Enrollment Questionnaire

the enrollment questionnaire is the final step in the customer onboarding process this comprehensive form captures essential information needed to create the customer's payroll customer profile and configure their payroll services important the questionnaire can only be completed when all other enrollment requirements are green (completed) and the customer's lead card status is sold the questionnaire displays questions based on the customer's assigned carrier and service tier prerequisites before starting the questionnaire, verify these requirements are met all enrollment documents show green checkmarks in the enrollment dashboard customer's lead card status is sold customer has been assigned a carrier and service tier accessing the questionnaire primary method enrollment dashboard navigate to the enrollment dashboard from the main menu locate your customer in the currently enrolling tab verify all requirements (csa, exh, bnk, id, etc ) display green checkmarks select the qst (questionnaire) requirement this should be the final step when prompted, select continue to open the questionnaire alternative method lead card navigate to the customer's lead card select the sales tab scroll to the enrollment questionnaire subtab select an existing questionnaire to edit or the plus button to create new warning this method is not recommended as it may not properly connect to the enrollment dashboard integration note this article discusses only the questionnaire's functionality and automation it does not cover how to ask specific questions or explain them to the client please consult your manager for guidance on handling client conversations questionnaire sections customer & employee details carrier information carrier auto populated based on customer information updates must be made in the general tab of the lead card employee information number of employees auto populated from quote data update this number if it changed during enrollment ensure accuracy matches submitted employee applications employee history questions "have you ever paid your employees w2s?" select yes or no "do any of your employees have itins?" select yes or no "do you know your unemployment number (suta number)?" select yes or no previous payroll provider enter the customer's previous payroll provider if none exists, type "n/a" payroll details in this section, you can add or update contact information by selecting owner or add new (if applicable) this section includes the option to add a payroll contact and a billing contact, and to update the main contact if needed service features (service tier dependent) prosoftware features (whiteglove and enterprise only) select yes or no for each service time and attendance features hr risk management access hr support operates in multiple states supported services additional services select yes or no for each option 401k / benefits (whiteglove and enterprise only) certified payroll (whiteglove and enterprise only) ocip / ccip (wraps) (whiteglove and enterprise only) paid time off benefits (pto) (whiteglove and enterprise only) union dues (whiteglove and enterprise only) safety program deductions / garnishments pay cycle pay frequency options weekly bi weekly semi monthly (whiteglove and enterprise only) monthly (whiteglove and enterprise only) schedule settings pay date select monday through friday for employee payment start date select monday through sunday for pay cycle start end date auto calculated as 7 days from start date reporting day select preferred reporting day (monday friday) payout methods questionnaire option default delivery method check delivery (fedex) fedex check delivery (pick up) pick up check delivery (fedex) + direct deposit fedex check delivery (pick up) + direct deposit pick up payment methods customer payment methods ach/bank if selected, use send ach validation request to initiate plaid integration credit/debit card wire (whiteglove only) reporting day important dates bind date customer's official start date populates carrier documentation first check date must be at least 48 hours after bind date if within 5 days of the bind date, it will automatically mark the payroll as expedited expedited payroll the "expedited payroll" question defaults to no unless the first check date falls within 5 days of the bind date to learn more about the expedited payroll process, refer to this article https //kb getjanus io/expedited payroll https //kb getjanus io/expedited payroll reporting methods automatic payroll processing defaults to no , allowing selection of portal (whiteglove only) timesheet/mobile reporting (express only) special notes use this section to add notes for payroll advisors include any specific customer requirements or special handling instructions once submitted, a copy of the questionnaire is automatically sent to the payroll department and saved in the customer's documents section activity logging all changes made to the enrollment questionnaire are now tracked in the system field level changes are captured with timestamps user information is recorded for each modification previous and new values are stored for audit purposes activity logs can be viewed in the customer's profile ℹ️ note activity logging helps maintain compliance and provides a complete audit trail of all questionnaire modifications editing restrictions ⚠️ important the enrollment questionnaire cannot be modified after the customer's first check date has passed once this date is reached the questionnaire becomes read only all updates must be made directly in the payroll customer profile only administrators can override this restriction in exceptional cases to make changes after the first check date navigate to the customer's lead card select the payroll tab update the payroll customer profile directly submission and review final review steps review all sections verify information accuracy in each section carrier verification for compeo, cornerstone, and peopaygo customers, confirm customer verification details acknowledgment set acknowledgment to yes this enables the submit button submit select submit to complete the questionnaire post submission actions after successful submission send to bind button becomes available system prompts for customer id (cid) review and confirmation email sent to the carrier for final approval new customer task created in data dashboard carrier specific workflows coguardhr and southeast customers move directly to the bound tab only peopaygo, compeo, and cornerstone customers use the send to bind process for more information on the onboarding process, please review the https //kb getjanus io/enrollment dashboard overview article