The Client Tab

The Client tab contains contact information and other data relevant to a TPA firm's clients. This tab makes it simple to add and edit phone numbers or addresses, as well as view Interactions or compile Notes. Importantly, it provides an easy way to manage all Plans that fall under the Client.

Opening a Client Tab

1. Use the Search bar to search by Client name.
2. Expand the Clients result list.
3. Select the name of the Client.

Tier Availability: Track, Team, Business

Article Contents

• The Client Tab Header
• Navigating Client Views
  • Editing Attributes
  • Adding Records
• Views on the Client Tab
  • General
  • Addresses
  • Numbers
  • Employer Data
  • Interactions
  • Plans
  • Notes
  • Access
• Frequently Asked Questions

The Client 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 Client Name.
• The Help icon, which opens this article in a new browser window.
• The More icon, which contains menu options for ftwilliam.com Navigation Assistance.

Navigating Client Views

The Views panel on the left side of the Client tab separates Client information into a selection of categories. The Client tab contains the following views: General, Addresses, Numbers, Employer Data, Interactions, Plans, and Notes.

Editing Attributes

Requires Security Rights: Add/Edit Client

Some views, such as the General view, contain attributes and information that define the Client. To edit these attributes:

1. Select Edit at the top-right of the view. The corresponding window displays.
2. Make any necessary changes.
3. Select Save.

Adding Records

Requires Security Rights: Add/Edit Client

Other views, like the Addresses and Numbers views, contain lists of records attached to the Client. In these views, records can be added by performing the following steps:

1. Select Add at the top-right of the view. The corresponding window displays.
2. Complete the required fields.
3. Select Save.

Views on the Client Tab

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

General

The General view contains the information that was entered during Client creation, such as Company Name and Status, as well as other basic information, like EIN and Category. Use Edit at the top-right of the grid to make changes to this information.

•  The following fields are required: Location, Company, Status
• The following field is a List Value located under Core > General: Status
• The following field is a List Value located under Core > Client/Employer: Category

Some fields in this view, such as NAICS Business Code and Payroll Provider, will automatically update to match the most recent Employer Data record.

Selecting More at the top-right of the General view displays options for linking and unlinking the Client to companies within ftwilliam.com.

Addresses

The Addresses view allows for adding, editing, and deleting a Client's address information. These addresses are synced with the Client's corresponding Company record, so that they can be easily added to linked Contacts if needed.

Use Add at the top-right of the grid to add a new address, or hover over any entry to display the Edit and Delete options on the right-hand side. For more information on working with addresses, refer to the article Addresses and Numbers for Companies, Clients & Contacts.

Numbers

The Numbers view allows for adding, editing, and deleting a Client's phone number information. These numbers  are synced with the Client's corresponding Company record, so that they can be easily added to linked Contacts if needed.

Use Add at the top-right of the grid to add a new number, or hover over any entry to display the Edit and Delete options on the right-hand side. For more information on working with numbers, refer to the article Addresses and Numbers for Companies, Clients & Contacts.

Employer Data

The Employer Data view manages the Client's firm information, such as the Fiscal Year End Date, NAIC code, EIN, and Payroll details. Principals, family members, and other businesses owned can also be found here. Each entry in this view reflects data provided for each plan year.

Use Add at the top-right of the grid to add new Employer Data information, or hover over any entry to display the Edit and Delete options on the right-hand side. Double-clicking a record opens it in a new Employer Data tab.

For more information on Employer Data, refer to the article Employer Data for Clients.

Interactions

The Interactions view records any communications that have occurred under the Client, such as Blast Emails and Secure File Exchanges. Double-clicking an entry in the grid opens it in a new Interaction tab.

Client Interactions cannot be manually added or edited. Within the Client tab, the Interactions view simply lists Interactions that are linked to Plans and Contacts under that Client. For more information on Interactions, refer to the article Interactions.

Plans

The Plans view displays every Plan that is associated with the Client.

New Plans may be added by selecting Add at the top-right of the grid. Double-clicking an entry in the grid opens it in a new Plan tab.

Plan information cannot be edited from the Client tab; it must be edited directly from the Plan tab. Here, hovering over an entry in the Plans grid and selecting the Edit option displays the Edit Plan to Client Assignment window, used to transfer the Plan to a new Client.

For more information on working with Plans, refer to the following articles:

• The Plan Tab
• Adding, Reassigning, Deactivating, and Deleting Plans

Payroll Records

The Payroll Records view contains payroll files received from any integrated payroll providers; these files include employee payroll data for the specified time period. A file is removed from PensionPro two years after its receipt.

A file can be downloaded in .csv format by selecting the file in the grid, then selecting More > Download. Alternately, if annual administration is in progress and Data Collection has been started, the census data in the file can be imported into the Employees step of Data Collection by using the More > Import Payroll File option.

For more information on using payroll files, refer to the article Client Payroll Integration - Census Import.

Notes

The Notes view is used for recording any miscellaneous information that pertains to the Client. This could be confirmation of communications, instructions for special handling, or simply information that doesn't fit anywhere else.

Use Add at the top-right of the grid to add a new Note, or hover over any entry to display the Edit and Delete options on the right-hand side. To view archived Notes, select More > Show Archived.

For more information, refer to the article Notes.

Access

Tier Availability: Enterprise

The Access view is used to manage guest access for this Client and associated records. Guest access is used in situations where an Employee needs to view or edit a particular record but otherwise does not have the necessary Location Rights to do so.

For more information on working with guest access, refer to the Guest Access for Records section of the article Location Rights.