Toast History
Toast Headquarters is located in what US city?
Bostan MA
In the navigation for off cycles the process is admin > payroll > ________ > new calendar.
What is missing from the steps?
payroll calendar
When is Toast payroll operational?
Monday thru Friday
8am to 7pm CST
What is a shortcut to searching information within slack?
command + f
Cx needs to update account information.
Which department would this request go to?
Banking
When was Toast founded?
2011
Navigation to adding a new WTL is missing which step?
settings > payroll > _________ > add+
Tax Accounts
What is one way to recognize a fellow agent?
Several answers
shoutouts personal slack
bonusly Team huddles
etc...
Where can you go to make edits and updates to payroll information BUT the information does not change within the system?
Pre Production
Cx received a notice from the IRS stating they are missing filings...
Which department would this go to?
Tax Ops
Who is the president of Toast?
Aman Narang
To view Checking filing frequency...
Settings > Payroll >_________?
Tax Accounts
Between what hours can an agent warm transfer to a tax agent?
10am -- 2pm CST
When an employee cannot login to Toast payroll, what is a 'trick' an agent can do before resending the password reset link?
Change the EE email to an incorrect email address then change it back to the actual email address
Customer is seeing that one EE has two profiles...
Where do we send this?
Tier 2
What name do we give the week where Toast is celebrated?
Thrive Week
If a Cx wants to update the start of the work week, the navigation is missing which step?
Admin > _____ > edit company
client admin
How long can you place a Cx on hold before you need to check back in with them?
3 minutes
What is a shortcut to searching information within payroll?
Command + J
Cx would like to 'void' an EE check.
Where do I send this?
Banking
When was Toast first traded on the open stock market?
September 22, 2021
If a Cx would like to update the 'Due Date' of their payroll, it is done thru navigation
settings > payroll > settings > ________
What step is missing?
Payroll Post Deadline (edit)
An individual calls/emails in that they would like to begin using Toast payroll services.
What do you do next?
Send an email to the sales team with the correct templete requesting they reach out to the individual.
An employee was given a raise but the earning is still reflecting the old amount.
What trick can usually correct this within the system?
Blank Update
Sadly the Cx would like to terminate payroll services with Toast.
What piece of documentation do we need to obtain and where do we send this to?
FEIN Deactivation Form
Send to CCA team