Separation Notice Form

Data

Electronic bank-to-bank payment method requiring both Plaid verification and bank authorization form completion

An API act as the invisible bridge connecting different software applications and enabling them to communicate and share data seamlessly.

amount of money given by a customer to certain service sector workers for the service they have performed, in addition to the basic price of the service.

tips

The lowest wage permitted by law or by a special agreement

minimum_wage

A program designed to systematically browse and collect data from web pages.

crawler

Certificate Exchange processes and transmits certificates of insurance online for large companies and its ease of use expedites issuance for all size firms and industries.

Certex

Our system that handles customer management, daily operations, and helps departments work together.

JanusCRM

A digital tool that helps the payroll department to take care of daily payroll work.

PRO_Software

A pay period is the time frame used to pay workers - for example, weekly, bi-weekly, or semi-monthly.

pay_period

Payment Troubleshooting – Waiver of Subrogation (WOS)

Our knowledgeable support team and an awesome community will get you an answer in a flash.

Janus for PEOs

Knowledge Base

Using Archbee KB in JanusCRM

Introduction into JanusCRM

JanusCRM Glossary & Acronym Index

How to Submit a Support Ticket

Dashboard Overview

Untitled

Filters

Prospects List

Leads Tab Overview

Surrounding Features

General

Sales

Enrollment

Payroll

Accounting

Tabs

Leads

Underwriting Overview

Enrollment Dashboard Overview

Currently Enrolling

Sent to Bind

Bound

Voided

Data Dashboard Overview

Certificate

Employee Onboarding

Separation Notice

New Client

Payroll Dashboard Overview

Payroll Reporting Reminders

Flags Overview

Payroll Card Overview

Details

Processing

Billing

Notification

Admin

Employee

Documents

Payroll History

Follow-Up Model Enhancement

Sending a Quote to a Client

Uploading Manually Completed Employee Applications with Signed & Active Dates

Enrollment Questionnaire

Enrollments

Internal COI and WOS Requests

Waiver of Subrogation (WOS)

Enrolling Clients & Scheduled Calls – Payroll Dashboard

New Client Flag: Overview & Manual Removal Process

Internal Reinstatement- Payroll

Wire ByPass Workflow

Time & Attendance, PTO, and Certified Payroll Setup

Expedited Payroll

Mark as Inactive – Employee Application Management

Program Minimum Assessments

Cancellation System Guide

Pending Cancellation Guide

Bounced Payroll & Credit Hold

Pending Approval - Payroll

ACH/Bank Account Authorization Process

ACH Approved Flag Walkthrough

Payroll Finalized Email Templates

Automations

Predesignation of Personal Physician Form – Cornerstone (California Only)

Client Service Agreement (CSA)

2-Minute Signup Form

Expense Reimbursement Form

Recurring Payment Form

Employee Application Forms

Manual Upload: Processing Payroll Documents Without the “Send to Janus” Button

“Send to Janus” Button Not Displaying in Pro Software

Payment Status in the Billing Tab (Payroll Card)

Interim – Client Not Appearing in Search

ACH/Bank Authorization

Client View of Payroll Finalized Documents

Troubleshooting

Release v1.27.11 - v1.27.20

Release v1.26.95 - v1.27.11

Release v1.26.69 - v1.26.94

Payroll Dashboard UI Update

Release v1.26.50 - v1.26.68

Release v1.26.26 - v1.26.49

Release v1.26.16 - v1.26.26

Release v1.26.02- v1.26.15

Release v1.25.91- v1.26.01

Release v1.25.90

Release v1.25.73- v1.25.89

Release v1.25.52- v1.25.72

Release v1.25.42- v1.25.51

Release v1.25.35-v1.25.41

Release v1.25.34

Release v1.25.27- v1.25.33

Release v1.25.22 - v1.25.26

customer is reporting hours whether it be through Prosoftware, Peoplematic, or Email/Phone

Timesheet

Customer is not reporting hours and is going to process program minimums fees instead

Program Minimum

Payroll Processing Software, where we process payroll, manage employees, manage payroll-related features, add or remove clients' information, and send invoices 

ProSoftware

Remove an employee who is no longer with the client's company or has violated the PEO regulations

Remove an Employee

Add an Employee

A formal document that provides proof of workers' compensation insurance coverage. Also known as a Certificate of Liability Insurance or ACORD 25 form. FREE

Waiver of Subrogation is a type of certificate that customers can request; there is a $200.00 fee with this. This waive their insurance company's right to seek reimbursement (subrogation) from a third party.

WOS 

Portal (ProSoftware) Reporting

A document can be found or is stored here

Document

Customers' personal information can be found, such as address, email, phone number, CID

Customer Information

Document on how to use a specific feature or understand a feature more in-depth. It also explains a workflow or process

How-To

The process of selling to customers is called the sales process. Or sales-related activity.

Unique in-house created CRM specially for PEOs and payroll companies. Includes back office, onboarding, enrolling, finance, and payroll process. 

The knowledge base for JanusCRM & Workflows of OCMI workers compensation

Archbee

Features requiring elevated permissions or task can only be approved or done by someone with higher permissions

Manager Only

Audit Trail

Credit card, ACH, and wire payment configuration

Payment Method

Electronic payment setup, verification, and bank authorization workflows

ACH Processing

Visual indicators for payroll records requiring special attention or processing

Flags

 System-triggered processes that reduce manual work and improve efficiency

Risk assessment and customer verification processes

Underwritting

No steps are skipped and through each step a human is touching buttons, features, emails/texts all manually. 

Manual

Customer onboarding workflow management and document tracking

Task management system for processing customer requests and document submissions

A customer will be able to see it or a customer has to do an action

Customer Facing

 Sales management for prospects and active opportunities

For payroll processing, payment tracking, and customer payroll management. Also Payroll connected or related to payroll dutie.