Paycom Training Checklist Resources
ALL Checklists need to be completed in Paycom, no exceptions. The below items are intended as guides to assist in proper completion.
The training checklists are built in a tiered style; meaning that all new hires should begin their training checklist with the Front Desk Team Member checklist. Once they have that foundational knowledge, they will move to the next checklist. The knowledge requirements compound as you move up positions.
Paycom has seen a number of "forced exits" which can cause the learning to not track progress information. When the learner takes the course on a mobile device, ensure that they are fully closing the learning down to ensure it is triggering the unloading event.
Here are different ways to approach the correct completion in Paycom:
Taking eLearning on Mobile Devices
The most common cause of this issue is that employees are not closing out of the learning completely on their mobile device before returning to the Paycom app. It is best practice for employees to always exit eLearning content using the functions presented inside the training, such as Exit or Quit options/links.
Once the content window has closed out, employees also need to close the initial browser window that launched the content. This initial browser window typically displays a message like, "The content has ended. You may close this window."
Since there is not a specific button to close this window, the employee must close it using the controls specific to the mobile browser.
To close a tab in mobile Chrome:
1. Tap the square tab icon () in the top right, which typically displays the number of open tabs as a value inside the square.
2. All open tabs display.
3. Tap the X in the top right corner of the tab to close it.
To close a tab in mobile Safari:
1. Tap the tab icon () in the bottom right.
2. All open tabs display.
3. Tap the X in the top right corner of the tab to close it.
Closing out of the content window with the in-learning Exit or Quit option and closing out of the launch window fully helps ensure the learning captures the employee's progress correctly. If the employee closes the eLearning content manually or doesn't close the content window or launch window at all, they run the risk of the content not recording their progress.
Content-Specific Causes
The employee has not successfully passed one or more graded assessments.
The employee may have finished the assessment(s) in the course and been allowed to exit, but the content will not be marked as completed if the employee did not get a passing grade. The employee will need to pass any graded assessments in the learning content in order to receive completion credit for the course.
The employee has not viewed all the material in the eLearning content.
eLearning content regularly requires employees to view all content/slides in the course. If the employee has not done so, the course will not be marked as completed.
Technical Causes
The employee's device has a weak or intermittent internet connection.
If the device the employee is using to take the eLearning content does not have a stable internet connection, it is possible the course was not able to communicate completion or progress to Paycom Learning. Even a brief interruption in communication between Paycom Learning and the course content can result in the employee's progress not being recorded.
Device issues prevented the eLearning content from being able to report to Paycom Learning.
If the device on which the employee is taking the content freezes, loses power or experiences other technical difficulties, the eLearning content could be prevented from communicating the employee's progress to Paycom Learning. If such a situation occurs, it is best to exit the eLearning content window immediately, if possible. This will provide the best chance for the content to communicate the employee's current progress to Paycom Learning. The employee can then relaunch the content and continue with the material.
Baseline Fitness Resources
Info Call Scripts (updated 07.2024)
TWO-TIER
THREE-TIER
Tour Flash Cards
Tour Scripts
Updated tour script for re-equipped or new clubs with the new equipment mix:
For mobility & stretching: https://planetfitness.my.site.com/frm3/s/article/Equipment-Pilot-Mobility
For functional: https://planetfitness.my.site.com/frm3/s/article/Functional-Pilot
Additional Tour Resources
Welcome Calls
Key Tour Coaching Points
Closing Resources
Rate Presentation Scripts (updated 7.2024)
TWO-TIER
THREE-TIER
Prorate & Annual Fee Resources (updated 07.2024)
For months with 31 days
For months with 30 days
Annual Fee Schedule
Red Screens, RFC & Billing Resources
This guide breaks down Red Screen alerts, what they mean, and how to talk with members to address them. Use this for training and role playing with the practice of managing Red Screens.
This guide breaks down common terms that display when reading invoices, what they mean, and action items for how to address them. Use this for training and role playing with the practice of managing the billing process.
This guide reviews the procedural steps associated with club account billing. Questions around this process should be escalated to your District or Region Manager.
MetaBank
Green Dot
CashApp / Sutton Bank
Venmo
PayPal
AmEx Centurion
Chime
Unemployment Account
This guide reviews RFC management "why & how" while also outlining behaviors and actions that will help to reduce the amount of monthly RFC accounts.
Downgrade SOP
Updated 06.25
$15 LATE FEE UPDATE
Day Fee SOP (Updated 01.2025)
Waive Balance Policy
Charge Backs Procedure
FREEZE policy & Cancel Scripts
This survey can also be found on PFU, in the LeadDev Course under competency 1.7 Training.
The following is a 30 Day Knowledge Check that is the final piece of onboarding a new team member. If 100% is not achieved, please review with the team member to make sure they are comfortable and informed with the correct response[s]. The second copy is the key - correct answers are highlighted in bold.