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