Client Master Breakdown

Legal name of the company.

Note: 

• If the Client Master was created from an Organization record, this value is populated using the Name field on the Organization record. Keep in mind that the Organization record allows you to enter the name of the organization as known at the time.

• The company name may also be imported from PrismHR. If so, any required changes to the company name should be made in the PrismHR software.

Name the organization is currently "doing business as".

The Federal Employer Identification Number (FEIN) is used to identify an employer for tax administration purposes.

Indicates how the lead for this client originated. EX: Referral. Source is selected from a customizable drop down list.

The URL of the organization website.

The phone number for the organization. From here, you can click to call the client using an installed phone app such as RingCentral.

The fax number for the organization. From here, you can click to fax the client using an installed fax app such as eFax.

North American Industry Classification System (NAICS) is a standard 6 digit code used to classify businesses by Federal agencies who collect, analyze, and publish statistical data related to the U.S. economy.

To find an NAICS code, go to https://www.naics.com/search/. You can also type the Wildcard (% ) Search The Wildcard (%) search symbol is used to search fields for records or list values containing the search string that follows the % symbol. symbol followed by the first few characters of the NAICS classification to jump to an entry in the list.

A corporation is a company or group of people authorized to act as a single entity (legally a person) and recognized as such in law. The corporation type is specified here. EX: C Corp or S Corp. Corporation Type is selected from a drop down list.

The Standard Industrial Classification (SIC) code is a 4 digit numeric business classification code that categorizes an industry based on the company's business activities.

A company that controls or is controlled by another company, often one that is in the same business group.

A text field used to enter a brief description of an organization's business operations. This description also displays when you click the Description of Operations button on the Client Info 2 widget.

Note: The Client Info 2 widget is an extended version of the Client Info widget that includes a few additional fields such as Date of First Payroll and Description of Operations. This widget is commonly used on workspace landing page widget layouts.

This field was added to support the Claim Deductible Billing process and only displays if ClientSpace is configured for that feature. The WC Deductible is used in Claim Deductible Billing calculations. The system checks to the WC Deductible against the total claim financials amount of a claim to determine the amount of the Claim Deductible Bill. See Configuration and Process Overview of the Claim Deductible Billing Process.

Used to identify the geographical area or segment of customers assigned to a Sales representative or broker. These list options are customized to how you define regions. EX: A region could be defined as a state (i.e., Florida) or a part of the United States (i.e., Northeastern US).

Note: There is an optional business rule named Update Template From Sales Region which sets a workspace template for associated Client Master client when the Sales Region field value is updated. The business rule checks the sales region and metadata specified on the SalesRegionMetadata dataform. If the sales region is selected and the metadata points to a different workspace than the one currently in use, the system will update the workspace template. The template change updates the users, security, and dataforms associated with the workspace to match that of the new template. If the template specified in the metadata is not different, or no template is configured in the Sales Region metadata, template and workspace configuration will not change

A Primary Broker is the PEO Broker. This is an intermediary who specializes in connecting businesses with PEOs. The Primary Broker is added to ClientSpace as an organization record. Then, the Primary Agents are added as contacts to this organization record.

Select a Primary Broker here and then select the Primary Agent (see below) associated with the selected broker.

Select the Primary Agent (i.e., broker representative) associated with the selected Primary Broker (see above).

Indicates whether an associated Request for Proposal (RFP) (i.e., initial pricing or repricing for existing clients) is locked to prevent further updates. The Locked checkbox is only displayed and set if RFP locking is configured and enabled in the ClientSpace Pricing module. This field is used in conjunction with Lock Expiration Date.

Note: If a "Kill" workflow process is initiated on an RFP from the Pricing Console or Client Master record, the Locked checkbox is unchecked and the Locked Expiration Date is also cleared. The Client Master record and all associated underwriting approval records are set to a Status of "Dead". (The Status field is typically located in the Workflow Information fieldset). All associated underwriting approval records are marked Inactive (i.e., the Active checkbox is cleared) and the Audit field of each underwriting approval record is updated with the status change details.

See PEO underwriting approval process.

The PEO ID is only used if a client has a multi-tenant environment (i.e., multiple PrismHR databases connected to a single ClientSpace installation.) The PEO is secondary ID representing the instance of a client's PrismHR database.

In the PEO space, the legal entity is the registered business entity of your client in the PEO co-relationship and is tied to paying federal taxes as well as unemployment filing.

Note: If you use the Pricing Console and you do not identify a legal entity on the Client Master record, ClientSpace use the default legal entity associated with the Contract Type for pricing.

The Client Number is a primary ID representing the instance of a client's PrismHR database.

Note: In a multi-tenant environment, the Client Number may not be unique for all PrismHR database installations being accessed via a single instance of ClientSpace, the Client Number is combined with the PEO ID to ensure a unique identifier called the Import ID. The Import ID ensures that ClientSpace logs into the correct PrismHR database instance for imports and exports.

A classification describing the contract. EX: PEO, ASO, HRO, Staffing, etc. Contract Type is selected from a customizable drop down list.

How often the client pays its employees. EX: Weekly, Bi-Weekly, Monthly, etc.

Date the contract became effective.

Date of first payroll run by the client after entering the co-employment relationship.

Checkbox used to identify whether the client is recognized by the IRS as tax-exempt status based on an allowed organization type such as a church, nonprofit hospital or labor union, humane society, art museum, etc.

An upload field used to attached the signed contract.

Used to identify the Payroll system that the client uses. EX: PrismHR, Summit, etc. Payroll System is selected from a customizable drop down list.

Select a customer satisfaction level from a drop down list. The display value is customizable and links back to a three-star "customer temperature" rating system that is used to populate the Client Satisfaction field of in the Client Info widget. In the example below, a display value of Happy has been associated with the green star rating:

Conventionally, a green star rating is used to indicate a very satisfied to satisfied customer, while a yellow or gold star indicates a moderately satisfied to neutral customer and a red star indicates a dissatisfied customer in need of attention. However, these colors can be customized in the Client Satisfaction lookup configuration.

Note:

• One way to ensure that the rating reflects the most up-to-date snapshot of client satisfaction is to use our Client Visits feature and update this field each time a client visit occurs so that the rating coincides with the last visit. The Last Visit date (if entered) also displays in the Client Info widget as shown in the example above.

• Please note that there is a similar Client Temperature field located on the Client Visit form that uses the same three-star system but it does not populate the Client Info widget.

The Client Alert widget displays text entered in the Client Alerts field of the Client Master dataform as a banner at the top of the Client Master Dataform.

System-generated user stamp that occurs on Apply or Save. Indicates the username of the individual who entered the alert.

When checked, the OSHA 300A ITA merge is run when the yearly scheduled process Generate OSHA Forms runs. The resulting file attachment is added to the OSHA Forms dataform of the associated workspace in the OSHA 300A ITA field.

The date the underwriting approval record was marked Approved.

The date client onboarding began.

Date of ClientSpace activation.

Date the pricing renewal batch was created.

If a "Kill" workflow process was initiated on an RFP from the Pricing Console or Client Master record, you can specify a reason for RFP termination by selecting from a custom list of options here. This value may also import from another application, such as Salesforce, via an API.