Tracking Sheet Guide

The ESP Tracking sheet will be shared with editing permissions with multiple teams including:

• Call Cert Team

• ESP Manager

• Licensing Team

• Onboarding Team

• TBT SME

• Training Team

Each team should know which sections to edit and should use Sheet View. Please watch the following short video on how to use Sheet View to ensure no one is accidentally messing up the sheet for others:

https://www.youtube.com/watch?v=hXNEkguo3lk

NLEs

If an agent becomes NLE, the ESP manager will update them accordingly. The ESP manager is responsible to pull an ADP NLE report each day to make these updates. This should not be updated until ADP confirms the NLE.

Moving to Another Role

If an agent moves to another role, the Status column should be updated accordingly (ie if an agent moves to a TL role, etc).

Moving Classes

If an agent moves to another class, they should be moved accordingly in the tracking sheet with their training start date updated.

Attendance Tracking

Each team should ensure agent’s attendance is updated in the the tracking sheet with one of the options listed below. Remember to add comments, as needed, for additional context. Watch the following video to learn how this is done:

https://www.youtube.com/watch?v=JYaIOnLG5c0