INTERVENTIONS

Name Magbanua, Renzvin Workweek WW24

Employee ID 10754974 Delivered On June 10, 2021
Delivered By Michael Catameo

PMP Scores
Month PMP Score Stack Rank Remarks Month PMP Score Stack Rank Remarks
January N/A N/A N/A July
February N/A N/A N/A August
March N/A N/A N/A September
April 2.88 43 October
May November
June December
Passing Score: 3.00

Stack Rank
Stack Rank Minimum Maximum
Blue 3.443368159 4.00
Green 3.25 3.442368159
Yellow 3.056631841 3.249
Red 0.00 3.055631841
Effective date: March 2021 until further notice

Qualifier:

Decision notice (disciplinary action) with sanction Written Reprimand (WR) and above disqualifies from getting from CSAT incentive and Tech bonus.

SNPS Score
4.00 3.75 3.50 3.25 3.00 2.50 2.00 1.50 1.00
Goal PMP Weight
Outstanding - Very Good - Good Fair Needs Improvement Poor Unacceptable Performance
65% 25% 100% 95% 85% 75% 65% 55% 45% 35% <35%

Team Performance:

Agent Performance:

April 2021:

May 2021:
June 2021:

Case ID Primary Reason (Cat 1) Secondary Reason (Cat 2)

5066750633 Enrollment Claim code
Strengths:

Opportunities:
Your SNPS score for CSAT last week is 57% not meeting the goal of 70% and above because you were not able to provide good service and
assistance to the customer. You failed to properly utilize the available resources to come up with the best solution with also affects the
effectiveness of the solution you have provided to your customer…
WW24 - Failed to provide accurate resolution; Did not completely follow e shooter guide
Committed Action Plan(s):
For next week your target is at 60% by making sure to properly probe and understand the customer issues. Checking or confirming your
understanding of the issue from the customer will also help you to be more efficient in identifying what exact troubleshooting steps required to
help resolved the issue. Also, it will be more beneficial if you maximize all your resources and making sure it is readily available. Your support
resources will provide you a guide on how to properly troubleshoot or provide the best solution to your customer’s concern. Should the issue
become more complex and it’s not covered in the support resources you can always consult your Team Lead or ASGs for further assistance.
WW24 - Make sure to follow every step indicated in e shooter.; Seek help after exhausting all available resources or if there is somethings that is not
clearly.

Detractor %
4.00 3.75 3.50 3.25 3.00 2.50 2.00 1.50 1.00
Goal PMP Weight
Outstanding - Very Good - Good Fair Needs Improvement Poor Unacceptable Performance
5% 15% 0% 2% 3% 4% 5% 6% 7% 8% >8%

Agent Performance:
You detractor % last month was at 14.29% which is not meeting the goal of 5% and below. You were not able to provide good service and assistance
to the customer. You failed to properly utilize the available resources to come up with the best solution with also affects the effectiveness of the
solution you have provided to your customer

Skills Matrix (Quality Monitoring)

4.00 3.50 3.00 2.50 2.00 1.50 1.00
PMP Weight
Goal Outstanding Very Good Good Fair Needs Improvement Poor Unacceptable Performance
90% 10% 100% 95% 90% 85% 80% 75% <75%

Month WW Case ID One Liner Score

April 19 5065164472 Need ink; Shipment not delivered- replenishment ink not in transit 67.50%
April 19 5065071529 Request to change plan 95.00%
June 23 97.50%

Case ID: 4957539

Strengths:
Demonstrated willingness to help
WW23 – Good job in hitting the target of 90% and above with a quality score of 97.50%. You were able to follow correct process and used proper
probing questions that lead you in providing the correct resolution for the customer query.
Opportunities:
Your quality monitoring score for last month was at 81.25% you were not able to meet the goal of 85% and above because you were not able to
follow the quality guidelines.
Ease of effort – always use phonetics and just go directly spell the words using phonetics.
Always use shooter and KB in every call.
Committed Action Plan(s):
for next week your target is at 90.00% by making sure that you always follow the quality monitoring guidelines also by continuously familiarizing
yourself with our processes, by providing correct timeframe.
Continue using KB an e-shooter and familiarize the process.

Callback Compliance
PMP Weight 4.00 3.50 3.00 2.50 2.00 1.50 1.00
Goal Outstanding Very Good Good Fair Needs Improvement Poor Unacceptable Performance
90% 10% 100% 95% 90% 85% 80% 75% <75%

Case ID: 5065419823

Strengths:
100% callback compliance (April 2021)
Opportunities:

Committed Action Plan(s):

Good job in meeting the goal because you were able to call your customers on time and as promised.
WW23 - Continue using CDAX dashboard to keep track of callbacks. If there will be an emergency, make sure to endorse callback properly to
mentor. Keep track of all callback schedule so that it will not overlap with other callback schedule.

Case Logging Compliance

4.00 3.50 3.00 2.00 1.00
PMP Weight
Goal Outstanding Very Good Good Needs Improvement Unacceptable Performance
98% 10% 100% 99% 98% 95% <95%

Case ID: 5065419823

Strengths:
100% very good (April 2021)
WW23 aging cases has been escalated to mentors.
Opportunities:

Committed Action Plan(s):

Good job in meeting the goal because you were able to log a case in every call when applicable.
WW23 – Always use tracker provided and update daily to check progress of each open case.

Show Up Rate
PMP 4.00 3.50 3.00 2.50 1.50 1.00
Weight Outstanding Good Good Fair Poor Unacceptable Performance
1 UA/1 instance or 3 UAs/2 instances or 14 >4 UAs/3 instances or
10% 0 UA/0 Tardiness 2 UAs 4 UAs
5 minutes tardiness minutes tardiness >=15 minutes tardiness

Kronos Timecard

Strengths:
Good job in meeting the goal 0 absences and below with a score of 0 for Unscheduled VL/AWOL and SL by reporting to work during your assigned
shift and staying healthy.
Opportunities:
Absenteeism: Tardiness:
Scheduled Absenteeism (SA/VL): 0.50 Total no. of instances: 0
Unscheduled Absenteeism (US/EL/SL/PRSL): 0 Total no. of minutes: 0
03/01/2021 – 0.50 VL due to APE retake

Committed Action Plan(s):

Good job in meeting the goal 0 absences and below with a score of 0 for Unscheduled VL/AWOL and SL by reporting to work during your assigned
shift and staying healthy.

Schedule Compliance (Billable)

4.00 3.50 3.00 2.50 2.00 1.50 1.00
PMP Weight
Goal Outstanding Good Good Fair Needs Improvement Poor Unacceptable Performance
95% 10% 100% 98% 95% 92.50% 90% 85% <85%

Date of incident:
Strengths:
99.64% very good (April 2021)
Opportunities:
 Committed Action Plan(s):
Good job in meeting the goal because you were able to adhere to your plotted scheduled breaks, lunch and plotted aux.

Average Handling Time (AHT)

4.00 3.75 3.50 3.25 3.00 2.50 2.00 1.50 1.00
Goal PMP Weight
Outstanding - Very Good - Good Fair Needs Improvement Poor Unacceptable Performance
15 Minutes 5% <=13 13.5 14 14.5 15 17 19 21 >21

Call ID: 5065419823

Strengths:

Opportunities:
Your AHT for last month (April) is at 16 minutes. You were not able to meet the target of 15 minutes and below because of not being able to close
the call within the time frame given due to the nature of the customer’s concern. There were also instances where in you need to place the
customer on long hold to check for an update on the status of their ticket.
Committed Action Plan(s):
For next week your target is 15.00 minutes and below, by making sure to properly probe and understand the customer issues. Checking or
confirming your understanding of the issue from the customer will also help you to be more efficient in identifying what exact troubleshooting steps
required to help resolved the issue. Maximizing your support resources is also helpful to be more efficient and this will reduce your hold time. Also
practicing your multitasking skills will also help as this will reduce your ACW which helps to lower your AHT further.

WW 23 – Still continue previous action plan as we see improvement on your AHT slowly but surely.

Other Discussions
Highlights:
N/A
Lowlights: Committed Action Plan(s):
N/A N/A

Reported issue(s)/question(s)
Action Item(s) Open Date Status Remarks
Kronos time stamp 05/26/2021 Closed Pending, Kredit Approval for May 26
Kronos time stamp 05/28/2021 Open RDOT (no schedule plotted)
Payroll ATM 06/10/2021 Closed Forwarded email for UB ATM application

UPDATES
1. Email Subject:
• Reminder: Code of Conduct vs. Possible Survey Manipulation
2. Other reminders:
• N/A

ACKNOWLEDGEMENT / EMPLOYEE COMMENTS

Note to agent: Please log all your specific action plans to address the opportunities mentioned above and/or maintain your strengths and
commitment in performing/completing the items you have mentioned and when it will be done. Also, please feel free to air your feedback/concern.

__________________________________________________________________________________________________________________________

Agent confirms understanding and commitment with all the discussion stated above conducted via Zoom meeting.

Agent has no further question/concern.

EMPLOYEE SIGNATURE AND DATE

X
Magbanua, Renzvin - 10754974
CSA Technical Representative