Enrolling Clients & Scheduled Calls – Payroll Dashboard

not live intended for training only access level payroll advisor, enrollment specialist, admin module payroll dashboard 📊 overview two new buttons have been added to the payroll dashboard to support client onboarding workflows enrolling clients → manage new clients currently in onboarding scheduled calls → view and manage all upcoming onboarding calls together, these tools streamline the process of contacting clients, tracking sla deadlines, scheduling follow ups , and completing onboarding tasks — all without leaving the payroll dashboard note client assignments are distributed through round robin logic managed in the new admin settings panel payroll advisors will only see clients assigned to them — these are the only clients that will appear in the enrolling clients or scheduled calls modals 🟢 enrolling clients button opens the enrolling clients modal showing all clients currently in the onboarding stage details included per client row service tier (express, whiteglove, enterprise) business name (linked to lead card) carrier & lead status (sold, binding, bound) assigned payroll advisor & enrollment specialist first check date & processing day last contacted (timestamp) enrollment document status (visual indicators) sla countdown timer (2 hour welcome call sla) options menu actions send peoplematic credentials add internal notes schedule call invoice review first payroll follow up call 📌 sla enforcement a 2 hour sla timer starts when the client is assigned if no welcome call is scheduled or completed, the client button turn red with a “past due – action needed” alert 📅 scheduled calls button opens the scheduled calls modal , where payroll advisors manage all their upcoming client calls view modes list view displays calls for a single day, sorted by time calendar view displays calls across the week in a grid layout details per scheduled call business name (linked) carrier & service tier call type (welcome, follow up, first payroll, invoice review) scheduled time status (not started, in call, completed) controls reschedule or cancel calls join call (via dialpad) 5 minute reminder pop up with client snapshot, document status, and call details 🔔 call workflow pop ups both buttons integrate with the call pop up system pre call snapshot → client info, documents, quick actions 5 minute reminder → auto triggered before call in call modal → track notes, mark call outcome (reached, no answer) reschedule pop up → update date/time with logging ✅ benefits for users enrolling clients → focused view of clients currently onboarding, sla driven scheduled calls → calendar & list management of all upcoming client calls real time document and call tracking automated sla enforcement and round robin assignments integrated call logging in client records 📝 completing the questionnaire from the call pop up from within any call pop up modal (welcome call, follow up, first payroll, invoice review), advisors can directly access the enrollment questionnaire open questionnaire button → launches the questionnaire linked to the client prefilled fields → information already gathered by sales/admin brokers will be pre populated in call completion → advisors can walk through missing details with the client live during the call real time sync → once saved, updates immediately sync back to the enrollment dashboard and the client record completion lock → when the client is sent to bind , the questionnaire becomes locked and stored in the payroll customer record 📌 tip use the pop up’s document status view alongside the questionnaire to confirm missing items before advancing the client to first payroll ⚠️ important notice the official workflow for how payroll advisors must use the enrolling clients and scheduled calls features will be communicated by management once the rollout is complete the designs and screenshots in this article are drafts and may change before the final release visual layouts (button placement, column order, or modal design) and the location of certain client details may shift as the integration is finalized users should treat this article as an early preview , not the final source of truth for day to day processes