Testing
Person who shares their screen during the Testing Call.
What is client?
Team member responsible for importing data into the Benefits module
What is Benefits IC?
During a data conversion audit, responsible party for addressing any employee-specific discrepancies
What is the Client?
Word document that IC fills out which outlines any payroll codes that will not be used moving forward and sends to the client for review
What is the Deduction File Checklist?
Day of the week and time that transition audits are due
What is Tuesday at 4pm Central?
To complete site testing, ICs set-up what types of enrollments?
What is a special enrollment?
Where data files are loaded/imported into the Benefits Enhanced system
What is WebLink?
Excel file located within PEAK that has macros built into the file, which generates the discrepancies for ICs to investigate.
What is the Audit Formatter?
Excel file that assists IC with filling out the Deduction File Checklist
What is the Benefit Class Matrix?
Team that reviews the Benefits IC transition project/audit and reviews the benefits configuration to ensure everything is correct before the client moves to the Benefits Support Team.
What is the Paylocity Internal Audit Team?
Name of the tab on the Test Plan spreadsheet that IC completes prior to the Testing Call with the client.
Where the project is submitted to the DCS Team so they can review and format the data template?
What is Salesforce/Taskray?
The report that the audit tool generates after it complete its comparison of the Benefits and Payroll data
Name of the report within HR & Payroll that the Benefits IC runs in order to prepare their import for any codes that needed to be ended because they will no longer be used moving forward
What is the Earning and Deductions Report?
Added during implementation process to HR & Payroll but needs to be deleted from HR & Payroll prior to client transitioning to Benefits Support
What are test users?
Prior to the Testing Call for a data conversion implementation, IC loads data into the benefits system for 3-5 employees in order to complete what?
What is a mini-audit?
Where the DCS Team contacts the IC if they have any questions regarding the client’s data files
What is Chatter?
How the IC must send the audit file to client because it contains sensitive information
What is securely via HR& Payroll or Proofpoint?
During a data conversion implementation, this is where a Benefits IC mass approves any new earning codes that will be used to track the employer costs of Benefits so that these new codes appear in employees payroll records
What is the Earnings & Deductions Dashboard?
Name of document that IC attaches to the ‘Implementation Complete’ email
What is the 'Success in Support' document?
Information that IC is responsible for adding to the Client Test Plan tab of the Test Plan spreadsheet prior to the Testing Call
What are Test User Demographics?
EE SSN, Dependent SSN, Dependent First and Last Name, Relationship to EE, Dependent DOB, Dependent Gender
What is Dependent Information required for import?
File that is loaded into audit tool under ‘Upload Bswift File’
What is the Earnings & Deductions Export from the Admin. Dashboard?
During an active implementation, after the Benefits IC has completed their audit, the IC loads a file into Weblink in order to do what?
What is end date codes for any employees who waived coverage during Open Enrollment?
Within the Benefits Project Details, name of link that IC selects to generate the audit project
What is 'Create Audit Project'?