Profile Data
Tell me 2 reasons why a profile will not sync from HRIS to Payroll
-They're not assigned a Pay Group
-Phone number has 10 digits
- Gender is not specified
- Banking info is not complete
- Employee compensation is incomplete
- SSN is incomplete
- Home Address does not have a Country or State
TRUE/FALSE
Performance Reviews automatically close on the due date
FALSE
What is the difference between a Time Off Plan and a Time Off Type?
Time off plan houses the rules of the plan and is what the employees are assigned to. The type of type is the type of leave and is used to categorize the plans.
Where do you add bonus information? Does it flow to payroll?
Under the Compensation sub tab when in Edit mode on an employee's profile. No, it does not flow to payroll.
If you wanted to "exclude" view for a specific group, access role, or specific profile- which would you add under the Field Group Bundle?
Where do you assign Org Units and what are the 3 Org Unit Types?
Org Units & Team tab on profile
Departments
Divisions
Office Locations
What can be changed when a review cycle has been kicked off?
Review Cycle Name
Label
Description
Settings - Review Summary
Notifications
Due Dates
Reminders
DOUBLE JEOPARDY!!
What happens during the probationary period on a time off plan?
The employee's time continue to accrue, however their accrual balance will display as 0 and they will not be able to request time off until the probationary period is over.
DOUBLE JEOPARDY!!
IF a client wants to see all salary changes made for their employees- what would you advise they do?
Analytics > Salary Changes
How do you ONBOARD a rehire??
Choosing "Rehire" via their profile.
Name TWO Imports that only Namely Admins Can do?
Competency Import
Profile Scope Import
Skill Tag Import
Review Cycle Participant Import
Job Tiers and Titles
Employee Job Title History
DOUBLE JEOPARDY!
What is the difference between a nominator and review writer?
Nominator is designated after the review is kicked off and a writer is determined before the review is kicked off.
True / False: Employees can accrue time based on hours worked in HRIS.
FALSE - This is not possible in HRIS and client's with these needs are advised to use Namely Time.
What are 3 Pay Frequency Options available when you add a Salary/Compensation Record in HRIS?
Annual
Weekly
Bi-Weekly
Semi-monthly
Monthly
Quarterly
Semi-Annually
List 3 things found on the termination wizard form?
Termination Reason
COBRA Termination Reason
Termination Date
Pay Through Date
Rehire Eligibility
Rehire Eligibility Note
Option to terminate benefits
Option to deactivate employee's Namely account
Option to give terminated employees future access to pay stubs and tax documents
Terminated Employee's Personal Email
When would you force an Onboarding Session through.
Any time an Onboarding session is stuck or a session has been abandoned.
What are the 4 Answer Types that can be asked on a Performance Review Template?
Multiple choice
Free text
Rating on a list of many
Rating on a scale
What is the difference between Annual and an Annual Lump Sum accrual?
With an Annual accrual, employee receive all of their time on the plan renewal date and it can be prorated for anyone who is hired midyear before / after the plan renewal date.
With Annual Lump Sum - employees get awarded all of their time off up front regardless of when they start.
Why is the Payroll Company assignment field import when adding an employee's compensation record on their profile for a Multi-EIN client?
It is important that they employee's salary amounts are flowing over the correct Payroll site.
How can Admin see terminated employee's profiles in HRIS?
Company Directory (People Tab) and filtering by User Status to include inactive statues