Employee contract template: Standards of behavior

Yes, you can legislate good behavior. Here's how to create and use a Standards of Behavior contract that boosts morale, customer satisfaction, and profitability.

Behavior Standards Sample*

Client Relations

• I will treat our clients in a kind and professional manner.
• I will maintain eye contact with the client.
• I will be courteous and friendly in speaking and in “body language.”
• I will introduce myself to the client and tell him my job title and experience.
• I will ask an open-ended question, such as, “How may I be of help to you?”
• I will use the person’s name as soon as I have heard it or as soon as it is written.
• I will keep the client’s account confidential. I won’t discuss the account in public places, such as elevators.

Customer Service

• I will commit to excellent service and ask customers to tell me if I am not meeting their expectations.
• I will treat everyone in a courteous manner; rudeness is never acceptable.
• I will take action when I recognize that the customer’s expectations have not been met.
• I will remember customers are not an interruption of my work; they are the reason I am here.
• I will find someone else to meet a request if I am unable to do so.
• I will introduce other staff to customers when a hand-off occurs and explain that the person will provide excellent service.
• I will always strive to meet a customer’s needs by using HEAL:
  H: Hear them out
  E: Empathize
  A: Apologize (“I’m sorry we did not meet your expectations.”)
  L: Leap into action to solve the problem

General Etiquette

• I will notice if someone appears in need of assistance and offer help immediately.
• I will not discuss staffing or internal issues with, or in the presence of, clients or visitors.
• I will speak with appropriate voice level.

Commitment to Coworkers

• In verbal and non-verbal communication, I will treat coworkers respectfully and professionally by listening and avoiding defensiveness.
• I will respond promptly to any form of communication.
• I will report to work as scheduled. I will communicate delays as appropriate.
• I will offer to assist coworkers and other departments when needed.
• I will respectfully approach fellow employees and refrain from discipline or constructive criticism in public.
• I will discuss issues directly with coworkers and not go to other people unless the issue cannot be resolved.
• I will take responsibility for solving problems regardless of origin.
• I will provide coworkers with a mini-report for continuity of workflow when I am planning to be out of the office.
• I will be mindful and respectful of others’ time and schedules. Meetings will start and end on time.
• I will be accountable when completing assignments.
• I will respect deadlines.

Telephone Etiquette

• I will be courteous on the telephone.
• I will make every effort to answer calls within three rings.
• I will introduce myself and my role.
• I will screen calls with the phrase, “May I say who’s calling?”
• I will use the caller’s name if I know it.
• I will use a tone of voice that is alert, pleasant, distinct, and expressive.
• I will not eat, drink, chew gum, or smoke while talking on the telephone.
• I will avoid phrases like “OK,” “Yeah,” “Hold on,” “Honey,” and “See ya.”
• I will answer the telephone with a greeting, my department, and my name (and title if appropriate).
• I will ask for permission before placing a caller on hold or using a speakerphone, and wait for an answer. I will thank the caller when I return to him or her.
• I will acknowledge customers placed on hold every 30 seconds.
• I will give the caller the extension number of the person he or she is being transferred to.
• I will be knowledgeable in the use of facility phones and their features.
• I will smile when speaking on the phone to convey a pleasant tone of voice.
• I will have a voice mail message that is brief, current, includes my name and department, and offers the caller options if possible.
• I will make every effort to answer my phone during normal business hours.
• I will return voice mail messages within 24 hours or the next business day.
• I will offer further assistance to the caller upon completing the conversation.
• I will provide an option to bypass or speak to an attendant when phone trees are used.

E-mail Etiquette

• I will use my e-mail for business only.
• I will use my e-mail tool options appropriately when I am going to be away for a period of time.
• I will be aware of potential computer viruses. I will open e-mail from outside the facility only if I know the sender.

My signature below indicates that I have been given a copy of the Behavior Standards. I will try to uphold these standards to the best of my ability.

Name: ____________________________

Date: ____________________________

One copy to employee. Second copy signed and filed with HR.

*Copyright 2008, Studer Group®. May be reprinted with permission. Please contact Dottie DeHart at (828) 325-4966 or DSDeHart@aol.com.

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