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Sidney Stubbs

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Activity overview

Latest activity by Sidney Stubbs
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    Sidney Stubbs created an article,

    Release Update - November 2022

    NEW 'Tour' is now configurable The pop-up tour that users see when first entering the platform is now able to be turned on or off. This was created to align with the new addition of Pendo Guides, ...

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    Sidney Stubbs created an article,

    Release Update - September 2022

    NEW Sync button added to Lifetime Income tab Manual account balances that were updated on the My Money tab were not updating in a timely manner on the Lifetime Income tab. Now, a background refres...

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    Sidney Stubbs created an article,

    Release Update - August 2022

    IMPROVED  Participants able to edit 'Hire Date' on Profile Participant users are now able to update 'Hire Date' on the Employment card on their profile.  FIXED Missing Categories on Resource tab ...

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    Sidney Stubbs created an article,

    Release Update - July 2022

    NEW Custom Meeting Types Custom Meeting Types can now be added to Meeting Notes.  Formerly, the default of 'initial' and 'subsequent' were the only options, but Types can now be customized in an o...

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    Sidney Stubbs created an article,

    Release Update - June 2022

    NEW Run WFR from Parent Org We have added the ability to run Workforce Reports from the parent organization for some or all sub organizations.  Note that the configuration that is set at the par...

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    Sidney Stubbs created an article,

    New User Interface

    Questis has created a new User Interface (UI)! Our fresh new look was built with two things in mind: engagement and ease of use. Overall, the application still functions the same but we’ve made so...

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    Sidney Stubbs created an article,

    Release Update - May 6, 2022

    *This release update covers major items included in all deployments in 2022 up to May 6, 2022. *   NEW New User Interface! (UI) Questis has a new User Interface that offers a fresher look and a fe...

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    Sidney Stubbs created an article,

    How are Goals calculated?

    Savings Goals Emergency Fund The platform will suggest a savings goal based on your average monthly spending. The savings goal will be 4 - 6 months if you are single and 3 - 5 months if you are mar...

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    Sidney Stubbs created an article,

    What is Lifetime Income? (New UI)

      LifeTime Income is the calculator in the wellness platform used to find expected retirement income, meaning the amount you will have per month after retirement. The Lifetime Income tab is locate...

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    Sidney Stubbs created an article,

    How do I view my investment accounts? (New UI)

        In order to reach the investments widget, first navigate to the My Money tab. From there, click "Investments" from the widget menu bar.   ℹ️ — You will need to add your investment accounts o...