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WorksheetsSFRP March 2024 Knowledge Check
Total questions: 10
Worksheet time: 3hrs 30mins
As of November 2023, QB is now submitting any pending transactions once QB is reconnected.
True
False
If after 2-3 mins no one is available to take the escalation request in the Teams chat, CSR should send email to:
RTs should not be submitted for:
General Research/
Miscellaneous Request
Asking for API to be deleted for the employer to be reset
Delete unused payroll lists
If a Company can’t be found in ASTRO, what is the first thing the CSR should do/go over:
Send email to Leads
ER eligibility probing questions
Submit RT ticket to get company added
These are the expected impactful dates for March:
3/11; 3/29; 3/30
3/4; 3/11; 3/18; 3/25; 3/28
3/2; 3/20; 3/27; 3/28
3/15; 3/19
PTO requests outside of NICE Webstation should be sent to:
The following are different ways an IHSS Saver can contribute the SFRP account:
Personal contributions from bank account
Payroll contributions from IHSS (no forms needed)
Payroll contributions after completing the IHSS proper form
When is the last day to recharacterize funds from 2023?
4/10/2024
1/1/2024
5/25/2024
4/15/2024
The following are steps that should not be missed when processing an opt out request:
Ask to web-register
Ask about reason for opt out
Provide reference number
Offer a lower rate before finalizing the opt out
The following are steps that should not be missed before processing a withdrawal request:
Check for any possible address change hold.
Review case history for any bounced funding hold.
If there is a bank account on file, ask if it was added more than 15 calendar days ago.
Check for new contribution hold by looking at the most recent contribution date.
