WPA 1
A BDM should submit this form at least five business days before a client meeting to estimate how many employees may already bank with PNC.
What is the PNC Workplace Advantage Prospect Match Form?
The Client Solutions team is made up of this many team members.
What is 3?
This Workplace Advantage feature rewards employees with benefits as they use more PNC products and services.
What is PNC TotalRewards?
This is the PNC TotalRewards tier that employees are automatically eligible for after setting up a qualifying direct deposit and enrolling in the program.
What is Silver Tier?
This digital banner for Workplace Advantage can be included on an organization's intranet, allowing employees to independently open a PNC account.
What is Weblinking?
This new document, created by the Account Manager, outlines the ERM's communication strategy with employees and establishes the schedule for targeted email marketing campaigns.
What is the Engagement Plan?
When a prospect match request needs to be expedited, the BDM must include these words at the beginning of the email subject line.
What is 'URGENT REQUEST-' [Client Name and Date of Meeting]?
This email inbox serves as the primary point of contact for the Modeling Team and is used for requesting expedited prospect match forms.
What is WorkPlaceAdvantageModelSupport@pnc.com?
When discussing PNC account options during onsite events, employees must be directed to this resource to ensure compliance requirements are met.
What is the FWS Onsite Offers Landing Page?
Payroll identifiers and the associated Benefit Program can be moved to Inactive status if client confirmation is not completed by this point after the agreement anniversary date.
What is 30 calendar days after the agreement anniversary date?
This is the full name of the team that delivers financial education presentations on a variety of topics through the ON24 platform for employees and clients.
What is the Center of Excellence for Financial Education?
This person is legally bound to act on behalf of the employer for Workplace Advantage services, and the employer must designate a replacement within 30 calendar days if they leave the company.
Who is the Authorized Representative?
The Model runs on this day of the week to identify qualifying direct deposits tied to active Workplace Advantage payroll identifiers.
What is Saturday (night)?
This legal review process is used when a company wants to propose changes to the PNC Workplace Advantage agreement.
What are redlines?
On average, this is the amount of time it takes to fully implement Workplace Advantage after onboarding begins.
What is 4-6 weeks?
This is the length of time a PNC Workplace Advantage agreement remains in effect before it auto-renews.
What is 3 years?
This organization's name is represented by the acronym NACHA and oversees the ACH network that facilitates electronic payments in the United States.
What is the National Automated Clearing House Association?
Former Workplace Advantage employees have this long after their TotalRewards anniversary date to restore qualifying balances and retain their Silver Tier status.
What is the 90-day grace period?
This team is responsible for establishing and maintaining the Benefit Program record and payroll identifier statuses in EDGE.
What is the Client Solution Team (CST)?
Workplace Advantage records must generally be retained for this many years after agreement termination or payroll identifier deactivation.
What is 6 years?
This earned wage access funding model may prevent an employer from being recognized/found in the NACHA files.
What is the Full Funding Model?
These four key pieces of payroll data are required from a company to implement Workplace Advantage.
What are Company Name, Company ID, Standard Entry Class, and Company Entry Description?
At this time, only companies with this classification type in Edge are eligible for the Workplace Advantage program.
What are TOP Primary Clients?
These are the four core pillars that guide how PNC supports companies and their employees throughout the PNC Workplace Advantage experience
What is meaningful rewards, support that meets employees where they are, education that empowers, and financial benefits that work for real life.
Before payroll data can be submitted through the New Company Registration Form or sent to the CST, the BDM provides this template to the client to gather payroll identifiers.
What is the Payroll Direct Deposit Identifier Intake Template?