Project Coordinator P1 Test Review

Question 1

Name 8 of the top 10 benefit builds

Answer 1

CDHP -Medical Plans
Standard - Dental and Vision plans
Cafeteria - HCRA/DCRA plans; parking and transit
Life - EE life plans (ER life, Voluntary EE Life)
Spouse Life - Spouse/Child life plans 
Disability - STD/LTD
401(k) - 401(k)
Unemployment - Unemployment
Worker's Comp - Worker's Comp
PTO - Vacation/Sick time, jury duty, etc

Question 2

What is the SmartBen system date hierarchy for benefits?

Answer 2

Paytype Change Date
Benefit Date
Hire Date
Current Date

Question 3

What are the required fields on a demographic layout to create a record?

Answer 3

User Name
Password
Paytype
Hire Date
Birthdate
First Name
Last Name
Pay Amount
SSN (honorary mention but not required)

Question 4

What are the types of records in SmartBen?

Answer 4

Enroll
Current
Archive
Working (modeling)

Question 5

What are the different states a record can be in?

Answer 5

Complete
Incomplete
Pending
Archive

Question 6

What are the different enrollment statuses?

Answer 6

Complete
In Process
Incomplete (not started)

Question 7

What are the reasons that a different paytype would need to be created?

Answer 7

Structure
Cost
Frequency

Question 8

What are the types of enrollment in SmartBen?

Answer 8

New Hire
Life Event
Annual or Open Enrollment
Regain or Rehire

Question 9

What fields must be present on a demographic import?

Answer 9

Username

Paytype

Question 10

For what benefits would a pay date calendar need to be entered?

Answer 10

HCRA (FSA)

HSA

Question 11

Why would an employee not be able to select a different medical plan (going to an HMO from a PPO) during a mid-year enrollment?

Answer 11

Client does not allow option group changes for mid-year elections.

Question 12

What are 2 circumstances that facility codes can be used to differentiate information?

Answer 12

Assign logo by facility

Assign HR Admin access by facility

Question 13

What is the HIPAA mandated layout called?

Answer 13

834 file

Question 14

Who are the integrated vendors?

Answer 14

Unum
Allstate
ING/Voya
Transamerica
Trustmark

Question 15

How long is a normal client implementation process?

Answer 15

50 business days

Question 16

What are the main 2 tasks that the Data Analysts are responsible for?

Answer 16

Data Imports

Carrier Feeds

Question 17

What does SmartBen Essentials encompass?

Answer 17

Communicator and Enroller (P1 and P3)

Question 18

What are the SmartBen Apps?

Answer 18

Educator, Ben QA and Ben AI

Question 19

What is SmartBen Pathfinder?

Answer 19

Employees choose a questionnaire to answer (brief 5 minute or more involved questions) and will receive a benefits package recommended based on their answers.

Question 20

What is SmartBen Gatekeeper?

Answer 20

ACA (Affordable Care Act) Compliance - reporting and monitoring.

Question 21

What is SmartBen Sentry?

Answer 21

Dependent and Eligibility Verification

Question 22

What is SmartBen COMPASS?

Answer 22

Employer strategy, modeling, and benchmarking (forecasting)

Question 23

What is Benefits Live?

Answer 23

Similar platform to SmartBen, but is used by brokers. Blocks of employees are purchased, and brokers build benefits. SB PC is just there for support.

Question 24

How long does an expedited client implementation take?

Answer 24

30 business days

Question 25

What are 2 things that should be covered on a Stage 1 Implementation call?

Answer 25

Paytypes

User Name and password conventions

Question 26

What is SmartBen Concierge?

Answer 26

High touch product (enrollers, Benefit Q&A)