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Monthly Summary
Individual performance overview
June 2026
Tasks
Watchlist
Clients
Job Brief
Client NameStageCSMStart Date
No job brief clients
Client Onboarding
Client NameStageCSMEngagement Start
No client onboarding recorded for this month
Clients at Risk
Client NameLifecycle StageCSMStart Date
No at-risk clients
Lost Accounts
Client NameLifecycle StageCSMExit Date
No lost accounts
Employees
Starters
EmployeeClientTitleTypeStart Date
No starters this month
Employees At Risk
EmployeeClientTitleEnd DateDays Remaining
No employees at risk
Employees Attrition
EmployeeClientTitleEnd DateStatus
No attrition this month
Role Ramp-Ups
Active Role Workflows
Employee Ramp-Ups
Workflows
Workflows
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Month
Month 1
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Month 2
—
Month 3
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Month 4
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Month 5
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Month 6
—
Month 7+
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Anniv.
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Year
Year 1
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Year 2
—
Year 3
—
Year 4
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Year 5
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E. Workflows
E. Month 1
E. Month 2
E. Month 3
E. Month 4
E. Month 5
E. Month 6
E. Month 7+
E. Anniversary — 1 Month Prior to 3 Months Past
E. Year 1
E. Year 2
E. Year 3
E. Year 4
E. Year 5
KPIs
Total Clients
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All records
Active Accounts
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Stages 01–07
At Risk
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Risk Mitigation
Churned
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Exited
Job Brief
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Stage 01
Implementation
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Stage 02
Go-Live
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Stage 04
Governance
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Stage 05
Employees
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Total associates
📖
Playbooks
Process guides & playbooks — coming soon
References
Standard operating procedures and workflow guides
Client Workflows
1
Job Brief Meeting with existing client
JBM1.1 Get updated copy of job description of the role from the client and check client availability for a Job Brief meeting
JBM1.2 Check with TA availability and for specific member to attend the meeting
JBM1.3 Send calendar invite to all attendees
Employee Workflows
1
Triggering Annual Performance Review
APR1.0 Identify employee reaching anniversary (system/manual trigger). Refer to Employee Ramp-Ups (Anniv. card)
APR1.1 Send self-assessment form to employee (with due date)
APR1.2 CSM confirms receipt of completed form (PDF); follow up if overdue
APR1.3 CSM sends trigger email to client; confirms scheduled date + HR support need
APR1.4 CSM confirms review occurred; logs outcome/rating from client
APR1.5 CSM coordinates with HR on any resulting changes (contract, comp, etc.)
APR1.6 CSM updates employee record for next cycle
2
Employee Offboarding / Churn
E8.1 Confirm alignment with client and clear expectations around notice period, last work day, and replacement for the role
Template — Confirm alignment with client on offboarding
Subject: Update: [Associate Name] — Notice Period & Transition Plan
Hi [Client Contact Name],

I'm reaching out to confirm the offboarding details for [Associate Name] and ensure we're aligned on the transition plan.

Notice Period: [Start Date] – [Last Work Day]
Last Work Day: [Date]
Replacement: [Confirmed / To be discussed]

We want to make this transition as smooth as possible for your team. Please let us know if there are any specific handover requirements or outstanding deliverables we should prioritise.

We'll be in touch with next steps shortly.
E8.2 HR and employee exit interview session
E8.3 Inform IT and Finance and provide relevant details
Template — Notify IT and Finance of employee exit
Subject: Employee Exit Notice — [Associate Name] | Last Day: [Date]
Hi Team,

This is to formally notify you of the upcoming exit of [Associate Name], effective [Last Work Day].

Please action the following:

IT:
– Prepare device retrieval on or before last work day
– Schedule data deletion/handover session with associate
– Revoke system and application access effective [Last Work Day]

Finance:
– Process final payroll up to [Last Work Day]
– Confirm any outstanding reimbursements or deductions

Please confirm receipt and let us know if you need any additional information.
E8.4 Confirm data deletion session with IT and employee (if applicable)
E8.5 Create RCA and send all risk mitigation forms to HR
E8.6 Trigger replacement to TA (if applicable) and attach RCA
Template — Trigger replacement to TA
Subject: Termination - [Client name] - [Associate name]
Hi Team,

This is to formally inform you that the engagement of [Associate name] has been terminated effective, [date], on grounds of [reason].

Client has agreed for a replacement and with the termination now confirmed, please treat this as an active, urgent search.

Role Details
Client: [Client name]
Role: [Job title]

The client has an active backlog and is absorbing the work internally in the interim — turnaround on this search matters. Please keep me posted on pipeline status so I can manage [client]'s expectations accordingly.

I have attached the following documentations for your reference. Let me know if you need anything further from my end. Thank you
E8.7 Confirm asset retrieval from IT
E8.8 Send email to client for Access Removal - copy IT
Template — Email client for access removal
Subject: [Associate Name] - access removal
Hi [Client Name],

I hope you are all well.

Today is [Associate Name]'s last working day. As part of our standard offboarding process, could you please arrange for [his/her] access to your company systems, tools, and platforms to be revoked.

This would cover:
- Email and communication tools
- Internal systems and software
- Any shared drives, portals, or client-facing platforms

Could you please confirm once access has been fully removed.

Thank you for your help with this, and thank you also for the support you have given [Associate Name] during [his/her] time with your team.
E8.9 Ensure CRM records are updated accordingly
Email Intake
Emails flagged in Outlook, staged for conversion into tasks
Director's View
Filter:
All Clients — clients
/ —
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Points of Contact
Pause Reason
Offboarding Details
Client Files
Filter:
All Employees — employees
/ —
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Employee Details
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Separation Details

Employee workflow coming soon.

Employee Files
Filter:
All Roles — roles
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— —
Role History
Role Employee History

Role workflow coming soon.

Success Reference Guide
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