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START GUIDE: TRAINER’S PORTAL Training Manual Ver 11. June 2021 | Philippines,

START GUIDE: TRAINER’S PORTAL Training Manual Ver 11. June 2021 | Philippines, Inc. 2 BIZMATES PH START GUIDE STEPS Page Checking your SKYPE version 3 Using share screens 3 Skype privacy settings 4 MyStage Start Guide and FAQs 5 Understanding the Homepage 5 Using the CHAT WITH US button 7 Trainer Resources Site - Koseijyou 7 Editing your profile 8 Understanding the Schedule page 9 Sending a SKYPE request 10 Let’s Get READY! 11 Other important things on the Home Page 12 Three Types of Lessons 13 Reviewing the PEDA 14 Assist Lesson and Other Program’s PEDA 15 Filling in the PEDA 16 No Show for MyStage and Skype 17 Making Edits 18 Key Points to Remember 19 Emergency Button, Handling Connection Issues, Cancellation Format 20 Start Guide - 06.16.2021 3 BIZMATES PH START GUIDE CHECKING YOUR SKYPE VERSION One of the Lesson Platforms we have is Skype, so it’s important to familiarize yourself with its features. 1. To check the version, click “…” and then “Help and feedback”. You should see the version pop up. USING SHARE SCREENS One useful feature that you can use during an ASSIST LESSON is the Share Screen feature, where you can show your screen with the student or the student can share his/her screen with you. This is useful as trainers are not supposed to send files to or receive files from students due to the risk of viruses. 2. To share your screen during a call, click the “box-like sign” and select “Share screens”. To stop sharing screen during a call, click the same sign then choose “Stop sharing”. 1 2 Start Guide - 06.16.2021 4 BIZMATES PH START GUIDE SKYPE PRIVACY SETTINGS Trainer’s Skype privacy settings should always be open to anyone / public. Here’s how you can check and set your settings: Skype Version 8 (Skype for Desktop) and Skype for Web 1. Click the settings button (three dots beside your photo and name on Skype) 2. Click SETTINGS 3. Click on CONTACTS tab on the left side then PRIVACY. 4. Make sure APPEAR IN SEARCH RESULTS is turned on 5. Go back to SETTINGS 6. Click on PRIVACY tab on the left side 7. Make sure that "Only allow Skype calls from contacts to ring on this device“ is turned off For other versions, feel free to visit the Skype website. 4 3 6 7 Start Guide - 06.16.2021 5 BIZMATES PH START GUIDE MyStage Start Guide and FAQs The other platform we use is MyStage. 1. MyStage Start Guide and FAQs are available on Koseijyou: https://www.koseijyou.ph/portal/login.php UN: Bizmates Gmail address PW: bizmates (*If you haven't changed your password before) 1 Start Guide - 06.16.2021 6 BIZMATES PH START GUIDE UNDERSTANDING THE HOMEPAGE 1. Clicking the LOGO always takes you to the homepage or this page. 2. The SCHEDULE tab is to set your schedule. 3. SEARCH LESSON tab is to find past lessons. 4. The Start Guide has the portal manual. 5. FAQ answers common questions from trainers. 6. Be careful when using this clock. If your connection is slow, the clock will fall behind several seconds or even minutes. 7. Save contact information of TSS so you can reach them if you cannot access the portal. 8. By clicking the EDIT button, you can edit your PROFILE. 9. Please check announcements from our CEO regularly. Please go over OLD MEMOS to see past announcements. 10. You should download all the materials onto your desktop for easy access. 11. Make sure you accomplish the System Test so the portal will recognize you as compliant otherwise students will not see you on the schedule page. 12. Use the Referral button to refer who have potential to become a Bizmates trainer. 13. Click UNLOCK to make changes to your schedule. It will LOCK when you refresh or if it goes idle for 30 seconds. Every time you edit your schedule, REFRESH. 14. Whenever you look at the NEXT LESSON box, be sure to click REFRESH or F5 or CONTROL F5 (HP computers) to refresh your screen. This is a live system where students book and cancel lessons all the time. Remember students can book lessons up to 5 minutes before the start of the lesson and can cancel up to 30 minutes before the lesson. 15. The easiest way to contact Trainer Support Services (TSS) is by using the CHAT WITH US box. 1 2 3 4 5 6 8 10 13 12 14 11 15 9 7 Start Guide - 06.16.2021 7 BIZMATES PH START GUIDE USING THE CHAT WITH US BUTTON 1. To get immediate response from TSS, use the CHAT WITH US button found on the homepage. 2. Type your message in the field. 3. This box will appear. Provide your name and official email address so TSS can easily identify you. 4. Check your message. 5. Click on Start chatting. 1 2 4 5 TRAINER RESOURCES SITE - KOSEIJYOU 6. FAQs can be accessed from the portal. The FAQs are housed in the Trainer Resources site we refer to as Koseijyou. Koseijyou is where you go to see helpful videos, important links and crucial information about your independent contractor agreement and deliverables. To access the site, please go to the link below and key in your credentials: https://www.koseijyou.ph/portal/login.php UN: Bizmates Gmail address PW: bizmates (*If you haven't changed your password before) 6 3 Start Guide - 06.16.2021 8 BIZMATES PH START GUIDE UNDERSTANDING YOUR PROFILE 1. Click the Edit button next to PROFILE. 2. Make sure that your photo and audio are ok. 3. If you want to update your photo or audio, you can do the following Please go to this link: https://docs.google.com/forms/u/2/d/e/1FAIpQLSeqCJmtg74g_MkVI T8C1EWo4fd7s_6Vi4a_zGF7w9hMrmC5vQ/viewform When you upload, please assign your file name: bizmates_nickname_audio/photo2 After successfully uploading, email training@bizmates.ph. 4. Make sure that all your personal information is correct. 5. The KPIs (Key Performance Indicators) can be seen here. The first one is CUSTOMER FEEDBACK. Every time a student takes a lesson with you, he/she will have the opportunity to evaluate your lesson based on 3 criteria: professionalism, teaching skills, and connection. The evaluation is out of 5 with 1 being the lowest. You will also receive an e-mail with the scores whenever a student fills out an evaluation. The scores will be visible underneath Number of evaluations. Evaluations are anonymous. For concerns, follow the instructions in the trainer evaluation email. 6. The second one is CANCELLATIONS. When you get a booked lesson, you are expected to teach it regardless of the circumstances. However, if you are unable to teach it due to connection issues, a power outage, illness, etc., you can contact TSS to inform them and they will find a replacement and cancel the lesson. However, the cancellation will still be recorded and affect your performance evaluation. 7. For a more detailed explanation of the KPIs, please watch the video by clicking “video”. 1 2 5 6 7 Start Guide - 06.16.2021 9 BIZMATES PH START GUIDE UNDERSTANDING THE SCHEDULE PAGE 1. Click the SCHEDULE tab. 2. You may open MORNING or NIGHT schedule by clicking the corresponding tabs. MID-SHIFT hours (12:00NN-4:30PM) are available for non-assessors during the weekends and Japan holiday while weekday mid-shifts (12:00NN-4:30PM) are available for assessors only. 3. You can OPEN and CLOSE the slots you’d like anytime by clicking the OPEN and CLOSED buttons. When you get a booking, you’ll see BOOKED for that slots. OPEN means you are available to work. CLOSED means you are unavailable to work. 4. IMPORTANT: Open and Closed slots will gray out if… I’m Ready Button is not clicked at least 16 minutes before the lesson time Slot remained unbooked/open 5 minutes before the lesson time. 5. It’s important to note that most students book lessons the night before or a couple of days before, so you’re more likely to get bookings if you open your schedule 2 weeks in advance. 6. You can set your schedule for the entire month by going to the next page. 7. Forecast shows the number of trainers we have in excess (black font) and how much more we need (red font, negative figures) at a certain time slot. So, this can help you see which slots you are likely to get bookings. Peak slots are the following (PINK slots on the schedule page): MON-FRI 4:00am, 4:30am, 5:00am, 5:30am, 6:00am, 6:30am / 9:00pm, 9:30pm, 10:00pm, 10:30pm, 11:00pm, 11:30pm SAT 6:00am, 6:30am, 7:00am, 7:30am, 8:00am, 8:30am / 9:00pm, 9:30pm, 10:00pm, 10:30pm, 11:00pm, 11:30pm SUN 4am-12mn(All time) 1 2 6 7 Start Guide - 06.16.2021 10 BIZMATES PH START GUIDE SENDING A SKYPE REQUEST Send your student a Skype request as soon as you can. You only need to send a SKYPE request if the student is NOT on your SKYPE Contacts List. 1. Copy the student’s SKYPE NAME which is under the student’s name, and PASTE it in the SEARCH field on your SKYPE Main Menu and click Search all people on SKYPE. Note: Please double-check if the uploads/Litterature/ start-guide 1 .pdf