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  1. Home
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  3. Knowledgebase

Employee Resources 17 Articles

  • Online Forms
    • Employee Purchase Requests
  • Misc Articles
    • How to access the knowledge base
    • How to Update/Edit your Direct Deposit Information Through QuickBooks Workforce
  • Employee Handbook
    • Requesting Time Off
    • Attendance Policy & Time Off
    • RGT Employee Handbook and Company Policies & Procedures
    • What to do in case of a workplace injury or accident
    • Suggestions, Complaints, & Contacting Human Resources
    • Texas Policies
    • Safety & Loss Prevention
  • New Employee Onboarding
    • Employee Purchase Requests
    • Keyboard Shortcuts
    • Employee Get-to-Know-You Questionnaire
    • How to Use Slack
    • Requesting Time Off
    • Attendance Policy & Time Off
    • Suggestions, Complaints, & Contacting Human Resources

Outsourced Tasks 11 Articles

  • Auction – Send Customer Feedback Email (Updated 03/13/25)
  • Submitting Employee Purchase Invoice (Monthly)
  • Download SMTP2Go Activity Log for 30 Days (Monthly)
  • Adding Sorted Merch items to Novotex Invoice (weekly) (Updated 03/13/25)
  • Updating the listing tracker (Daily Mon-Fri)
  • Weekly Auction Sales Tax Update – New Version 2024
  • MONTHLY Auction Sales Tax Update – New Version 2024
  • How to manage the Local Auction Calendar Schedule Tracker
  • Downloading Source Data From AppSheet
  • Creating new auctions in AppSheets & Auctioneer Software (Weekly)
  • View all articles

Human Resources 13 Articles

  • Employee Onboarding
    • New Hires Process 2026
    • New Employee Onboarding Talking Points
    • Add a new employee to Slack
    • Adding/Removing or Moving Employees on the Evaluation Sheet
    • Hire Process (Old not working)
  • Employee Offboarding
    • Employee Resignations & Terminations
    • Remove a team member from Slack
    • Adding/Removing or Moving Employees on the Evaluation Sheet
  • Upwork/Freelancers
    • Upwork – How to adjust a freelancer contract and view time sheet and screenshots
    • How to manage Upwork and post new jobs
  • Misc HR
    • Proper filing and storage of physical copies of HR documents
  • Attendance
    • Team Schedules & Employee Absentee Report
  • Filling Out The Scorecard

Team Leads 2 Articles

  • Requesting Supplies
  • Keyholder Open Close Checklist

Marketing 5 Articles

  • RGT How to Respond to a Google Review
  • How to upload a video to RGT’s Youtube Channel
  • Auction – Send a text blast reminder before an auction ends
  • How to Create a Mailtimer Countdown for Mailchimp
  • Updating the Banner Slider Images on the Auction Home Page

Auction Admin 3 Articles

  • Local Auction: How to Batch Process Payments
  • Auction – How to edit a lot title or photo
  • How to cancel orders for non-pickup

Listing 2 Articles

  • Product Lister SOP
  • Auction Calendar Explainer Video

Management 16 Articles

  • Payroll
    • Filling Out Team Evaluations (Bi-Weekly)
    • How to Print Employee Evaluations (updated 12/11/2023)
    • Preparing Payroll For the Bookkeeper
    • How to calculate and add accrued PTO to a final paycheck
  • bookkeeping/records
    • How to submit a receipt for an RGT purchase with the company card or for personal reimbursement
    • How to pay for Sorted Merch when using it for Office Supplies/Office Use
    • Create a Date Range Report for Zettle (or other) Transactions from Auctioneer Software
    • How to Balance/Reconcile the Cash Box
    • How to Prepare a Cash Deposit for PNC Bank
  • Management Misc
    • How to respond to a credit card chargeback
    • Removing a team member from Google Workspace
    • Facilities Management, Maintenance, & Roof Leaks
  • Reporting
    • Finding a Team’s Hours in T-Sheets
  • Requesting Supplies
  • Auction Calendar Explainer Video
  • Filling Out The Scorecard

Warehouse 6 Articles

  • Product Handling
    • Shelving a New Auction or Shelving Additional Items to an Existing Auction
  • Uploading Lot Locations to an Auction
  • Setting Up the Inventory Location Spreadsheets
  • Scanning Auction Items Into Inventory (initial scan and/or verification scan)
  • “Day Before Auction Ends” Location Audit
  • Warehouse SOP

Customer Service 17 Articles

  • CS Admin
    • Auctioneer Software: How to Reconcile Overdue Unpaid & Not Picked Up Buyers
    • Local Auctions: Uploading User Documents to the User’s Profile
    • How to check for overdue payments & overdue pickups
    • Auction – How to Issue a Partial Refund on Invoices with More Than One Item
    • Auction – How to Issue a Refund for Invoices with Only One Item
    • Local Auction – How to Issue Refunds (partial refund or full refund)
    • Find unsold auction items for removal
    • Local Auction: How to do a partial refund on an invoice or specific lot
    • Download customer service survey responses (weekly)
    • How to Remove a Bid or Cancel (AKA Freeze) A Max/Proxy Bid
  • Front Desk
    • Auctioneer Software: How to Mark Paid Orders as Picked Up
    • How to print auction invoice
    • What to do if a customer refuses to provide a copy of their ID
    • How to receive and track Zettle Payment
    • How to Scan a Customer’s ID

SOPs 1 Article

  • Product Lister SOP

Accounting 5 Articles

  • Accounting Tasks - Outsourced
    • Regular Bookkeeping & Accounting Tasks (weekly/biweekly)
    • Payroll Instructions for Bookkeeping/Accounting
    • Bookkeeping Tasks for Onboarding a New Employee
    • How to Adjust an Employee PTO and/or Hourly Rate
    • Outsourced Bookkeeping & Accounting Tasks (Periodic)

Purchasing 2 Articles

  • Sam’s, Target, & Home Depot Manifest Review Process
  • How to Format A Mediums Load Evaluation

Software Tutorials 35 Articles

  • Wordpress/Knowledgebase
    • How to log into WordPress dashboard
    • How to Add/Manage Users in WordPress
    • How to Add a New Article to the Knowledge Base
    • Introduction to Adding a Knowledge Base Article in WordPress Using Gutenberg
    • How to insert a youtube video into a knowledge base article
  • Misc Software
    • Zack’s Clipchamp Video Tutorial Creation and Sharing Process
    • Tiffany’s Vidyard Video Tutorial Creation & Sharing Process
  • Acuity Scheduling
    • How to edit available auction pickup time slots in Acuity Scheduling through Squaresapce
    • Step-by-Step Tutorial: Adding New Pickup Time Slots in Acuity Scheduling
    • How to Make Edits to the Settings on the Acuity Scheduling Pickup App for Auction Pickups
  • AppSheets Listing App
    • How to Create a New Auction on AppSheet Auction App
  • Computer Tools 101
    • Keyboard Shortcuts
    • How to Use Slack
    • How to Transfer Ownership of a Google Drive File
  • Auctioneer Software
    • Auctioneer Software: How to Export Lot Info & Auction Stats
    • How to add an RGT employee admin user to Auctioneer Software
    • Troubleshooting Invoices in Auctioneer Software
    • Download Lot Info for Ended Auctions
    • Updating the Banner Slider Images on the Auction Home Page
    • Uploading to a Completed Auction – Auctioneer Software
    • Marking Completed Auctions as Archived (Weekly)
    • Uploading Lot Locations to an Auction
    • Local Auction – Download bidder and winner data after an auction
    • Auction – How to edit a lot title or photo

Needs to be Updated 1 Article

  • Local Auction Administrative Tasks

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