Ashley's Flashcard

Front

What year was Paychex founded?

Back

1971

Answer explanation

Founded by Tom Golisano.

Front

What is the max number of employees that can be sent to a channel rep?

Back

99

Answer explanation

100 ee and above go to HCM even if they were referred by a CPA/accountant.

Front

What are the 6 Paychex core values?

Back

Integrity, Partnership, Accountability, Respect, Innovation, Service

Front

When do we NOT send Worker's Comp with payroll? Options: VS 0-19 ee count, We can always, HCM 20+ ee count

Back

VS 0-19 ee count

Answer explanation

Exception: When they already have payroll set up, we can send P&C with 0-19 ee count.

Front

Who do we send International leads to? Who do we partner with to help run payroll?

Back

Bob Tambe, Globalization Partners

Answer explanation

Never warm transfer to Bob Tambe. He refers these leads over to Globalization Partners and 99% of the time they reach out to the prospect same day.

Front

What zip code do we use to send International leads to?

Back

99999

Front

What does PEO consist of? Options: Payroll, HR, 401k, H&B, Payroll, CCP, 401k, HR, Payroll, TAA, HR, 401k, Payroll, H&B, TAA, CCP

Back

Payroll, HR, 401k, H&B

Front

Drift chats: How do we leave a conversation? How do we invite a user? How long do we have to answer before it goes onto the next person?

Back

/leave
/invite
30 seconds

Front

What states are currently doing integrated selling? Options: MA, NY, PA, SD; FL, SC, TX, LA; CA, KS, WV, AL; TX, AZ, CA, NY

Back

TX, AZ, CA, NY

Answer explanation

As of right now, no integrated selling in FL, ONLY send PEO.

Front

Can we help with PESS for companies that: pawn shops, adoption search firms, private detectives, or bail bond enforcements?

Back

NO