Week 5 Check Point
Quiz by SMB Channel Sales Training
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- Q1
What are the steps (in order) of the onboarding process for a new client?
Pick up, submission, 1st payroll run, 1st payroll review
Pick up, 1st payroll run, 1st payroll review
PACO, pick up, 1st payroll run, 1st payroll review
1st payroll review, pick up, PACO, 1st payroll run
30s - Q2
What does "business with wages" mean?
A business that has made revenue in the current year
A business that has run payroll in the current year
A new business
An business that ran payroll last year but not yet this year
30s - Q3
Which is NOT a requirement to pick up for a New Business or a business with No Wages?
Fed proof
Employee garnishments
Quarterly returns
SUI Rate
30s - Q4
If you sign up a business with wages in November, which state and federal quarterly returns do you need to collect?
Q1
Q1, Q2, Q3 & Q4
Q1 & Q2
Q1, Q2 & Q3
30s - Q5
if you sign up a business with wages in November, in addition to collecting reports for each pay period in the quarter, which payroll reports are required for you to collect?
Year to date, and quarter to date reports
All answers are correct
Year to date, previous year to date and quarter to date reports
Previous year to date and quarter to date reports
30s - Q6
In PACO, who is the business principal?
The decision maker
The person given authorization to sign paperwork
The payroll contact
The employee
30s - Q7
What does DBA stand for?
Double business association
Designated business admin
Don't bother approaching
Doing business as
30s - Q8
If you are signing up a business who is a weekly Mon-Sun payroll processor, and is calling in their first payroll on Tuesday for employees to be paid on Friday, what is the Payroll Run Day?
Friday
Monday
Tuesday
Sunday
30s - Q9
If you are signing up a business who is a weekly Mon-Sun payroll processor, and is calling in their first payroll on Tuesday for employees to be paid on Friday, what is the Pay Period End Day?
Tuesday
Sunday
Friday
Monday
30s - Q10
If you are signing up a business who is a weekly Mon-Sun payroll processor, and is calling in their first payroll on Tuesday for employees to be paid on Friday, what is the Check Day?
Monday
Sunday
Tuesday
Friday
30s - Q11
Which is NOT a service agreement that PACO would generate for a new client to sign?
Online access form
Direct deposit form
Federal form - RAA
Proposal
30s - Q12
Where can you find additional videos to help with submitting your first PACO loads?
Channel learner library
Products page
Salesforce
SMB marketing playbook
30s - Q13
True or False: If you don't clearly communicate next steps with running their first payroll, your new client could run payroll with their current provider
truefalseTrue or False30s - Q14
What happens if your new client runs payroll with their current provider because you didn't communicate properly for them to process their first payroll with Paychex?
Your sale might be pushed to the following month
All answers are correct
You may have to deal with new objections and re-set expectations
You need to collect more payroll reports for the pay period that they just ran
30s - Q15
True or False: You should do a first payroll review with every new client
truefalseTrue or False30s