Question 1

You 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?

Accepted Answer

Search for the client in SWM + click Workflow

Answer

Email the Assigned Specialist

Answer

Click PRS View

Answer

Transfer to sales

Question 2

You 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.

Question 3

Yves, 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.

Question 4

Yves 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?

Accepted Answer

Single or Multiple Checks

Answer

Check Series

Question 5

On the next page, you enter the office number and client number. You need to select the reason for the void. What will you select?

Accepted Answer

Check Mutilated

Answer

Client Error

Answer

Check Lost in Payroll Delivery

Answer

Payroll Processed Twice

Question 6

You 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?

Accepted Answer

Check Status

Answer

Exit Form

Answer

Process Void

Answer

Clear Form

Question 7

You have checked the status of the affected checks and determine that they have not been cashed. What is your next step?

Accepted Answer

You will process the Readychex void with the DP0010

Answer

Process the void in Core Advanced

Answer

Tell Yves he needs to complete the DP0010

Answer

Click Process Void on the DP0004

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