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PensionPro Setup and Requirements for Finch Files

Updated

Requirements

The following are setup requirements for Finch to send files to PensionPro.

  • Team or Business Bundle
  • EIN must be setup for each client
  • In PensionPro you must have the correct permissions to see the Dashboard. If you can't access, apply the correct permissions and then log out completely and then log back in.
  • Make sure that setting for projects allow you to make changes while the client was working on the project.
  • For additional guidance you can also reference PensionPro's External Payroll Census Integration article. You can find this by navigating in PensionPro to the Payroll Dashboard and clicking on the '?' icon.

Setup

Collection Fields

Finch pushes to PensionPro a standard file. The fields included in the standard file are described in PensionPro File Specifications.

You can configure which Collection fields are included in order to exclude specific fields from the standard Finch file.

The Collection Fields are setup under Maintenance > Preferences > PensionPro > PlanSponsorLink.comCollectionFields.

They are setup by plan type, so make sure to configure all applicable plan types.

Column Names

The Column Names in your project must match the column names in the Finch file. See PensionPro File Specifications or view a file on the Payroll Dashboard before import to see the Finch column name.

If you are using the Import Employees feature to import a files from your computer, the Display Name for the columns must match the column names in the file.

If you need assistance with column or display names in PensionPro, please reach out to your PensionPro representative and they can walk you through it.

 

FAQs

Safe Harbor (or other field) is not showing when we import. How do we view that field?

Each field name in the Finch file must exactly match a field in the project. Display names can be different and the display name is not what is matched on. If you are not seeing a field after you import into the project please check:

  1. Before importing the file, you can download and check to see the fields and values. That will show you what Finch is sending. Once you import into your project, you will only see the Collection fields that you have set up.
  2. The collection field is configured and included in the project.
  3. The collection field name matches the field name in the Finch File

Please note that there are three different safe harbor columns and you must have matching column names to see all three.

The file is not showing up in our Payroll Dashboard

Is the file accessible under the Client?

When a file is imported, it is removed from the Payroll Dashboard, but can still be accessed under the Client in PensionPro.

Are you expecting multiple files for one plan?

If so, please email developers@tryfinch.com with the names of the companies and the EIN for the plan sponsor that is shown in PensionPro. We will resend the files with the EIN in the file names to associate the files with the correct plan sponsor/client. Note, the files will all show with the client name, and they will all need to be combined into one file. Please see How to Combine Multiple files.

Does the EIN in PensionPro match the EIN in the provider system?

Please send developers@tryfinch.com the EIN that is in PensionPro and ask them to confirm that it matches the EIN in the data from the payroll provider. If it does not, we will resend the file renamed with the EIN that matches the one for the plan sponsor in PensionPro.

 

 

 

 

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