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