Sup Onb. Check List (Supervisor's Tasks)

My Work To-Do List

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Weekly Tasks

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Daily Tasks

01

Monthly Tasks

03

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Daily Operational Tasks

Queues Workloads Fulfillment, Midigator

Reporting and Administration

Timecard Correction

First Queues Workloads (Fulfillment, Midigator 6:00 am)

Fill out Workload Sheets (Fulfillment, Midigator)

Second Queues Workloads (Fulfillment, Midigator 9:30 / 10 am)

Third Queues Workloads (Fulfillment, Midigator 12:30 /1 pm)

Check Queues for End of Day

Close Files

Agents' Attendance Review (Both Office and WFH)

Update Daily Production Reports (Fulfillment, Midigator)

Enter Sick Leave (If applicable)

Meetings and Communication

Agent Support and Monitoring

Daily Coordination meetings (Fulfillment, Midigator)

Support Agents Via Chat (Questions, Admin Requests)

Daily Monitoring of Agents' Auxiliary Usage (Productivity and Adherence)

Attend Daily Meetings

Daily Huddle with the Team

Coordinate Active Breaks

Attend Daily Emails

Communicate Process Updates to the Team

Attend Supervisors Meeting

Development and Improvement

Develop Talent Within the Teams.

Create and Follow Up on Action/Improvement Plans.

Weekly Operational Tasks

Metrics Update

Results and Planning

Update the Management metrics sheet.

Review of team results (create material for presentation).

Update the Analysts metrics sheet.

Update Workplan (every Monday).

Coordinate the NCC schedule (during the last 2 weeks of the month).

Team Tracking and Development

Coaching sessions and QIP/PIP follow-up (KPI tracking, analysts below target).

Vacation Approval

Vacation Approval (answer emails, approve in Workday, enter on the team sheet and in Google Calendar).

Meetings and Announcements

Team Huddle / Announcements and activities.

Weekly Communication

Weekly Huddles with the teams (process topics, guideline reminders, motivation, training, refreshers).

Send metrics to the team (UPH/QA) (Thursdays and Mondays).

Send weekly distribution (distro) to QA (Mondays).

Stakeholder Meeting (weekly, only applicable for Results).

US-CR Management Meeting (Mondays).

Weekly Operational Tasks

Individual and Leadership Sessions:

1:1 Sessions with each agent individually (once a month). 1:1 Sessions with FLM (Taura Linton). QA Calibration. EDS Leadership Lunch & Learn.

HR Management and Recognition:

HR Touchpoints. Send the Bonus/Incentive Performance email to the team (at the beginning of the month). Recognitions (Employee of the Month/Bravo). Send the Performance Bonus winners email to the team. Enter the bonus/Bravo winners' data in Workday (WD) and Bravo points.

Team Engagement Activities:

Engagement Huddles (Motivational: birthdays, holidays, work anniversaries, personal achievements, etc.).

Reports and Central Meetings:

Update the Monthly Report (PPT). Attend the Monthly KPI Results Meeting.

Create Your Own To-Do List

Download the spreadsheet to customize the to-do list as needed.

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Use the list to ensure you do not forget any duties.

Add your own tasks and modify the format to suit your needs.

Review the standard tasks and determine if changes are necessary.

Download the spreadsheet for the standard template.

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