{"id":24599,"date":"2020-09-24T13:52:39","date_gmt":"2020-09-24T13:52:39","guid":{"rendered":"https:\/\/www.process.st\/templates\/daily-supervisor-checklist\/"},"modified":"2024-04-25T12:55:01","modified_gmt":"2024-04-25T12:55:01","slug":"daily-supervisor-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/daily-supervisor-checklist\/","title":{"rendered":"Daily Supervisor Workflow"},"content":{"rendered":"\n<section id=\"introduction-to-daily-supervisor-checklist\">\n <h2>Introduction to Daily Supervisor Checklist:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/eaa2d473-cc68-4803-a9aa-994b2a416087\/uVjvDOv-2e4CNiXWDJlLCw.png\" alt=\"Introduction to Daily Supervisor Checklist:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/eaa2d473-cc68-4803-a9aa-994b2a416087\/uVjvDOv-2e4CNiXWDJlLCw.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>The term <strong>\"supervisor\"<\/strong> refers to anyone who <strong>manages a team's<\/strong> or individual's <strong>performance.<\/strong> While it's often used to describe <strong>low-level management<\/strong> positions - and is not without its challenges - supervisors are often the <strong>conduit<\/strong> between <strong>employees and upper management.<\/strong><\/p>\n  <p>The <a href=\"https:\/\/www.indeed.com\/career-advice\/career-development\/responsibilities-of-a-supervisor\" rel=\"nofollow noopener\" target=\"_blank\">duties of a supervisor<\/a> can <strong>vary greatly<\/strong> depending on the industry and company size, but the <strong>majority of a supervisor's duties<\/strong> involve interacting directly with <strong>employees.&nbsp;<\/strong><\/p>\n  <p>A <strong>supervisor<\/strong> needs to be able to create a <strong>positive team environment<\/strong> and <strong>maximize efficiency.<\/strong> Typical responsibilities include:<\/p>\n  <ul>\n   <li>Managing <strong>workflow<\/strong><\/li>\n   <li><strong>Training<\/strong> new hires<\/li>\n   <li>Creating and managing employee <strong>schedules<\/strong><\/li>\n   <li><strong>Reporting<\/strong> to HR and senior management<\/li>\n   <li>Identifying and applying career <strong>advancement opportunities<\/strong><\/li>\n   <li>Resolving employee <strong>issues and disputes<\/strong><\/li>\n  <\/ul>\n  <p>Since they're in charge of all the <a href=\"https:\/\/www.thebalancecareers.com\/supervisor-2276098\" rel=\"nofollow noopener\" target=\"_blank\">day-to-day tasks<\/a> that need to be done, from <strong>managing employees to running reports,<\/strong> it can be easy on particularly hectic days for items to be overlooked.&nbsp;<\/p>\n  <p>This <a href=\"https:\/\/process.st\/checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a> has been designed to make sure that doesn't happen.&nbsp;<\/p>\n  <p>Including the <strong>most common tasks<\/strong> a supervisor will need to complete on a <strong>daily basis,<\/strong> this checklist can either be used as-is or <strong>customized<\/strong> to suit your company's<strong> individual needs.&nbsp;<\/strong><\/p>\n  <p>Using the <strong>tools<\/strong> on the right,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\" rel=\"nofollow noopener\" target=\"_blank\">you can edit<\/a> this with as many tasks as you need your supervisors to keep track of.<\/p>\n  <p class=\"style-warning\">If you want to edit this checklist template and its features&nbsp;<strong>(short text, email, dropdown, date entry, etc.)<\/strong>&nbsp;that's easy to do by clicking on the \"edit template\" button.<\/p>\n  <hr>\n  <h5>What is Process Street?<\/h5>\n  <p>Process Street&nbsp;is&nbsp;<strong>super-powered checklists.<\/strong>&nbsp;It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;recurring tasks<\/a>, procedures, and workflows.<\/p>\n  <p>Create a&nbsp;<a href=\"https:\/\/www.process.st\/checklist\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist template<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n  <p>You can also&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">connect to thousands of Apps<\/a>&nbsp;through&nbsp;<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;and automate your workflows even more.<\/p>\n  <p><\/p>\n <\/div>\n<\/section>\n<section id=\"enter-details\">\n <h2>Enter details<\/h2>\n <div class=\"text-content\">\n  <p>Workflows should start like all good beginnings: establishing <strong>the who, what, when, where, and why.<\/strong><br><br>\n   This section deals with inputting all the&nbsp;<strong>essential information<\/strong> about who is completing the checklist and when.&nbsp;<br><br>\n   Each task has a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">stop tasks<\/a>&nbsp;in place to make sure&nbsp;<strong>nothing gets left out.<\/strong>&nbsp;<br><br>\n   A&nbsp;<strong>stop task<\/strong>&nbsp;stops a checklist at a particular point,&nbsp;<strong>preventing any task<\/strong>&nbsp;after that point from being completed&nbsp;<strong>until the stop task is complete.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Today's date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor on duty (AM) <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Charles\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Eric\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Raven\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor on duty (PM) <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Charles\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Eric\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Raven\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"opening-tasks\">\n <h2>Opening Tasks:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">The following section goes through <strong>each step<\/strong> the morning supervisor needs to complete to <strong>get the shift started.<br><\/strong><br>\n   With Process Street, you can <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-schedule-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">schedule checklists<\/a> that you use regularly to <strong>run automatically.<\/strong>&nbsp;<br><br><strong>Scheduling<\/strong> checklists not only saves you <strong>heaps of time,<\/strong> it also means that you and your team <strong>won\u2019t ever forget<\/strong> to work on that process at the time it <strong>needs doing.<\/strong><br><br>\n   The <strong>scheduler<\/strong> automatically starts a <strong>new checklist<\/strong> for you, and anyone <a href=\"https:\/\/www.process.st\/help\/docs\/assigning-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\">assigned<\/a> to the checklist or tasks within it will receive an&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/email-notifications\/\" rel=\"nofollow noopener\" target=\"_blank\">email notification<\/a>&nbsp;and will also see these items in their&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-inbox\/\" rel=\"nofollow noopener\" target=\"_blank\">Inbox<\/a>.<\/p>\n <\/div>\n<\/section>\n<section id=\"assess-daily-goals\">\n <h2>Assess daily goals<\/h2>\n <div class=\"text-content\">\n  <p>Supervisors <strong>rarely<\/strong> have <a href=\"https:\/\/managementhelp.org\/supervision\/getting-started.htm\" rel=\"nofollow noopener\" target=\"_blank\">enough time<\/a> to <strong>get everything done,<\/strong> and the <strong>workload<\/strong> can feel <strong>overwhelming.&nbsp;<\/strong><\/p>\n  <p>By breaking processes into <strong>small, simple tasks,<\/strong> it becomes much <strong>easier<\/strong> to tackle what <strong>needs to be done.<\/strong><\/p>\n  <p>The <strong>first task<\/strong> of any shift supervisor is to<strong> understand that<\/strong> <strong>day's goals.<\/strong><\/p>\n  <p>What needs to be done? What are the priorities?<\/p>\n  <p>Outlining this in <strong>simple terms<\/strong> makes it <strong>easier to delegate<\/strong> responsibilities to specific employees. You will also be able to <strong>communicate precise aims<\/strong> to your staff <strong>more efficiently.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily sales goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily conversion goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily sign-ups <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily productivity goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"ensure-appropriate-staffing\">\n <h2>Ensure appropriate staffing<\/h2>\n <div class=\"text-content\">\n  <p><strong>Managing productivity<\/strong> is only <strong>as effective as the team<\/strong> behind it. Supervisors need to know exactly who will be working, as well as the <strong>individual strengths<\/strong> and weaknesses of those employees.&nbsp;<\/p>\n  <p><strong>Employee schedules<\/strong> are created with a lot of <strong>thought and preparation.<\/strong> Forecasts, trends, and availability all come into <strong>who and how many<\/strong> are scheduled to work on<strong> a particular day.<\/strong><\/p>\n  <p>Even with scheduling software, though, <strong>errors<\/strong> could be made, or <strong>the unexpected<\/strong> might happen. It's <strong>good practice<\/strong> to <strong>check your staffing needs<\/strong> each day so you're able to <strong>adapt quickly<\/strong> if circumstances change.<\/p>\n  <p>With this information, <strong>supervisors<\/strong> are able to ensure <strong>tasks are assigned<\/strong> to the <strong>most capable person.<\/strong><\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employees assigned to morning shift <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Pepper\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Phil\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Happy\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Clint\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> List morning projects <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Assign employee tasks (AM) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Allotted hours for AM shift <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Hours used for AM shift <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is shift fully staffed? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"detail-am-shift-goals\">\n <h2>Detail AM shift goals<\/h2>\n <div class=\"text-content\">\n  <p>Having collected all the <strong>necessary information,<\/strong> the supervisor can now make a <strong>plan for their shift. <\/strong><\/p>\n  <p>This plan should <strong>be flexible<\/strong> enough to accommodate unexpected circumstances, <strong>but structured<\/strong> enough that required tasks are completed.<\/p>\n  <p class=\"style-warning\">If you want to add some automation to your checklist, you can use <a href=\"https:\/\/zapier.com\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> to calculate the morning goals based on the values entered for the daily targets.&nbsp;<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p><strong>AM PROJECTS<\/strong><\/p>\n  <p>{{form.List_morning_projects}}<\/p>\n  <p><strong>EMPLOYEE ASSIGNMENTS<\/strong><\/p>\n  <p>{{form.Assign_employee_tasks_(AM)}}<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Morning sales goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Morning sign-ups goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Morning productivity goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the plan for meeting targets? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"note-any-special-circumstances\">\n <h2>Note any special circumstances<\/h2>\n <div class=\"text-content\">\n  <p>This task makes use of a new feature: <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">conditional logic.&nbsp;<\/a><\/p>\n  <p class=\"style-warning\"><strong>Conditional Logic<\/strong> is a powerful feature that allows you to create truly dynamic&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\">checklists<\/a>&nbsp;with&nbsp;<strong><em>if-this-then-that<\/em>&nbsp;logic.<\/strong><\/p>\n  <p>In the <strong>multi choice<\/strong> field below,<strong> if \"other\"<\/strong> is selected,<strong> then a long text field<\/strong> will be generated where <strong>the supervisor can explain<\/strong> in more detail.<\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Note any special circumstances <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Unusual weather\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Holiday\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Promotional campaign launch\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     New product release\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Competitor action\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Understaffed\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Overstaffed\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Other\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe \"other\" <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe how this will affect today's business <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"test-equipment-is-functioning-properly\">\n <h2>Test equipment is functioning properly<\/h2>\n <div class=\"text-content\">\n  <p>A <strong>critical, but often overlooked,<\/strong> part of starting the day is making sure all the <strong>equipment is functioning<\/strong> properly.&nbsp;<\/p>\n  <p>Here you'll see a list of <a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\">subtasks<\/a> that can be <strong>ticked off<\/strong> as the supervisor checks each item.&nbsp;<\/p>\n  <p>By marking the <strong>subtasks<\/strong> as required, this <strong>prevents the supervisor<\/strong> from <strong>completing the task<\/strong> until every box has <strong>been ticked.<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Computers\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Telephones\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Internet\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Relevant apps\/programs\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"log-am-tardies-and-absences\">\n <h2>Log AM tardies and absences<\/h2>\n <div class=\"text-content\">\n  <p>The final task of the morning is to <strong>log any tardies or absences.<\/strong> This task includes a simple <strong>long text field<\/strong> where the supervisor can make note of the <strong>employee's name,<\/strong> whether it counts as <strong>an absence or a tardy,<\/strong> and <strong>how late<\/strong> that employee was.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Document any tardies and\/or absences for shift <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"shift-change-duties\">\n <h2>Shift Change Duties:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>Shift changes are often hectic.<\/strong> The afternoon staff is arriving and getting ready. The morning staff is trying to finish up and leave.&nbsp;<br><br>\n   The supervisors still need to <strong>communicate important information,<\/strong> though. <br><br>\n   This section aims to <strong>streamline the process<\/strong> so your supervisors can exchange information <strong>quickly and effectively.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"document-morning-shift-targets-achieved\">\n <h2>Document morning shift targets achieved<\/h2>\n <div class=\"text-content\">\n  <p>Even with the <strong>best of plans,<\/strong> some <strong>goals may not be met.<\/strong> This task is designed to document <strong>what<\/strong> hasn't been done, <strong>and why,<\/strong> so that:<\/p>\n  <ul>\n   <li>the incoming supervisor is aware of <strong>extra tasks<\/strong> that need completed<\/li>\n   <li>the scheduling manager can adjust procedures to meet <strong>staffing needs<\/strong><\/li>\n   <li>any <strong>obstacles in a process<\/strong> can be addressed<\/li>\n   <li><strong>under-performing employees<\/strong> can be monitored<\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Were all AM shift targets achieved? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe targets not met <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Reasons why AM targets not met <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"brief-incoming-supervisor-on-relevant-information\">\n <h2>Brief incoming supervisor on relevant information<\/h2>\n <div class=\"text-content\">\n  <p>The <strong>morning supervisor<\/strong> should <strong>make notes throughout<\/strong> their shift to keep track of<strong> target progress, notable events, important memos and\/or messages,<\/strong> etc.&nbsp;<\/p>\n  <p>In the event that the two supervisors are <strong>not able to verbally brief<\/strong> each other, these notes will give the incoming supervisor <strong>insight into what's been done,<\/strong> and <strong>what still needs to be accomplished.<\/strong><\/p>\n  <p><strong>Both supervisors<\/strong> then need to <strong>approve the notes<\/strong> in the next task to verify they <strong>are both aware<\/strong> of what they say.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Enter AM shift notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-assign-to-incoming-and-outgoing-supervisors\">\n <h2>Approval: Assign to incoming and outgoing supervisors<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Brief incoming supervisor on relevant information<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Document morning shift targets achieved<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"assess-daily-goals-1\">\n <h2>Assess daily goals<\/h2>\n <div class=\"text-content\">\n  <p><strong>Calculating percentages<\/strong> is one of the most<strong> tedious and time consuming<\/strong> tasks a supervisor must do. There's also the possibility of <strong>human error,<\/strong> which can have a <strong>cascade effect<\/strong> on all future calculations.&nbsp;<\/p>\n  <p><strong>Zaps <\/strong>can be used here as well to <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-building-your-own-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">automatically<\/a> enter the goals and percentages so the supervisor merely needs to<strong> review<\/strong> them <strong>and complete<\/strong> the task.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily sales goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Percent towards sales goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily conversion goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Percent towards conversion goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily sign-ups <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Percent towards sign-ups goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily productivity goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Percent towards productivity goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"ensure-appropriate-staffing-1\">\n <h2>Ensure appropriate staffing<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">Just like the morning supervisor needed to make sure they had the appropriate staff to meet their goals, the afternoon supervisor needs to do the same.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employees assigned to evening shift <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Pepper\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Phil\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Happy\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Clint\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> List evening projects <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Assign employee tasks <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Allotted hours for PM shift <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Hours used for PM shift <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is shift fully staffed? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"detail-pm-shift-goals\">\n <h2>Detail PM shift goals<\/h2>\n <div class=\"text-content\">\n  <p>This task makes use of a <strong>great feature:<\/strong> <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">variables.&nbsp;<\/a><\/p>\n  <ul><\/ul>\n  <p><strong>Variables<\/strong> are an easy way of <strong>displaying<\/strong> \u2018variable\u2019 information that is<strong> unique<\/strong> to each&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a>&nbsp;of a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\" rel=\"nofollow noopener\" target=\"_blank\">template<\/a>.<\/p>\n  <p>Variable information could include the <strong>checklist name,<\/strong> checklist <strong>created date,<\/strong> or <strong>data that was inputted<\/strong> into a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">form field<\/a>&nbsp;in that <strong>specific checklist,<\/strong> run either manually or via&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>.<\/p>\n  <p>All the <strong>information entered<\/strong> so far will be <strong>automatically carried over<\/strong> into the text box below for the supervisor <strong>to review.<\/strong><\/p>\n  <p><strong>The supervisor<\/strong> then just has to use that info to <strong>outline a plan<\/strong> for achieving their <strong>goals that shift.<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p><strong>PM PROJECTS<\/strong><\/p>\n  <p>{{form.List_evening_projects}}<\/p>\n  <p><strong>EMPLOYEE ASSIGNMENTS<\/strong><\/p>\n  <p>{{form.Assign_employee_tasks_2}}<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Afternoon sales goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Afternoon conversions goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Afternoon sign-ups goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Afternoon productivity goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the plan for meeting targets? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"log-pm-tardies-and-absences\">\n <h2>Log PM tardies and absences<\/h2>\n <div class=\"text-content\">\n  <p>As with the morning shift, any <strong>absences or tardies<\/strong> should be documented.<\/p>\n  <p>At the <strong>end of the checklist,<\/strong> both AM and PM <strong>absences can be collated<\/strong> into a single report so that supervisors can <strong>easily track and address attendance<\/strong> problems.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Document any tardies and\/or absences for shift <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"closing-tasks\">\n <h2>Closing Tasks:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">Just like the beginning of the day, the <strong>end of the day<\/strong> has certain <strong>tasks and duties<\/strong> that must <strong>be completed.<br><br><\/strong>This section<strong> outlines those tasks,<\/strong> as well as <strong>compiles reports<\/strong> from the day to <strong>pass on<\/strong> to the incoming <strong>morning supervisor.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"compare-projected-targets-to-actual-results\">\n <h2>Compare projected targets to actual results<\/h2>\n <div class=\"text-content\">\n  <p>This task offers a basic set of <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">form fields<\/a> for the <strong>supervisor<\/strong> to enter both the <strong>goal and actual figures<\/strong> from that day.&nbsp;<\/p>\n  <p><strong>Instead<\/strong> of entering all of the data <strong>manually,<\/strong> you can also use <strong>Zaps<\/strong> to populate fields - such as the <strong>daily goals<\/strong> - that have <strong>already been filled in.&nbsp;<\/strong><\/p>\n  <p>This will save your supervisors <strong>time,<\/strong> and prevent the possibility of<strong> human error.<\/strong><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily sales goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Amount of sales <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily conversion goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Number of conversions <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily sign-ups goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Number of sign-ups <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Daily productivity goal <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Productivity levels <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"document-any-incidents-or-obstacles\">\n <h2>Document any incidents or obstacles<\/h2>\n <div class=\"text-content\">\n  <p>This task provides the <strong>supervisor<\/strong> with the opportunity to <strong>document any incidents<\/strong> that might have <strong>impacted productivity.&nbsp;<\/strong><\/p>\n  <p>Keep in mind, though, that <strong>productivity<\/strong> can be<strong> hampered<\/strong> in other ways, too. <strong>Employee disengagement<\/strong> has a huge impact on a c<strong>ompany's productivity.&nbsp;<\/strong><\/p>\n  <p>Obviously, you want your employees engaged and enthusiastic about their jobs, but <strong>only<\/strong> <strong>34 percent<\/strong> of the <strong>US workforce<\/strong> actually<strong> feels engaged.<\/strong><\/p>\n  <p>There are numerous ways to <a href=\"https:\/\/blog.hubstaff.com\/employee-productivity\/\" rel=\"nofollow noopener\" target=\"_blank\">increase the connection<\/a> with your employees - providing the <strong>right tools, better training, clear communication<\/strong> - but if you aren't even <strong>aware of the problem,<\/strong> there isn't anything you<strong> can do about it.&nbsp;<\/strong><\/p>\n  <p>By <strong>documenting lags<\/strong> in productivity, supervisors can <strong>prepare<\/strong> a course of action <strong>to address them.&nbsp;<\/strong><\/p>\n  <p>This section isn't just about the negatives, though.<\/p>\n  <p>It's important to also recognize when things go right. Supervisors are able to <strong>reflect on<\/strong> things that were <strong>done well,<\/strong> employees who should <strong>be praised,<\/strong> and areas the team <strong>could improve<\/strong> on.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Were there any significant incidents today? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe incident and consequences <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe today's obstacles <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe today's accomplishments <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> List employees who performed above and beyond today <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Monica\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Peter\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Carol\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Jen\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"recap-shift-for-opening-supervisor\">\n <h2>Recap shift for opening supervisor<\/h2>\n <div class=\"text-content\">\n  <p>Once again, we've used <strong>variables<\/strong> to populate the text box with <strong>data.&nbsp;<\/strong><\/p>\n  <p>It's also possible to use <strong>Zapier<\/strong> to <strong>calculate the difference<\/strong> between the <strong>daily goal<\/strong> and the <strong>actual amount,<\/strong> and <strong>update the checklist<\/strong> with that number.&nbsp;<\/p>\n  <p>You can<strong> find out more<\/strong> about using <strong>Zaps<\/strong> to make <strong>calculations<\/strong> in Zapier's <a href=\"https:\/\/zapier.com\/help\/create\/format\/get-started-with-formatter\" rel=\"nofollow noopener\" target=\"_blank\">help docs.&nbsp;<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p><strong>ACTUAL SALES<br><\/strong>{{form.Amount_of_sales}}<\/p>\n  <p><strong>DIFFERENCE<br><\/strong>%<\/p>\n  <p><strong>ACTUAL CONVERSIONS<br><\/strong>{{form.Number_of_conversions}}<\/p>\n  <p><strong>DIFFERENCE<\/strong><br>\n   %<\/p>\n  <p><strong>ACTUAL SIGN-UPS<\/strong><br>\n   {{form.Number_of_sign-ups}}<\/p>\n  <p><strong>PERCENTAGE DIFFERENCE<\/strong><br>\n   %<strong><\/strong><\/p>\n  <p><strong>ACTUAL PRODUCTIVITY<\/strong><br>\n   {{form.Productivity_levels}}<\/p>\n  <p><strong>PERCENTAGE DIFFERENCE<\/strong><br>\n   %<\/p>\n  <p><strong>ATTENDANCE<br>\n    AM<\/strong>&nbsp;{{form.Document_any_tardies_and\/or_absences_for_shift}}<strong><br>\n    PM&nbsp;<\/strong>{{form.Document_any_tardies_and\/or_absences_for_shift_2}}<strong><\/strong><\/p>\n  <p><strong>AM SHIFT NOTES<\/strong><br>\n   {{form.Enter_AM_shift_notes}}<\/p>\n  <p><strong>INCIDENTS\/OBSTACLES<\/strong><br>\n   {{form.Describe_today's_obstacles}}<br><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Any additional details for next shift <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"submit-details\">\n <h2>Submit details<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Congratulations!<\/strong><br><br>\n   You've completed the <strong>Daily Supervisor Workflow.<\/strong><br><br>\n   If you've<strong> scheduled<\/strong> the workflow to <strong>run automatically,<\/strong> all you have to do now is <strong>complete this task.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.indeed.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Indeed<\/a> - <a href=\"https:\/\/www.indeed.com\/career-advice\/career-development\/responsibilities-of-a-supervisor\" rel=\"nofollow noopener\" target=\"_blank\">What are the Responsibilities of a Supervisor?<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/fjohnreh\" rel=\"nofollow noopener\" target=\"_blank\">F. John Reh<\/a> - <a href=\"https:\/\/www.thebalancecareers.com\/supervisor-2276098\" rel=\"nofollow noopener\" target=\"_blank\">A Day in the Life of a Supervisor<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/carter-mcnamara-mba-phd-97853710\/\" rel=\"nofollow noopener\" target=\"_blank\">Carter McNamara<\/a> - <a href=\"https:\/\/managementhelp.org\/supervision\/getting-started.htm\" rel=\"nofollow noopener\" target=\"_blank\">Typical Experience of a First-Time Supervisor<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/dannalbright\/\" rel=\"nofollow noopener\" target=\"_blank\">Dann Albright<\/a> - <a href=\"https:\/\/blog.hubstaff.com\/employee-productivity\/\" rel=\"nofollow noopener\" target=\"_blank\">Boost Employee Productivity With These Strategies<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"checklists\">\n <h2>Checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-structure-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance Structure Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-audit-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance Audit Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-customer-service-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Customer Service Quality Assurance Form<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-sales-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Sales Quality Assurance Form&nbsp;<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-outbound-sales-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Outbound Sales Quality Assurance Form<\/a>&nbsp;<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-helpdesk-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Helpdesk Quality Assurance Form<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-agent-training-program-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Agent Training Program Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-qa-agent-training-process-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance (QA) Agent Training Process Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-metrics-calculation-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Metrics Calculation Process Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/manager-weekly-report-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Manager Weekly Report Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/iso-9000-structure-template-9\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Data Report Breakdown<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/daily-customer-service-duties-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Customer Service Duties<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-performance-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Performance Review<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-performance-review-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Performance Review<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/records-management-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Management Training<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/how-to-respond-to-negative-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Respond to Negative Reviews<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-journey-map-template\/\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Journey Map Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/reduce-churn\/\" rel=\"nofollow noopener\" target=\"_blank\">Reduce Churn<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ppc-daily-campaign-review-checklist-4\/\" rel=\"nofollow noopener\" target=\"_blank\">PPC Daily Campaign Review Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/retail-store-cleaning-checklist-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Retail Store Cleaning Checklist<\/a><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/daily-store-opening-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Store Opening Checklist<\/a><\/p><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/retail-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Retail Employee Onboarding Checklist<\/a><\/p><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/retail-merchandising\/\" rel=\"nofollow noopener\" target=\"_blank\">Retail Merchandising<\/a><\/p><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/store-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Store Audit Checklist<\/a><\/p><\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/store-opening-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Store Opening Checklist<\/a><\/p><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/teamwork-retail-sales\/\" rel=\"nofollow noopener\" target=\"_blank\">Teamwork Retail Sales<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/managerial-daily-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Managerial Daily Tasks<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/strategic-planning-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Strategic Planning Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/meeting-minutes-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Meeting Minutes Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/daily-standup-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Standup Meeting<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/daily-standup-meeting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Standup Meeting Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/hoa-board-meeting-agenda-template\/\" rel=\"nofollow noopener\" target=\"_blank\">HOA Board Meeting Agenda Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ray-dalios-meeting-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Ray Dalio's Meeting Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/standup-meeting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Standup Meeting Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/virtual-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">Virtual Meeting Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/meddic-sales-process\/\" rel=\"nofollow noopener\" target=\"_blank\">MEDDIC Sales Process Checklist<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Daily Supervisor Checklist: The term \"supervisor\" refers to anyone who manages a team's or individual's performance. While it's often used to describe low-level management positions - and is not without its challenges - supervisors are often the conduit between employees and upper management. The duties of a supervisor can vary greatly depending on [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24600,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udd0e","cover_icon_url":"","tasks_count":"24","template_description":"This checklist should be run daily by shift supervisors.","template_id":"t-Cnlkz0c4CeLUl3y8lIfA","task_0":"Introduction to Daily Supervisor Checklist:","task_slug_0":"introduction-to-daily-supervisor-checklist","task_1":"Enter details","task_slug_1":"enter-details","task_2":"Opening Tasks:","task_slug_2":"opening-tasks","task_3":"Assess daily goals","task_slug_3":"assess-daily-goals","task_4":"Ensure appropriate staffing","task_slug_4":"ensure-appropriate-staffing","task_5":"Detail AM shift goals","task_slug_5":"detail-am-shift-goals","task_6":"Note any special 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