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.
Correct Answer
B. Enter in the Contacts/Dependents.Explanation
The correct answer is to enter in the Contacts/Dependents. This is because before adding the benefits, it is important to have the necessary information about the individuals who will be receiving the benefits. By entering in the Contacts/Dependents first, you ensure that the correct individuals are associated with the benefits and that the information is accurately recorded.Rate this question:
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- 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
Correct Answer
C. The relationship status is important as that will determine what coverage codes the dependents will be eligible for.Explanation
The correct answer is that the relationship status is important as that will determine what coverage codes the dependents will be eligible for. This means that the dependents' eligibility for coverage is determined by their relationship status, and this information is crucial in determining the appropriate coverage codes for them. The other options, such as not needing to check the dependent box for dependents to show up on the plans and the importance of contacts, are not mentioned as true in the question.Rate this question:
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- 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.
Correct Answer
A. Dependent Relationship statusExplanation
The dependent relationship status is not set up under Employee Benefit Plans. This information is not typically included in benefit plans as it is not directly related to the coverage or start date of benefits. The dependent relationship status is usually determined separately and may be required for other purposes such as tax filings or insurance eligibility.Rate this question:
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- 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
Correct Answer
A. AlwaysExplanation
The benefit plan start date needs to be correct at all times. This is important because it determines when the coverage begins for the individual or group. If the start date is incorrect, it can lead to delays in accessing benefits or even denial of coverage. Therefore, it is crucial to ensure that the benefit plan start date is always accurate.Rate this question:
- 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
Correct Answer
D. Look at the eligibility rules as there must be some filter that is not being met on the employeeExplanation
If the benefit plan is not appearing in the drop-down options when enrolling someone, the most logical explanation is that there is a filter in place based on eligibility rules that the employee does not meet. By looking at the eligibility rules, it can be determined which criteria the employee may not be meeting, such as employment status, length of employment, or other relevant factors. This will help in identifying the issue and finding a solution to ensure that the benefit plan becomes available for enrollment.Rate this question:
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- 8.
You don’t have to select a dependent if you check the Validate Min/Max Dependents
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
If you check the "Validate Min/Max Dependents" option, it means that you want to enforce a minimum or maximum number of dependents for a certain criteria. In this case, if you don't have to select a dependent when this option is checked, it implies that the number of dependents is not mandatory and can be left blank. Therefore, the correct answer is False.Rate this question:
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- 9.
You can’t manually enroll a company if it is over 100 employees.
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
The statement says that you cannot manually enroll a company if it has over 100 employees. However, the correct answer is "False," which means that this statement is not true. Therefore, it is possible to manually enroll a company even if it has more than 100 employees.Rate this question:
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- 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
Correct Answer
B. FalseExplanation
The statement is false because importing data cannot be done in any order and with any headers. Importing data requires a specific order and format to ensure that the correct data is imported and mapped correctly to the corresponding fields. The headers need to match the expected format and sequence for successful data import.Rate this question:
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- 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
Correct Answer
D. Employee Number or SSNExplanation
The Import Key can be either the Employee Number or the SSN. This means that when importing data, the system will use either the Employee Number or the SSN as the unique identifier for each employee. It is not necessary to have both the Employee Number and the SSN as the Import Key, as either one of them can be used.Rate this question:
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- 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
Correct Answer
D. All of the aboveExplanation
The correct answer is "All of the above" because all three options mentioned - Order of Operation, Excel Knowledge, and Correct Data - are important tools for importing. The order of operation ensures that the importing process is carried out in the correct sequence, Excel knowledge helps in understanding and using the necessary functions and features for importing, and having correct data ensures that the imported information is accurate and reliable. Therefore, all three tools are essential for successful importing.Rate this question:
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- 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
Correct Answer
C. The Data Conversion Master SpreadsheetExplanation
When formatting a spreadsheet, it is important to use the correct headers to ensure proper organization and clarity. The Data Conversion Master Spreadsheet is likely a document specifically created for this purpose, providing a standardized set of headers to be used. This document would serve as a guide, ensuring consistency and accuracy in the formatting process. Using Google or a training video may provide some general information, but they may not have the specific headers required for the particular spreadsheet being formatted. Therefore, the Data Conversion Master Spreadsheet is the most appropriate document to consult in this scenario.Rate this question:
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- 14.
You will never have to format raw data because your customers will always provide you perfect data.
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
This statement is false because it assumes that customers will always provide perfect data, which is not realistic. In reality, raw data often needs to be formatted or cleaned before it can be used effectively. Customers may provide data in different formats, contain errors or inconsistencies, or lack necessary information. Therefore, it is important to have processes in place to handle and format raw data appropriately.Rate this question:
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- 15.
You can’t combine a Benefit Enrollment and Dependent Enrollments into the same Import.
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
There is no restriction on combining a Benefit Enrollment and Dependent Enrollments into the same import. Therefore, the given statement is false.Rate this question:
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- 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
Correct Answer
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.Explanation
The correct answer suggests that if you encounter an error on an import, you should check the error report by clicking the "Click to View Validation Details" report. This report will provide information about the issues causing the error, allowing you to correct them in the formatted spreadsheet. Starting over from scratch with the raw data or changing the font are not mentioned as appropriate actions to take when encountering an import error. Therefore, the answer "Check the error report by clicking the 'Click to View Validation Details' report then seeing the issues and correcting them in the formatted spreadsheet" is the most suitable option.Rate this question:
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- 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
Correct Answer
B. FalseExplanation
The statement suggests that there is no need to audit data once it is imported because it is always perfect. However, this is an unrealistic claim as data can often have errors or inconsistencies. Therefore, the correct answer is false, indicating that data should be audited even after it is imported to ensure its accuracy and reliability.Rate this question:
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- 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
Correct Answer
D. All of the aboveExplanation
The correct answer is "All of the above." When there is an error on a Benefit with Dependent Import, it is important to check all of the mentioned factors: the Benefit plan names, Coverage Codes, and Employee Numbers should match what is in Isolved, the Dependents should have a middle name column/Header, and the format of all the data being used should be accurate. Checking all of these factors ensures that there are no discrepancies or mistakes in the import process, which can help identify and resolve any errors.Rate this question:
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