The Employee Tab

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In PensionPro, the Employee Tab contains the information and settings corresponding to an Employee's PensionPro account. These include Location and Security Rights, assigned Worktrays, and user preferences.


Opening an Employee Tab

  1. Use the Search bar to search by Employee name.
  2. Expand the Employees result list.
  3. Select the name of the Employee.
    • Alternately, selecting User Profileuser_profile.png > View My Account will open the Employee tab for the currently logged-in Employee.


Tier Availability: Track, Team, Business

Security Rights Required: Add/Edit Employee


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


Table of Contents



Contact vs. Employee Records


All Employees added to PensionPro have an Employee record, found on the Employee tab. This Employee record is linked to a corresponding Contact record, found on the Contact tab. The Contact tab is maintained separately from the Employee tab, and is where the Employee's name, email, addresses, phone numbers, Interactions, and other information are stored.


When an individual who exists as a Contact is later hired by the firm, the existing Contact record cannot be linked to the new Employee record. Instead, their information should be transferred to the new Contact record, and the old Contact record should be deleted.



Navigating Views


The Views Panel of the Employee tab includes information about the Employee and offers the following views: General, Locations, Security Rights, Account, and Worktrays. It also contains a category of various Preferences.



Editing Attributes

Some views, such as the General and Security Rights views, contain attributes and information that define the Employee profile. To edit these attributes:

  1. Select Editedit.png at the top-right of the view.
  2. Make any necessary changes in the popup window that appears.
  3. Select Save.



Adding Items

Other views, like the Locations and Worktrays views, contain lists of items attached to the Employee. In these views, items can be added by performing the following steps:

  1. Select Addadd.png at the top-right of the view.
  2. Complete the required fields in the popup window that appears.
  3. Select Save.





The aim of this guide is not to provide an exhaustive list of Employee fields and properties. However, any items of particular note are covered in each view's section, below.


Note: An Employee without Add/Edit Employee Security Rights will only be able to access the Account view on other Employee records. They will not be able to edit this information.




The General view contains some settings that affect the Employee's functionality in PensionPro, as well as fields that store information relating to the individual's employment with the firm, such as Employee ID and Date of Hire.


The Active field determines whether the Employee record is considered active or not. Deactivating an Employee will also prevent them from logging in to PensionPro. For more information, refer to the Terminating an Employee section of the article Adding & Terminating Employees.


The Show on PSL field determines whether or not the Employee will appear on the Contact Us page in PlanSponsorLink for any Plans to which they have been assigned an Employee Role. This setting also determines whether their name will appear in the dropdown of available Employees when sending a Secure File Exchange.


The Single Sign On Username field is required for Employees to properly utilize the Navigation Assistance functionality.




The Locations view is one of two places in PensionPro where Location Rights can be managed (the other being within Firms/Locations). Location Rights determine which PensionPro records an Employee has access to view. For more information—including instructions on adding and removing Location Rights—refer to the article Location Rights.



Security Rights

The Security Rights view is one of two places in PensionPro where Security Rights can be managed (the other being within Security Management). Security Rights determine which PensionPro features an Employee has permissions to access and utilize. For more information—including instructions on adding and removing Security Rights—refer to the article Security Rights & Security Roles.




The Account view controls general account-related options.


Note: An Employee will be able to view and edit the Account Information described in this section for their own Employee record regardless of Security Rights.


The Login Name field defines the username that the Employee will use to log in to PensionPro. This may be changed at any time.


If access to the Help Center was not given during Employee creation, the Helpdesk Access field will display the Create Helpdesk Account option to set up a new Help Center account for the Employee. If this was already performed, this field will instead display Yes.


The Signature field allows the Employee to create a signature which can be added to outgoing Blast Email.


  • The Edit Account window provides a text editor that provides basic formatting capabilities. For more advanced formatting, consider selecting View Sourceeditor_source.png from the toolbar to create the signature using HTML code.
  • For best results, PensionPro recommends either crafting the signature entirely within the editor, or using HTML code. Drafting the signature in a word processing software—such as Microsoft Word—and then copying/pasting the text into the editor is not recommended, as hidden formatting is sometimes carried over from the word processor. This may result in cases where the formatting in the sent email does not match the text's appearance in the editor.
  • Signatures can be added to the Body of a Blast Email using the [Sender Signature] Merge Field. This Merge Field will only be available when sending emails from an Employee Plan Role.


An Employee who opens the Edit Account window on their own Employee tab may also choose to update their password using the Update Password option.




The Worktrays view is one of two places in PensionPro where Worktray assignments can be managed (the other being within Worktray Management). A Worktray provides a shared Dashboard where any assigned Employees can view and take Tasks to work.


The Employee may be assigned to a new Worktray by selecting Addadd.png at the top-right of the grid.

  • The following fields are required: Worktray, Role.
  • Multiple Worktrays may be selected.
  • The Copy from Employee dropdown provides a list of Employees to copy Worktray assignments from. Existing assignments will not be altered.


Hovering over any Worktray displays the Editedit.png and Deletedelete.png options on the right-hand side.



Employee Preferences


Each Employee has access to preferences which allow them to personalize certain aspects of PensionPro. The following preference types can be found under the Preferences view category within the Employee tab.


Note: Employees may only view and edit their own preferences.



User Experience

The User Experience preferences customize general PensionPro behavior.


Remember My Grid Preferences When enabled, sorting, ordering, and grouping preferences will be saved for Dashboard grids. If disabled, Dashboard grids will return to their default state when the page is refreshed.
Display Density Regular displays grid items with default spacing. Compact minimizes white spacing, resulting in more items being displayed at one time, at the potential cost of reduced readability.
Default Tabs

Any tabs selected as default will be open upon logging in to PensionPro, and cannot be closed.

  • Available options are Events, My Projects, My Tasks, Scoreboard, Time, To-Dos, and Worktray.
Default Worktray

Sets the Worktray that will be used as the default for the Default Tabs preference.

  • Only Worktrays the Employee is assigned to may be selected.
  • Selecting All will provide a single Dashboard that contains Tasks spanning all assigned Worktrays.
Remember My Save Preference

Sets the default Save button type for certain pop-up windows, such as those when adding a Time Slip. Alternate options will still be provided regardless of setting.

  • Available options are Save and Save & Open.
Dashboard Virtual Scrolling

When enabled, increases performance while using Dashboards.

  • Due to system limitations, any applied Dashboard groupings will be expanded by default. Disabling this setting will collapse these groupings instead. However, this may incur performance costs, especially on Dashboards with a large number of Tasks.




Email Notification

The Email Notification view provides preferences for receiving notifications via email when certain actions are performed in PensionPro.


Note: If the following preferences are set to Controlled by Firm, the firm has disabled individual user control of notifications. For more information, refer to the Notifications section of the article PensionPro Preferences.


Enable User Email Notifications Enable to allow the use of email notifications. If disabled, notification emails will not be sent, and the remaining notification preferences will be grayed out.
Proposal Assignment Email Notification The user will receive an email when a Proposal is assigned to them.
Prospect Assignment Email Notification The user will receive an email when a Prospect is assigned to them.
Task Activation Email Notification The user will receive an email when a Task assigned to them becomes active.
Task Reassignment Email Notification The user will receive an email when an active Task is reassigned to them.
To-Do Reassignment Email Notification The user will receive an email when a To-Do is assigned to them.
Worktray Reassignment Email Notification The user will receive an email when an active Task is reassigned to a Worktray the user has access to.
Worktray Task Activation Email Notification The user will receive an email when a Task assigned to a Worktray the user has access to becomes active.





The Search view allows an Employee to customize the results that are returned when searching PensionPro. Each record category can be customized individually. To edit the search preferences for a record category, hover over the category in the grid, then select Editedit.png on the right-hand side.


The Show option determines whether or not PensionPro includes the category in the search results. Only categories with Show set to Yes will be returned.


The Expanded option determines whether the results for the category are expanded by default. When set to No, the category can be expanded manually on the search results page by selecting it.


The Show Deactivated/Closed option determines whether the search results should include records (such as Plans) that have been made inactive, or records (such as Projects) that have been completed or otherwise closed. Set to Yes to include these items in the search results.


The Show Inactive Plans option is only available for Projects and Distributions. When enabled, search results will include Projects or Distributions for terminated Plans. If disabled, these items will not be included.



More Employee Actions


The Moremore_options.png menu, located in the tab header at the top-right of any view in the Employee tab, contains additional Employee-related actions, as defined below.


Reassign All Employee Plan Roles

This option allows all of an Employee's existing Plan Roles to be transferred to another Employee. For more information, refer to the Managing Employee Roles section of the article Employee Plan Roles.


Reassign All Tasks

This option allows all of an Employee's assigned Tasks to be reassigned to another Employee. This includes Tasks that have not yet been activated. For more information, refer to the Task Assignments section of the article Tasks and Workflow.



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