Benefits Training Day 7

16 Questions | Total Attempts: 77

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Benefits Training Day 7

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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

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