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