ROE's
Value Props
Product
Compliance
Pre-Call
100

When do you need to request a crossover?

If you are not the account owner for HR.

100

Prospect has no handbook...

HRBP will create handbook and we'll have it legally reviewed w/ automatic compliance updates.

100

Name 3 things included with HRE...

1) General HR support (reactive)

2) Handbook builder

3) EAP

4) General safety advice

5) Employee discount program

100

How many days to complete I-9 verification for new hires?

3

100

How to find their current costs.

Client charge report, invoices.

200

Where do you mark a meeting as held or not held?

Within the activity.

200

No safety process.

OSHA safety advisor, safety manual, safety trainings included in HR Pro.

200

Name 3 things included with HR PP

1) HRBP

2) Labor Posters

3) EAP

4) Online HR Library

200

Name 2 risks of wage misclassification...

1) Back wages owed

2) Steep fines

200

How to evaluate if there's a turnover issue...

Historical employee count, W3, Sui rate

300

Do 401K Conversion Referrals go to your dedicated partner or to a queue?

Conversion Queue!

300

High turnover, no benefits.

401K, HSA/FSA, EAP, Discount program, dental, vision, health options as well.

300

Name 5 things included with HR Pro....

1) HRBP

2) 401 (K)

3) HSA/FSA and ancillary benefits

4) Document management

5) LMS Enhanced

6) COBRA administration

7) Performance review system

8) More tech integrations

300

Explain the difference between exempt and non-exempt employee classifications.

Non-exempt = overtime eligible


Exempt not eligible for overtime, must meet minimum salary threshold and duties test.

300

Ways to create rapport...

Google the business, website bios/about us page, social media postings, google maps, go in with a compliment or some way you relate

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