POL00031827 - Post Office Operational Training & Development Presentation - Back Office 1 day course for Postmasters and anyone responsible for running a branch
Evidence on official site
POL00031827
POL00031827
Operational Training & Development
Delivering Operational Excellence
Back Office
i day course for Postmasters and anyone
responsible for running a branch
Interna
POL00031827
POL00031827
Domestics
ad
POL00031827
POL00031827
Introd uction
+ Name
* What is your role in Post Office?
+ 1 thing you hope to get out of today
* Icebreaker question
Operational Tesining 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
Objectives
By the end of today you will be able to:
Complete travel and basic transactions using the
Horizon Online system and paired practise
scenarios
Complete daily, weekly & monthly accounting
activities using the Horizon Online system
Recognise the importance of good cash
management in your branch
Complete a remittance using the Horizon Online
system
Recall at least two useful Horizon reports that
may help you find discrepancies
Operational Training B Development
Dativring Operational Exclisnce
POL00031827
POL00031827
Getting started
+ Smart ID ~ new assistants and
annual compliance
« Log into Horizon Online
* Transaction Acknowledgments
« Physical security
Operational Training B Development
Dativring Operational Exclisnce
POL00031827
POL00031827
Travel money and basic transactions
Objective
By the end of this session, you will
be able to:
« Complete travel money and basic
transactions using the Horizon
Online system and paired practise
scenarios
ing & Development
nal Excoilonce
Dotive
POL00031827
POL00031827
Time to practise
+ Travel Money
+ Travel Money Card
+ Basic transactions
+ Transaction reversals
Operational Tesining 8 Development
Delivering Operarional Excolnco
Operational Training B Development
Deverng OpsracionalEvestsnee
POL00031827
POL00031827
POL00031827
POL00031827
Daily accounting
Objective
By the end of this session, you will
be able to:
* Complete daily accounting
activities using the Horizon Online
system
* Recognise the importance of good
cash management in your branch
Operational Training 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
Daily accounting
* End of day reports
* Cash declaration
Remember! There are other activities
you need to complete daily. What are
they?
Operational Tesining 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
Cash Management
Cash IN Cash OUT
Cash remittances Cash remittances
Payments for
products and
Payments for
products and
ud
services services
Banking Banking
deposits withdrawals
Operational Training B Development
Dativring Operational Exclisnce
POL00031827
POL00031827
Successful Cash Management
The right At the right In the right
amount time place
8 Development
lence
POL00031827
POL00031827
Cash Management & Planned Orders
When and how often should cash declarations be
made?
What’s meant by stock units accessed during the day?
What happens if you don't declare the cash for all
stock units accessed today?
What are the implications of not declaring cash
accurately?
What are the implications of holding too much cash?
What tool on Horizon do we use to manage our cash?
How do we amend a planned order for cash?
Operational Training B Development
Dativring Operational Exclisnce
POL00031827
POL00031827
Balance Period (BP) balance
Objective
By the end of this session you will
be able to:
+ Complete a Balance Period (BP)
balance using the Horizon Online
system
Operational Tesining 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
What is a Balance Period (BP)?
+ What is meant by the term Balance
Period?
* How often can you rollover into a
new Balance Period?
+ What advantage is there to
completing a regular Balance
Period?
Operation
raining 8 Development
jational Exeollsnce
POL00031827
POL00031827
Weekly balancing
Daily reports
Weekly reports
Check Stock on hand
Declare stamps
Declare currency
Declare cash
Operational Training B Development
Dativring Operational Exclisnce
Operational Training B Development
Detivring Operational Exclince
POL00031827
POL00031827
POL00031827
POL00031827
Operational Training 8 Development
Delivering Opsredonal Exevileneo
POL00031827
POL00031827
Remittances and monthly accounting
Objective
By the end of this session you will be able to:
+ Complete a remittance using the Horizon
Online system
* Recall at least two useful Horizon reports
that may help you find discrepancies
+ Complete a Trading Period (TP) balance
using the Horizon Online system
Operational Training 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
Remitta nces
* What is a remittance?
* What are the types of remittance?
+ After accepting a remittance,
what do you need to remember to
do?
Operational Tesining 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
Monthly accounting
* What is a Trading Period (TP)?
+ Discrepancies
* Useful reports
Operational Training B Development
Dativring Operational Exclisnce
POL00031827
POL00031827
What is a Trading Period (TP)?
hat you do What you do r' What you do
qa a weekly (BP) each month (TP)
Daily reports Check stock < Postage labels
Cash declaration Stamp declaration $ uspense account
Balance Trading statement
Operational Tesining 8 Development
Delivering Operational Excoilonce
POL00031827
POL00031827
Discrepancies
If you find a discrepancy:
+ What you should and should not do
if you discover a discrepancy
+ Managing frequent discrepancies
Horizon Recovery Guide:
* What should you do if Horizon
Online freezes or becomes
disconnected from the data centre?
Operational Tesining 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
Trading Period - Settle Discrepancies
There are several options at the end of the Trading Period to ‘make
good’ or settle any discrepancies:
Make Good Settle pee ened @ Assign to
Dispute the ‘
Cash Centrally Discresanc Nominee
for a
iscrepancies
nysically add or discrepa: nilar to ‘settle
py move the over E150, — suspended to allow y’, but
amount of cash to discrepancy will time for further ek
F: 4 e a ; to be settled investigation
achieve @ etween you and
balance Post Office
ining & Development
Delivering Operational Excoilonce
POL00031827
POL00031827
Useful reports
« Rems in / Rems out reports
« Suspense account
* Transaction log
Operational Tesining 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
Time to practise
* Travel Money
* Travel Money Card
« Basic Transactions
Operational Tesining 8 Development
Delivering Operarional Excolnco
Operational Training B Development
Deverng OpsracionalEvestsnee
POL00031827
POL00031827
POL00031827
POL00031827
Observation: TP balance
Complete the Trading Period (TP)
balance using the Operational Training
Guide
* Daily reports
+ Weekly reports
+ Declarations
« Postage labels
+ Suspense account
+ Trading statement
Operational Tesining 8 Development
Delivering Operarional Excolnco
POL00031827
POL00031827
Your Post Office Learner Journey
Learning:
ATM
Lottery
Mthly
Branch
Balance
aining 8 Development
—.
In-Branch
Support:
On-Site
Trainer
Business
Support
Manager
Area
Manager
Customer
Experience
University
Distance
Learning
Packs
POL00031827
POL00031827
Objectives
By the end of today you will be able to:
Complete travel and basic transactions using the
Horizon Online system and paired practise
scenarios
Complete daily, weekly & monthly accounting
activities using the Horizon Online system
Recognise the importance of good cash
management in your branch
Complete a remittance using the Horizon Online
system
Recall at least two useful Horizon reports that
may help you find discrepancies
Operational Training B Development
Dativring Operational Exclisnce
POL00031827
POL00031827
Operational Training B Development
Detivring Operational Exclince