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PensionPro What's Hot on the Help Center

Welcome to PensionPro's newest on-demand content, What's Hot on the Help Center. In this series, we will provide solutions and troubleshooting techniques for questions or issues frequently seen by our Customer Service team on the Help Center. You can expect to see new topics released seasonally, as they coincide with the areas of the system you are likely hitting the most, based on the time of year. 

 

Spring 2022 Videos

Project Summary - Date Field Calculations 

In this video, we aim to define how the date fields shown on the Project Summary tab are calculated, and how those dates impact your project. 

Release Date: March 16, 2022
Total Video Time: 8 minutes and 31 seconds
Topics:

  • Sample Scenarios (00:30)
  • Creating Start Date Offsets (01:04)
  • Creating External Deadlines (02:37)
  • Sample Scenario Application (03:52)
  • FAQs (07:21)

PlanSponsorLink FAQ

In this video, we aim to equip you, the PensionPro user, to answer questions and troubleshoot frequently asked questions regarding PlanSponsorLink (PSL). 

Release Date: March 16, 2022
Total Video Time: 6 minutes and 7 seconds
FAQs: 

  • Why is the plan sponsor unable to login? (00:27)
  • Why is the plan sponsor not receiving census request/reminder emails sent through Blast Email? (01:12)
  • Why is the plan sponsor unable to see the Data Collection task on PSL? (01:48)
  • Why is the plan sponsor receiving an error when attempting to import the employee census file? (03:05)
  • Why are Secure File Exchanges missing? (03:52)
  • Can I enable email notifications for files uploaded on the Approval step of the Data Collection in PSL? (05:05)

 

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