The ftwilliam.com Navigation Assistance feature offers fast and convenient access to information in ftwilliam.com. When enabled, additional menu options are made readily available from the Clients, Plans, Projects, and Plan Cycles tabs. These options instantly take the user to the corresponding pages in ftwilliam.com. This article covers activating and using ftwilliam.com Navigation Assistance within PensionPro.
Tier Availability: Team, Business
Article Contents
Getting Started with Navigation Assistance
Before the ftwilliam.com Navigation Assistance can be enabled, the connection between PensionPro and ftwilliam.com will need to be properly established via an ftwilliam.com API key. Additionally, an SSO Source Reference will need to be specified. If these tasks have not yet been completed, refer to the article ftwilliam.com - Integration Setup & Preferences.
Adding an ftwilliam.com Username
Requires Security Rights: Add/Edit Employee
Any user wishing to utilize Navigation Assistance must have their ftwilliam.com username added to their PensionPro Employee record, as follows:
- Open the Employee record in a new tab. Ensure the General view is selected.
- Select Edit
at the top-right of the grid. The corresponding window displays.
- Enter the ftwilliam.com username in the ftwilliam.com Single Sign On Username field.
- Select Save.
Other Navigation Assistance Prerequisites
After the connection to ftwilliam.com has been established and verified and the username has been added to the Employee tab, the following conditions must also be met before Navigation Assistance can be utilized:
- Ensure the Enable ftwilliam.com Navigation Assistance preference is set to Yes. This setting can be found under Maintenance > Preferences > Integrations > ftwilliam.com.
- Within ftwilliam.com, ensure that Enable Standard User SSO is selected on the Account Profile page.
- Link any desired Clients and Plans. Refer to the article ftwilliam.com - Creating and Linking Records from PensionPro.
Using Navigation Assistance
The ftwilliam.com Navigation Assistance functionality can be used to quickly access ftwilliam.com from any of the following PensionPro tabs:
- Client
- Plan
- Project
- Plan Cycle
To use Navigation Assistance, select More in the tab header of a linked Client or Plan. This menu will contain one or more View [item] on ftwilliam.com entries, with each entry linking to a specified area of the ftwilliam.com application. The table below shows the exact link names, where they are available in PensionPro, and what area of ftwilliam.com they direct users to:
| Link in menu | Located on | Destination | Notes |
|---|---|---|---|
| View on ftwilliam.com | Client tab | Edit Company page | |
| View Plan on ftwilliam.com | Plan, Plan Cycle, Project tabs | Edit Plan page | |
| View Compliance on ftwilliam.com | Plan, Plan Cycle, Project tabs | Compliance > Tasks page | |
| View Plan Documents on ftwilliam.com | Plan, Plan Cycle tabs | Print Plan Documents page | |
| View Specifications on ftwilliam.com | Project tab | Print Plan Documents page | |
| View 5500 on ftwilliam.com | Plan Cycle tab, Project tab (Annual Administration only) | 5500 page for the applicable plan year | |
| View Form 5558 on ftwilliam.com | Project tab (Annual Administration only) | 5500 Batch/Workflow page | Requires AUTOMATE Compliance bundle |
Frequently Asked Questions
-
When I try to use Navigation Assistance from the Web app, I get an "Invalid resource request" error message. Why?
The invalid resource request error can occur when the user's ftwilliam.com username has not been added to their Employee tab. Refer to the Getting Started with Navigation Assistance section of this article for details.
-
The Navigation Assistance link is not taking me to the correct page in ftwilliam.com.
This commonly happens when the correct page does not exist. For example, the 5500 option cannot open the 5500 page in FTW if no 5500 has been set up for the combination of Plan and Period year. In this case, the Edit Plan page will be shown instead.