What's Hot on the Help Center

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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. 

 

Fall 2022

Data Collection

In this video, we aim to aid you in the Data Collection process from start to finish. 

Release Date: October 18, 2022
Total Video Time: 7 minutes and 40 seconds
Topics:

  • Preparing for Data Collection (00:33)
  • Collecting Data (04:10)
  • Sending Census Reminders (06:29)

 

 

Summer 2022

Plan Cycle Data

In this video, we aim to define what a Plan Cycle is, and how Plan Cycle Data is populated in PensionPro.

Release Date: July 1, 2022
Total Video Time: 7 minutes and 22 seconds
Topics:

  • Why Plan Cycles are Used (00:31)
  • How Plan Cycles are Created (00:58)
  • How Plan Cycle Data is Populated (02:56)
  • Troubleshooting Issues with Plan Cycle Data (05:25)

 

 

Spring 2022

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)