STAFF TIME TRACKER

In order to guarantee that representatives are eligible to receive their monthly incentives, supervisors implement a staff time tracker as a vital tool for assessing their adherence to the predefined staff time objectives. Meeting the staff time benchmark is an indispensable prerequisite for qualifying for these rewards. To maintain accuracy and transparency in this process, we take great care in inputting all the required data and pertinent information that pertain to the unique outcomes achieved by each representative. This meticulous approach ensures fairness and accountability in our incentive program, motivating our team to consistently meet their staff time targets and excel in their roles.

ADD A LINE (INCENTIVES)

The introduction of the Add a Line Tracker marks a significant development in our efforts to enhance customer engagement and service excellence. This innovative tool has been designed to meticulously monitor the daily influx of eligible added activations, allowing us to gauge our performance with precision. In addition to our monthly incentives, which align with our performance metrics, we are thrilled to introduce an enticing extra: the "Add a Line" incentive. This bonus is distinct from our regular incentives and provides an exciting opportunity for our team members. Essentially, the "Add a Line" incentive rewards team members for actively contributing to customer satisfaction by facilitating the activation or addition of new lines to existing customer accounts. It's important to note that team members have the flexibility to earn both the monthly incentives based on their scorecards and the "Add a Line" incentive, or they can opt for one or the other. This initiative not only encourages a culture of proactive customer engagement but also offers a chance for our dedicated team to reap the benefits of their efforts. Together, we're driving growth and delivering exceptional service.

PERSONAL TIME OFF (PTO) / LEAVE REQUEST

The PTO request process has just become more streamlined and user-friendly. Representatives can now easily submit their PTO requests by manually entering their credentials and specifying the desired date for their time off, along with the reasons for their request. This new feature offers the convenience of real-time availability checks, ensuring that they receive instant feedback on whether the selected date is available or not. By simplifying the PTO request procedure and incorporating this availability verification step, the management aims to enhance the experience of representatives and make it easier for them to plan their well-deserved time away from work while ensuring proper staffing coverage. Their work-life balance matters, which is why the management is committed to making the PTO request process as efficient and transparent as possible.

SCORECARD / METRIC BOARD

In our scorecard system, we manually enter all the metric scores to determine if we meet the necessary criteria to qualify for incentives each month.

INCENTIVES TRACKER (MASTERLIST / TEAM)

This is the place where you can calculate the potential amount you might receive as your incentive, depending on your scores and performance against your metric goals.

PRODUCT / ITEMS INVENTORY

This Excel inventory is for a small grocery store, helping track weekly stock levels and calculate overall income after expenses.