Payroll
Payroll Manager goes here to see what the status of all Payrolls for the week.
What is SuperView
This is where I activate User Administration Security
Global Configuration
Where do you assign the GL Account code for a staffing group benefit plan?
In Prism, this allows me to create my own excel friendly report for items found in Employee Details
What is Data Retriever
It allows me to have different premium rates on a single medical benefit plan
What is rate groups for premium rates
What is the Benefit Calculation Date field for in Payroll Control- Options?
to override the actual pay date as the basis for benefit calculations that use an as of date.
What needs to be done when the support email changes?
A JIRA is entered
I entered a new benefit plan for a new PEO client and now I'm getting an error about a missing debit account. What's wrong?
What is a missing debit account in G/L Setup
I can go to the release notes when I login to Prism by doing this
What is click on the Version # from the main dashboard
Whats the difference between the Insurance Class and the offer type field in Group Benefit Plans?
Insurance class determines the fields that open up and how a plan calculates the premiums. Offer type assures that the plan displays in the correct form in enrollment workflows. (PrismHR Benefits Enrollment only.)
What is TCL
I dont want sales tax for PA, so I go here and do what
Go to State Rules, pull up PA, and remove the sales tax code and save
what is an example of when you would need to use Accounts Receivable / Action / Cash Receipts
You can use the Cash Receipts form to:
Enter corrections to prior automatic functions like a bounced ACH)
Write off balances that cannot be collected
Distribute cash to a specific general ledger account (for example, you receive a rent check)
We go here to enter mappings for the Data Engineering team
For a GTL plan, I go here to assign this type of pay code.
A Fringe Benefit code to BENEFIT PLAN SETUP
This manual process generates a voucher that the system includes in the client’s next payroll batch, then updates the payroll registers when the payroll processor posts the batch.
What is Manual Check Entry
Select this in the Billing Template if the invoice should sort and break on Workers' Compensation codes
What is Workers' Comp Sort
These are used to pull departments, locations, projects, etc into PEO client accounting
What are Wild Cards
Go here if you need to change an employees Last Hire date
What is Status Type History Adjustment.
I see both HS24 and 2024 in Employee Flexible Spending Accounts. Whats the difference?
HS24 is HSA and 2024 is for FSA
Pay History was loaded after a client went live. Now the suta is calculating again for those that met the limit already. How do we correct the SUTA by quarter?
Payroll- Action- Recalculate Taxes on Voucher. Generate separate adjustments by quarter
It stops individual checks to a payee and it consolidates it into 1 check that is then printed using third party check process.
When you post COBRA payments in Prism, this happens with accounting
Nothing
LIVE DEMO and CONV are the accounts we use. Where is Informer and Report Center available?
Informer is in live but can be pointed to demo or conv. report center only in live
These are the two main steps at the client level for setting up a cafeteria plan contribution. 100 extra if you know the order of operations
Client / Change / Benefit Plan Setup- select Café Plan Eligible if this benefit is eligible. Client / Change / Benefit Groups and complete the Cafeteria Plan Contribution section. Medical, Dental, Vision, Life, STD, LTD, and others