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Set up KPIs for employees

Define and track attendance, punctuality, utilization, and guest satisfaction.

  1. At the center level, click the Employee icon, and then go to Settings > Performance.

  2. For each metric, enter the goals.

  3. Click Save.

    After each metric is defined, you can review each employee's performance against these metrics using the Performance reports.

Metric

Definition

Attendance

The minimum attendance or the attendance goal for the employees as a percentage.

After the metric is defined, it gets calcuated automatically from the Appointment book through check in/check outs.

Punctuality

The punctuality percentage for your employees.

For example, punctuality target of 95% means that if the employee's shift starts at 8AM, the employee must check in at 8AM 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.

For example, if employees at your center have a 8 hrs working day, a 50% utilization target means the employees must be busy delivering services for at least 4 hrs every day.

After this metric isdefined, 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 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 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 calcuated 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.