Loss case/Retention
When do you open a lose case?
As soon as the client reaches out about price, discount roll back, to review services
A client has decided to terminate their employee and has reached out for legal advice.
BP: We do not provide legal advice but we can provide best practice information on separation.
As the client has made the decision to terminate, we can support them by providing required state information for termination. Mineral provides a termination toolkit which contains information on final pay, payout of vacation/pto, continuation of coverage, and notices to be given to the employee
A benefits administration, enrollment, onboarding, and HRIS provider with a robust and customizable software platform, based in San Francisco, CA. Paychex has recently acquired the company.
Flock
What level of responsibility do employers have for the safety and wellbeing of their employees?
ERs must take reasonable steps to protect their employees from harm while they are at work, including maintaining their safety and wellbeing. This is Duty of Care – SHRM
Client would like a new HRBP who will come in their office to work with them.
Can we or Can’t we assign them a new one?
No, after COVID it is no longer in our service model to have on site HRBP (unless enterprise). We can reassign them a new HRBP only if they meet the requirements to have an engaged HRBP
How many attempts should there be for retention
1- call
2- 1st email
3- 2nd follow up email
4- 3rd and final follow up email
client is reaching out asking about the difference between a PIP and a warning program
BP- Advisor can go over what each one is and how to implement them and what they are used for
Seek the work to see if they are asking about a specific employee- if so this would turn into a matter.
Provides MMS and Paychex HR Solutions - The product integrates with corporate and personal credit cards, and most banks. Expense reimbursements may be transferred directly to an employee’s bank account or paid through payroll processing.
Expense Wire
Quid Pro Quo (This for that): What is it?
a person in a position of power, like a supervisor, demands sexual favors from an employee in exchange for a job benefit (like a promotion) or to avoid a negative consequence (like a demotion).
Client has finished their handbook and would like you to upload it into Flex.
Can we or Can’t we?
Yes! We can load it, but you should also teach them how to do it so they may keep up to date with any changes they may make.
When do you send an ASO2PEO Loss case to your supervisor?
After the client has run their 1st payroll on the PEO.
Client has a memo they want to distribute to employees, and they ask if you can review it.
The memo states due to the current employee count (9 EES) they are no longer required to offer PAID MA sick time. Sick time hours will still be available but will be unpaid
BP- We are not able to review or advise on memos to employees, We can provide the MA earned sick time requirements which covers how often they need to calculate employee counts; as well as the method of calculation and then advise that as long as they are following those rules they should be fine to update their policy as they see fit.
An employer-sponsored plan that allows for health insurance premiums to be deducted from an employee's paycheck pre-tax. Some examples of employer-sponsored group insurance plans are:
Health, Dental, Vision, Cancer, Group Term Life*, Short Term Disability
POP
When there is a harassment complaint what government body determines if the complaint has reasonable cause for harassment & how many days does the complainant have to file claim?
EEOC & within 180 days from discriminatory act?
Client recently hired a virtual EE in another state. They need to get registered with taxes there.
Can we or Can’t we assist them?
Yes/No. We cannot help them, but we can direct them to MyCorporation. They have to register with the state themselves and we (Paychex) cannot do so on their behalf
What reasons are you allowed to use to waive the 30 day notice?
ASO to PEO transfer, Recovery requested, True Choice setup, or Supervisor request it
client calls in because they were just told an employee was doing drugs in the bathroom and they want to fire that employee
Matter- Client will need to do an investigation to determine what the employee reporting the situation to management really saw and than the HRBP will have to work with them on their drug policy and give recommendation on how to proceed.
Allows employers to expand into 187 countries without the need to establish international branch offices or subsidiaries
Globalization Partners
Is there statute of limitations for filing complaints of employment discrimination concerning compensation?
The Lilly Ledbetter Fair Pay Act of 2009 Resets the 180-day statute of limitations for filing an equal-pay lawsuit for each discriminatory paycheck
Client provides you with EE signed direct deposit form update. They are asking for you to help them and go into flex and update the EE’s direct deposit.
Can we or Can’t we?
No, we can either give them instructions or advise the EE go in and update it themselves.
What are the items in a loss case that must be completed for it to be a proper loss case to submit to your supervisor
All of the HRG section with proper notes and dates of all your attempts to reach the client
Parts in the lost client information section
Reason for plan term/transfer ***you must fill in the transfer/term type****
Retention section
Product section
Pricing tool if they are going to retain 401K (true choice) or downgrading to flex payroll.
call from client detailing an employee matter: employee in question walked out disgruntled after an incident had occurred with another employee. The employee said that they wanted to quit to management. The manager on duty told the employee to go home and take the day as it seemed they were upset and not thinking clearly. The employee reaffirmed that they were adamant about quitting. Therefore, the client accepted the employee’s resignation
The employee came back with medical form from her doctor stating she was stressed and needs a few days before returning to work. The employee has also consulted legal counsel. The client wants to know if they are obligated to rehire the employee
Due to the employee consulting legal counsel, it would be best for the employer to be pro-active and consult their own labor law attorney to support them with the situation,
As a best practice, we can let the client know they are under no obligation to re-hire an employee who quits. We can let the client know that if they do have any circumstances like this in the future, to please reach out to their HRBP as soon as possible, so that we can assist and ensure the client is remaining compliant across the state and federal legislations
A modern, all-in-one employee engagement and performance management platform. Allows employers to provide employee recognition, surveys, performance reviews, and employee feedback
Flex Engage
What does Genetic information nondiscrimination act protect
Genetic information nondiscrimination act
Prohibits discrimination against people on the basis of their genetic information in both employment and health insurance employment decisions based on this information are inappropriate because this information does not tell the employer anything about the individual's current work ability
Client just hired an EE who presented an unexpired U.S passport for their i-9 document. They are looking for us to review it.
Can we or Can’t we?
No, we cannot review USCIS acceptable documents for the client. They must do so themselves and sign off on the section 2 of the form I-9. We can advise they use E-Verify if they question the legitimacy of an employees authorization to work in the US.