Payroll Vendors Pt. 1
Where can specific information regarding payroll vendors be found?
Vendor Capabilities Chart and Vendors Cheat Sheet
Which vendor utilizes PRDELG?
ABD
What does an onboarding vendor handle?
Name all verticals
Essential StaffCARE, Medical StaffCARE, Hospitality Care, Flexible StaffCARE, Essential Care
What do back-office vendors handle?
Payroll and configuring file feeds
What does full-service mean?
Vendor handles the whole file process for the client
Can a payroll vendor be an onboarding vendor too?
Yes
Name our 4 RX Plans
Co Pay, Co Insurance, Fixed Indemnity Standard, Fixed Indemnity Enhanced
How many weeks does TempWorks require for implementation?
6 weeks
Name 8 things that can be found on the vendor capability chart
PRDED file approval, EOE integration, vendor name, vendor type, vendor services, product name, EC required, Accident and critical included, MEC file approval, Bronze file approval, census file approval, ePortal desktop, electronic enrollment options, party responsible for files, IT call required, initial file setup charge, EDI file required, notes
Name all vendors who have embedded eForm capability
Avionte, TempWorks, Aqore, ABD, Wurknow
What information do you need to request a rollover timeline?
Last check date, last pay period, last coverage period under old plan
How many weeks do we allow new vendors to produce a file? And when does that begin?
8 weeks - begins once we stop receiving files from old vendor
What does a funding company do?
Lend money to their clients to pay their temporary employees - asks similarly to a bank
What three vendors can support ePortal EOE? And what vendor is working to support it now?
Avionte BOLD, Aqore, Bullhorn - TempWorks
How long does PAI retain all enrollment forms? And how long does ERISA law require us to retain them?
7 years - 6 years
How does the files for Advance differ from other payroll vendors?
Advance produces one file for all clients and uploads to their own specific FTP site
What is the process when we work with a new vendor who has not created the file before?
Have Zoe send file specs and NDA agreement - set up call with Zoe, Ashley, vendor, and group to discuss file specs - give 8 weeks from when old files stop being sent to receive new, correct files - once approved, have Zoe update vendor cap chart and SalesForce
What is the process of implementing/transitioning a group with/to Efficient Hire?
Request asset doc from Marketing - fill out launch form and add asset doc - EH team will schedule 2 hour block when group cannot access - EH team will schedule call with Service/Implementation (and ePortal is applicable) to get through rates
What is included in a rollover packets and what does Implementation/Service do with it?
Address list (rollover file), rollover letter, schedule of benefits (limited benefit summary), change form, return address - scrub address list (rollover file), email packet to print (email packet to group)