Customer Service Training Checklist

Purpose: This document ensures all newly onboarded customer service agents have completed the required training before independently handling customer cases.

Agent Information

Name: {agentName}

Start Date: {startDate}

Supervisor: {supervisorName}

Mandatory Training Modules

The agent must complete the following training modules:

{#modules}

• {title}: {description}

{/modules}

Assessment Checklist

Shadowing Sessions

The following shadowing sessions must be logged:

Final Evaluation

Evaluator: {evaluatorName}

Date of Evaluation: {evaluationDate}

Final Comments:

{finalComments}

{#isApproved}

Status: Approved

{/isApproved}

{^isApproved}

Status: Not Approved

{/isApproved}

This checklist must be signed and filed before the agent is granted full access to the customer support system.