Training Resources
1. Employer Administration Orientation Modules
| Enrollment Process | Training Resources Available | Comments |
| COMING SOON | Overview of the Plan’s history, service delivery model, and defined benefit basics |
| COMING SOON | Overview of eePoint, DataLink and the I1 & I2 data interface files and validation & discrepancy reports |
| COMING SOON
| Overview of processing contributions, enrollments, terminations, retirements and other pension processes |
2. eePoint Training
| eePoint Functionality | Training Resources Available | Comments |
| Overview of the pension system to support viewing and validating data employee records (overviews log-in, search, key data screens, attachments, case, notes, and reporting) | |
| Retirement Date Report (PDF) | Includes advance search and export training. If required, contact WISE Trust for assistance. |
| COMING SOON | How to access & view the existing reports with identification & descriptions of ones that employers might use. If required, contract WT for assistance |
| ||
| Document |
‘Case’ allows participating employer representatives to communicate with WTW and WISE Trust on specific member cases
3. I1 and I2 Data Validation Reports Training
Instructions on how to review and provide feedback on the I1 and I2 data validation reports and other related information and training.
| I1 Data Interface Process | Training Resources Available | Comments |
| ||
| I1 Interface Process and Validation Reports Overview Presentation | |
| Document | For reference only |
| Document | For reference only |
| Document | For reference only |
*For SWA employers who use ADP, refer to the ADP Quick Reference guide and other related ADP documentation that includes information on tables and interface defaults.
4. Enrollment Process Training
| Enrollment Process | Training Resources Available | Comments |
| Video |