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Leadership-Common tasks
Operating Rhythm
Operating Rythm SOP
Team Days
Rewards and recognition
Incentives-nonmonetary
Icebreaker Ideas
Level 10 (2:57)
Rock completion and planning
One on Ones for Leadership
Why we have one on ones (10:48)
Preparation and planning of a one on one (4:33)
Conducting a one on one (7:31)
Common mistakes and difficult conversations (7:46)
Recording and Saving one on one (6:00)
One on One what a good job looks like (9:55)
Resources and links
2023 One-one template
Dialler
PC dialler set up (26:07)
Payroll
Time sheet approval (16:29)
Leave approval guidelines
Handover document
NEW TIME SHEETS IN KEYPAY MARCH 2024
Timesheet issues and fixes
Training New Starts
Induction Index
Pre production Genesis (5:01)
New starter checklist (7:40)
Teachable-uploads
Where to find teachable content
Hot Desk booking
Booking a hot desk (3:06)
Hot desk schedule (3:06)
8x8
Downloading calls from 8x8 (11:56)
8 x 8 university
Text It
Text it introduction (11:09)
Text It flows (6:12)
Uploading a contact list (9:04)
Starting a flow (6:12)
Monitoring and responding to messages (9:18)
Archiving and blocking (1:59)
Information Technology
Laptops and IT infrastructure
Ticketing
Sharing links and documents (1:10)
Ticket system-Contract Management (2:43)
Ticket system-Vendor Management (1:54)
Genesis
Overrides (3:08)
Write offs explanation (10:34)
Approving Events
Updating ABS data in Insol (1:42)
Manual Equifax report
Event apply screen for write offs and refunds (4:16)
Accounting
Purchase order
Wizard Management
What is the Wizard (3:03)
Wizard pages (7:09)
Wizard Actions (6:08)
Wizard Fixtures (5:28)
Accessibility (1:30)
Wrapping up (3:31)
Gap Analysis
SLT gap analysis
PDC=Performance Development Conversations and plan
PDC model
PDC Template and plan
What a completed PDC looks like
Understanding the concept of unconscionable conduct
What it is and what to do
DV resources
Red flag checklist
Summary scenarios
Aircall
Aircall onboarding
Aircall knowledge base
Configuring IVR
Aircall Demo with Cristal
Aircall step by step guide
Step by step for Aircall to 8x8 users
Downloading a call
Air call FAQS
Air call analytics and call history
Air call outbound reports
HR Initiatives and processes
Domestic Violence support
DISC profiling and communication
What is your DISC profile
What does DISC profiling mean
How to use preferred communication styling
People Management timeline and reminders
Salary review process
Online Jobs
Customer Portal
Bulk Updating Customers Credit Reports
Customer portal Escalation process
Insolvency Voting for DA
Voting for Debt agreement (5:17)
CSR Event Management
Event Status (7:38)
Event approvals (29:53)
Write off explanation (10:34)
Refund and changing accounts
CSR Event screen explanation
Using Event apply screen
How to run daily CSR Reporting (8:29)
How to complete customer service events report (4:28)
No Guarantee: Refund conditions – Guide to application
Recorded skills session Chat GPT
Links for AI recommended courses
Using Chat GPT (19:38)
Chat GPT prompts (15:36)
Deep Research tool (9:54)
Chat models (9:27)
Teach online with
Laptops and IT infrastructure
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