Teachers' Pensions

Task Manager: Quick Guide

Pile of school workbooks

The task manager is the new tool to make managing the authorisation and tracking of web forms easier. You'll be able to manage authorisations for:

  • Retirement applications
  • Additional pensions applications
  • Certificates of re-employment
  • Opt out applications

The tool allows easy management of web forms by using a selection of filters, which consist of:

  • Task name: allows filtering by form type
  • Status: need action or actioned
  • Employer filter: allows a per establishment view
  • TP reference: search for specific members forms

In addition to the filters all forms can be sorted by updated date and retirement forms additionally by due date.

To view extra details on a form click the 'details' button for a drop down of additional information. To jump straight into a form simply click anywhere within its line.

Last Updated: 21/02/2018 14:50


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