Vizserve Team Portal

DDO Collaterals 1st Draft
2026-06-04

Primary T2 2nd Payment Reminder (HFSE-AR)
2026-06-05 00:00 (Asia/Manila)

Scondary T2 Outstanding Balance Cut-Off (HFSE-AR)
2026-06-05 00:00

Earliest For Payment Release (HFSE-AP)
2026-06-05, 2026-06-12, 2026-06-19

Submission April SocMed Report
2026-06-05

Team Collaboration Meeting
2026-06-05, 2026-06-12, 2026-06-19
Collaboration with other departments (raising of concerns, asking for support, solving issues and troubles)
Facilitated and conducted by department representatives

Team Internal Knowledge Sharing
2026-06-08
Team members share their expertise, processes, and best practices with colleagues through sessions, documentation, and presentation.
Facilitated by designated team members

Client Experience Survey & Improvement
2026-06-08 - 2026-06-12
Distribute Online surveys, collect feedback, implement improvements, track satisfaction

Team Skills Development External Training
2026-06-09 - 2026-06-12
Technical skills workshops, soft skills development, compliance training sessions.
Taken by members based on individual training plan.

Cut-Off For Payment Scheduling (HFSE-AP)
2026-06-10, 2026-06-17, 2026-06-24

Spruson S&F SOA Sending
2026-06-10

MU/G 2026 Collaterals except PPT Should be completed
2026-06-11

Presentation October SocMed Report
2026-06-11

Company Process and Policy (Creation and Review)
2026-06-16 - 2026-06-19
Create, review and update all SOPs, refresh HR policies, document improvements.
Facilitated by Business Manager and Team Manager

Department Process and Guidelines (Creation and Review)
2026-06-16 - 2026-06-19
Create, review and update all department SOPs, Guidelines and document improvements.
Facilitated by department members.

Skills Assessment Program
2026-06-17
Skills gap analysis, development plan creation, mentor or buddy pairing setup.
Facilitated by Team Manager

Spruson Submission of PGL Status Update
2026-06-20

Term 3 Open House Collaterals
2026-06-22

Team Performance Reports & KPI Updates
2026-06-22
Monthly performance reports, KPI updates, achievements of the month.
Facilitated by Team Manager

Quarterly All-Hands Meeting
2026-06-23 - 2026-06-24
Quarterly performance review, goal progress update, recognition ceremony. Alignment for the next Quarter.
Facilitated by Business Manager.

Mid-Year Company Team Building
2026-06-23 - 2026-06-26
Company team building, trust exercises, values reinforcement

Spruson Monthly Client Performance and Project Reports
2026-06-25
Monthly reporting of deliverables and achievements based on contract and SLA.
Facilitated by Business Manager and Team Manager.

Continuous Improvement at Work (Kaizen)
2026-06-25
An initiative to continuous improvement in processes, services, and work practices focusing on reducing issues, solving root causes, and constantly refining how work is done.
Each members must submit and implement an improvement.

HFSE QB Automation - Sending Invoice
2026-06-25 - 2026-06-26
