PensionPro 2.0 - Staff Orientation to PensionPro

Note: The following lessons are eLearning lessons, which means learners must interact with the lesson to progress through. Please use the Next and Previous buttons in the bottom-right of the course player.

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Staff Orientation to PensionPro - Basic System Navigation training provides a basic overview of PensionPro features and functions such as Dashboards, Worktrays, Time Tracking, Plans, the Navigation Panel, PlanSponsorLink, and the Help Center. This training should be consumed by users that were not part of the implementation process, or users that are new to your firm. 

 

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Staff Orientation to PensionPro - Launching Project Templates training provides an overview of how to launch, work through, manage, and report on Projects. This training should be consumed by users that were not part of the implementation process, users that are new to your firm, or users that need a refresher on Projects. 

 

If you have any additional questions, please reach out to our Customer Service Team! 

Comments

  • Avatar
    Jacqueline Pendzick

    I can't get it to play for me in Firefox. Is there an add on I need to get or will these not work in Firefox in general?

    Edited by Jacqueline Pendzick
  • Avatar
    Darren Conner

    I had the same issue initially as well in Firefox. For me, there is a button to the left of the URL bar for audio and video options. It was being blocked and once I unblocked it, it worked.