Show:
Paylocity
National
CRM / Local Competition
On the Phone
Questions/Topics
100
This is our base product/solution. Every client that we bring to Paylocity must have this system in order to utilize any of our other services. It is the system of record. (All other solutions are built with in it).
What is WebPay
100
This technology - developed in the 1950's is what we define as ADP's back-end. In addition they may have multiple locations where information is stored.
What is a mainframe? What are multiple databases?
100
Follow-up activities are marked with this priority in CRM...
What is Low Priority? Bonus Question: How long can you keep your follow-up activities before having to Mark them Complete?
100
If a DM is unavailable or the GK sends you to VM. You should hit zero to go back to the operator to collect additional information. These are the most important pieces of info you should be collecting.
DM's Name DM's Title Is there another DM available? What is that DM's Name/Title Direct Line/Extension EE Count Provide?
100
This part of our system helps company's with engaging their employees from day 1. It is a good first impression.
What is On-Boarding? Bonus Question: Explain how a company without an On-Boarding tool, would handle this process.
200
This is our model. It explains that we are part software company and part out-sourced payroll services provider.
What is Best of Both Worlds?
200
This company is a truly cloud-based provider that places emphasis on providing larger companies (typically over 700 EE's) with advanced HR capabilities. If a prospect is using them and have less than 700 employees, they are probably paying for too much.
What is Ultimate Software/Ulti-Pro?
200
Local companies are typically known for this.... Which is the reason why when pitching prospects who use a local provider, we focus on our technology, the changing role of HR and PR departments, and the fact that we were built for companies in the mid-market, because they may require additional functionality or customization.
What is customer service?
200
You call a company and they state that decision would be made at corporate, or they give you a number for corporate. We mark this lead as ______in CRM to avoid creating duplicates. We are counting on the fact that it is already somewhere in leads/accounts within CRM
What is OOS?
200
If a prospect asks, "is Paylocity able to integrate with "x" system?" -- This is how you would respond.
As long as that system has the ability to import and export files, we should be able to integrate with it.
300
This is the reason why we identify Paylocity as a software/technology company. Bonus Question: What does the answer to the above question mean we can do for our clients?
What is - 33% of our employees are IT specialists and programmers.
300
This company was designed with smaller companies in mind. People like them because they feel that they have great customer service, because they have a relationship with their rep.
What is Paychex? Bonus Question: Explain 2 cons of the direct rep customer service model?
300
These are the 5 requirements for creating a Call-Back (CB) Activity.
What is the DM's Name (First/Last) What is the DM's Title Who is their current provider? What is their employee (EE) count? What is a reasonable expectation to set the APT when you call back?
300
We partner with the best in breed of brokers, and benefit providers. The reason for this is that Paylocity is a technology company that focuses on HR and Payroll. We don't try to be everything to everyone, which is why we focus on our core competencies of payroll, HR, time/attendance and reporting.
What is what we tell people if they ask if we offer 401k.
300
This is one of the options companies have when it comes to how they process payroll. For smaller companies it is typically an in-expensive option. That said, companies that choose this option are typically left "on an island." For larger companies, usually it is a complex/customized system that can be expensive. People using this method will meet with Paylocity to learn about our capabilities, but the sales-process will end there.
What is In-House?
400
These allow HR/Payroll/Finance professionals to have a visual representation of data, rather than simply running reports. In addition if I were to look at a company's turnover, they allow me to drill-down by department/manager or over a period of time. They are available for EEO, Turnover, Employee Tenure, ACA, and Headcount.
What are HR Insight Charts and Dashboards Bonus Question - Explain why these would be beneficial to a DM in a Finance related role (ie: a CFO, Controller, or Director of Finance).
400
This ADP's service model and its pros and cons.
What is a call center for ADP. Pros: Able to service a lot of clients Should always be able to reach someone. Cons: Clients are treated as case numbers There are different numbers for PR/HR/TLM. The person you speak with may not be an expert in your version of the system. Long Hold Times Multiple Transfers
400
This is the time-zone that appointments/ the reps schedules are listed in when you export their calendar to EXCEL. It is also the time-zone you will use when creating the APT (appointment) activity. (You might have to do some math lol)
What is Central Time?
400
These are the 3 Universal areas of focus for individuals in Human Resources.
What are Recruiting/Retention/Compliance? Bonus Question --- Give one feature of Paylocity's system that helps with each.
400
Web-Time is our time and attendance solution. Describe how companies without an integrated Time/Labor solution would track this info and input it into payroll.
What is manually - Specifically the PR manager would collect the time cards and approve them. Then he/she would manually key them into the payroll system.
500
Explain how and why Paylocity is so unique. What is our message/goal?
This is a completely suggestive answer --- so I'll determine if it meets my standards lol
500
If a company is operating on a fiscal year that is different from the calendar year. If they wanted data for the entirety of the fiscal year or over multiple years they potentially would have to run multiple reports and then merge them in Excel. Our system can do this in one step.
What is cross-year reporting? Bonus Question - Why is this more difficult to do if a prospect is using ADP/Paychex/Ceridian. This is difficult because they have multiple databases for Payroll/HR/TLM. In addition ADP purges data and Paychex archives it, which makes the process of pulling data more involved.
500
Name one thing that local providers can do that we cannot.
Come on site to run their payroll for them.
500
This is a type of provider that handles "everything" for their clients. Typically they will provide pr/hr/tlm/401k/worker's comp for their employees. They usually service companies with under 100 employees that work in riskier environments. What do we say to someone using this method, when we encounter them on the phone.
What is a PEO? - Are you looking to come off that format?
500
These are the 3 trends currently impacting the HR and Payroll industry/market place.
Data Analytics - Modern Workplace -- Technology Bonus Question: Explain why each one is transforming the role of HR and Payroll. What is the benefit of focusing on these.