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Pension Set Up#

The set up for the pension module consists of six different parts. They consist of components, tables, categories, plans, accounts and transactions.

• Pension Components
  • Define Pension Components
  • Print Pension Component
• Pension Tables
  • Define Pension Tables
  • Load Pension Tables
  • Print Pension Tables
• Payment Categories
  • Define Pension Payments Categories
• Pension Plans
  • Define Pension Plans
  • Define Pension Options
• Pension Accounts
  • Define Pension Accounts
  • Print Pension Accounts
• Maintain Pension Account Statuses

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Pension Information#

Wiki allows you to provide and maintain pension information such as pension activities, evaluations and recipients.

• Pension Information
  • Pension Activity
  • Define Pension Activities
  • Print Pension Activity
• Pension Evaluations
  • Maintain Pension Evaluations
  • Generate Pension Evaluations
  • Print Pension Evaluation
• Pension Recipients
  • Define Pension Recipients
  • Print Recipient Payments

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Mail Merge#

The Application may be set up for mail merge so that letters may be generated for the pension recipients.

• Using Access With Mail Merge
  • How To Set Up ODBC
  • Test The ODBC Connection
• Create An Access Database
  • Create Mail Merge
  • Adding Text And Data To The Merge Document