| Housekeeping | Marketing | Tools | Training | Channels |
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What is Passive Enrollment
Paylocity's enrollment this year is classified as a ____
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What is Reference Request Form (https://info.paylocity.com/rrf)
Location to submit help with an RFP
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What is Microkits
These interactive workspace kits are equipped with real-life scenarios, tips and tricks, and best practices to empower both you and your clients! And also feature a handy Get Started section, which contains straightforward how-to videos and templates to get the ball rolling with basic tasks.
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What is WISP, Modern Workforce
Solutions (MWS), Unconscious Bias
Three trainings are overdue and must be taken ASAP
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What is Salesforce
Current Amplify signed partners, regional contacts, and the Amplify partner pipeline can now be viewed realtime in this tool
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What is HSA and FSA (including Limited Purpose
FSA and Dependent Care FSA)
Name the two open enrollment exceptions this year
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What is G2 Crowd
Best review website to share with prospects
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What is Disqualified
Issues with the _____ Account Stage reverting to previous values is resolved
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What is 2
Number of weeks NSS reps dial for you
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What is $4
Partners can pay this dollar amount per month for access to Vidgrid
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What is Benefits team via Zendesk or the Community Q&A group Benefits and Perks.
Location for Paylocity open enrollment questions
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What is Emerging, Majors, Enterprise
Three segment Reference Pages created by Marketing
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What is Benefits
_____ Effective Date field has been added to Accounts
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What is New territory communication, Recognition, Cancellations or no-shows, Profiled database
4 areas of opportunity when working with NSS
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What is refer new business that becomes a client
Partners can unlock 12 months free when they...
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What is November 2nd through November 16th
Paylocity open enrollment period
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What is [email protected]
Email for sending any legal forms that require your signature in an RFP
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What is Submitted Stage Age
This new reporting field lets you know your Opportunity Products are at risk for Chargeback
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What is Regulations/Laws , Company names, Competitor information, Accounts not to call, Update and share your calendar, Share LinkedIn profile / past industry experience, What you like to sell
Name at least 3 of the 6 important pieces of information to share with NSS
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What is Event Program Guide & Materials Kit, and Webinar-in-a-box Update
New Amplify assets from Marketing include
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What is available time off balance for the requested dates at the time the request is created.
with #DOOW Time off projections will give Paylocity employees and supervisors the ability to see...
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What is check if the documents have any
Terms and Conditions or legal forms
First thing you should do when you receive an RFP
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What is Over 180
Number of new videos teaching clients step-by-step processes in our suite that are in the works
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What is 9/14
Due date for WISP training
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What is now - January 31st
Emerging market selling contest period (dates)
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