Talent

This is the main section where team managers will be able to look up agents, teams, vendors, and review their information.

Agents section

In this tab, team managers will have access to the Field agents’ information. As can be seen below, in the Status menu, the Active option will be pre-selected.

Users can select among the following options: Pending, Pending Activation, Failed, Active and Suspended.

There will also be a Select all option to make the look up easier, and a Deselect all. The last option belongs to the Filter by Keyword menu. Here, users will be able to perform a search by providing the agent’s name, last name, or username.

After performing the search, Vault will show the data below. By doing so, users will have access to the AGENT’s full name along with their ROLE (Field agents or Team managers) and the AGENT CODE, which is a unique identification number. Team managers will also see the USERNAME, TEAM, and AGENCY where they belong, as well as the STATUS and the dates when the users were CREATED and ACTIVATED. Users will also see the LAST APPLICATION CODE and DATE, if any, and the ACTIONS column, that will remain empty.

In the STATUS column, if agents are Active, they will be able to log in to the Quest app with their user and perform ST agents’ duties. But if a user is Suspended, the Quest app will not allow them to log in. Team managers can look for further information in the DEACTIVATION REASON column located on the right.

On the other hand, users can also be in Pending status. Later, in the Requirements section, we will review in depth all the types of Pending cases.  

In this section, team managers will also find some additional data, such as the ASSIGNED STATE, the DEACTIVATION REASON for any user that is no longer operating, and finally, the RAD ID info, showing the RAD REP ID specific for each representative, as well as the RAD ID ENABLED section which will let team managers know if the user has the RAD activation.

Agent Profile

The agent’s Profile section is divided into different sub-sections. At the very top, we will find the user’s HEADSHOT, which is mandatory, as well as the FIRST and LAST NAME, the MIDDLE NAME (optional), the EMAIL, the USERNAME (that cannot be edited), and the DATE OF BIRTH.

Below the agent’s PII, Team Managers will find the PRINT BADGE button. All agents need to go through the badge process at least once a day. They have to take a picture of themselves holding the badge. If agents don’t have the badge available, team managers should click on this option to generate and download a badge copy in PDF that later will have to be provided to the ST agent to complete the verification step.

Below, team managers will find five tabs, which will provide additional information.

Profile

The main tab, Profile, will present different sections, like Additional Information, where we can find the AGENT CODE assigned, the SSN section (without the number), and the CONTACT PHONE provided by the ST agent.

The Address Information will be divided into ADDRESS LINE 1 for the door number and the name of the street. If further information should be added, such as an apartment, suite number, etc., it can be added in ADDRESS LINE 2. The CITY, STATE, and ZIP CODE will have their respective sections.

Users will also find Background Information, such as the ADL number, the NAS SCORE (which is a verification that stands for Name, Address, SSN), and the RISK INDICATORS.

In the Brand Information section, team managers will find information about the different flows to which the agent can be assigned. In the Agent Information section, we will be able to spot the REFERRAL AGENT who referred the user, if any, the MARKET LEADER assigned, if there is one, the TEAM in which the agent will work, their ROLE, as well as the ASSIGNED STATE where they are allowed to work, the SHIRT SIZE and the GENDER (Female, Male, or Other).

Moving on, team managers will also see data related to the agent’s RAD ID, such as the RAD REPRESENTATIVE ID, the RAD ID ENABLE section, which will let us know if the RAD ID is active or inactive, and the RAD DISABLE REASON, in case the RAD ID was deactivated.

If the GEOFENCE RESTRICTION is Disabled, agents will be able to work in different locations from the state(s) assigned, without any limitations. On the other hand, if it is enabled, agents will only be able to work within the limits established for that user.

The next option, SEQUENCE ASSIGNMENT, makes reference to the available flows (Safelink, Walmart, etc.) that each agent will have, depending on the Team they have been assigned to.

Finally, the last option from this section, AUTOMATED EXPIRATION ENABLED, will indicate if the field agent’s user will get automatically expired if they don’t report any activity for a period of thirty (30) days.

At the very bottom, team managers will find the Government Image section, where they will normally find the picture of the user’s State ID or Driver’s license.

Requirements

The Requirements section will present a list of requirements that the agent needs to approve to get the user activated. The requirements will be sorted chronologically from newest to oldest:

Basic Profile: After the invitation is sent, field agents will receive an email with a link for them to start the onboarding process. Once clicked, they will be led to an online form where they will have to provide their profile information (full name, phone number, zip code, username, password, etc.)

Extended Profile: After submitting the initial information, there will be a second step where the field agent will have to provide their DOB, SSN, Address, as well as their NLAD Representative ID. Candidates will also have to upload a Profile picture and a Government ID.

NPCL Validation: NPCL stands for Negative Pre-Check List. As the title states, the user will go under a review process to make sure the candidate was not deactivated working as an agent.

Contract Signature: In this section, candidates will have to review the contract and then provide their electronic signature.

Training: All candidates need to take a mandatory training, where they will be introduced to the correct use of the Quest application and their responsibilities as Field Agents/Team Managers. At the end of the training, candidates will have to go through a mandatory test, where they will have to answer more than 80% of the questions correctly to continue. Candidates will have three chances to pass the test.

Note: if candidates face any issues up to this point, team managers should contact the Quest Support Team, so that they can review the case and get the issue solved.

BGC Authorization and Disclosure & Background Check: BCG stands for Background check. All candidates need to go through this step and pass the checkup to continue the process. Once passed, candidates will be able to continue the onboarding process.

Authentication call: In the last step, candidates will have to perform an authentication call, where they will have to confirm their interest in becoming a Field Agent/Team Manager and verify their identity. Candidates will also receive an authentication call indicating that they will have to perform the call to continue with the onboarding process.

Note: If candidates face issues with any of the authorizations or with the authentication call, team managers should refer them to the Vetting team for further assistance.

Event Log

The Event Log tab will show the different steps that the agent’s profile has gone through. At the very top, team managers will find three filters to perform the search.

The Filter Events by Type dropdown menu will provide several options to select. Users can also Select All the types of events, or Deselect All, if necessary.

Once the data is populated, the information will be presented chronologically, with the latest event at the top.

• Collapsed: Team managers will see the basic information of each step, as can be seen in the last picture presented.
• Expanded: Additional data will be displayed, as shown below.