Staffing Assessment

Staffing Assessment Form
Upon providing the following information Point Enterprises will assess the potential need, costs and benefits of implementing staffing software. All contact information fields are required.

Contact Information

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Name

Company

Phone

E-Mail

Assessment Information

Branch Information.

Total

# Open Sat.

# Open Sun.

Number of full-time tellers.

Number of part-time / peak tellers.

Number of FTE (Full-Time Equivalent) tellers.
i.e. Two 30-hour PTs = 60 hours = 1.5 FTE

Do part-time tellers receive benefits such as medical insurance or vacation?
Yes No

Average cost, including benefits, for a full-time teller.

Maximum manned teller windows in any branch.

Number of branches with 2 or less manned teller windows.

Approximate total monthly transaction volume.

Approximate annual teller turnover percentage.

Number or percentage of tellers with 5 or more years service as tellers at this Bank.
If percentage please include "%" sign.

Name or brand of teller system.

Name and/or Title of the person with primary responsibility for teller operations.

Name and/or Title of the person with primary responsibility for the teller budget if different.

Are there teller incentive programs?
Referrals, customer service awards, operations, etc.
Yes No
Description (optional)

Is the cost of teller operations part of management incentive programs?
Yes No

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