The Employee Tab

Follow

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, a user can select Moremore_header.png > View My Account to open their own Employee tab.

 

Tier Availability: Track, Team, Business

 

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

 

Article 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.

 

If 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.

 

 

The Employee Tab Header

 

The tab header is displayed at the top of the tab, above any selected view. The header contains the following items, presented from left to right:

 

  • The Employee Name.
  • The Helphelp.png icon, which opens this article in a new browser window.
  • The Moremore_options.png icon, which contains menu options for reassigning the Employee's work. Refer to the section More Employee Actions.

 

 

Navigating Employee Views

 

The Views panel of the Employee tab separates Employee information into a selection of categories. The Employee tab contains the following views: General, Locations, Security Rights, Account, and Worktrays. It also includes a selection of user Preferences.

 

 

Editing Attributes

 

Requires Security Rights: Add/Edit Employee

 

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. The corresponding window displays.
  2. Make any necessary changes.
  3. Select Save.

 

 

Adding Items

 

Requires Security Rights: Add/Edit Employee

 

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. The corresponding window displays.
  2. Complete the required fields.
  3. Select Save.

 

 

Views on the Employee Tab

 

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.

 

 

General

 

The General view contains some settings that affect the Employee's functionality. Use Editedit.png at the top-right of the grid to make changes to this information.

 

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.

 

Note: Because all of an Employee's Tasks, Plan Roles, etc. must be reassigned before their record can be fully deactivated, disabling their access to PensionPro via this method may take some time. To immediately restrict their access to the application, use the Login Disabled option also found in this view.

 

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

 

 

PII and Financial

 

Requires Security Rights: View PII and Financial Information

 

The PII and Financial view records Employee information that may be sensitive in nature, such as Date of Birth, Employee ID, and Billing Rate. Use Editedit.png at the top-right of the grid to make changes to this information.

 

 

Locations

 

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. 

 

Use Addadd.png at the top-right of the grid to add Location Rights, or hover over any entry and selection Deletedelete.png on the right-hand side to remove Location Right access. For more information, 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.

 

Use Editedit.png at the top-right of the grid to change the Employee's Security Role or add/remove Security Rights. For more information, refer to the article Security Rights & Security Roles.

 

 

Account

 

The Account view controls general account-related options. Use Editedit.png at the top-right of the grid to make changes to this information.

 

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.

 

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

 

  • The Edit Account window includes 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 creating 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.

 

 

Worktrays

 

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.

 

Use Addadd.png at the top-right of the grid to add the Employee to a Worktray, or hover over any Worktray entry to display 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. More information on these settings can be found in the article User Account & Preferences.

 

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

 

 

Connected Apps

 

PensionPro provides the ability for users to link their PensionPro account to third-party applications for integration purposes. These connections are managed on the Connected Apps view.

 

The grid on this view displays any integrations that are already established; hovering over an item in the grid displays the Editedit.png and Deletedelete.png options on the right-hand side. Select Addadd.png at the top-right to display the Add App window. The following integrations are currently available:

 

 

Once the third-party application is added, double-click its entry in the grid to set up or manage the integration. Specific instructions for each application can be found in the articles linked in the above list.

 

 

Employee Logs

 

The Employee tab is also home to the Activity, Audit, and Authentication Logs that store records of the Employee's recent actions in PensionPro. For more information, refer to the article Activity & Audit Logs.

 

 

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.

 

 

Associated Articles