HR Matter/ Best Practice
What is the website we use to provide our clients with templates
Mineral
What are the 4 different policy types in the handbook?
Required, Optional, Custom, and Best Practice
How do you do a conference call in Upstream?
Call first participant – select hold – enter in other participants phone number - conference
How many soar referrals are you expected to make and how often?
1 a month
What is RONA?
Roll
Over
No
Answer
****Double Jeopardy***
What resources can we share with clients?
What resources have good knowledge but we cannot share with clients?
Mineral, .gov, Ask Jan, and Paychex brochures that state *CLIENT FACING*
***Double Jeopardy***
Cal Chamber
SHRM
Google websites
Internal use only paychex docs
How do you create a handbook “skin” if you don’t see an employee handbook created for a client?
Company Policies – Handbooks – Enter Client information (client ID) – Create – New Handbook – Enter in Client information – select client – fill in generic information in the required sections. Prompt the client to then edit the information in Handbook Settings (if needed)
What type of emails do you clutter in Upstream?
Spam, emails you don’t need to reply to (client emailing saying thank you) or was copied in an email and did not assist the client, and tasks you are sending to the queue that you are NOT working
What are the two methods to submit soars?
SWM or the SOAR website
What goes in the HRPRO vs HRPRO2 queue?
HRpro
HRpro 2 - Handbooks and Best Practice
How do you differentiate between an HR Matter and a best practice?
Best practice can be used in any scenario regardless of documentation details. You can send the same email to 5 different clients. Ex: The client has already decided to separate what should they give the EE
HR matters recommendations are determined by scenario details. The recommendation is fairly personalized to the who, what, where, when, and why.
Ex: Should they term and EE?
Why is it crucial for clients to keep the number of employees accurate in their employee handbook?
The more employees & states the client has, the more policies would apply to the employee/employer.Certain laws apply or dont apply depending on EE count
What type of emails do you send #secure# to a client?
Anything that displays the EE’s full SSN (W-2’s)
When do you get paid out for soars?
After they are sold and approved.
example: November 1 - November 30, 2023 will be paid on 12/29/2023
How do clients get set up with Time off accural?
Payroll Specialist!
A client called stating they think their employee is drunk on the job and they want to term them.
HR matter or best practice?
If they have already made the decision to term and will not listen to risk or reason you provide BP separation info - dont forget to CYA and say you do not support this
If they are willing to discuss the details and risks - HR matter
Using client ID 11020222, name the required policies that can turn into SOAR’s.
Recording Time
Direct Deposit
H&B (health, dental, vision)
401k
WC payment service
What is included in an HRPP package?
Labor Posters
EAP
Employee Discounts
HR Professional led Training and Webinars
Handbook Support
Online Library
Safety
*Flex HR Admin technology is not included but can be added to any of the payroll packages.
Which ASO product was formerly not Soar eligible but is now soar eligible effective November 1st?
FSA/HSA
What are the 5 KPIS?
Quality- 85% expectation (2 monitors/month)
Occupancy- 50%
SOAR- 1/month
RONAs- 3 or less per month
SLA – 85%-90% (we will have a ramp up period to get to 90%)
Client has an employee who disapeers at the same time every day, they do not follow dress code, does not participate in office potlucks, or shake hands with other employees. Client wants to either repremand or fire the employee and is looking for your advise. What are some questions and red flags that come to mind.
This employee is a female muslim! They are "disapeering" to pray, wear a hijab, cannot eat the food in the potlucks, and it goes against their belief to touch men.
Anything the employer does is discrimination against this employee for their religous belief.
***Double Jeopardy***
How many ways could the client provide to the handbook to their employees?
What steps do we (as HR Professionals) need to complete for the client or guide the client to have them receive their handbook?
2 (Flex & hard copies)
Flex – documents – add pdf of employee handbook – recommend to client on having employees sign/acknowledge handbook, selecting employee(s), & expiration date.
Client has expressed their invoices are too high and are looking to move to a payroll only package. They currently have a 15% discount, and have 401k, Time Off Accrual & PBA. After submitting pricing tool, you would like to offer them a 45% discount. Provide your best word track you would send to the client to retain them from moving to a payroll only package.
Good afternoon _________,
Hope all is well.
I did hear back from our finance team much sooner than I anticipated! We are able to offer you a __% discount for the next 12 months.
Current Price Per Payroll (with __% discount): $___.__
New Estimated Price Per Payroll with __% discount: $___.__
If you decide to move to a payroll only package, your estimated invoice would be $___.__. I have attached the pricing comparison sheet for your reference. _________, ___________, ___________ are not included in a payroll only package. Those are included in your HR Services package.
All Paychex discounts are valid for 1 year, at the end of the year (November 2024) please reach out to us and we can revisit the pricing conversation at that time.
Please let me know if you have any questions about the above services that you have access to and if you would like to go ahead with this new discount pricing offered to stay on with HR services.
Which product has the highest Incentive?
Advance Partners - $1000
PEO - $450
What are the 6 different committees we have available to join?
1) Culture
2) DEI
3) Safety
4) SOAR
5) Flex
6) KCS Coach