Employee Performance Metrics v1 report

Criteria

Options

Description

Time Period

Today Last 7 days Last 15 days 1 month 2 months 3 months 6 months Custom

Select a time period for which you want to track your employees’ performance. If you select Custom, select From and To dates for the report for a maximum date range of 6 months at a time.

Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Job

Lists all the jobs in your organization such as Provider, Senior Provider, Beautician, Hair Stylist.

Select the job for which you want to view the performance details.

You can also select All. Zenoti displays the performance details for all jobs (all employees) in such a case.

Employee Name

Lists the names of all employees with a particular role or all employees, depending on whether you have selected any job in the Job filter.

Select the name of the employee for whom you want to view the performance details.

You can also select All All employees (includes those on loan or on deputation to the current center) appear in this list.

Column

Description

Code

Displays the employee code.

Employee Name

Displays the employee name (First name, Last name).

Performance Index

The Performance Index (PI) is tied to the goal and weight set by an administrator for metrics from the Performance setting in Configurations.

PI is calculated as the cumulative value of all metrics as follows: (Achieved*Weight)/Goal of metric 1 + Achieved*Weight/Goal of metric 2 +….n /Number of metrics

The employee with the highest PI value is your best performer.

Example: If an employee is 80% punctual, the weightage for punctuality is 20%, and the target for punctuality is set to 95%, then Zenoti calculates the PI as follows: 80*20/95 = 16.84

Example: If the goal for punctuality is 1 and weight as 20%. This means that at least 1 day the employee should come on time.

When you run the Employee Performance report, the punctuality shows as 100% for that day when the employee came on time. PI is calculated as: 100 * 20 / 1 = 2000.

Where the employee has achieved 100% punctuality, weightage is 20% and 1 is the goal.

Goal Service Sale

The goal for service sales set by the administrator for a month at the center level. Example: $2000. If you view this report for two months, then the Goal Service Sale appears as $4000.

Free Services

The amount the employee generated as free service revenue during the given time period.

Service Revenue

The revenue generated by a provider for services rendered during the given period.

Goal Product Sale

The goal for product sales set by an administrator for a month. Example: $500. If you view this report for two months, then the Goal Product Sale appears as $1000.

Products

The sales generated by an employee by the sale of products in the given time period.

Goal Membership Sale

The goal for membership sales set by an administrator for a month. Example: $500. If you view this report for two months, then the Goal Product Sale appears as $1000.

Memberships

The sales generated by an employee by the sale of memberships in the given time period.

Goal Package Sale

The goal for package sales set by an administrator for a month. Example: $500. If you view this report for two months, then the Goal Product Sale appears as $1000.

Packages

The sales generated by an employee by the sale of packages in the given time period.

Goal Gift Card Sale

The goal for gift card sales set by an administrator for a month. Example: $500. If you view this report for two months, then the Goal Product Sale appears as $1000.

Gift Cards

The sales generated by an employee by the sale of gift cards in the given time period.

Goal Attendance

The goal for attendance set by an administrator as a percentage for a month.

Example: 96% indicates the employee missed 1 of 25 scheduled days.based on the center level setting that is selected for Calculate Payroll Hours/Employee Utilization based on:

a) Scheduled and actual hours combination

b) Actual check in/check out time

Attendance

The actual percentage of days worked by scheduled days for an employee.

Example: If an employee worked for 23 days out of 25 working days, the attendance percentage is calculated as: 23/25*100 = 92% attendance.

Shows the minimum average rating that guests give to employees for services they receive during a month. Once defined, it gets calculated automatically through the feedback forms that guests fill out at the end of the service. Note that the front desk then manually enters the feedback ratings back into the Appointment book.

Satisfaction

The actual guest satisfaction ratings that providers got from guests from feedback forms.

Goal Utilization

Employee utilization is the productivity percentage of an employee or the time an employee must be busy delivering services.

For example, if employees have an 8-hr working day, a 50% utilization goal means the employees must be busy delivering services for at least 4 hrs in a day. This column shows the goal for employee utilization set by an administrator for a month.

Utilization

The actual employee utilization that is calculated automatically from the Appointment Book as services are booked with the name of the provider and each service has a duration. Only closed invoices in the selected duration are considered.

Goal Retention

The goal for guest retention set by an administrator for a month. The retention rate is the percentage of guests who are likely to come back to your center either requesting the services of the same provider or another provider, within a predefined period (Retention Days).

Retention

The actual percentage of new guests who return for a second visit with the same provider or to another provider within the retention period (Retention Days).

Once defined, it gets calculated automatically through guest history and checking the name of the provider against the guest’s first visit.

Goal Punctuality

The goal for punctuality set by an administrator for a month. Example: 95% means employees must check in on time 95% of the times. Once defined, it gets calculated automatically from the Appointment book through check-in/checkouts.

Punctuality

The actual percentage of days check-in was on time.

Example; 96% indicates the employee was on time for 24 of 25 days.

Goal Request Percent

The goal for the percentage of appointments serviced where guests request for the same provider that is set by an administrator for a month.

Requests

The actual percentage of appointments serviced where guests specifically requested for the provider.

Goals Add-On Percent

he goal for Add-Ons to be sold with services set by an administrator for a month.

Add-Ons

The actual percentage of services sold with Add-Ons in a month.

Goals Membership Conversion Percent

The goal for the percentage of non-members serviced by an employee in a month who then bought memberships in the same month. That is non-members who became members in the same month after taking services.

Membership Conversion

The actual percentage of non-members who took services and then bought memberships in the same month. That is the actual number of non-members who became members in the same month after taking services.

Goal Membership Billing Conversion Percent

The goal for the percentage of non-members billed by the front desk in a month who then became members in the same month and started taking services as members.

Membership Billing Conversion

The actual percentage of non-members who bought memberships and were then billed for services as members in the same month.

Campaign Goal

The total number of invoice items on which campaigns were applied by the employee.

Campaign Redemption

The actual number of invoice items on which campaigns were applied by the employee on guest invoices.

Educator Rating Goal

Shows the minimum average rating that senior employees (mentors or educators) give to employees whom they oversee, for the services the employee provides.

Educator Rating

The actual educator rating that the employee receives. Once defined, it gets calculated automatically from educator ratings from the Appointment Book.