Benefit Order
How do partner teams communicate with each other?
Ticket
Why would an OA update a Waiting Period during OE?
ER changed their mind during OE
What does QWR stand for?
Quarterly Wage Report
When is the renewal survey sent out to employers?
90 or 105 days
What is an email that lives in Salesforce?
Cases
How many days post-fulfillment is the OA no longer responsible for customer contact?
3 business days have passed
What are the 4 different pay schedules that Gusto supports
Weekly
Bi-weekly
Semi-monthly
Monthly
What are Ghost Plans?
A plan option that the employer chose when setting up a new or renewed plan, but no employees selected during Open Enrollment.
Notes that live in Salesforce or Hippo
What 2 things should an OA consider when an employer wants to update the company contribution?
Making sure the requested contribution is allowed by checking the carrier metadata
Confirm there is still time for group level changes to be submitted to the carrier.
The company google drive
What are the 2 main renewal order types?
Same Carrier, plan/group level changes
Same Carrier, NO plan/group level changes
Benefit Order
What is a QC Error?
A mistake made by you or someone else during implementation
Why do carriers need QWR and payrolls?
To verify a employee is working the minimum required hours and is eligible for health benefits
Who can auto-renew an employee?
The OA can log into an employee portal and act as them.