Welcome Call/Mapping
How the client should be contacted the first time
What is by phone?
This is how long the training should take
What is 1 hour?
These are the 3 custom report types
What are Adeptia, Report Writer and Axion?
Contact this person if you are feeling overwhelmed
This is where you would update your notes progress in Salesforce
What is the Reference GL Case?
This should be reviewed with the client on the Welcome Call
What is the Welcome Checklist?
The steps we should take if the client doesn't join the Training Call
What is wait in the meeting for 10 minutes, call the client and ask them to join the meeting or set up a time to reschedule?
These need to be completed before sending a request to have a file built.
What are the OP0103, sample file and the BCIS form?
This is how your email inbox should be organized
What is ...whatever makes sense to you
We need to wait this long between attempts with the client
What is 5 business days?
This should be sent to the client after mapping is complete
What is the GLAD (ABA, Assignment Detail)
Items that should be covered in the Training Call
What are default accounts, Assignments and Reports
This is the current pricing for Adeptia and RW
What is $500 for Adeptia and cost for RW depends on payroll frequency
You should share your calendar with these teammates
This is used in Salesforce to plan your day
What are the follow up/ Last Modified dates?
This should be done immediately following the welcome call
What is mapping and/or submitting BCIS request
This needs to be completed before ending the training with the client.
What are making sure all files are sent, set up call/email for next payroll?
This is where to find the turnaround time for BCIS requests
Where is during the BCIS submission?
This is when you should turn on your out of office
What is whenever there is planned time off?
This should be updated after each contact attempt with the client
What are the Message Attempts?
These are verified in the Company Setting Section of Flex
What are labor distribution, job costing and user access?
These support options should be provided to the client
What are GL 800#, email address and Help Center
These products need to be added to payroll for custom reports
What are ACI (Advanced Custom Interface) for Adeptia and Report Writer (Custom Analytics & Reports) for Report Writer?
These items should be included in your OOO reply
What are the date returning to office, support phone number, hours for support?
This is sent to client when a case is graduated and marked as solved.
What is the client is sent a survey? We need to make sure that all the client's needs are addressed prior to closing out the case