Zenoti has a set of performance criteria or metrics such as attendance, punctuality, utilization, and guest satisfaction to measure employee performance. You can set goals or targets for these metrics and then measure your employees’ performance against these metrics on a regular basis.
Watch this video for an overview of the employee sales metrics report and the employee performance metrics report.
Your administrator sets up performance metrics for your centers - the goals can vary across centers.
Important: The performance goals your administrator defines at the center level apply to ALL employees in your center.
This report therefore works if your administrator has set up goals at the center level. However, Zenoti allows you the flexibility to set up employee performance goals or targets from other levels too (the employee job level and the center level).
Set Employee Performance Goals at Different Levels - What is the Hierarchy?
You can track employee performance using Goals/ Targets configured at three different levels. Note that Zenoti calculates the performance of an employee based on a hierarchy as follows:
- Employee level
- Employee’s Job level
- Center level
This means, if goals are set at the employee level - it takes precedence over all other goals set at the other levels. In other words, if goals are set at the employee level, goals set at the other levels are of no consequence. Employee performance in such a case is measured based on targets set at employee level only.
It follows that the job level goals come into play only if employee level goals are not defined. Lastly, the center level goals come into play only if both, employee level and job level goals are not set.
Where Can You Set Up these Targets for Each Level ?
- For the Employee level you can set targets from Employee > Employees > Employee Name > General > Target Revenue.
- For the Employee’s Job level you can set targets from Employee > Employees > Job > Targets. In this case, all employees with the same job have the same target.
- For the Center level, you can set goals from Employee > Settings > Performance > Goal. In this case, all employees of the Center have the same goal.
Tip: The small green and red arrows (next to the figures in the report) indicate whether the employee has exceeded or fallen short of the Goal set for that metric.
Scenario 1: When only Employee Job level targets are defined.
Assume that the Therapist job has the following targets defined:
Service Revenue – $3000, Services Delivered 25
If an employee with this Job generates a service revenue of $2100, then it means the employee is falling short of the Target ($3000). At the same time, if the same employee delivered the service 26 times, it means that the employee exceeded the Target for this parameter.
Scenario 2: When only Center level goals are defined, the same goals apply to all employees.
Assume that a Center has the following goals defined:
Service Revenue – $1000
If an employee generates service revenue of $1200 and another employee generates a service revenue of $900, it means that one employee is exceeding the target set while the other is falling behind.
Scenario 3: If settings have been configured at both, Employee Job level and the Center level, Zenoti considers only the Employee Job level settings.
In this case, if an employee with the job Therapist generates a service revenue or $2100, this employee is well short of the Target set for employees with the job Therapists ($3000 is the Target).
Note: The same employee with the same performance (Service revenue $2100) exceeds the Target ($1000) set for this parameter at the Center level.
Click the following button to glance at the steps you must take to generate the report, the filters you can use, and the field-descriptions of the columns you see in the report.