Page 87 - Sales and Operations Handbook for Managers.pdf

Procedure

In November, HR will discuss with the Sales and Operations

department on timeliness of performance evaluations and

merit increases. HR VP will send evaluation email to RSMs

and DSMs to notify time for evaluation. It includes a step-

by- step guide on how to complete the evaluations.

DSMs will pull the Employee Evaluation form in Paycom
and fill out the form. Once the form is completed, schedule

a one-on-one meeting with the agent. Talk to RSM for input

on agent evaluation. Discuss the Sales agent’s score and the

reasoning behind the score.

If the agent is scoring below a 3, then the agent will be
placed on a performance improvement plan. Talk to the

RSM and figure out why the agent is underperforming and

understand what training the DSM has provided to help the

Sales Agent. The length of the plan is based on the DSMs

discretion. If the agent is performing well in their position,
then the DSM may be able to increase the employee’s pay

(subject to budget guidelines and RSM approval).

Fill out the PRAF if there is an increase in pay for the agent

and send it to HR.