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 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.