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?
This is how you generate the next invoice with the earliest deduction date that has not yet been generated.
What is Create Next Invoice?
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?
The Bookkeeper was out for summer vacation and got behind but they just sent a payment for both June and July. What action should you take?
What is combine invoices?
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?
When searching AFPro for backup, look for this Status as an indicator backup may be available here.
What is In Process?
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 to communicate differences to the Bookkeeper instead.
What is the Standalone Discrepancy Report Template?
If you cannot find sufficient backup, what is your next step?
What is contact your Supervisor?
(Contact the Bookkeeper is also acceptable after Supervisor approval)
This is where you locate Election Forms
What is OnBase?
(Also accessible through FENIX directly via Participant, then Group Documents Search)
This action pulls updated information into the bill and creates a revised version of the invoice.
Ex: 1234567 > 1234567A
What is Refresh?
Complete this action outside of FENIX if a deposit contains funds for Flex in addition to another team/department.
What is an Interco Transfer (form in Teams)?
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
When we suddenly stop receiving payment for a Participant ($0), complete this action while awaiting more information from the Bookkeeper.
What is Freeze the Election?
These are charged once per plan year, per person for URM and LPF accounts.
What are Premium Fees?
What three actions can be taken from the Participant Reverse Deposits screen?
What are Move, Refund, and Transfer.
Bonus: define when to use each.
To share the generated Discrepancy Report with the Bookkeeper, use this email template in AF Service.
What is the Billing: Flex Discrepancy Report email template?