Trainers Training Guide

Expensify

By Greg Rudawski |
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End of Day 2

Have the new hire complete and submit a timesheet for day 2 of training. 

By Greg Rudawski |
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EOD 2 – Feedback Checkpoint

This is your training Feedback Checkpoint Inbox. Once your New Hire has submitted the appropriate sections, you will see this inbox populated with a new item. To complete your section, simply click into the item below, answer the questions, and click Submit. 
By Greg Rudawski |
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Timesheets

Confirm new hire has timesheets Review commuting and the hour deduction for commutes Review time entry for each work order Time Started On-Site Time Ended On-Site Work order Number Store Number Discuss that unaccounted-for time must be documented

By Greg Rudawski |
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Client Apps Day 2 – Feedback Checkpoint

This is your training Feedback Checkpoint Inbox. Once your New Hire has submitted the appropriate sections, you will see this inbox populated with a new item. To complete your section, simply click into the item below, answer the questions, and click Submit. 
By Greg Rudawski |
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IFM

Review signing in, accessing a work order, adding time in and out Review adding Photos to a Work Order Instruct new hire on Status Change

By Greg Rudawski |
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BBW & VSS

Review IVR importance and submit job information in mHelp Revisit Quoting Instruct how to put in receipts This also needs to be noted that the receipt that is loaded on here goes into Expensify Instruct where to input material that is used

By Greg Rudawski |
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