Reports
what are two custom reporting platforms in prism?
Report center and Data Retriever
Cassondra is requesting you to provide her with the updated CSA for a client, where would you go in client space?
Collateral
What is the mascot of vensure?
Vinny
Who is from a DP and who is not?
Kelly, Mykale, Cassondra, and Ali
Ali, Mykale, and Kelly are vensure hire
Cassondra is from a DP (AVITUS)
What form would a client fill out when adding a new position?
New class code/Location request form
What report would you provide in lieu of W3 for PEO client?
W2 detail report (remove SSN)
What page would you go to in prism to see if a client has medical benefits?
Client benefit overview
Who is the executive vice president of client relations?
Leah Thomas
Who is able to read Tarot?
Kelly
What form would you provide a client if they would like us to register on their behalf for state taxes?
State tax registration services intake form
Client is requesting a PTO report that includes accrual total and can be ran for different date ranges
employee PTO detail report
What screen would you go under client in client space to view if the client had a yearly rate increase?
Price change form
Who was the first Division partner of Vensure?
PMI
Who has owned a pet ferret?
Cassondra
Client reaches out as employee has injured themself on the job, what form would you provide them?
employee report of injuries and/or employer accident investigation report
Client is requesting a YTD of how much they have spent on Master benefits verse their employees, which report would you send them?
Client is requesting their billing rates for work comp, which screen would you go to in prism?
W/C Billing Modifier
Who was the biggest Division partner of Vensure?
Avitus group
Who is the most afraid of bears?
Mykale
What would you provide a client if they want to opt out of EPLI insurance?
EPLI opt out CSA Addendum
PEO CA Vensure Client is requesting a 941/940 tax packages, what would you send them?
state tax package, payroll allocation, invoice sales report, and payroll register
For a PEO client, where would you go in the system to verify if a state is PEO or Client reporting under that employer FIEN?
Employer details
What year was Vensure founded?
2004
Who grew up around horses?
Ali
Client is wanting to start the process of a G/L, what form would you provide before submitting the case?
VES GL request Parameters