Workflows
Coordinate tasks and assign actionable work to your team with our workflow feature.
Annual Plan Admin
Customized project workflows
Customized statuses workflows
Work is assigned by teams & individual team members
Payroll Integration
180 Integration between payroll providers —> Recordkeeper
Payroll data is used for annual administration data collection
Time Accounting
Tracks time spent on tasks assigned to team members.
Service Tracking
Enables service interaction tracking and Zendesk integration into the database.
Amendments
Plan document workflows enable custom workflows and tracking for the Processing team's operations, with work assigned by team and individual members.
Loans & Distributions
Allows you to assign loans and distribution tasks out to team members for clients in the database. Allows you to track progress of the requested task in the system.
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