
PEO LP: Phone Etiquette
Quiz by Training Team PEO Svc
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Which of the following is the standard greeting for an outbound phone call?
Which of the following is the standard greeting for an inbound phone call?
Which of the following is the standard closing for a phone call?
Chris from CEC Enterprises calls because his employee Abby submitted a change two weeks ago to her Paychex-sponsored 401(k) plan contribution, but it has not been updated in the payroll application. He wants to know what’s going on. How would you respond?
It is Thursday afternoon and Jackie from Nurses on the Go calls because she has not yet received her payroll package. She processed payroll a day earlier than normal to ensure she’d receive the package today since their office is closed tomorrow for maintenance issues. There are live checks in the package that she needs to hand out to employees before they leave for the day. How would you respond?
You’ve just finished helping Skylar from Blue Glass Manufacturing navigate entering her payroll online. After confirming she is comfortable continuing on her own, you say:
Tammy from Vacation Hot Spots calls in upset. She just received her payroll package and for the third week in a row there is an error on one of the checks. She wants the check corrected and a new one delivered before the end of the day. How do you respond?
Lyric from Music City Management Group calls because one of their employees is applying for a mortgage and needs earning statements and W-2s for the last three years. They need you to pull the reports and email them over. How do you respond?
As you’re wrapping up a call with James from Laugh Floor Comedy Club, he mentions they are still waiting on the timeclock they ordered for their new location. What action should you take?
When transferring a client to another Paychex representative you should always do so as a warm transfer, introducing the client and situation to the rep before disconnecting