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WorksheetsUnit 2 Review
Total questions: 23
Worksheet time: 46mins
Switching payroll providers can be stressful. Keeping our client at the center of everything we do, we strive to provide them with an effortless experience by: (Select all that apply.)
Alternating the mode of communication as needed
Telling the client they can only contact you on certain days
Getting Questions Answered as Quickly as Possible
Being efficient on phone calls by having an agenda and being prepared
Prior to the Alignment Call, which of the following helps you prepare for the call?
All of the below will help you
IC1 / ICII Project Plan
Organize all of your Data Issues Discovered & Client Docs to Discuss
Alignment Call PPT
What is the purpose of the Alignment Call?
Extract data and request missing data
To provide access and deliver the database to the client
Review what data has been received, confirming cost centers, deductions, earnings, taxes, bank accounts, and other setups.
Review the client timeline and plan when to transition the client
When should the Alignment Call be scheduled?
As soon as the client is assigned
After the Data Collection / Data Extract
Before the Intro Call
When Transitioning the Client
Your client with 30 employees is not eligible for data extraction and their reports are only available as a PDF. As a best practice, you should:
Manually fill out the Demographics Report
Submit a Data Operations request to have them help with the data entry
Launch a Data Conversion Project in TaskRay
Ask your Team Lead to convert the data into the system for you
During your alignment call, you discuss Group Term Life (GTL). Your client wants the system to calculate it and deducted from each payroll. Which option would you recommend?
GTL Flat Option
Automatic GTL option
Enhanced GTL Option
GTL Calculated Option
True or False? As a best practice, cost center tiers should be setup & completed prior to the alignment call.
True
False
For the majority of our clients, importing YTD wages are usually done by:
Check Date
Quarter
Pay Period Beg and End Dates
Monthly
True or False? Your client's can opt to skip prenote as a default.
True
False
A memo earning code allows your client to:
Tracks hours / amounts only as info and not paying the Employee
Record a deduction while not calculating net wages
Record a personal message on the check stub
Set a reminder for the payroll administrator
Janet from Coffee in Cups says to you “I really don’t think we need accruals. I think it’s something we can just manually keep track of.” What is the best consultative response to her?
If you pass on setting up accruals now, it can’t be implemented later
It can be turned on at any point if you are not interested in doing that now
Accruals is a feature that you always have; it can’t be turned off
Accruals in the system can cut down on errors in manual processes and automatically calculate balances for you
Your client wants to know if they can print manual checks at their location when they need to. What is your response?
No we're unable to do that
We can provide you with our logo to add to your checks
We can supply you with manual check stock, free of charge, only the delivery fee applies.
My Team Lead will call you.
True or False? The reason we review data is to notate any questions or discrepancies about the client’s imported data and then it will be discussed during the Intro call.
True
False
You’ve just completed the Alignment call with your client, what are your next steps?
Complete the Test Payroll
Finish the company build, load all of the employees from Web Link
Deliver the Database to the client
None of the above
True or False? Clients, Implementation and various departments at Paylocity use the exact same version of Web Link.
True
False
What is the path to import your Employee Demographic Template into Web Link?
Web Link > Imports > Dashboard > + Manual Imports
Client Web Link - Employee Demographics template
Web Link > Implementation > Employee Import > Import New/Reload Company
None of the above
The Data Operations Team can be used to complete your YTD and ____________ template projects.
Banking
Accruals
Taxes
Employee Demographic
Once your employees are imported into Web Link, what should you do?
Write to Web Pay
Have the client complete the rest and load their own employee
Validate and review the data errors and notate any discrepancies to confirm with the client
Map your Deduction, Earning and Tax Codes
True or False? Web Link cannot be used if the data is manually collected from the client.
True
False
You are ready to save your Employee Demographics Template. What must you delete last before importing it to Web Link to avoid invalid employees?
Delete all the Required Columns
Column A in each Tab
Delete the Sample Employee Rows from each Tab
Delete the Tax Form Year Column from the Taxes Tab
Once I have resolved all my errors in Web Link down to 0, which of the following box color indicates that I am ready to Write to Web Pay?
Pink
Yellow
Green
Red
What is not true of Web Link’s capabilities?
Automatically Fixes the Errors for You
Mass Update
Export Data to Excel to Fix
Re-Import Data from Excel to Validate
If your client is a manual conversion, you review the data once:
The extraction completes
The client sends you all of the information
After talking to the client on the alignment call
The Data Conversion team sends the data to you
