HR Matter/ Best Practice
What is the website we use to provide our clients with templates
Mineral & SixFifty
What are the 4 different policy types in the handbook?
Required, Optional, Custom, and Best Practice
How many AI research platforms do HRBP/Advisors have at their access to use? Can you name them?
Three
Paychex HR ChatBot/ copilot
SixFifty
LibreChat
How many SOARs are you expected to submit in a rolling 3-month period?
Six
Where do you enter in cancellation information for HRE?
****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 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)
Can we use the information that we get from the AI research tools when responding to a Best Practice?
If Yes- what are the guidelines around what we can share?
If No- Why can't we use it?
Yes
We can copy language from the AI tolls if the site is a .gov site that we can reference- such as a state site, DOL, EEOC, Ask Jane
What we can't offer is anything from a non approved site, such as a law firms site, or a .com site that is not approved.
we can't use these sites because they are not verified to provide the correct information.
If a client emails you with a question regarding their employees' paid time off tracking and they have TOA active in .net, to whom would you refer the client to?
payroll specialist
What would the Handbook lost reason be in the cancellation section for an employer that does not use the service enough?
Lack of participation, employer not using service enough to justify cost
When do you create a salesforce case for a matter?
Always
Why is it crucial for clients to keep the number of employees accurate in their employee handbook?
Some policies within the handbook are directly dependent on the employee count. Some states have different laws based off how many employees a company has in that particular state, so keeping an accurate count is crucial
What are some topics that the Paychex Chatbot can give you information on?
meal and rest requirements, wage and hour requirements, final pay requirements, harassment requirement laws, exempt/non exempt classifications, earned sick leave, Paid family leave laws, 1099 & W2 employees, Job descriptions
What is the expected occupancy percentage in Upstream?
72%
Where in salesforce would you enter in specific reasoning information for the sales rep if the cancellation is in chargeback?
Notes for Field Email.
When do you involve the RISK partners? (Previously coaches and not the response team)
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 are somethings to we should understand about SixFifty AI Data Source
SixFifty draws on data from Employment Law Informatics Project within SixFifty. The data from that project is what you see in Research.
Location-Specific Answers
Since employment law is different in every state, SixFifty AI can have a hard time answering questions that don’t mention a location.
Verify State Lists in Research
Generative-AI tools like SixFifty AI struggle at making comprehensive lists. Any lists that SixFifty AI creates should be considered examples and not exhaustive.
What ancillary service is designed for clients that offer health, dental and vision insurance where the premium may be taken on a pretax basis, reducing taxable income?
POP - Premium Only Plan
How do you create a safety case in salesforce lightning?
go to the main SF page for the client. Go to cases and select new. Select service support safety case, click next
Client reaches out to you looking for the best way to handle a situation. Client has an employee who disappears 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 reprimand or fire the employee and is looking for your advice. Is this a best practice or HR matter? What are some questions and red flags that come to mind.
This employee could be a female Muslim! They are "disappearing" to pray, wear a hijab, cannot eat the food in the potlucks, and it goes against their belief to touch men.
Questions could be:
The employer is at risk for discrimination against this employee for their religious belief if they take specific action for those items. Instead a discussion should be had on what actual policy violations there could be that are not related to religion. EEs do not have to participate in potlucks or touch other EEs. Trainings and resources can be provided to the ER.
***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.
Double Jeopardy!!!!!
Question 1. If a client asks for a hard copy of their handbook to be printed, what should your response be?
Question 2. If the client is able to use digital handbooks, but they want a hard copy, how will you show them the benefits of digital versus hard copies?
Answer 1. Handbook printing is no longer offered at Paychex, however, if a client is insistent and cannot use digital handbooks, we will need to ask permission from our supervisor and submit the Handbook Printing Exception Request.
Answer 2. Digital is the way to go, especially with how the handbook builder is set-up. It is a cloud-based software, updated in real time, so as changes are made at the state and federal level, the policies within will update automatically, and often. Trying to re-print every time a policy updates is time-consuming, and may not even get approved.
Where can you go (internal Paychex site) to review competitor’s offerings in terms of pricing and services included that also provides talk tracks to help you through certain scenarios?
Crayon
How do you find the dashboards in Salesforce Lightning?
go to service console, choose dashboards from Navigation menu, choose all folders from the list on the left and scroll to search for your folder. (For example you can select all dashboards search for HRE Retention)