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