Popular Articles

  1. Participant Data/Calculate/Reports

    Work with Census  This link allows the user to enter participant data. The data may be manually entered, uploaded or imported from the current census in the Administration System. To enter participants via a spreadsheet, click to "Down...
  2. How Do I Download the Annual Questionnaire?

    If you have access to more than one plan, you must first select the plan from the plan dropdown at the top or the plan boxes listed on the left side of the page. Click the 'Download Annual Questionnaire' link / button on the left side to downloa...
  3. Printing 1099 Data

  4. How to Set Required Questions on the Annual Questionnaire

    The Online Annual Questionnaire can be set to have certain questions marked as required. To mark fields as required, check the ‘Req’ checkbox next to the applicable question on the Online Annual Questionnaire edit form. This requirement can be set...
  5. How to Upload a Batch Annual Questionnaire to the Portal (Compliance User)

    Note: You do have to subscribe to the Compliance Software, ‘ ftw Portal Pro’, and have ‘Specify a Server’ set up to post annual questionnaire batches. Please also know this is an Annual Questionnaire that is uploaded from your files to the sof...
  6. How to Brand Divisions for the Portal Using Different Logos

    To set up Portal Branding for Divisions, the Master Admin User must first set up Divisions. Once Divisions have been set up, the Master Admin User or a Designated Admin will be able to set up division branding. You can access the Portal Branding ...
  7. Defining Who Will Receive Confirmation Emails

    When you are setting up email setting for the various modules, you will be able to set up confirmation emails. 5500 Module*: Confirmation Emails: If you would like to receive confirmation emails when the Form 5500/SF has been submitted, you ...
  8. Assigning Admins to a Plan

    Only Master Admin Users or Designated Admins can assign admins to plans for various modules. Individual Plan Update Admins  and responsibility fields may be updated on the Edit Plan screen of individual plans, by selecting the name from the dr...
  9. How To Edit Document Classifications

    Document Classifications allows portal user permissions to access documents based on their classification; if a portal user has access to a document classification, they will be able to view all documents with that classification. To Edit Documen...
  10. How to Delete Folder Names Associated with Portal Communications

    To delete document folders, you must be the Master Admin User or a Designated Admin. With these designations you may access the folder options through the following paths: 1. From the Global/Plan dashboard select the Module Options button in the up...