Enrolling Clients Tab

📋 overview the enrolling clients tab in the payroll dashboard allows payroll advisors and admins to track clients who are actively in the enrollment process the tab consolidates enrollment requirements, onboarding call progress, and action options, giving users full visibility into a client’s readiness to move forward this view is essential for monitoring enrollment requirements status tracking mandatory onboarding calls quickly identifying clients ready for the welcome aboard call managing actions such as sending reminders, notes, and credentials by default it displays the assigned payroll advisor list 🖥️ layout & columns column description service tier shows client’s assigned tier (express, whiteglove, & enterprise) business name client business name, with a badge showing the carrier (e g , compeo, cornerstone, coguard) lead status displays client’s enrollment stage sold , binding , or bound enrollment specialist assigned enrollment specialist payroll advisor assigned payroll advisor first check date the scheduled first payroll check date (if available) last contacted date of last contact with the client triggered by adding a new note requirements enrollment requirement checklist (qst, csa, id, ee, bank, rts, suta, etc ) with traffic light indicators calls tracks the three mandatory calls wc (welcome call), fpr (first payroll review), ir (invoice review) uses a different color logic for scheduling and completion actions (options menu) dropdown with available actions \ view lead \ send reminder \ send peoplematic credentials \ add note \ void enrollment (sold/binding only) send to bind (only displays when all enrollment requirements are green 🔄 sorting & filters default view clients are listed in order of arrival (newest at the top, oldest at the bottom) sorting by lead status first click → sold → binding → bound second click → bound → binding → sold filters users can filter by payroll advisor & carrier (multi select filters) search bar allows users to search for clients within the list only clients who no longer have the new client flag will appear in the results ✅ enrollment requirements enrollment requirements must be completed before a client can be moved forward each requirement has a color coded indicator 🔴 red = not completed / not received 🟠 orange = received from client, but not reviewed yet 🟢 green = reviewed and approved the enrollment questionnaire (qst) is now completed at the end of the enrollment process by the payroll advisor it will remain as the final red requirement on the requiermnent list until completed the functionality is the same as in the enrollment dashboard (see enrollment kb article ) 📞 call requirements payroll advisors must complete three mandatory onboarding calls before removing the new client flag and completing the enrollment process wc = welcome call fpr = first payroll review ir = invoice review color logic for calls ⚪ gray = no call scheduled 🔵 blue = call scheduled for a future date 🔴 red = call scheduled in the past, not completed (missed) 🟢 green = call completed hovering over 🔵 blue shows a snippet with scheduled call details (type, date, time, advisor) 📞 call interaction scenarios ⚪ gray – not scheduled clicking on a gray indicator opens the schedule call modal displays client info, contact details, and pre filled call type selection to skip notificaiton to client (does not send sms or email to client) selection to mark the call completed immediately (marks the call completed) user selects date/time and clicks schedule 🔵 blue – scheduled future clicking on a blue indicator opens the upcoming appointment modal shows client and appointment details options include start call, view questionnaire, reschedule, no answer, mark as completed 🔴 red – past due, not completed clicking on a red indicator opens the upcoming appointment modal (same as wc/fpr/ir) used for missed calls if a call is missed, an email notification is automatically sent to both the payroll admin and the assigned payroll advisor to inform them of the missed call options include start call, reschedule, no answer, mark as completed 🟢 green – completed no modal appears call is logged as completed and remains green for reporting history 📞 call actions when a call is scheduled (🔵 blue or 🔴 red), the upcoming appointment modal displays a set of call actions each option updates the client’s call status in real time 📞 start call opens the dial pad and initiates the call with the client calls the client’s main contact on file 📋 view questionnaire opens the enrollment questionnaire directly used for completing or reviewing required enrollment details 📅 reschedule call opens the schedule call modal to update the date/time of the call note the call type cannot be modified with this option 📌 no answer marks the call status as red (missed) automatically sends a notification to the client that the call was missed and needs to be rescheduled ✅ mark as completed updates the call requirement to green (completed) marks the call as completed in system records ⚙️ actions (options menu) the options menu provides quick access to client management tools current options include view lead – opens the client’s lead card send reminder – sends enrollment reminder notification send peoplematic credentials – sends client login credentials add note – adds an internal note send to bind – this button becomes available once all enrollment requirements are completed and marked green clicking the button opens a modal where you can review or update the cid as needed after confirming the cid, you can proceed to send the client to bind to read more into the send to bind process please review the currently enrolling docid\ j91oozpydyau1rom6u 4x aricle 🔢 counter logic the counter at the top of the tab shows only clients who are ✅ all requirements green, except qst 🔔 ready for the welcome aboard call email notification triggers to the clients can be reviewed in this artcile client appointment notifications – email & sms templates docid\ lr16m52cdvdftkgtsiyr1 ✅ summary the enrolling clients tab is the central workspace for payroll advisors and admins to monitor enrollment progress, manage client requirements, and complete onboarding calls with requirement tracking, call scheduling, and action tools in one place, it ensures clients move smoothly from sold/binding to bound troubleshooting & escalation how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include screenshot of dashboard, active filters, customer examples set appropriate urgency level next steps after familiarizing yourself with the payroll dashboard , explore scheduled calls tab docid\ m o qulblovzbcsssmk52 manage calendar of scheduled calls with enrolling clients payroll card overview manage individual payroll records processing tab understand payroll requirements flags overview learn about all system flags data dashboard overview process related tasks 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation