Assign email in Karbon Participate in a Bill.com client training Independently Research Problem & discuss with team Assist when someone asks for help in team chat Use your full hoots balance one month Help PH team member Schedule 1:1 w/PA & request specific feedback Schedule My Week Complete a week with no needed edits Attend an in person client meeting Proactively help another team member Completed a Payroll with no review notes Share a client success story on a weekly call All inboxes or sync errors empty Resolve a Client issue Attend a client call Knowledge Share with a Team Member who needs help Assist with the weekly call Take Notes on a client call Knowledge Share on Team or POD Call Process Improvement Assign Work in Karbon Assist with processing for your client Create next payroll workpapers early Receive Appreciation or Feedback from a client Learn something new Help an Intern Tagging someone in an email Completed a Payroll with no review notes Assign email in Karbon Participate in a Bill.com client training Independently Research Problem & discuss with team Assist when someone asks for help in team chat Use your full hoots balance one month Help PH team member Schedule 1:1 w/PA & request specific feedback Schedule My Week Complete a week with no needed edits Attend an in person client meeting Proactively help another team member Completed a Payroll with no review notes Share a client success story on a weekly call All inboxes or sync errors empty Resolve a Client issue Attend a client call Knowledge Share with a Team Member who needs help Assist with the weekly call Take Notes on a client call Knowledge Share on Team or POD Call Process Improvement Assign Work in Karbon Assist with processing for your client Create next payroll workpapers early Receive Appreciation or Feedback from a client Learn something new Help an Intern Tagging someone in an email Completed a Payroll with no review notes
(Print)
Assign email in Karbon
Participate in a Bill.com client training
Independently Research Problem & discuss with team
Assist when someone asks for help in team chat
Use your full hoots balance one month
Help PH team member
Schedule 1:1 w/PA & request specific feedback
Schedule My Week
Complete a week with no needed edits
Attend an in person client meeting
Proactively help another team member
Completed a Payroll with no review notes
Share a client success story on a weekly call
All inboxes or sync errors empty
Resolve a Client issue
Attend a client call
Knowledge Share with a Team Member who needs help
Assist with the weekly call
Take Notes on a client call
Knowledge Share on Team or POD Call
Process Improvement
Assign Work in Karbon
Assist with processing for your client
Create next payroll workpapers early
Receive Appreciation or Feedback from a client
Learn something new
Help an Intern
Tagging someone in an email
Completed a Payroll with no review notes
