Benefits Training Day 7

16 Questions | By Infinisource | Updated: Mar 21, 2022 | Attempts: 80

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Questions and Answers

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.
1. 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