Onboarding
What email does the welcome checklist get sent to ?
What is...
GL_Sales_Submissions@paychex.com or
GL_PEO_Sales_Submissions@Paychex.com
What are two ways to add accounts for a new client ?
What is...
Import
Manually enter
Where can you pull up a clients GUID?
What is...
LDAP
What are the three most common payroll reports you will pull?
What is ...
Cash Requirements
Payroll Journal
Invoice
will also accept LD/JC reports
What do we need to setup a client with a custom file ?
What is...
coded for advanced custom interface/Report Writer
Sample file
What are the 7 steps of the on-boarding process?
What is...
1. Welcome Checklist fill out/Submitt
2. Welcome Call/IC
3. Mapping
4. Custom Reporting/OP103 submitted
5. Training/review Mapping
6. Graduation Call
7. Onboarding complete/Ongoing Support
How would this account be entered into HTML? be specific
Paychex:General Ledger:New Hire Training
What is...
Parent= Paychex
Sub1= General Ledger
Sub2= New Hire Training
Where do you go to change the file format ?
What is...
HTML> General Ledger > Manage>Settings
What payroll report gives you an Employee break down and would also give you the employees department/Org?
What is...
Payroll Journal
What is the difference between Adeptia and report Writer?
What is ...
These are both custom files
Adeptia= is sent via secured email
Report Writer= saved in custom analytics section in flex
How long does it take to setup the GL service ?
What is...
up to 3 weeks
What is something that can never be deleted from the setup?
What is ...
Default Accounts
What resource is helpful to find answers to concerns you may have on the line with a client ?
What is ...
Knowledge Portal (previously Ask-It)
When opening an onboarding case what status should it be in ?
What is...
new or in progress
How does adding the Advanced Custom Interface affect a clients account ?
What is...
Additional $300 one-time fee
What should be attached to the on-boarding case?
What is...
Checklist
COA/Sample
How would you go about blocking a item from the General Ledger?
What is...
Manage
Payroll Items
select the item click edit
select box "Block this item from the General Ledger"
Save
What are the steps for creating a GL file in HTML5?
What is...
Log into Flex
Select General Ledger on the left
Select create journal/send date button (top right)
Select specific payroll/Date range
select the date from the payroll(s) drop down
select the date
run report
What are the three "integrations" we support?
What is...
1. Quick Books Online
2. Xero
3. Sage Intacct
Walk me through the steps to pull a clients file in Report writer ?
What is ...
- Get GUID from LDAP
- Log into Custom Analytics in flex
- Enter GUID/Act as
- Search for file open and Export
What info is discussed during a clients welcome call ?
What is...
Accounting software
COA/Mapping
File type- Import/ Manual /custom entry depending on software
Walk me through the steps for turning on the audit trail from Employee Withholdings?
What is...
Manage
Payroll Items
Employee Withholdings bucket
select one (edit) or select all (apply)
select add debits/ credits box
Credit = Tax Liability
Debit Offset= Tax Liability
Credit offset= Cash
Where would a client using QBD and Job costing get their files from ?
Two-part question !! 50 extra points
What is ...
Axion
How is Axion setup?
Two Part Question!! Extra 100 points
1. What is a crossfooting error ?
What are three reason a file can crossfoot ?
What is ...
1. When the credits and debits do not match
1. Negative deductions
2. System issues- L&I doubles or even triples for some employees
3. Mapping
What should be included on the Op103 request (aside from the typical client contact info)?
What is...
Sample file
Attachable OP form including all file details (columns, format, breakouts etc. )