Solutions
What is the incentive budge for ALC campaigns?
$50
Name 3 types of verification
No verification, AUTO COMPLETE, With upload/without upload, guide only, My Tracker
True or False. We can block users from adding manual minutes in My Tracker.
True. It is done in the My Tracker section.
Name three things that show on the Assessments and screenings page
Health Report Card, History, Biometrics, Screening Reminder
What are the two ways we can upload biometric information?
Individually in user admin OR with an uploaded excel (BOTH are best done by a DM specialist
SBS clients are typically have less than how many users?
100 however sometimes there is flex. BONUS: what is the minimum? Typically around 25
True/False. Wellness Plan items MUST be things that can be verified by the system.
False, it can be anything and we would use the wellness activity uploader if it is not something our system tracks automatically.
Name one areas we can customize the name based on the clients desires.
“CEO Message”, Wellness Plan, My Story
When does the system verify My Tracker activities? (do you know why?)
The 5th of the following month. It is delayed because trackers often sync in different ways at different times and this will ensure the system is looking at the full data for the month.
What does SSO stand for and what does it mean?
Single Sign On. There are two types of SSO, an SSO INTO our WS site (CSU example) and an SSO OUT of our site (like E4 Health Screenings) It basically will verify who the person is and will then allow them into the restricted area of the site without having to login since they have already logged in somewhere and we can verify exactly who they are.
What is the campaigns incentive budget for WS Solutions?
3% of the overall budget which CAN be slip evenly or unevenly between the campaigns.
True/False If your client is using WellSteps Plus they MUST tie it into Plan directly.
False, most clients do not actually at least not in a one to one relationship
What are the parameters for usernames?
Email is best recommendation and preferred, Usernames must contain a minimum of six characters (including letters, numbers, and symbols. Alpha only usernames are not allowed. Alpha usernames must also contain at least one number or symbol.
Name 3 areas we CANNOT turn off or change or “customize” in the PC.
Order of the icons at the top, calendar, dashboard page (cant turn it off), My account page, placement of the social slideout,
True/False. We currently DO have a way to preset users to a team AND block users from switching teams during a campaign.
True. (We can also now display all the team members on your team as well)
What are two differences between the Foundations and WS Clients?
Foundations clients do not have an incentive budget (but we often “throw in $50”) and Foundations does NOT get spouses (although Sales typically will “throw in” spouses as well) and campaign materials.
Yes/No. We can currently send to different groups of users different emails based on their completion in wellness plan.
Yes, True. This is really really nice to help remind people what they need to do in order to complete their WP requirements.
What are the two different ways users can register. (what things can they register with?)
Company username + company name selection + DOB &/or last 4 of SSN OR email with verification code
Name 4 tools (areas in the PC) we can turn on & off
Share, Company Leaderboard, My Story,
When I add a note/response to a Bug ticket, what is the other CRITICAL step I need to take?
Assign it back to the IT person working on the ticket! Otherwise, it will take them longer to see the updates.
True or False. Foundations solutions come with a customized kickoff webinar
False, however we typically do still offer this to ensure we have good engagement and numbers and to ensure they know how to use the PC.
Name the 3 things users who have access as Rewards admin can do.
Verify activities, Run Rewards UAR Reports, View past months activities for users (User Activity)
What areas are the individual Plus metrics added once we turn them on and set parameters in company admin? (There are two places-not user facing)
Individual wellness plan items, Plus status report
Name 4 areas we can customize or add custom text for clients in the PC (think all tools)
Dashboard tasks, CEO Message, dashboard image sets, popup messages, emails, rewards popup, Prizes, Rewards popup, Rewards More info here,
Name 3 places I can go to find answers when I am unsure.
Training videos (from Reseller or Guides Page), Ops Manual, Past Documents/clients, Team Leader, Co Worker, Will, Jenny. Anyplace else?