HR Matter/ Best Practice
What is the website we use to provide our clients with templates
Mineral
What are the 4 different policy types in the handbook?
Required, Optional, Custom, and Best Practice
Answer: go into the HBK, scroll to the bottom and answer input questions in the client cancel section
How many soar referrals are you expected to make and how often?
1 a month
What is RONA?
Roll
Over
No
Answer
****Double Jeopardy***
What resources can we share with clients?
What resources have good knowledge but we cannot share with clients?
Mineral, .gov, Ask Jan, and Paychex brochures that state *CLIENT FACING*
***Double Jeopardy***
Cal Chamber
SHRM
Google websites
Internal use only paychex docs
How do you create a handbook “skin” if you don’t see an employee handbook created for a client?
Company Policies – Handbooks – Enter Client information (client ID) – Create – New Handbook – Enter in Client information – select client – fill in generic information in the required sections. Prompt the client to then edit the information in Handbook Settings (if needed)
What would the Handbook lost reason be in the cancellation section for an employer that does not use the service enough?
Answer: Lack of participation, employer not using service enough to justify cost.
What are the two methods to submit soars?
SWM or the SOAR website
What goes in the HRPRO vs HRPRO2 queue?
HRpro
HRpro 2 - Handbooks and Best Practice
How do you differentiate between an HR Matter and a best practice?
Best practice can be used in any scenario regardless of documentation details. You can send the same email to 5 different clients. Ex: The client has already decided to separate what should they give the EE
HR matters recommendations are determined by scenario details. The recommendation is fairly personalized to the who, what, where, when, and why.
Ex: Should they term and EE?
Why is it crucial for clients to keep the number of employees accurate in their employee handbook?
The more employees & states the client has, the more policies would apply to the employee/employer.Certain laws apply or dont apply depending on EE count
Where in salesforce would you enter in specific reasoning information for the sales rep if the cancellation is in chargeback?
Answer: Notes for Field Email.
When do you get paid out for soars?
After they are sold and approved.
example: November 1 - November 30, 2023 will be paid on 12/29/2023
How do clients get set up with Time off accural?
Payroll Specialist!
A client called stating they think their employee is drunk on the job and they want to term them.
HR matter or best practice?
If they have already made the decision to term and will not listen to risk or reason you provide BP separation info - dont forget to CYA and say you do not support this
If they are willing to discuss the details and risks - HR matter
Using client ID 11020222, name the required policies that can turn into SOAR’s.
Recording Time
Direct Deposit
H&B (health, dental, vision)
401k
WC payment service
How do you create a safety case in salesforce lightning? (for both OD and HRE)
Answer: go to the main SF page for the client. Go to cases and select new. Select service support safety case, click next
Which ASO product was formerly not Soar eligible but is now soar eligible effective November 1st?
FSA/HSA
What are the 5 KPIS?
Quality- 85% expectation (2 monitors/month)
Occupancy- 50%
SOAR- 1/month
RONAs- 3 or less per month
SLA – 85%-90% (we will have a ramp up period to get to 90%)
Client has an employee who disapeers at the same time every day, they do not follow dress code, does not participate in office potlucks, or shake hands with other employees. Client wants to either repremand or fire the employee and is looking for your advise. What are some questions and red flags that come to mind.
This employee is a female muslim! They are "disapeering" to pray, wear a hijab, cannot eat the food in the potlucks, and it goes against their belief to touch men.
Anything the employer does is discrimination against this employee for their religous belief.
***Double Jeopardy***
How many ways could the client provide to the handbook to their employees?
What steps do we (as HR Professionals) need to complete for the client or guide the client to have them receive their handbook?
2 (Flex & hard copies)
Flex – documents – add pdf of employee handbook – recommend to client on having employees sign/acknowledge handbook, selecting employee(s), & expiration date.
How do you find the dashboards in Salesforce Lightning?
Answer: go to service console, choose dashboards from Navigation menu, choose all folders from the list on the left and scroll to search for your folder. (For example you can select all dashboards search for HRE Retention)
Which product has the highest Incentive?
Advance Partners - $1000
PEO - $450
What are the 6 different committees we have available to join?
1) Culture
2) DEI
3) Safety
4) SOAR
5) Flex
6) KCS Coach