Benefits Training Day 10b
.
- 1.The first thing you do when manually entering a benefit is
- A.
Edit the benefit plans.
- B.
Enter in the Contacts/Dependents.
- C.
Check your eligibility rules to make sure that they are correct.
- D.
Hit add New and add the benefits in.
- 2.Fill in the blank: The Benefit Plan Start date needs to be correct.
- A.
Always
- B.
Never
- C.
Sometimes (depends on the client’s contract with the carrier).
- D.
None of the above
- 3.The Import Key can be which of the following.
- A.
Employee Name
- B.
Employee Name, Employee Number
- C.
Employee Name, Employee Number, and SSN
- D.
Employee Number or SSN
- 4.When you are formatting a spreadsheet you would use which document to know what headers to use.
- A.
Google
- B.
The training video
- C.
The Data Conversion Master Spreadsheet
- D.
None of the above
- 5.T / F You can’t combine a Benefit Enrollment and Dependent Enrollments into the same Import.
- A.
True
- B.
False
- 6.If there is an error on a Benefit with Dependent Import what is the first thing I should check.
- A.
That the Benefit plan names, Coverage Codes and Employee Numbers are all exact with what is in Isolved.
- B.
That the Dependents have a middle name column/Header
- C.
The format of all the data I am using
- D.
All of the above
- 7.T/F The enrollment period will end at 12am in the customer’s time Zone, the following day after stop date
- A.
True
- B.
False
- 8.Which of the following items can be included with a company message and attached to a benefit plan?
- A.
Text
- B.
Links
- C.
Documents
- D.
All of the above
- 9.The “Rules” Tab on the benefit enrollment setup tab is used for all Enrollment periods
- A.
True
- B.
False
- 10.T/F The customer can set up Life Events to be for admin access only.
- A.
True
- B.
False
- 11.Which of the following items can the employees be given the option to update through ESS?
- A.
Name
- B.
Address
- C.
Contacts
- D.
All of the above
- 12.Which of these Life Events must always be triggered by the Admin
- A.
Divorce
- B.
Change in Employment Category
- C.
Marriage
- D.
Birth
- 13.Which of the following is NOT required in Benefit Plan setup for COBRA Integration
- A.
Stop Date
- B.
Plan Name
- C.
Eligibility Rule(s)
- D.
Termination Rule
- E.
Coverage Code
- 14.What is the minimum advance notice needed before a COBRA sync
- A.
1 Day
- B.
1 Week
- C.
1 Month
- D.
None – the sync can be conducted any time after the contract has been signed
- 15.Which of the following is an automatic COBRA Integration trigger:
- A.
Entering a new employee through the Quick Hire Wizard
- B.
Importing dependent benefit enrollments
- C.
Completing the Life Events Wizard
- D.
Approving Benefit/Open Enrollment Transactions
- E.
All of the above
- F.
None of the above
- 16.When terminating an employee to trigger a COBRA Qualifying Event, these steps should be followed:
- A.
Stop Dates and Benefit End Reasons should be entered for all Benefit Plans. Click the TERMINATE button on the Employee General screen; enter a Termination Date and SAVE
- B.
Click the TERMINATE button on the Employee General screen. Select a Termination Reason and SAVE.
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