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