Page 88 - Sales and Operations Handbook for Managers.pdf
P. 88

Sales Agent                        DSM/RSM                                 HR





                                                                                       1.Discuss with the
                                                                                         President of Sales of
                                                                                       Operation the
                                                                                       timeliness of
                                                                                       performance
                                                                                       evaluations and
                                                                                       merit increases.







                                                     3. Pull the Employee                2. Send evaluation
                                                      Evaluation form in               email to RSM and DSM
                                                    Paycom and fill out the              to notify time for
                                                          form.                            evaluation.




                                                     4. Schedule one on one
                                                    meeting with the agent.
                 5. Meet with DSM to go             Get input from RSM for
                 over annual evaluation.               input on agent
                                                        evaluation.





                                                      6. If an agent scores
                                                     below a 3, place them
                                                      on a performance
                                                     improvement plan.




                                                     7. If an agent scores
                                                       above a 3 and
                                                    performing well in their          8. Take PRAF from DSM
                                                    position, then DSM may             and input pay changes
                                                    increase the employee's               into Paycom.
                                                    pay. Fill out the PRAF if
                                                    there is a pay increase
                                                      and send it to HR.
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