Monarch National Accounts

As a Brand Ambassador Manager, you will be responsible for completing various administrative tasks on a daily, weekly, and monthly basis. This online portal is designed to provide you with clear instructions and guidance. Your Excel workbooks will now be used exclusively for data entry and tracking purposes.

Non-negotiable processes that all Brand Ambassador Managers must follow.

There are three non-negotiable processes that every Brand Ambassador Manager must follow consistently across all territories. This ensures that day-to-day operations remain seamless, even if someone takes time off, requires FMLA, or separates from the company. By standardizing these processes, we can minimize disruptions for Brand Ambassadors, trailer delivery drivers, and stores. The processes are as follows:

Completion Timeline: The schedule must be completed one month in advance.

Shared Access: National Accounts Managers, you, and your team will have visibility.

In summary, it is critical that all managers adhere to these three standardized processes—scheduling Brand Ambassadors, trailer schedule calendar, and training new hires. By doing so, we can ensure smooth operations, fairness, and high-quality outcomes across all territories.

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Your Excel Workbooks.

Your Excel workbooks are designed to deliver territory-specific insights and serve as a tool for tracking data to analyze performance. From KPIs and display repairs to monthly store visit trackers, each sheet has a specific purpose. See below for details on what each sheet is intended for and how to use it.

KPI report.

Each month, access Salesforce/RB Direct to locate your KPI report and update the performance data for your entire territory, both collectively and broken down by individual Brand Ambassador. A monthly KPI meeting will typically be held a few days after the 1st, where all Brand Ambassador Managers will review individual territory results. For detailed instructions, please visit the Reports Page in this portal.

BA Daily Tracker.

Stay organized with the BA Daily Tracker! Your team will use GroupMe to submit end-of-day reports, including leads, set appointments, and PKs. This tracker is designed to help you stay on top of these numbers and prepare for commissions. Additionally, it’s a great tool for quickly identifying if any BAs are falling behind on their goals, giving you the chance to provide support before the end of the month.

Note: The KPI Report in Salesforce will also show you this information. This is an optional tracker to use*

BA Monthly One-on-One Field Visit Tracker.

You must visit each of your BAs in the field at least once a month. Use the tracker to log the date of your visit and any notes from the meeting to ensure you don’t forget any follow-ups or important details.

Leads & Sales Tracker.

The Home Depot and Lowe’s Leads and Sales Tracker is designed to provide detailed insights for each store. It allows you to compare their performance from last year to this year, track progress toward goals, and more. This tool equips you with key talking points before store visits, ensuring you have a clear understanding of each store’s performance. Knowing how your individual stores are performing is essential for shaping your store strategy for the year.

Brand Ambassador Territory Lists.

The Brand Ambassador Territory Stores sheet is a valuable tool for creating schedules. It ensures that BAs have a balanced mix of high-volume and low-volume stores. While territory assignments remain consistent, they can be reevaluated under certain circumstances, such as hiring additional Brand Ambassadors, acquiring new stores in the territory, or at the end of the fiscal year if there’s an imbalance between high- and low-volume stores.

Store Contact List.

The store contact list includes the store number, address, phone number, and should be updated regularly with any changes. At a minimum, it should also include contact information for the Store Manager, SASMs, and DSMs/DPSSMs.

Display Repair Tracker.

The in-store display tracker should include a description of every built display, sign measurements, and a repair log. It is your responsibility to manage and address display repairs within your territory.

Supplies Ordering Tracker.

Each month, you are responsible for ordering the necessary supplies for your team. It’s crucial to monitor your spending to stay within your assigned budget. Use this tracker to keep an accurate record of your expenses.

Corrective Action Tracker.

If your BAs require a verbal, written, or final written warning, use this tracker to document all corrective actions. Never delete entries unless the BA is no longer with the company, as it’s important to reference the history of corrective actions when needed.

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Brand Ambassador Schedules.

Each month, you are responsible for creating your Brand Ambassador schedule, which will be posted on a shared Outlook calendar provided by the National Accounts Manager and shared with your Brand Ambassadors. Here are a few key steps to follow when creating the schedule:

1. Review Schedule Preferences: Start by pulling up your team’s schedule preferences located in your workbooks.
2. Account for Days Off: Block off any requested days off and holiday days. All holiday days listed below are paid 8-hour days, and your team must take the day off as working on holidays is no longer permitted.
3. Check the Trailer Schedule: Ensure that any BA assigned to a store with the trailer is scheduled at that store on weekend days.
4. Plan for Special Events: If there are any special store events or invitations, make sure the BA is scheduled to attend on those specific days.
5. Include Outlier Stores: If any BAs are traveling to outlier stores, add those visits to their calendar.
6. Fill in Remaining Days: Rotate BAs between their assigned stores to complete the schedule for the month.
7. Shift Guidelines: Schedule each BA to stay at one store for a full 8-hour shift at least 4 days a week. For 1 day a week, you can schedule them to work at 2 stores in a single day.

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Step By Step Instructions for Sharing and accessing the Outlook Calendar.

1. Click Share and choose which calendar you want to share.

2. Type in the Brand Ambassadors work email.

3. Make sure Can view all details is chosen and click share. The BA must accept the invite in their work email.

4. Make sure you and your BA’s are viewing the correct calendar. Your personal work calendar will always be automatically chosen, you must toggle that calendar off and toggle the BA Schedule Calendar on to see the schedule.

5. When viewing the BA Schedule Calendar you can click on any event and it will open it up for easier viewing.

*Please make sure you show every single BA how to access their BA Schedule Calendar and understand the difference from their Personal Calendar.

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Step by Step Instructions on how to create the schedule in your BA Schedule Calendar.

1. Make sure you are working on the correct calendar before completing the BA Schedule.

2. Click on the BA’s name and click Edit and make sure This Event is chosen.

3. Next to the BAs name add in either HD or L followed by the store number and then click Save.

4. It should throw you right back into the calendar view and you should now see the update.

* You don’t need to share each individual event with the BA, as they already have shared access to view the calendar. They just need to ensure they’re looking at the correct one in Outlook.

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Trailer Delivery Coordination.

Our mobile showroom trailers are set up to stay for one week at Home Depot and Lowe’s stores, aiming to boost leads and sales during their visit. Below, you’ll find helpful tips on scheduling the trailer, managing repairs, and coordinating efforts to get the store excited and prepared for its arrival.

How to get the store’s ready to receive the trailer.

• Trailer Delivery Schedule:
  • The schedule is available in a shared Outlook calendar.
  • Send a calendar invite to the store to ensure they are prepared to receive the trailer at the beginning of every month.
• Day Before Delivery:
  • Visit the store to communicate with at least two key team members about the trailer’s arrival.
  • Secure an optimal space for the trailer setup.
  • Email the trailer delivery driver with a photo or description of the setup location.
  • If an in-person visit isn’t possible, send a reminder email or call the store.
• Store Management Coordination:
  • Inform management if any BAs are scheduled to be at the store and specify the days.
  • Encourage the store to use the trailer as a tool to learn more about Re-Bath.
  • Suggest staffing the trailer over the weekend, if possible, to help generate leads.
  • Let them know the trailer needs to be closed and locked at night and unlocked and opened during the day.

Handling Trailer Repairs.

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How to schedule the trailers on the shared outlook calendar.

1. Make sure you are working on the correct calendar.

2. Click on the day you wish to add a trailer and then you can type in the store number, make sure to identify if it’s HD or L for Lowes.

3. Click on the event you just created and then click Edit.

4. For the invited people, add in your main point of contacts email, whether it’s the Store Manager, SASM, or any other key players you talk to in store that needs to know when the trailer is being delivered.

5. Click on the time frame and make sure your dates are correct with the start delivery date and the end pick up date.

6. In the description, copy and paste the following message. (See below)

7. Press send.

*You only need to invite the store to these individual events. National Account Managers, General Managers, and delivery drivers already have access to view the entire calendar.

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Here is the copy and paste description you can use for your trailer calendar invites.

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Payroll & Commissions.

It is your responsibility to calculate and track your team’s commissions. Until we unify the commission structure across all three territories, each of you will have your commissions outlined in your workbooks. Commissions should always be paid out with the second paycheck of the month.

To calculate your commissions accurately, you’ll need the following:

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How to submit commissions for payroll.

After calculating each BA’s commission earned for the previous month, send an email to alexus.brinkman@rebathcorp and CC jessica.piatt@rebath.com. Be sure to include the BA’s name and their total commission amount, including phone and car allowances.

*Alexus Brinkman can help with payroll related questions. If there are missing hours/or commissions on BA’s paychecks send her an email and cc: Jessica Piatt. In the event where we missed commissions they can be added to the next paycheck, we do not have to wait until the following month.

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Approving Payroll in UKG.

For each pay period, Alexus Brinkman will send a reminder email 1-2 days before payroll is due, including the deadline time, typically 8:00 AM MST. It is your responsibility to confirm timecards in UKG before this deadline.

Ensure that every BA punches in and out and updates their gas mileage daily. If a BA fails to do this consistently:

1. Start with a verbal warning.
2. Escalate to a written warning if the issue persists.

Avoid waiting until the night before payroll to discover dozens of missing punches and unresponsive BAs. To prevent this, check timecards at least once a week and address any errors promptly.

UKG Training Guide PDF.

How to add Mileage in UKG on Mobile PDF.

How to add Mileage in UKG on Computer PDF.

Re-Bath Pay Period Calendar 2026-2027 PDF.

Employee Paid Sick Time PDF.

Manager Paid Sick Time PDF.

Timesheet Approval Training Video.

UKG Timesheet Approval Training-20260424_105819-Meeting Recording.mp4

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Other Admin Tasks.

Throughout the month, you’ll have various administrative tasks to complete, including:

• Uploading receipts in Concur for out-of-pocket expenses (refer to the Supplies tab for a step-by-step tutorial).
• Updating your Trello boards with leadership board results, team updates, and meeting reminders.
• Preparing for team meetings, one-on-ones, and store strategy visits.
• Updating workbook trackers.
• Staying on top of your work email correspondence.