New Enrollment Questionnaire

not live 📋 overview the enrollment questionnaire has been enhanced to automatically prefill from the pre bind payroll settings located on the client’s lead card → sales tab when brokers complete these fields prior to enrollment, payroll advisors will now see the corresponding data pre populated when starting a new questionnaire this update reduces manual data entry, ensures consistency between sales and enrollment teams, and improves onboarding accuracy 🧾 1 automatic prefill from pre bind payroll settings when a new questionnaire is created, all relevant fields (pay cycle, payday, payment method, payroll history, service tier, etc ) will autofill using the data entered in pre bind payroll settings these prefilled fields remain editable by payroll advisors, allowing them to adjust configurations as needed during the client onboarding process once the client is sent to bind , the data flows to the payroll customer record , becoming the source of truth 💬 2 unified notes integration the unified notes panel is now embedded directly within the enrollment questionnaire functionality add and pin notes directly while completing the questionnaire view notes added by other departments , such as brokers, sales, and enrollment pinned notes remain visible across the record to prevent missed updates or duplicate communication notes are saved in the same centralized unified notes system across januscrm benefit all enrollment communications are consolidated within one shared workspace, improving collaboration and eliminating note fragmentation 🧱 3 informational banner at the top of the new questionnaire, users will now see a dynamic informational banner summarizing key client details displayed data number of employees service tier broker name broker email cutoff status (“has cutoffs”) enrollment specialist name this contextual banner provides at a glance visibility for faster validation during enrollment 👥 4 contact information section users can now add or edit additional contacts directly within the questionnaire each contact can be labeled by type (billing, payroll, owner, notifications, etc ) all contacts added from this section sync automatically with the client’s lead card ⚠️ warning when adding a new contact, users can also send the authorized representative form (a/r) directly from this section note it is the user’s responsibility to track and verify that the client has completed the authorized representative form for each newly added contact ⚙️ 5 payroll configuration section this section mirrors the pre bind settings structure and defines the payroll setup that will later populate the payroll customer once bound included fields payroll frequency, payday, and payment method payroll processing type (auto or manual) cutoff tag (if applicable) employee pay delivery options compliance indicators (w2 history, itin employees, etc ) when the questionnaire is marked complete and sent to bind, these configurations are automatically stored in the new payroll customer record 👤 6 employee list visibility the enrollment questionnaire now provides full visibility into the client’s employee list features view all submitted and pending employee applications resend individual employee apps send new applications directly from within the questionnaire track completion status for every employee in real time note this section mirrors the current employee subtab on the clients lead card 🧩 7 features & support section this section dynamically adjusts based on the service tier selected (express, whiteglove, enterprise) the payroll settings defined by the broker higher service tiers unlock additional options for advanced features, onboarding support, and integration capabilities 🔁 8 editable prefilled fields all prefilled data from the pre bind payroll settings remain modifiable within the questionnaire users can update values as needed during client discussions override defaults for specific cases save changes that will propagate to the payroll customer upon binding ⚠️ warning the enrollment questionnaire must be completed in a single session if you close or exit the form before finishing, unsaved information will be lost only the prefilled data from the pre bind payroll settings will repopulate when reopening the questionnaire all other fields will need to be re entered ✅ key takeaways the questionnaire now prefills automatically from sales → pre bind payroll settings unified notes are fully embedded for real time collaboration new informational banner summarizes key client data users can manage contacts, employee applications, and features directly from one place all data flows seamlessly into the payroll customer record once the client is bound 📚 related articles 🧾 docid\ g7uo6ocixflels 9q91sf – broker configuration and prefill logic 👤 docid\ i3cqdumfztxpflg pbqub – post bind configuration & management 💼 quote configuration – payroll frequency & pre bind settings update