Benefits Training Day 7
.
- 1.Please try doing a test Contact import with a successful import.Please send the screen shot of the successful Import to Presenter
- 2.Please try doing a test Benefit Enrollment Import with a successful import.Please send the screen shot of the successful Import to Presenter.
- 3.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.
- 4.Which of the following is true
- A.
You don’t have to check the dependent box to make the dependents show up on the plans.
- B.
The Contacts are not important.
- C.
The relationship status is important as that will determine what coverage codes the dependents will be eligible for.
- D.
All the Above
- 5.Which of the following are not setup under Employee Benefit Plans
- A.
Dependent Relationship status
- B.
Benefit Coverage
- C.
Benefit Start Date
- D.
All of the above are set up under Employee Benefit Plans.
- 6.
- 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
- 7.If you go to enroll someone and the benefit plan is not in the drop down options you would
- A.
Cry and say life isn’t fair
- B.
Setup a new plan and hope it works now
- C.
Call Infinisource to fix it.
- D.
Look at the eligibility rules as there must be some filter that is not being met on the employee
- 8.You don’t have to select a dependent if you check the Validate Min/Max Dependents
- A.
True
- B.
False
- 9.You can’t manually enroll a company if it is over 100 employees.
- A.
True
- B.
False
- 10.Importing can be done in any order and have any Headers just as long as it has the correct data.
- A.
True
- B.
False
- 11.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
- 12.One of the most important tools for importing is which tool
- A.
Order of Operation
- B.
Excel Knowledge
- C.
Correct Data
- D.
All of the above
- 13.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
- 14.You will never have to format raw data because your customers will always provide you perfect data.
- A.
True
- B.
False
- 15.You can’t combine a Benefit Enrollment and Dependent Enrollments into the same Import.
- A.
True
- B.
False
- 16.If you get an error on an import then you would
- A.
Start over from scratch with the raw data
- B.
Check the error report by clicking the “Click to View Validation Details” report then seeing the issues and correcting them in the formatted spreadsheet.
- C.
Changing the Font as we are very finicky with the fonts we allow.
- D.
None of the above
- 17.You won’t have to audit your data once it’s imported as it is perfect 100% of the time.
- A.
True
- B.
False
- 18.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
Questions: 16 | Attempts: 40848 | Last updated: Jun 27, 2016
-
Sample QuestionThe best way to remember your password is to ______?
Questions: 35 | Attempts: 15905 | Last updated: May 1, 2018
-
Sample QuestionThe rubber compound used in serpentine belts has changed from neoprene® to ___________.
Questions: 90 | Attempts: 15655 | Last updated: May 25, 2021
-
Sample QuestionThe Atex 95 Directive is concerned with:
Back to top