Post-setup questionnaire form

Post-setup questionnaire

Current clients: please take a moment to help us ensure that you have received all expected items for your solution.

Company Name *

Your Name (required) *

Your Email (required) *

Data - did CIC load all expected employee data into your solution? *

Please let us know if all employee data has been loaded into your solution

Data - did CIC load all expected rate data into your solution? *

Please let us know if all rate rules have been loaded into your solution

Data - did CIC load all expected benefit data into your solution? *

Please let us know if all benefit rules have been loaded into your solution

Data - did CIC load all expected job data into your solution? *

If applicable - please let us know if all job information has been loaded into your solution

Training - did CIC provide logins for all expected end users? *

Please let us know if your organization's desired administrative end users have received a valetplatform.com login

Training - did CIC provide basic training for end users? *

Please let us know if your organization recevied at least one basic training session from CIC team

Training - did CIC demonstrate how to enter time for employees? *

If applicable - please let us know if your organization received training on how to enter employee time using the cost entry screen

Training - did CIC demonstrate how to import time for employees? *

If applicable - please let us know if your organization received training on how to import employee time using the source upload screen

Training - did CIC demonstrate how to download a payroll export? *

Please let us know if your organization received training on how to export payroll data from the rate validation screen

Training - did CIC demonstrate how to manage employee, rate, benefit and/or job data? *

Please let us know if your organization received training on management of employee, rate, benefit and/or job data

Training - does your organization feel confident about being able to manage changes to employee, rate, benefit and/or job data going forward? *

Please let us know if your organization feels confident about managing data changes, on your own and/or by contacting CIC support

Testing - did CIC offer a chance to test solution accuracy using the "prove it" form? *

Please let us know if your organization was able to test solution accuracy with CIC based on your requested scenarios from the "prove it" form

Testing - did CIC demonstrate successful calculation for all employee types requested via the "prove it" form? *

Please let us know if your organization was satisfied in calculation accuracy for all test employees

Testing - does your organization feel confident about the accuracy of CIC's calculations going forward? *

Please let us know if your organization feels confident about the accuracy of CIC's calculations

Reports - did CIC demonstrate how to run standard Certified Payroll reports? *

If applicable - please let us know if CIC demonstrated how to generate Certified Payroll reports.

Reports - did CIC demonstrate how to run standard Union reports? *

If applicable - please let us know if CIC demonstrated how to generate Union reports.

Reports - does your organization feel confident that CIC will be able to complete delivery of any requested reports not included in our standard setup? *

If applicable - please let us know you feel confident in CIC's expected timelines for delivering your requested reports that are not currently part of our standard list

Support - did CIC explain our ongoing support process, and how to contact support? *

Please let us know if CIC described our support process, and how to contact CIC support

Support - does your organization feel confident in contacting CIC support to request updates or resolve issues going forward? *

Please let us know if you feel confident in being able to contact CIC support directly to resolve issues

Post-setup questionnaire

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