M&T App for One on One:

Training Manual
SkyCom Meetings & Task App.
This tool has been updated to support the revamp of the one on
one initiative by changing the steps on how meetings are being
recorded.
This has been designed to make the process easier for you and
provide you additional features that were not available in the
previous version.
1. You can access the tool through meet.skycombpo.com

In this screen you will log in with

your User and Password and then
click on the blue button to
complete the Log In process.

Remember, to Log In you will use

the same credentials you use on
Dashboard.
2. On the Home Menu, you have to click “Meetings”

Click Here
3. Once you are in the Meetings screen, you will click on “Add Meeting” blue button
Note: There is a “Return” button that takes you back to the Home menu

Click Here
4. After clicking “Add Meeting” a sub menu will pop up, then you should click on “Meeting Type” and
you will see a drop down menu with the options available and then you can choose the option
according to the type of meeting.
Example: If you are a Supervisor select the option “Supervisor – Agent”
5. The “Title” will be automatically setup. You can search the “Participant” using the name, last name
or badge number. This is to leave a record and in the future, if it is necessary to be able to locate the
report easily
.

Select the
name of the
participant
6. Next step is the ROLA, you can choose 1 of the 3 options according to the importance of the
meeting. Also, there is a section to leave a note to justify the reason of the meeting, you will include all
the key points from your meeting / one on one. (Annex 1)

Submit a Note
(Annex 1)

Select the
Risk level
7. On the Performance Management you will find the KPI’s this will be displayed automatically when
entering the name of the agent or participant, the Goal (Manually submitted), and Value (Manually
submitted). There is a red button to remove all the entered data for this line. (Annex 1)

Note: The M&T App will disclose the KPI’s

according to your account.
If you need to add more KPI’s please contact:
development@skycombpo.com

Remove Button: If necessary, you can remove

a line by clicking on red button.
8. On Leadership you will find 2 sections, one is to leave the “Recommendations” provided to the agent
as well as the participant’s “Commitment”. (Annex 1)
Once you complete the meeting, at the bottom, there is a blue button to “Save” the information
submitted. This will create the record for future reference.

Save button
9. You will be able to see your saved meetings. If you need to review a previous meeting, you can
search it by name, date, or week and the M&T App will show you all the meetings with specific
information of search request.
 Annex 1
One on One Agenda
1. Build Rapport with your associate.
Start with a proper greeting and a short discussion.
Get to know them and make sure that you build a good working
relationship with them overtime.
Be open for any signs of job dissatisfaction or external factors
that may affect their overall wellbeing / performance at
SkyCom.
2. KPI / Performance Management.
We will discuss our associate’s KPIs.
3. Leadership Collaboration/Recommendations.
In this area we must answer the What / Why / How from their
areas of opportunity, providing mentorship and coaching based
on your experiences, providing examples and sharing best
practices from yourself and your team.
4. Commitments.
And lastly we must empower our employees on the action plans
that must be executed, ensuring that they fully understand what We need to end adding Milestones,
is expected of them understanding that they will be held
accountable, all through encouragement, support and with a
legitimate desire to help them be successful. It must end on a
positive note.
Documentation
We will document their Risk Of Leaving
Assessment (ROLA).
In NOTE, justify the reason of the
meeting, you will include all the key
points from your meeting / one on one.
The App gives you the option to select
the KPI’s according to your account.
Manually enter the Goal and Value based
on your account request.
We must document the Action Plan that
we have set for them. For this we need
to be specific on the help and support
that we will be providing to them.
Timelines and Task Owners.
Example
ROLA: Low Risk, Medium Risk, High Risk.
What is the problem? Productivity and QA
Why is this occurring? Josue’s productivity is
affected because he jumps between
different companies when processing his
claims and since all formats are different this
is confusing him and affecting his QA Scores.
How? Josue will organize his assigned claims
for the same insurance companies so he can
focus on the same types during his shift.
Josue is committed to achieve 35 claims and
97% of QA Accuracy by our next one on one
which will take place on 9/15/2021. Our QA
(Luis) and Myself will be available to answer
his questions.