Philippines, Inc.: Start Guide: Trainer'S Portal

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| Philippines, Inc.

START GUIDE: TRAINER’S PORTAL


Training Manual Ver 11.
June 2021
BIZMATES PH START GUIDE 2

STEPS Page
Checking your SKYPE version 3

Using share screens 3

Skype privacy settings 4

MyStage Start Guide and FAQs 5

Understanding the Homepage 5

Using the CHAT WITH US button 7

Trainer Resources Site - Koseijyou 7

Editing your profile 8

Understanding the Schedule page 9

Sending a SKYPE request 10

Let’s Get READY! 11

Other important things on the Home Page 12

Three Types of Lessons 13

Reviewing the PEDA 14

Assist Lesson and Other Program’s PEDA 15

Filling in the PEDA 16

No Show for MyStage and Skype 17

Making Edits 18

Key Points to Remember 19

Emergency Button, Handling Connection Issues, Cancellation Format 20

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 3

CHECKING YOUR SKYPE VERSION


1
One of the Lesson Platforms we have is Skype, so it’s important to
familiarize yourself with its features.

1. To check the version, click “…” and then “Help and feedback”. You
should see the version pop up.

USING SHARE SCREENS

One useful feature that you can use during an ASSIST LESSON is the
Share Screen feature, where you can show your screen with the
student or the student can share his/her screen with you. This is
useful as trainers are not supposed to send files to or receive files
from students due to the risk of viruses.

2. To share your screen during a call, click the “box-like sign” and
select “Share screens”.
To stop sharing screen during a call, click the same sign then choose
“Stop sharing”.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 4

SKYPE PRIVACY SETTINGS

Trainer’s Skype privacy settings should always be open to anyone /


public. Here’s how you can check and set your settings:

Skype Version 8 (Skype for Desktop) and Skype for Web


1. Click the settings button (three dots beside your photo and name 4
on Skype)
2. Click SETTINGS
3. Click on CONTACTS tab on the left side then PRIVACY.
4. Make sure APPEAR IN SEARCH RESULTS is turned on
5. Go back to SETTINGS
6. Click on PRIVACY tab on the left side 3
7. Make sure that "Only allow Skype calls from contacts to ring on
this device“ is turned off

For other versions, feel free to visit the Skype website.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 5

MyStage Start Guide and FAQs 1

The other platform we use is MyStage.

1. MyStage Start Guide and FAQs are available on Koseijyou:

https://www.koseijyou.ph/portal/login.php
UN: Bizmates Gmail address
PW: bizmates (*If you haven't changed your password before)

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 6

1 5

2 3 4

UNDERSTANDING THE HOMEPAGE 7


6
1. Clicking the LOGO always takes you to the homepage or this page.
2. The SCHEDULE tab is to set your schedule. 8
3. SEARCH LESSON tab is to find past lessons.
9
4. The Start Guide has the portal manual.
5. FAQ answers common questions from trainers.
10
6. Be careful when using this clock. If your connection is slow, the clock
will fall behind several seconds or even minutes.
7. Save contact information of TSS so you can reach them if you cannot
access the portal.
8. By clicking the EDIT button, you can edit your PROFILE.
11
9. Please check announcements from our CEO regularly. Please go over OLD
MEMOS to see past announcements.
10. You should download all the materials onto your desktop for easy access. 12
11. Make sure you accomplish the System Test so the portal will recognize
you as compliant otherwise students will not see you on the schedule
page.
12. Use the Referral button to refer who have potential to become a
Bizmates trainer.
13. Click UNLOCK to make changes to your schedule. It will LOCK when you
refresh or if it goes idle for 30 seconds. Every time you edit your 13
schedule, REFRESH.
14. Whenever you look at the NEXT LESSON box, be sure to click REFRESH or
F5 or CONTROL F5 (HP computers) to refresh your screen. This is a live
system where students book and cancel lessons all the time. Remember
students can book lessons up to 5 minutes before the start of the
lesson and can cancel up to 30 minutes before the lesson.
15. The easiest way to contact Trainer Support Services (TSS) is by using the
CHAT WITH US box. 14

15
Start Guide - 06.16.2021
BIZMATES PH START GUIDE 7

1
USING THE CHAT WITH US BUTTON

3
1. To get immediate response from TSS, use the CHAT WITH US button
found on the homepage.
2. Type your message in the field.
2
3. This box will appear. Provide your name and official email address so TSS
can easily identify you.
4. Check your message.
5. Click on Start chatting.

TRAINER RESOURCES SITE - KOSEIJYOU


4
6. FAQs can be accessed from the portal.

The FAQs are housed in the Trainer Resources site we refer to as Koseijyou.
Koseijyou is where you go to see helpful videos, important links and crucial
information about your independent contractor agreement and deliverables. 5
To access the site, please go to the link below and key in your credentials:

https://www.koseijyou.ph/portal/login.php
UN: Bizmates Gmail address
PW: bizmates (*If you haven't changed your password before) 6

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 8

UNDERSTANDING YOUR PROFILE


1. Click the Edit button next to PROFILE.
2. Make sure that your photo and audio are ok. 1
3. If you want to update your photo or audio, you can do the following
 Please go to this link: 2
https://docs.google.com/forms/u/2/d/e/1FAIpQLSeqCJmtg74g_MkVI
T8C1EWo4fd7s_6Vi4a_zGF7w9hMrmC5vQ/viewform
 When you upload, please assign your file name:
bizmates_nickname_audio/photo2
 After successfully uploading, email training@bizmates.ph.
4. Make sure that all your personal information is correct.
5. The KPIs (Key Performance Indicators) can be seen here. The first one is
CUSTOMER FEEDBACK. Every time a student takes a lesson with you,
he/she will have the opportunity to evaluate your lesson based on 3 5
criteria: professionalism, teaching skills, and connection. The evaluation
is out of 5 with 1 being the lowest. You will also receive an e-mail with
the scores whenever a student fills out an evaluation. The scores will be
visible underneath Number of evaluations. Evaluations are anonymous.
For concerns, follow the instructions in the trainer evaluation email.
6. The second one is CANCELLATIONS. When you get a booked lesson, you
are expected to teach it regardless of the circumstances. However, if
you are unable to teach it due to connection issues, a power outage,
illness, etc., you can contact TSS to inform them and they will find a
replacement and cancel the lesson. However, the cancellation will still 6 7
be recorded and affect your performance evaluation.
7. For a more detailed explanation of the KPIs, please watch the video by
clicking “video”.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 9

UNDERSTANDING THE SCHEDULE PAGE


1
1. Click the SCHEDULE tab.
2. You may open MORNING or NIGHT schedule by clicking the corresponding
tabs. MID-SHIFT hours (12:00NN-4:30PM) are available for non-assessors
2
during the weekends and Japan holiday while weekday mid-shifts
(12:00NN-4:30PM) are available for assessors only.
3. You can OPEN and CLOSE the slots you’d like anytime by clicking the
OPEN and CLOSED buttons. When you get a booking, you’ll see BOOKED
for that slots. OPEN means you are available to work. CLOSED means you
are unavailable to work.
4. IMPORTANT: Open and Closed slots will gray out if…
 I’m Ready Button is not clicked at least 16 minutes before the lesson
time
 Slot remained unbooked/open 5 minutes before the lesson time.
5. It’s important to note that most students book lessons the night before
or a couple of days before, so you’re more likely to get bookings if you 6
open your schedule 2 weeks in advance.
6. You can set your schedule for the entire month by going to the next
page.
7. Forecast shows the number of trainers we have in excess (black font) and
how much more we need (red font, negative figures) at a certain time
slot. So, this can help you see which slots you are likely to get bookings.
Peak slots are the following (PINK slots on the schedule page): 7
 MON-FRI 4:00am, 4:30am, 5:00am, 5:30am, 6:00am, 6:30am /
9:00pm, 9:30pm, 10:00pm, 10:30pm, 11:00pm, 11:30pm
 SAT 6:00am, 6:30am, 7:00am, 7:30am, 8:00am, 8:30am /
9:00pm, 9:30pm, 10:00pm, 10:30pm, 11:00pm, 11:30pm
 SUN 4am-12mn(All time)

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 10

SENDING A SKYPE REQUEST


Send your student a Skype request as soon as you can.
1 4
You only need to send a SKYPE request if the student is NOT on your SKYPE
Contacts List.

1. Copy the student’s SKYPE NAME which is under the student’s name, and
PASTE it in the SEARCH field on your SKYPE Main Menu and click Search
all people on SKYPE.
Note: Please double-check if the Skype ID is correct (you may also check
the student's profile for other trainers' comments if student has updated
his ID.)

2. Sometimes you will see several accounts, but it’s usually the one at the
very top. To confirm that it is the right one, right click from your mouse
and select view profile, see if the SKYPE NAME matches the student’s.

3. If they match, click the Add to Contacts button and personalize your
SKYPE invitation to the student.

4. After you’ve added the student, click the SKYPE REQUEST UNSENT button
and CONFIRM. This will send an e-mail to the student asking him/her to
accept your SKYPE request before the lesson. Only click this button
AFTER you have actually sent the SKYPE request.

Please note that you do NOT need to click the SKYPE REQUEST UNSENT
button with students that have already accepted your Skype request. In
case a student rebooked you, but has yet to accept your Skype request
(ex. previously a No show, Emergency or Cancellation), click the Skype
Request Unsent button again.

5. If a student’s Skype ID is unsearchable, refer to FAQ:


https://www.koseijyou.ph/portal/modules/trainer/faqs/FAQs.php

5
Start Guide - 06.16.2021
BIZMATES PH START GUIDE 11

LET’S GET READY!


1. You can prepare for your lesson from the homepage. To show that you
are READY and you can make it to your class, be sure to click the “I’m
Ready Button” 35-16 minutes before each lesson slot. 1

What is the I’m Ready Button (IRB)?


 This is the only way that TSS would know that you are ready for 3
your class.
 This will allow you to avoid emergencies that occur when a trainer
is online but not really ready to teach the lesson.
2
You should click the IRB for BOOKED and OPEN slots.

If the button was not clicked:


 BOOKED lesson will be cancelled
 OPEN/BACKUP SLOT will be closed

2. An OK button on top of the schedule slot turns green if the button is


successfully clicked. Click refresh if it doesn’t turn green. 4

3. Always push the REFRESH button or F5 when you look at whether you
have bookings or not.
5
4. To see the student’s PROFILE, you can click his/her nickname.

5. This will allow you to see the student’s requests and other information
and use this in your lessons.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 12

OTHER IMPORTANT THINGS ON THE HOME PAGE


Three other important things to note on the Homepage are “ABSENT,”
“Apologize to the student,” message and “BEFORE LESSON”.

1. Students can no longer cancel less than 30 minutes before the lesson 1
time but they can press the ABSENT button. In such cases, please don't
call the student. Instead, send a courtesy message so the booking does
not get totally ignored. Wait until the lesson time is over and click the
NO SHOW button to submit a report.

2. The “Apologize to the student” message means that you are the
substitute trainer for another trainer who had to cancel the lesson. As
this lesson was transferred to you by TSS, the student may be surprised
to have you as his/her trainer. So, kindly apologize to the student and
explain that you will be taking over the other trainer.
2
3. When you see the words “BEFORE LESSON” on the Homepage, it means
the student has another lesson BEFORE this lesson. This is to let you
know that your student has another lesson before this one, so you may
need to prepare for a different lesson.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 13

TYPES OF LESSONS
1. Level _ Rank _ (Bizmates Lesson) is when the student wants to do a
regular lesson.
2. An Assist Lesson is when a student wants to do something other than 2
the Bizmates Program, such as free talking, interview practice,
presentation practice, etc.
3. Other Programs are specific courses for students who need help with: 3
 English Skills (Small Talk) = Available to every level
 Business Skills (Business Trip, Email Writing, Teleconferencing) =
Ideally for Level 2 and 3, however, Level 4 and 5 students are 1
allowed to take the course
 Corporate Accounts = Offered only to Corporate Clients
4. Discovery is a course that gives trainers a chance to share their
experiences, stories, and ideas with our students.

(IMPORTANT: Please download the manuals and watch the tutorial


videos uploaded in the Download Materials tab for Other Programs to 4
get an overview of the courses and how they should be taught.)

NOTE: Feel free to visit the Trainer Resources Site to get more tips on
how to facilitate a lesson:

5. To find out which lesson you are going to teach, click the PEDA button.
This will show you the student’s study record. 5

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 14

REVIEWING THE PEDA


On the PEDA card, you’ll notice the Level and Rank of the student and 20 1
lessons for that Rank. Number 1 means Lesson 1. If the status is
COMPLETE, it means that the student has finished that lesson. 2

1. By clicking the STUDENT BOOK, you’ll be able to see the student


material for that lesson. If the student asks you for the material, you
can simply copy and paste the link in the student’s chat box.

2. Also, in the first three lessons for each Rank, there is a video lesson
which the student can watch to prepare for the lesson. You are free to
watch the video lessons to see the gist of the lesson.

3. And finally, you’ll also see the COMMENTS that the previous trainers
have filled in. Be sure to read the previous trainer’s COMMENTS to
know which lesson you’ll be teaching.

4. If you scroll down to the bottom of the PEDA, you see PEDA RECORD. 3
The Ranks that are UNDERLINED and in BOLD are the Ranks that the
student has already completed and are currently doing. These can be
clicked by the trainer and the student. However, the other Ranks
cannot be accessed. 4

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 15

ASSIST LESSON AND OTHER PROGRAM’S PEDA

The PEDA card for an ASSIST lesson looks a little bit different from a
regular Bizmates Program Lesson.

1. The PEDA card for the ASSIST lesson doesn’t have Level, Rank or
Lesson. Since the lesson depends on the student’s request, you’ll find
some comments from previous trainers, such as “helped him write an
e-mail, helped him with his presentation, prepared him for his job
interview, had free talk, etc.”

2. The PEDA card for an Other Lesson is a lot different from a regular
Bizmates Program and Assist Lesson.

3. The Trainer can use the Step 1 and Step 2 feature to toggle from one
course to another. 1

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 16

FILLING IN THE PEDA

1
After teaching the student, please do the following:

1. Click the FEEDBACK button.


2. Select the Lesson Type. (NOTE: Some students may book a Bizmates
Program lesson but request for an Assist lesson at the start of the
lesson. In that case, you can just select the appropriate Lesson Type)
3. Put in the Level, Rank, and Lesson number. (The rule is to put in the
last lesson that you taught.)

e.g. If you covered the Act part in lesson 2 and started the See part in
Lesson 3, you should select Lesson 3.
If you completed two lessons in a row, tick the PREVIOUS LESSON
COMPLETED box so the blank PEDA will not be left INCOMPLETE.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 17

FILLING IN THE PEDA


1. For Skype Lessons, you need to type in Key Words and Phrases that you
covered in the lesson. (Students look forward to seeing this, so please
don’t just write x’s or NONE in the fields.) For MyStage Lessons, the
actual chat exchanges with the student will be exported on the PEDA.
2. Add a friendly and personalized message for the student. 1
3. Add Comments for the next trainer, put in what you covered and what
should be done in the next lesson. e.g. “Completed Lesson 2 Try Part.
Next is ACT Part of the same lesson”.
4. You may update the Student Profile to note any helpful information
for other Trainers, like the student’s correct Skype ID. Putting in
personal information is not allowed.

Click CONFIRM and SUBMIT and the lesson should disappear from the 2
Homepage.

IMPORTANT: Students wait for their trainers’ FEEDBACK. Please try to fill
out the FEEDBACK forms immediately after your lessons. When you have
consecutive lessons, this could be difficult to do. However, please fill 3
them out as soon as you can. Deadline for PEDA completion is 4PM same
day for 4AM-11:30AM lessons and 4AM the next day for 12NN-11:55PM
lessons. Any PEDA submitted late will be recorded in the system and will
have a negative impact on your evaluation.
4

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 18

NO SHOW - SKYPE NO SHOW - MYSTAGE


If you call the student and he/she If you enter the room the student
does not answer, follow these is not in the room yet, follow these
steps: steps:

1. Check the SKYPE NAME, date, 1. Check the date, time, etc.
time, etc. then call the
student again. 2. Leave the following text
message: “Hi ___. This is ____.
2. Leave the following text I’ll be waiting here for you.”
message: “Hi ___. This is ____.
I’ll be waiting here for you.” 3. Refresh your screen.

3. Wait for the student for the 4. Wait for the student for the
entire lesson. entire lesson.

4. After you’ve waited for the 5. After you’ve waited for the
entire lesson and student entire lesson and student
doesn’t answer, you can push doesn’t enter the room, you
the NO SHOW button. can push the NO SHOW button.

Then select CONFIRM and Then select CONFIRM and


SUBMIT. SUBMIT.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 19

MAKING EDITS TO THE PEDA


2
1. Click the Search Lesson page at the top.

2. This will take you to LESSON History. You can fill in one of the fields to
find the student, but often times, the easiest way is to just click the
SEARCH button.

3. This will bring up all the lessons that you’ve taught in chronological
order.

4. Then, select the PEDA for the lesson that you’d like to EDIT.

5. This will take you to the PEDA page where you can see the entries
you’ve made.
4
6. Select FEEDBACK to edit the Level, Rank, Lesson, Key words and
phrases, or Message for the student.

7. Select COMMENTS to edit Comments for the next trainer.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 20

KEY POINTS TO REMEMBER

 Always press the I'm READY button 35-16 minutes before EACH lesson to avoid unnecessary cancellation.
 Remember students can book lessons up to 5 minutes before the start of the lesson and can cancel up to 30 minutes before the lesson.
 Download all the materials onto your desktop.
 Open and Closed slots will gray out if…
 IRB is not clicked 16 minutes before the lesson time
 After the 5 minute mark before the lesson time when the slot remains unbooked.
 Peak slots are PINK slots.
 Always push the REFRESH button or F5.
 Keep an eye on your official Gmail account for important emails. Always check your SPAM forlder.
 Be sure to see the student’s special requests in their profile and apply them in your lesson.
 Be sure to confirm with the student which lesson he/she is doing.
 You must inform TSS if you are unable to teach 24 hours before the start of the lesson so you don’t get penalized. Their contact details are found on
the homepage. You must get a reply from them.
 Always check the memo on the portal
 Trainer Resources Site: https://www.koseijyou.ph/portal/login.php
 Skype Virus: Please be careful of suspicious links being sent by students via Skype. Do NOT click it. If you get one, please contact Trainer Support
immediately.
 DO NOT contact students about evaluations they give you. Take heed of the instructions on the Trainer Evaluation email.

Start Guide - 06.16.2021


BIZMATES PH START GUIDE 21

EMERGENCY BUTTON HANDLING CONNECTION ISSUES ON HANDLING CONNECTION ISSUES ON


SKYPE MYSTAGE
The student has the option of pushing
the EMERGENCY BUTTON during a If the connection is bad, don’t waste If the connection is bad, don’t waste
lesson to complain about a problem, time. time.
(e.g. problem with connection, skype, 1. immediately turn off your camera 1. refresh the page
PC, late trainer) 2. both sides should sign out and back 2. notify TSS immediately
in SKYPE 3. do a speedtest using Japan server
If the student presses the E-button, 3. both sides reboot pc 4. both parties should re-enter MyStage
contact TSS at once to report the 4. suggest pushing the Emergency 5. both sides reboot PC
problem. Depending on whose fault it Button if the problem persists or if 6. suggest pushing the Emergency Button if
is, the trainer might not be paid for you found out that the problem is on the problem persists or if you found out
that lesson. your side that the problem is on your side
5. immediately message TSS Support for 7. inform TSS of troubleshooting steps done
a test call along with supporting documents
(screenshots, recording) and await
further instructions if the issues persist

CANCELLATION FORMAT
For SMS: Send BIZMATES <MESSAGE> to +63 919 160 0372 (90 centavos per text)

e.g. BIZMATES CANCEL <Bizmates Name> < Trainer ID> <Date of Cancellation> <Start time of cancellation>-<End time of cancellation> <Reason Code>
<Optional Comments>

CODES:
1 Connection
2 PC / Mic trouble
3 Power outage
4A Personal – Sickness
4B Personal – Traffic
4C Personal - Family- related emergency
4D Personal – Other (please specify)

Start Guide - 06.16.2021

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