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Last Updated: 12/05/2025
in Documents User Guide Plan Menu
The Document History page enables users to review modifications made to the document checklist. To access the Document History page, click on the "Document History" link located under the "Plan Menu" on the Edit Plan page. This page will show ...
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Last Updated: 12/05/2025
in Documents User Guide Plan Menu
The Show History page enables users to review modifications made to plans across all modules that you subscribe to. Users with with Designated Administrative permissions can revert changes made to the document checklist from this page. In addition...
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Last Updated: 12/05/2025
in Documents User Guide Plan Menu
Deleting a plan will permanently remove the plan from the system, as well as all completed forms and filings. If you might need access to the plan again in the future, we recommend you mark the plan as not responsible for. You can mark a plan as ...
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Last Updated: 12/05/2025
in Documents User Guide Plan Menu
The Clone Plan feature can be used when you would like to add a plan to a company that is identical or similar to an already existing plan on your account. Cloning a plan will copy the checklist type and all checklist answers of the original check...
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Last Updated: 12/05/2025
in Documents User Guide Plan Menu
To convert a plan to a different checklist type, click on the "Convert Plan" link located under the Plan Menu on the Edit Plan page. On the next page, you can select your desired checklist type. Click on "Convert Plan" button. All checkl...
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Last Updated: 12/05/2025
in Documents User Guide
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To filter your search on the Home page by Master and/or Adopting Employer plans, click on your name in the upper right corner and select "Edit Profile". Set "Display MEP/PEP Identifier" to "Yes" and click on the "Update" button. On the H...
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To print the Joinder Agreement and any supporting forms/notices for your Adopting Employer(s), go to the print Plan Document page of your Adopting Employer. 1. From the Edit Plan page, click on the "Plan Documents" button. 2. Select the Joi...
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In the Master Plan, the lock/unlock feature in the checklist allows you to indicate which parameters an adopting employer may have that are different than what the Master Plan has selected. There are certain parameters which are not permitted to b...
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1. To link your Adopting Employer(s), click on the "0" next to "Plans Linked" at the top of the Edit Plan page in the "Details" box. The number of plans linked will initially be "0". As you add Adopting Employers, this number will increase to ref...