Benefits Training Day 10b

16 Questions | By Infinisource | Updated: Mar 20, 2022 | Attempts: 58

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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.