For employees to view their pension benefits in portal, they need access to the Pension widget and specific menu options. To enable this for employees, follow the steps in each section below, in portal.
Add the Pension widget
From the dashboard menu, select Administrator Dashboard.
Click Site Manager then click Dashboard Configuration.
From the Select Dashboard drop-down menu, select Employee Dashboard.
Click Add Page Tab then fill in the following fields:
Title: Name the dashboard tab. For example, Pension.
Name.
Phrase Code.
Icon: Select the relevant icon for the dashboard.
Position: Set the position of the widget.
Display on CoreMobile: If required, turn on the toggle.
Click OK then highlight the new tab.
Scroll down to the Search Widget field then search for pension links.
Enable the Pension Links Tab widget.
Menu Option Access
Before employees can view their pension benefits from the pension widget dashboard, you need to grant menu option access to view the pension links.
To do this, you need to activate the following menu options against a menu profile that's assigned to the employee. For example, COREPORTAL_EMPLOYEE.
MAIN_MENU.PEN_MAIN
PEN_MAIN_MENU.PEN_VIEW_BENEFIT_STATEMENT
PEN_MAIN_MENU.PEN_GENERATE_NEW_BENEFIT
PEN_MAIN_MENU.PEN_BREAKDOWN_SERVICE
PEN_MAIN_MENU.PEN_MY_BEN
PEN_MAIN_MENU.PEN_MY_BEN_DIS
PEN_MAIN_MENU.PEN_DOCS
PEN_MAIN_MENU.PEN_DEPENDENTS
MAIN_MENU.PENSION_LINKS_DISPLAY
MAIN_MENU.EMPLOYEEDASH
EMPLOYEEDASH_MENU.PENSIONS
MAIN_MENU.COREPENSION
MAIN_MENU.PEN_GENERATE_NEW_BENEFIT
MAIN_MENU.PEN_VIEW_PENSION_BENEFITS
MAIN_MENU.PEN_VIEW_PENSION_CALCULATOR
MAIN_MENU.PEN_RUN_DISCLAIMER
To activate these menu options for employees, follow the steps below.
From the dashboard menu, select Security.
Click Menu Profiles then search for the menu profile assigned to employees.
Click the three-dot menu then select Manage Menu Options.
To filter for all systems, click the filter
icon.
From the Filter By System dropdown menu, select all the options.
Click Apply.
In the Search Menu Options field, search for the menu options listed above.
For each one, turn on the toggle.