to open it.
  2. Click the Add icon in the upper right corner of the grid.
  3. When the Add Employee popup appears, use the dropdown menus to add Employees to the Worktray as either a Member or Leader.
    • Multiple Employees can be added to a Worktray at once; however, only one Role can be selected at a time.
  4. Click Save when complete.
  5. Click the Worktray Management breadcrumb text above the grid to return to the list of Worktrays. 
  • The Leader will be able to view, assign and reassign the workload of all members on their Worktray through the Worktray Dashboard.  A Leader is not required to have management rights to complete these functions; strictly making them a Leader gives them the necessary security rights.
  • Employees added as a Member will be able to view the Worktray Dashboard and assign Tasks to themselves only.

 

Editing Worktray information and Members

  1. Click the Edit icon on the row with the Employee’s information. An Edit Employee pop-up will appear.
  2. Edit the Employee’s Role by using the dropdown menus.
  3. Click Save when Complete.

 

Delete Members from a Worktray

  1. Click the Delete icon that appears to the far right of the employee name to remove the employee from the Worktray.
  2. Click Yes to confirm deletion.