Employee Call Monitoring Assessment Template

  • Evaluate Employee Customer Calls
  • Includes Customer GDPR Verification
  • Customisable & Easy to Use
  • Developed by Experts
  • Instant Download After Payment

£15.00 (ex vat)

Our exclusive Employee Call Monitoring Assessment Template can be used by any customer facing business to effectively monitor employee call standards. Commonly used by firms authoirsed by the FCA to ensure that compliance with the rules is being adhered to. The template also includes checks on compliance with the TCF outcomes. In regulated or supervised firms, there are numerous requirements that must be included in calls to customers.

Integrate this customisable call monitoring template into your organisation to effectively monitor employee calls against set standards.

About the Employee Call Monitoring Assessment Template

This assessment template can be used to audit and assess calls which need to be Know Your Compliance Templatesmonitored inline with regulatory and legal standards and requirements. The document covers hard and soft skills as well as adherence to GDPR/DPA and TCF principles.

Calls made or taken within a regulated industry must be monitored and reviewed for their adherence to laws, rules and regulatory guidance. Most supervisory authorities place a high importance on the monitoring of customer communication and ensuring that general ethical standards are being met. This template allows you to assess call skills and adherence to the rules and is customisable for including your own requirements.

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Market Leading ComplianceOur templates are professional, high quality and compliant. Developed by experts with a wealth of experience in regulatory compliance and policy development. We spend our time researching the regulations, legislation and standards so that you can spend your time doing what you do best!

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Market Leading ComplianceThe team at Know Your Compliance Limited have been developing regulatory templates for 20+ years. We have been providing UK organisations and sole traders with compliant, professional documents and templates for over 9 years and are one of the UK’s leading compliance template providers.

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Cost Effective ComplianceOur customers range from multi-national organisations and public bodies, through to sole traders. We keep our prices low so that our products are affordable for everyone. Quality you can trust at prices you can afford!

WHY CHOOSE US?

  • Templates used by 6000+ organisations
  • Market leading business documents
  • Customisable, easy to use formats
  • Affordable templates & toolkits
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Customisable and available for instant download after payment. Includes:

  • 8-page Employee Call Monitoring Assessment Template
  • Call Opening
  • Customer Verification
  • Customisable Call Requirements
  • Customer Needs
  • Payment Informaiton
  • Call Ending

If you operate in a business environment where employees take or make phone calls to customers about your products or services, you should be monitoring calls for adherence to legal, regulatory and contractual compliance.

This call monitoring template allows you to monitor employee calls using a set of pre-defined questions and criteria. The assessment checks include customer verification for ensuring that GDPR and data security are adhered to.

Frequently Asked Questions...

Can The Documents be Customised?

All toolkit templates and training materials have been developed using the latest version of Microsoft Office. Word, Excel and Poweroint are universally compatible with a large number of document editing software, including OpenOffice and GoogleDocs.

All templates and training materials can be corporate branded and are fully customisable. The documents also come with detailed guidance on how to use Microsoft Office to edit the templates and insert your own content where applicable.

What Format are the Documents in?

All documents and materials in the been developed using the latest version of Microsoft Office. The document toolkit uses Word for the policy templates, with some of the checklists and registers being in an Excel format. All templates are fully customisable with detailed guidance on editing.

Are the Documents Suitable for my Business?

All of our PECR and GDPR templates, toolkits and training packages have been developed by experts using the requirements set out under the UK GDPR, DPA18 and PECR requirements (including the latest amendments). The content also pulls from the rules and guidance set out by the ICO and associated data privacy bodies.

Our PECR and GDPR templates and training materials are suitable for any business type or industry. Where sector specific customisations are required, we have noted these within the templates. As the content covers most of the PECR and GDPR rules and requirements, some sections may not be relevant to your size or industry. However, these areas have been highlighted and can either be removed or customised.

Are the Templates an 'Off the Shelf' Solution?

Every business is different and compliance documents need to reflect that. Whilst our templates and toolkits go a long way toward making you compliant, many of our documents do require some customisation to ensure that they are relevant to you. Our templates provide a strong foundation on which to build your compliance framework. Our extensive template content coupled with your customisations will ensure that you are compliant with the relevant legislation, codes of conduct, standards or regulations

It is important that each policy and procedure accurately reflects exactly what your business does and how it does it. The level of customisation required for each document will depend upon factors such as your size, scope and current compliance program. However, we are always on hand to answer any questions you may have and provide unlimited email support.

How Can I Access My Order?

All materials and templates are available to download immediately after purchase via the website. Once you have completed your payment online, you will be redirected to our order page where you can download your ordered document(s). We also send you an automated confirmation email which contains a copy of your download link.

If you have chosen to make payment by BACS, your order will be placved on hold until we have confirmed receipt of your payment. Once your payment has been verified, we will process your order and send you an automated confirmation email which contains your download link. Our Accounts Team will email you a copy of your VAT receipt after the order has been processed.

Please ensure that you add our email address to your contacts lists and that your email server accepts incoming download links.

Why Should I Buy From Know Your Compliance Limited

At Know Your Compliance Limited we are passionate about regulatory compliance! Our team has over 20 years experience and expertise in regulatory compliance and policy development. Serving a wide range of industries and business types, over 6000 organisations already use our templates and toolkits. We have delivered professional, compliant templates to hundreds of industries; including accountants, tax advisors, education and healthcare sectors, the NHS, Government departments, finance and credit, recruitment, charities, banks, estate agents and thousands of SME’s and sole traders.many more.

We offer a large library of templates for regulatory policies, procedures, checklists, toolkits, manuals and training packages. Utilising Microsoft Office for compatibility and easy customisation, we provide editing and usage guidance with all templates. When paying by credit/debit card, all documents are available to download instantly and come with the first annual update included in the price.

Do You Offer Refunds?

As our materials, packages and templates are downloaded digitally, they cannot be physically returned once purchased. For this reason we do not offer any refunds, however we do provide extensive information about each product on the relevant product page so that you know what you are getting before you buy. Please refer to our Terms and Conditions for further information.

If you have any questions about our templates, toolkits or training materials before or after purchase, please contact us at info@knowyourcompliance.com and we will be only too happy to assist you.

About the Employee Call Monitoring Assessment Template

This assessment template can be used to audit and assess calls which need to be monitored inline with regulatory and legal standards and requirements. The document covers hard and soft skills as well as adherence to GDPR/DPA and TCF principles.

Calls made or taken within a regulated industry must be monitored and reviewed for their adherence to laws, rules and regulatory guidance. Most supervisory authorities place a high importance on the monitoring of customer communication and ensuring that general ethical standards are being met. This template allows you to assess call skills and adherence to the rules and is customisable for including your own requirements.

Customisable and available for instant download after payment. Includes:

  • 8-page Employee Call Monitoring Assessment Template

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