AppSheet Training

• Video Tutorial

1. Open your web browser: Use a supported browser like Chrome, Firefox, Safari, or Edge.

2. Navigate to the AppSheet website: Go to https://www.appsheet.com/start/a1d9136f-5471-48b3-bcd7-9137cdbf6b15

3. Locate and click the "Sign in with Google" button: Look for a button specifically labeled "Sign in with Google."

4. Choose your StreetSmart Google account: Select the Google account associated with your StreetSmart access. 

5. You will be redirected to AppSheet: After selecting your StreetSmart Google account and granting necessary permissions (if prompted), you should be automatically redirected to your AppSheet home page.

6. Your AppSheet home page: Your home page might look different from the one shown in the video. This is likely due to varying permission levels. Don't be surprised if your view is slightly different.

Troubleshooting:

• If you encounter an access denied error, kindly reach out to operations@streetsmart.insurance with the screenshots and brief description of the issue that you encounter

• Video Tutorial

Viewing the Organizational Chart:

1. Start on the AppSheet Home Page: Make sure you are logged into AppSheet and are on your home page.

2. Locate the Sidebar: Look for a sidebar or menu on the side of the screen (usually the left side).

3. Find the Organizational Chart Icon: Within the sidebar, look for an icon with text "Organizational Chart." 

4. Click the Icon: Click on the "Organizational Chart" icon.

5. View the Organizational Chart: You should now be directed to the page displaying the organizational chart. You can find the department, roles and email for each employee here.

• Video Tutorial

Viewing WoW Customer Service Amounts:

1. Start on the AppSheet Home Page: Ensure you are logged into AppSheet and on your home page.

2. Access Your Profile: Click on your "My Profile" menu on the home page.

3. Locate the WoW Customer Service Profile Card: On your profile page, you should see various profile cards. Find the card labeled "WoW Customer Service."

4. Expand the WoW Customer Service Card: Click on the WoW Customer Service card to expand it. This will reveal the details of your WoW Customer Service amounts.

5. View Current Month's Amounts: Initially, the card will likely display the amounts for the current month (e.g., July 2024 in the example).

6. Filter by Month and Year: To view amounts for a different month, click on the "WoW Filters" button.

7. Select the Year: In the filter, choose the desired year (e.g., 2024).

8. Select the Month: Select the specific month you want to view (e.g., December).

9. Wait for Syncing: After selecting the month and year, AppSheet will sync the data. Wait for this process to complete.

10. View the Filtered Amounts: Once syncing is finished, the WoW Customer Service card will update to show the amounts for the selected month and year.

• Video Tutorial

Viewing Smart Rewards:

1. Start on the AppSheet Home Page: Make sure you're logged into AppSheet and on your home page.

2. Access Your Profile: Click on your "My Profile" menu on your home page.

3. Locate the Smart Rewards Card: On your profile page, find the profile card labeled "My Smart Rewards."

4. Expand the Smart Rewards Card: Click on the "My Smart Rewards" card to expand it and view the details.

5. View Your Smart Rewards: The expanded card will display your Smart Rewards.

6. Sorting Options: You have several sorting options:

   • By Date: You can sort your Smart Rewards by date.

   • By Value: You can sort your Smart Rewards by value (amount).

   • By Disbursement Status: You can sort by whether the reward has been disbursed (paid) or not.

7. Disbursement Status Indicator: If a Smart Reward has been added to your WOWCS (payroll) for the month, it will be indicated as "added to WOWCS for the month." This signifies that the reward has been paid.

8. Sort as Needed: Choose your desired sorting method (date, value, or disbursement status) to organize your Smart Rewards list.

• Video Tutorial

Requesting Time Off (PTO) in AppSheet:

1. Log in and Access Your Profile: Log into your AppSheet account and navigate to your profile page.

2. Click the "Add" Button: On your profile page, look for an "Add" button, likely within the PTO or Time Off section. Click this button to initiate a PTO request.

3. Specify Time Off Details:

   • Duration: Select the duration of your time off. Options might include full day, morning, or afternoon.

   • Dates: Choose the start and end dates for your time off.

   • Leave Type: Select the appropriate type of leave, such as personal leave, vacation, or sick leave.

4. Out-of-Office Notifications:

   • Confirm Out-of-Office Setup: Indicate whether you have set up out-of-office notifications in your Gmail and other relevant platforms.

   • Action Plan (for extended leave): If you're taking an extended leave, provide an action plan outlining how your tasks and emails will be handled in your absence. This might involve delegating responsibilities to a colleague.

5. Save Your Request: Once you've filled in all the necessary details, click the "Save" button to submit your PTO request.

6. Automatic Calculation (in progress): The system is designed to automatically calculate your remaining PTO balance once your request is approved. However, this feature might still be under development.

7. Track Your PTO: Use the AppSheet system to track your PTO requests and remaining balance to stay organized.
   
   

Important Notes:

• Out-of-Office Best Practices: Consider setting up out-of-office notifications, especially for longer leaves, to inform colleagues and clients of your absence.

• Action Plan for Extended Leave: For extended leaves, it's crucial to have an action plan in place to ensure smooth workflow and task management while you're away.

• System Updates: Be aware that the automatic PTO calculation feature might be undergoing updates and improvements.

• Video Tutorial

Accessing and Completing the Annual Assessment Form:

1. Go to Your Profile: Log into AppSheet and click on your "My Profile" menu.

2. Locate the Annual Assessment Card: On your profile page, find the profile card labeled "Annual Assessment."

3. Expand the Card: Click on the "Annual Assessment" card to expand it.

4. Add a New Assessment: Since the card will initially be empty, click the "Add" button to begin filling out a new annual assessment form.

5. Date Auto-populated: The date field will be automatically filled with the current date.

6. Complete the Form: Carefully fill out all the required fields in the annual assessment form. Follow the instructions and answer all questions thoroughly.

7. Save the Form: Once you have completed the form, click the "Save" button.

8. View Saved Assessment: The completed annual assessment form will now be displayed under your "Annual Assessment" profile card.

• Video Tutorial

Viewing and Responding to Quality Assurance Assessments:

1. Access Your Dashboard: Log into AppSheet. QA assessments are visible on your dashboard upon login.

2. Locate the QA Record: Find the specific QA record you want to review. 

3. Review QA Details: Examine the information provided in the QA record. This might include:

   • Type of Issue: (e.g., "certificate")

   • Account Affected: (e.g., "Buster Brown")

   • Description of Issue: (e.g., "issued certificate wrong without proper endorsement")

   • Link (if applicable): A link related to the issue might be provided.

   • Assessed Score: The score you received on the QA assessment (e.g., 85).

4. Provide Your Feedback/Clarification: There should be a way to respond to the QA assessment, where you can add your feedback. Use this space to:

   • Ask clarification on the issue.

   • Provide your perspective on the assessment.

   • Highlight any missing information or process gaps.

   • Explain if you believe the action was taken correctly.

5. Save Your Response (if applicable): click the "Save" or "Submit" button to record your response.

• Take note:
  QA assessments are visible in real-time on your dashboard. Any updates or new assessments should appear promptly.

• Video Tutorial

Accessing Employee Performance Tools (Admin View):

1. Navigate to Administration: Log in as an administrator and go to the "Administration" section.

2. Access Employees: Within Administration, go to the "Employees" section.

3. Filter/Sort Employees (Optional): You can filter or sort employees as needed (e.g., by department, status).

4. Select an Employee: Choose the employee you want to provide feedback or manage performance for.

5. Access Performance Card View: Go to the employee's "Performance Card View."
   
   

Using the Performance Tools, you can click the "Add" button to enter:

• Quick Note (for one-off discussions):

  1. Select "Quick Note."

  2. Enter a subject line (e.g., "Conversation with [Employee Name]").

  3. Add details about the conversation or incident.

  4. Click "Save."

• One-on-One Meeting:

  1. Select "One-on-One Meeting."

  2. Fill in the details for the meeting, including:

     • Icebreakers (optional)

     • Performance review points

     • Goal setting for the next 30-90 days

     • Professional and personal development discussions

     • Feedback for the employee

  3. Click "Save." (Note: The employee may not see these notes, you may run the back end access and view as the employee to confirm this.)

• Performance Improvement Plan (PIP):

  1. Select "Performance Improvement Plan."

  2. Fill in the PIP details, including:

     • Improvement goals (Step 1)

     • Activities to achieve goals (Step 2)

     • Resources provided (Step 3)

     • Expectations (Step 4)

     • Progress checkpoints (Step 5)

     • Follow-up updates

  3. Click "Save."

  4. Employee Signature: The employee will be able to electronically sign the PIP within the system. You, as the admin, will also sign.

• Professional Goals:

  1. Select "Professional Goals."

  2. Document the employee's:

     • Professional development plans

     • Long-term aspirations

     • Well-being and rapport

  3. Click "Save." These goals can be reviewed during one-on-one meetings.

Key Points:

• Synchronization: After saving any changes, allow time for the system to sync the data.

• Employee Visibility: Confirm which types of notes and feedback are visible to the employee. One-on-one meeting notes might not be visible to the employee, but this should be verified.

• PIP Signing: The PIP process includes electronic signatures from both the admin and the employee within the AppSheet system.

• Initial Employee Setup: Use the performance tools, especially Professional Goals, when initially setting up a new employee profile.

• Video Tutorial

Submitting Feedback in AppSheet:

1. Access the Feedback Module: Login to AppSheet then go to your Profile and locate the "My Feedback" profile card. 

2. Describe the Issue/Suggestion: Click the "Add" button and a form will appear. In the feedback form, clearly describe the issue, suggestion, bug, or process issue you've encountered. Be as specific as possible. For example, as in the video:

   • Suggestion: "I think we can do a better job with policy change requests."

   • Specific Recommendation: "We should do it this way..." (and then explain how it should be done differently).

3. Provide Details (Optional but Helpful): Add any relevant details, context, or examples to support your feedback. The more information you provide, the better the team can understand and address your feedback.

4. Save Your Feedback: Click the "Save" button to submit your feedback.

5. Synchronization: AppSheet will sync your feedback to the database. You'll likely see a syncing indicator on the top right corner of your screen.

6. Confirmation (Optional): The feedback should reappear in your feedback module. If it doesn't, you may need to refresh or check with your AppSheet administrator.

7. Feedback Received: Your feedback has been submitted to the appropriate team for review.

• Video Tutorial

Carrier Management in AppSheet (Admin Function):

Purpose:

• Centralized repository for carrier information.

• Streamlines operations and accounting processes.

• Tracks carrier relationships and performance.

Step-by-Step Process:

1. Access Carrier Management: From the AppSheet home page, scroll down to the "Insurance Carriers" menu.

2. View and Edit Carrier Information:

   • Click on a Carrier: Select the carrier you want to view or edit.

   • Edit Carrier Details: Click "Edit" to modify carrier information, including:

     • Data Acquisition: Indicate whether data is downloaded or entered manually.

     • Billing: Specify billing method (agency bill or direct bill).

     • Statement Retrieval: How statements are obtained (e.g., email, download).

     • Aggregator: If part of an aggregator (like Iron Peak), provide setup and login details.

     • Annual Updates: How employee updates are handled (website, online, email).

     • Document Access: How to download documents (email, call, etc.).

     • Remote vs. Directory: Note if the carrier is remote or in the directory.

3. Add Notes:

   • Use the "Notes" section to record:

     • Meeting details with the carrier including meeting links

     • Attachments or links

     • Assign tasks to team members

4. Manage Goals (Admin):

   • The "Management Goals" section is for admin use and includes:

     • Quarterly retention goals

     • Three-year loss ratio

     • Contingency planning

     • Other relevant metrics

5. Save Changes: Click "Save" after making any changes to the carrier information.

Pending

Website Update: Remove any links to Commission Master Carriers/LOBS  our website  

Employee Training: Instructions for executive team on where this is in appsheet 

Website Update: Remove any links to FeedBack form to our website  and tell them to go to appsheet 

Employee Training: Instructions for executive team on where this is in appsheet

Video 

How to Add Employee Goals in Performance KPIs

1. Accessing the Goals Section

• Navigate to the KPIs section.

• Click on Performance.

• Hit the plus button to add a new goal.

2. Selecting the Employee

• Choose the employee you want to add goals for (e.g., Buster).

• Click on Add to enter edit mode.

3. Setting Goals

• Select the growth goal for the year.

• Add any remarks related to the goals.

• Specify the growth bonus (commonly set at 10% of the profit for the year).

• Consider retention and bonus structures, potentially on a quarterly basis.

• Identify other goals such as:

  • Education

  • Quality assurance

  • Maintaining processes

4. Tracking Progress

• After setting the goals, navigate to the Employees section and select Buster.

• Monitor the progress of each goal through a tracker that updates based on achievements.

• The tracker will visually represent the percentage of the goal achieved (e.g., 90% of a goal).