W4D3 Road to Mastery: Using Paychex Forms - DO NOT SHUFFLE
Quiz by Training Team SMB
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7 questions
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- Q1You took your first phone call today. During the call, Jamie, from Heavenly Bakery, mentioned to you that he was having trouble keeping track of the 401k for each of his employees. You recognized the opportunity for a SOAR referral. Jamie was happy to learn that Paychex offers a 401k administration program and can't wait to hear from our sales partners. You need to complete the SOAR referral. What is the next step to submit the referral?Email the Assigned SpecialistClick PRS ViewTransfer to sales
Search for the client in SWM + click Workflow
30s - Q2You have completed all of the SOAR referral form and now need to add a note. What information should be included in the note? Sort the items below into ADD TO NOTE or DO NOT INCLUDE.Users sort answers between categoriesSorting120s
- Q3Yves, from Outdoor Adventures, calls in upset because his receptionist shredded the payroll package that he just received by mistake. The package contained Readychex checks and he needs to be able to pay his employees. You offer two options to resolve Yves's issue: void and reissue and he can write the checks in-house or request a reprint. Match the solution to the steps to complete.Users link answersLinking60s
- Q4Yves opts to have you void and reissue the affected employees' checks. You are ready to complete form DP0004. On the first screen, which option do you select for this scenario?Check SeriesSingle or Multiple Checks60s
- Q5On the next page, you enter the office number and client number. You need to select the reason for the void. What will you select?Check MutilatedClient ErrorCheck Lost in Payroll DeliveryPayroll Processed Twice60s
- Q6You entered the check numbers from the payroll journal and indicated that the client is the one who has the checks currently. What button do you press to continue the void process?Exit FormCheck StatusProcess VoidClear Form60s
- Q7You have checked the status of the affected checks and determine that they have not been cashed. What is your next step?You will process the Readychex void with the DP0010Process the void in Core AdvancedTell Yves he needs to complete the DP0010Click Process Void on the DP000460s
