Backup Basics
Backup is defined as this type of Employer documentation.
What is documentation from the Employer showing how much money goes to each Employee’s reimbursement account(s)?
An election is defined as this.
What are the elected plan type(s) and amount(s) for the plan year?
To view participant deposit history in FENIX, after searching the participant you click this tab.
What is the Accounts tab?
Elections dropdown or Deposit Information section are also acceptable!
The purpose of the Macro is to compare these two sources of data to identify discrepancies.
What are the Customer invoice in FENIX and the Customer-provided backup?
Backup is also referred to by these names.
What are a Deduction Register or Payroll Spreadsheet?
Name one example of an elected plan type that could appear on an election form.
What is FSA, LPFSA, or DDC?
Deposits in FENIX feed to WCA on this schedule, which can cause temporary balance differences.
What is the overnight cycle?
What is the line-item threshold for using the Macro?
What is 20 or more lines?
This is true about the elected amount for a HealthCare FSA on day one of the plan year.
What is it’s available in full the first day of the plan year, regardless of contributions received to date?
Only invoices with this indicator next to the INVOICE# can be viewed.
What is the people icon?
An advance deposit is a temporary deposit entry for this type of account for funds that have not yet been received.
What is a Dependent Care Account (DCA/DDC)?
If the bill is smaller than the Macro threshold, use this instead.
What is the Standalone Discrepancy Report Template?
Name the two tools used to convert PDF backup into Excel format.
What are Special Keys and Textract?
Name at least three ways to locate backup.
What are FENIX (DOC button and Participant or Group Document Search), OnBase, AFPro, OSC PDR file folder, Ebill Excel file folder, AF Service
What three actions can be taken from the Participant Reverse Deposits screen?
What are Move, Refund, and Transfer.
Bonus: define when to use each.