Configure performance rules
Guide to set goals and monitor progress.
At the center level, click the Configurations icon.
Search for and select the Performance rules settings from the Employees section.
For each metric, enter the goals.
Click Save.
After each metric is defined, you can review each employee's performance against these metrics using the Performance reports.
The table below contains all the performance metrics that can be defined for an employee.
Metric | Definition |
|---|---|
Attendance | The minimum attendance or the attendance goal for the employees as a percentage. After the metric is defined, it gets calculated automatically from the Appointment book through check-in/check-outs. |
Punctuality | The punctuality percentage for your employees. For example, a punctuality target of 95% means that if the employee's shift starts at 8 AM, the employee must check in at 8 AM 95% of the time. After this metric is defined, it gets calculated automatically from the Appointment book through check-in/check-outs. |
Utilization | The productivity percentage of an employee or the time an employee must be busy delivering services. This metric displays the utilization percentage of an employee. For example, if employees at your center have an 8-hour working day, a 50% utilization target means the employees must be busy delivering services for at least 4 hrs every day. After this metric is defined, it gets calculated automatically from the Appointment book as services are booked for therapists and each service has a duration. |
Guest Satisfaction | The minimum customer rating the employee must receive from the customer on services he is performing. After this metric is defined, it gets calculated automatically through the feedback forms that customers fill out at the end of the service and the feedback ratings are then entered through the Appointment book. |
Revenue | The target revenue for employees. The revenue can come from delivering services or selling products, memberships, packages, and gift cards. After this metric is defined, the revenue automatically gets calculated based on the therapist being assigned to services or the sale of items from the Appointment book. |
Working Hours | The minimum working hours for employees in your center. After this metric is defined, it gets calculated automatically from the Appointment book through check-in/check-outs. |
Retention Rate | What percentage of guests must be retained, such that they come back to the center whether to the same therapist or to a different therapist. After this metric is defined, it gets calculated automatically through guest history and looking at who the therapist was on the first visit. |
Impacts and considerations
If you enable the performance rules for employees of your business, the metrics can't be disabled as these metrics have dependencies on various reports such as performance, utilization, and more.
A service or treatment can't be excluded from utilization or other performance rules defined for the employee.