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Create annual ticket for pension data refresh on schedule

Create annual ticket for pension data refresh on schedule

Your annual pension data refresh lacks a tracked task, leaving owners without instructions. Create a ticket each February so coordinators get context and can assign work ahead of the annual run.

Create annual ticket for pension data refresh on schedule

Overview

Stop relying on manual reminders for annual refreshes; create consistent ticket records that appear in queues every February so coordinators can assign and brief owners. This saves time and ensures the yearly data run is ready ahead of processing.

Create annual ticket for pension data refresh on schedule