Keeping to company policy while still finding the most helpful option for the customer.
Good work shows: Explains the policy in plain words; looks for options within the rules; escalates when policy gives an unfair result.
Following policy while serving the customer is one of the judgement skills on FinderK.
The job simulations and Skill Paths below include work that is checked for this skill. You do the work in an original fictional company and get feedback on it.
A photographer has sent a year of spending with her own notes on what counts as business. Sort each item under the firm's expenses guide, ask her the right questions, and hold the rules kindly when she pushes for a holiday and cash wages to count.
Skills: Classify expenses as allowable, mixed use, capital or not allowable; Apply the mileage rule without double counting; Ask a client clear questions for missing evidence; Explain a rule to a client who disagrees