Reese Horses
The place you go to find all setup guides and "Show Me How" slicks for any module in the system.
What is "Help"
What is "User Manuals"
This is how I would add a marketing hashtag to a specific client.
What is "Edit Contact"
DeColdest is a recruiter for a growing manufacturing company. He uses Correspondence Management to communicate with his candidates. To maintain timely communication with all his candidates, he must send emails one by one, which is a very time-consuming process. This is what you would recommend to Derek to streamline his communication to multiple candidates.
What is "Batch Send Correspondence"
"I just don't think we have enough time to get this implemented before the new year."
What is "This is time that you can get back next year so you aren't jammed heading into year-end again."
Explaining how time can be recovered later and processes can become more efficient will help someone recognize the importance of handling the situation by the requested time. Make sure they understand how they benefit from making a change, and that the perception is not that it's only a win for you
He is the CEO of Paycom.
Who is "Chad Richison"
The email chain you use when you need an answer quickly about the functionality of the Applicant Tracking module.
What is "AskATS@paycomonline.com"
This is how you would find clients within a similar area to optimize travel for the day.
What is "Search Radius"
This is where you would go to ensure a benefit plan is a COBRA plan to be administered by Paycom?
What is "Setup Plans --> Plan Information"
"I don't know if this will work as our managers will not buy in."
What is "A thorough implementation timeline"
What is "A customized demo"
What is "BP 2.0"
What is "But what if it does?"
Explaining the big picture is your opportunity to alleviate their concerns by providing a clear direction of what they can expect after making the change.
This is the current price of a share of PAYC. (Must be within $3)
What is $211.53
This is the person/people you delegate to when training needs to be done on a product that was setup during original implementation.
What is "PSD"
What is "HCM"
This is how you would find all clients who you have not seen in the last 120 days.
What is "30-Day No Contact Report"
"I have Quick Apply turned on, and we have at least 30 applicants who said they've applied, yet I don't see anything in my Recruiter Dashboard!"
What is "Quick Apply Filters"
"This has always worked fine for us. It is the way we've always done it."
What is "Blockbuster"
What is "Business Case"
What is "Current/Same/Change" states
Challenge their status quo by presenting how the new opportunity will ultimately result in personal and professional growth. Stretching someone outside their comfort zone and supporting them along the way will help them succeed in ways they may not have thought possible.
This is a great way to setup an "Employee Recognition Program" where any employee can submit a positive interaction with another employee.
What is "Ask Here"
This is the place where all collateral, slicks, forms, case studies, and calculators are housed.
What is "CRR ATM"
Check Freq EEs
11/1 W 295
11/1 W 123
10/31 W 257
10/25 W 293
10/18 W 293
10/18 W 127
10/15 W 261
10/11 W 295
This is the amount and types of payroll frequencies for my client.
What is "3 - Weekly, Biweekly, Semi-Monthly"
"We have to run a weekly report then manually email a 'Benefit Declination Form' whenever an employee wants to declined one of our auto-enrolled plans."
This is how you would streamline this process for this client.
What is "Benefits Documents"
What is "What causes the employee to be assigned the form?"
"This wouldn't work for a company of our size." says CFO of painfully average 400-employee company.
What is "a reference"
What is " a case study"
What is "ROI on manual process"
What is "Why do you think that?"
This is the book currently being read in Holly's 4th Quarter Book Club
What is "Never Split the Difference"
The database where specific industry information, such as levels of competition, technology, regulation, etc. is housed. This is a great resource to better understand your clients at a macro level and is especially useful for analysis prep.
What is "IBIS"
This is how you view a client's Direct Data Exchange.
What is the "Health Dashboard"
DeColdest is a Learning Administrator who assigns a lot of mandatory courses to his workforce, but he often struggles getting employees to complete the required training. He must pull a report in Paycom Learning to see who hasn't yet completed the training and then send reminder emails to each person, a time-consuming process.
This is what you would recommend to streamline this process.
What is "Mandatory Courses"
What is "Course Status Dashboard"
What is "Automated Notifications"
A type of question. This is the best way to discover the reason behind why an executive is objecting to your solution.
What is "an open-ended question"
This is the zoom Meeting call-in number.
What is 646-876-9923