RRC JOB AID
IRS SPSC CALL FLOW
TRANSFER JOB AID
GENESYS
DAY IN THE LIFE
100

WHAT DOES RRC STAND FOR?

WHAT IS RECOVERY REBATE CREDIT

100

What is an appropriate hold time

WHAT IS 1 to 2 mins

100

WHAT TRANSFER VERBIAGE MUST BE SAID PRIOR TO TRANSFERRING ANY CALL?

WHAT IS “In order to better assist you, I will need to transfer you to another representative. You may hear a moment of silence while I connect you."

100

If going to lunch, which AUX should you go in and for how long

WHAT IS meal status and for 30 mins.

100

What MUST be plugged in prior to logging on to AWS 

WHAT IS your headseat

200

How can a caller or taxpayer claim the Recovery Rebate Credit?

WHAT IS on the2020 Form 1040(U.S. Individual Income Tax Return) or Form 1040-SR(U.S. Tax Return for Seniors). 

200

What closing statement must be said on each and every call

WHAT IS “If there is nothing else I can help you with, thank you for calling the IRS.” 

200

IF caller says they do not have access to internet then what MUST be determined prior to transferring

WHAT IS you have determined self-help methods are not an option and their inquiry cannot be answered because of lack of internet access. 

200

Which AUX can your status be in for the first 6 mins

WHAT IS busy

200
After your shifts starts how many minutes can you take getting ready for calls before you go ON QUEUE?

WHAT IS 6 minutes

300

What tax year is the RRC credit eligibility and the RRC credit amount  based on?

WHAT IS the 2020 tax year

300
In following the call flow what are the next steps after greeting the caller

WHAT IS listen, question and confirm

300

Is it a valid or invalid transfer IF Caller states they meet the eligibility criteria, but there is no status available in GMP

WHAT IS AN INVALID TRANSFER

300

What are the two statuses you must be in to receive a call

WHAT IS In an Available work status and On Queue

300

What are the 3 main resources that you should have readily available BEFORE going on queue in Genesys

WHAT IS the 

IRS SPSC EIP Job Aid which can be found on SharePoint

•Transfer Job Aid which is also found on SharePoint

•Open the IRS SPSC website links referenced on SharePoint for easy access

400

Is EIP3 a part of the RRC? 

WHAT IS No, EIP3 is NOT part of the 2020 RRC. 

400

If there is no response from caller what must be said and how many seconds must you allow before disconnecting

WHAT IS  “I’m sorry we are unable to hear you, please try to call back again if you still need support.” 30 seconds

400

Is it a valid or invalid transfer IF Caller reporting banks will not cash checks that were dated in April or May, or the checks are not clearing

WHAT IS a Valid transfer 

400

WHAT status are you not allowed to be in at all

WHAT IS away status

400

What system is used to review your work schedule

WHAT IS Aspect

500

What if the caller already filed their 2020 return and made a mistake in calculating the RRC amount or forgot to claim RRC?

WHAT IS Follow RRC FAQ section:2020 Recovery Rebate Credit —Topic G: Correcting issues after the 2020 tax return is filed

500

What are the ONLY two queues that English agents are allowed to transfer to 

WHAT IS the IRS English Transfer Queue and Maximus Spanish Internal Transfer Queue 

500

When is it NOT ok to transfer for EIP even if caller is demanding.

WHAT IS  Callers who are demanding to be transferred in order to update their bank account information 

500

What is some of the information you can you view in your performance tab

WHAT IS time in status; transfer; alert; alert no answer

500

If you were logged in Genesys for 8 hours and 15 mins with no technical issues, what time should be documented in Dletek. 

WHAT IS 7.7 hours 

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