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Task | Deadline/Frequency |
---|---|
Update timecards | First thing each morning |
Live-Listen as to assist agents on calls | At least 15 hours per week |
Be engaged Proactively engage with your team in the Teams chats, keeping things positive and boosting morale | Chat at least once every 1-2 hours |
Add CR coaching notes for each flagged agent in the CR-Productivity sheet | Each week according to the calendar reminder |
Add Keep a close watch on your team chat and be prepared to respond to agent questions. | Respond as needed |
Add CR-Productivity coaching notes for each flagged agent in the CR-Productivity this sheet | Each week according to the calendar reminder |
Add Attendance coaching notes for each flagged agent in the weekly attendance report | Each week according to the calendar reminder |
Add QA coaching notes for each agent flagged in the QA sheet | As needed-basis when prompted by management |
Add coaching notes to AIQ’s coaching form | At least one coaching note per agent per week |
Add agent ADP notes | As needed-basis for tracking performance issues |
10-15 min team huddle for team building/morale boost | Once or twice per week |
Meet with each agent regularly | At least once/week |
If a task is not completed, be proactive in communicating this to the regional manager along with the reason why | As needed-basis |
Notify agents/sups/MG in Teams chat each time you start for the day, go to lunch, are logging off at end of day, or stepping away for another reason. Make sure another sup has your team covered | Beginning/End of shift or when stepping away |
Be present for your team each day. If you ever have to miss time, notify agents/sups/MG. | As much advanced notice as possible |
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