Walk a clientthroughSetting uptheir accountHelp aclientprocess afirst payrollHelp aclient setup tsheetsReach outto Tier 2forsupportUseGlance/smartlookReceiveAuthFormsHelp a clientwith payrollmappingpreferencesCreate acustom to-do itemHelp acliententer in anemployeeEnter a directdeposit limitincreaserequestHelp aclient inHawaiiHelp a clientcreate atime offpolicyReceiveda 10 ona VOCEnter in astateaccountnumberHelp aclient with1099'sEnter priorpayrollhistoryEducate aclient abouttaxes wepayAssist anElitecustomerDowngradeor Upgradea clientsaccountHelp aclient addadeductionUpdatea worklocationSend afollow upemailGet atsheetstrialTake morethan 15callsHelpchangeprincipalofficerWalk a clientthroughSetting uptheir accountHelp aclientprocess afirst payrollHelp aclient setup tsheetsReach outto Tier 2forsupportUseGlance/smartlookReceiveAuthFormsHelp a clientwith payrollmappingpreferencesCreate acustom to-do itemHelp acliententer in anemployeeEnter a directdeposit limitincreaserequestHelp aclient inHawaiiHelp a clientcreate atime offpolicyReceiveda 10 ona VOCEnter in astateaccountnumberHelp aclient with1099'sEnter priorpayrollhistoryEducate aclient abouttaxes wepayAssist anElitecustomerDowngradeor Upgradea clientsaccountHelp aclient addadeductionUpdatea worklocationSend afollow upemailGet atsheetstrialTake morethan 15callsHelpchangeprincipalofficer

Payroll Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
B
2
N
3
N
4
N
5
I
6
O
7
I
8
G
9
N
10
N
11
G
12
O
13
B
14
I
15
O
16
B
17
B
18
O
19
G
20
G
21
I
22
O
23
B
24
I
25
G
  1. B-Walk a client through Setting up their account
  2. N-Help a client process a first payroll
  3. N-Help a client set up tsheets
  4. N-Reach out to Tier 2 for support
  5. I-Use Glance/smartlook
  6. O-Receive Auth Forms
  7. I-Help a client with payroll mapping preferences
  8. G-Create a custom to-do item
  9. N-Help a client enter in an employee
  10. N-Enter a direct deposit limit increase request
  11. G-Help a client in Hawaii
  12. O-Help a client create a time off policy
  13. B-Received a 10 on a VOC
  14. I-Enter in a state account number
  15. O-Help a client with 1099's
  16. B-Enter prior payroll history
  17. B-Educate a client about taxes we pay
  18. O-Assist an Elite customer
  19. G-Downgrade or Upgrade a clients account
  20. G-Help a client add a deduction
  21. I-Update a work location
  22. O-Send a follow up email
  23. B-Get a tsheets trial
  24. I-Take more than 15 calls
  25. G-Help change principal officer