Data Tab
The Data Tab of the Ribbon contains the following items:
  • Import (Data): opens the Import screen for the selected Sponsor, which allows the user to import participant data.
  • Data Cleanup Wizard: opens the Data Cleanup Wizard screen for the selected Sponsor.
  • Delete Reported Amounts: opens the Delete Reported Amounts screen for the selected Reported Amount (or all Reported Amounts if the Reported Amounts tree branch is selected).
  • Person Notes Import: opens the Person Notes Import screen for the selected Sponsor.
  • Benefit Allocation Import: opens the Benefit Allocation Import screen for the selected Sponsor.
  • Sponsor Contact Import: opens the Sponsor Contact Import screen for the selected Sponsor.
  • Import (Archives): allows the user to Import Archives into the currently selected Sponsor or Plan.
  • Export (Archives): allows the user to Export Archives into a selected folder.
  • Check Sponsor Group: performs data validations for the selected Sponsor using the Check Sponsor Group screen.
  • Find Duplicate People: analyzes people that are employees or participants of the selected Sponsor to determine if a person was possible reported twice with two different SSNs. Open the Possible Duplicate People page here.
  • Delete All People: deleted all people associated with the currently selected Sponsor.
  • Find People in Other Sponsors: determines if there are people that are employees or participants in the selected Sponsor that are also associated with Other Sponsors.
  • Manage Backup: add, delete, or restore person Data Backups for the selected Sponsor.
  • Transfer: if there are multiple database servers setup, this button allows for the Transfer of data between those servers.


PensionSoft Corporation | 860.540.3690 | support@pensionsoft.com