The Tools Tab of the Ribbon contains the following items:
- Manage Worktrack: allows Users to manage Worktrack task. When opened with a tab open, this will display tasks specific to that opened item.
- Manage Notes: view and manage Person Notes.
- Worktrack Report: allows Users to create a customizable Worktrack Report that displays Worktrack tasks and components.
- Notes Report: generate a Notes Report for an opened Person or Sponsor, or for all Sponsors (if no tabs are open).
- Process Payments: benefit Payment Processing for participants.
- Payment Listing: view a Payment Listing report showing benefit payment activity.
- Speed Test: test database performance for this device with a Speed Test.
- Manage Funds: manage multiemployer contribution Funds for the opened Sponsor.
PensionSoft Corporation | 860.540.3690 | support@pensionsoft.com