Program Minimum Assessments

access level payroll advisor (full access), manager (full access) module payroll payroll card inactivities are triggered automatically by the system when a customer has not reported payroll 24 hours after their assigned processing day deadline this feature helps track when customers skip payroll reporting cycles clients are allowed a maximum of 10 program minimum reports per calendar year once this limit is reached, the system will automatically update the client’s status to pending cancellation – max inactivities additionally, if a client submits three consecutive program minimum reports , their status will also be updated to pending cancellation – consecutive inactivities , regardless of the annual total when an program minimum is assessed 🔄 automated the system automatically applies program minimum when the customer has not reported payroll 24 hours have passed since their processing day deadline no manual intervention has occurred system actions when program minimum is assessed the payroll record is flagged as inactive a revert program minimum button replaces the set as program minimum button the register , checks , and direct deposit requirements are removed the customer's program minimum count increases by 1 manual program minimum assessment users can also manually set a payroll as inactive when appropriate navigate to the processing tab select set as program minimum from quick actions confirm the action in the pop up dialog 📌 tip use manual program minimum when you've confirmed the customer won't be processing payroll for the period reverting an program minimum once a payroll has been flagged as inactive, users have the option to reverse this by selecting the revert program minimum button revert process when you select revert program minimum , the system will re enable payroll requirements (register, checks, etc ) decrease the customer's program minimum count by 1 remove the inactive flag restore the payroll to active processing status viewing & managing program minimum count in the record summary section of the processing tab , users can view the total number of inactivities under customer program minimum accessing program minimum history to manage this information select the pencil icon next to the program minimum count the program minimum count model will open program minimum history log inside the modal, users can view a history log of all program minimum actions taken during the current year see details such as date & time actor (system or user) description reason for assessment manually modifying the program minimum count 🔒 manager only manual count modifications require manager approval to manually modify the program minimum count enter a reason for the modification update the program minimum count field select save to apply the change ⚠️ warning manual modifications to program minimum counts should only be performed with manager approval the system automatically handles program minimum counting in most cases best practices 📌 tip always use the set as program minimum and revert program minimum buttons instead of manually editing the program minimum count this ensures accurate system tracking of each program minimum proper linking between payroll records and program minimum assessments reliable historical data for audits and customer reviews ⚠️ warning manual edits should only be used in rare exceptions where system based actions are not possible impact on customer standing multiple inactivities can affect customer's account standing eligibility for certain services potential review triggers carrier compliance requirements troubleshooting & escalation common issues program minimum not auto assessing symptoms customer didn't report but no program minimum flag possible causes still within 24 hour window customer has auto reporting system processing delay manual override present resolution steps verify 24 hours have passed check customer's reporting type wait for next system cycle manually assess if appropriate cannot revert program minimum symptoms revert button not working or missing possible causes insufficient permissions payroll already processed system validation failing browser cache issue resolution steps verify user permissions check payroll status refresh browser clear cache and retry program minimum count incorrect symptoms count doesn't match actual inactivities possible causes manual edits made historical data issue system counting error year boundary issue resolution steps review history log count manual entries check date ranges escalate to manager when to retry vs escalate retry these actions 🔄 manual program minimum assessment 🔄 revert attempts 🔄 browser refresh 🔄 different browser escalate immediately for 🚨 system not auto assessing 🚨 count modifications needed 🚨 multiple customers affected 🚨 history log errors escalation process level 1 team lead/manager manual count adjustments override approvals customer standing reviews policy exceptions level 2 it help desk auto assessment failures system counting errors database inconsistencies feature malfunctions 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 customer name, expected vs actual count screenshot the program minimum history note any manual modifications related processes program minimum assessments connect to pending cancellation multiple inactivities may trigger review customer status affects overall account standing billing may impact payment processing compliance carrier reporting requirements next steps after managing inactivities processing tab complete payroll requirements flags overview understand program minimum flags admin tab manage customer status 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels