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