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Pensions Administration Redefined

Training

Procentia offers training courses at our offices or your site. Courses can be customized to a specific need or topic and discounts can be arranged for hosting a training event for other Procentia clients in your area.

To get more information or to schedule training, please contact us on-line, or call 1-847-496-7477.

IntelliCalcs

Building IntelliCalcs

Details

Objectives

Students will learn basic and advanced use of the IntelliCalcs Design Environment. By the end of the course, participants will be able to build and edit calculations, modify the data dictionary, use IntelliCalcs IDE features, test calculation results, and debug live calculations.

Topics

  • IntelliCalcs Setup and Design
  • Data Dictionary Configuration
  • Input and Output
  • IntelliCalcs Overview

Duration

2 Days

IntelliPlan

Advanced Configuration

Details

Objectives

To provide an overview of the configuration management system and explain the tools available to customize IntelliPlan for individual plans, employees and companies. This course digs deeper into the setup and maintenance of the system, explores some of its more powerful tools, and teaches students advanced configuration techniques. This course is well suited for experienced system users looking to gain further expertise and system control.

Topics

  • Configuration Management System
  • Screen Layout
  • Database Structure and
  • Advanced Web Administration.

Duration

1 - 2 Days

Document Production / Reporting

Details

Objectives

After completing this course, students will have detailed expertise in creating and running ad hoc extracts in the IntelliPlan Report Writer, designing and implementing advanced letters and statements through the document processing tool, and integrating letters in wizards and workflows. Users looking to create and run their own benefit statements and calculation letters should consider taking this course. Since this course has a broad range of applications and related topics, Profund will custom tailor content to your organizations direct requirements and specific environment.

Topics

  • Data Extracts
  • Report Writer
  • Advanced Statements and
  • Document Processing.

Duration

2 Days

IntelliPlan Overview

Details

Objectives

To provide a basic overview of the IntelliPlan system. Students will leave with an in depth working knowledge of IntelliPlan's basic tasks, wizards, data maintenance routines, and workflows. This is the perfect course for new employees who haven't used the system in the past or for experienced administrators looking for a quick refresher.

Topics

  • IntelliPlan
  • Basic Setup and System Use
  • Common Tasks
  • Workflow and
  • Best Practices.

Duration

1 - 2 Days

Website Design and Maintenance

Details

Objectives

To familiarize users with the IntelliSite website design tool included in the IntelliPlan package. Users will learn how to create and maintain a unique web presence, modify and post web pages, and schedule automated internet tasks. No technical expertise required!

Topics

  • Pension website design
  • IntelliSite overview
  • scheduling and automating tasks
  • and participant web access maintenance.

Duration

1 Day

Workflow Configuration

Details

Objectives

IntelliCase is a powerful built in workflow tool that enables the automation of common day to day tasks and forces the completion of all required steps. After completing this course, users will have a general understanding of this tool and its abilities. Students will learn how to create and maintain workflow cases, manage pre-existing cases, and gain a basic ability to design and create new case types. This course is ideal for HR or pensions managers interested in tracking productivity and ensuring quality task completion.

Topics

  • Workflow overview
  • workflow maintenance and best practices
  • and workflow case creation.

Duration

1 - 2 Days

XML in IntelliPlan

Details

Objectives

IntelliPlan makes heavy use of XML, or eXtensible Markup Language for screen definitions, data transfer, and facility setup. Students will gain a basic understanding of simple and advanced XML, understand XML standards and transformations, and work with and modify the XML files used throughout the IntelliPlan system. Profund highly recommends taking this course as a prerequisite for the Document Production and Advanced Configuration courses.

Topics

  • XML
  • XSLT
  • HTML
  • IntelliPlan XML files

Duration

1 Day