Master Employee Metrics report

The Master Employee Metrics Report is a comprehensive document that tracks key performance indicators (KPIs) related to employee management. This report helps owners understand which factors contribute to their success, so they can make the most of their time and money. The report includes a wide range of metrics, from basic employee information to detailed sales and service data.

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Column	Description
Base Center	The primary center where the employee profile is based.
Work Center	The specific center where the employee worked for that date range.
Employee Code	A unique identifier assigned to each employee.
Employee Name	The full name of the employee.
Employee Start Date	The date when the employee started working at the center.
Employee End Date	The date when the employee stopped working at the center.
Job	The job held by the employee.
Salary	Salary of the employee defined in the employee profile.
Max Work Hours	The maximum work hours defined at employee profile.
Vacation Days	The number of vacation days set at employee profile.
Special Leave Days	The number of special leave days set at employee profile.
Mandatory Break (mins)	The mandatory break time in minutes that the employee is entitled to during their shift.
Hourly Rate (Vacation)	The hourly rate paid to the employee during vacation time.
Hourly Rate (Holiday)	The hourly rate paid to the employee during public holidays.
Redo Performed Count	The number of services that the employee had to redo.
Requested Services Count	The number of services specifically requested by customers to be performed by the employee.
No Show Services Count	The number of services that were booked with the employee but the customer did not show up.
Cancelled Services Count	The number of services that were booked with the employee but were later cancelled.
Scheduled Hours	The total number of hours the employee was scheduled to work.
Booked Hours	The total duration of all appointments serviced by a therapist, including recovery time.
Actual Hours	The actual number of hours the employee worked based on check-in/out.
Service Hours	The number of hours the employee spent performing services.
Actual Hours (Primary WT)	The actual number of hours the employee spent checked in the primary work task.
Actual Hours (Production Hours)	The actual number of hours the employee spent checked-in with production work task.
Non-Production Hours	The actual number of hours the employee spent checked-in with non-productive tasks.
Mandatory Break Hours (Actual)	The actual number of hours the employee took as mandatory breaks.
Vacation Hours	The number of hours the employee took as vacation.
Holiday Hours	The number of hours the employee took as holiday.
Total No. of Invoices	The total number of invoices generated for services performed by the employee.
Total New Guest Invoices	The total number of invoices generated for services performed by the employee for new guests.
Total Repeat Guest Invoices	The total number of invoices generated for services performed by the employee for repeat guests.
Total Service Invoices	The total number of invoices generated for services performed by the employee.
Total Requested Invoices	The total number of invoices generated for services specifically requested to be performed by the employee.
Employee Sale Value	The total value of sales made by the employee excluding refunds and discounts. If loyalty point (LP) redemptions are configured as non-taxable, then LP redemptions are treated as discounts in this case and do not contribute to sales totals.
Employee Service Sale Value	The total value of service sales made by the employee excluding refunds and discounts. Note If LP redemptions are configured as non-taxable, their value is excluded from this total and included under service discounts instead.
Employee Product Sale Value	The total value of product sales made by the employee excluding refunds and discounts. Note If LP redemptions are configured as non-taxable, their value is excluded from this total and included under product discounts instead.
Commissionable Service Discount	Discount that was marked as free service revenue.
Service Tax	The tax collected on the services provided by the employee.
Product Tax	The tax collected on the products sold by the employee.
Net Service Sales	The net revenue from the services provided by the employee excluding refunds and discounts. Note Loyalty point redemptions configured as non-taxable are excluded from this value.
Net Product Sales	The net revenue from the products sold by the employee excluding redemptions, discounts, and refunds. Note Loyalty point redemptions configured as non-taxable are excluded from this value.
Net Service Sales (Exc. Redemption)	The net revenue from the services provided by the employee excluding redemptions, discounts, and refunds. Note Loyalty point redemptions configured as non-taxable are excluded from this value.
Net Product Sales (Exc. Redemption)	The net revenue from the products sold by the employee excluding redemptions, discounts, and refunds. Note Loyalty point redemptions configured as non-taxable are excluded from this value.
Gross Service Sales	The total revenue from the services provided by the employee including discounts and refunds.
Gross Product Sales	The total revenue from the products sold by the employee including discounts, refunds and excluding redemptions.
Gross Service Sales (Exc. Redemption)	The total revenue from the services provided by the employee including discounts, refunds and excluding redemptions.
Gross Product Sales (Exc. Redemption)	The total revenue from the products sold by the employee before including discounts, refunds and excluding redemptions.
Service Discount	The total discount given on the services provided by the employee. If non-taxable LP redemptions are configured, they will be tracked as discounts.
Product Discount	The total discount given on the products sold by the employee. If non-taxable LP redemptions are configured, they will be tracked as discounts.
Combo Tickets	The total number of combo tickets, which are invoices containing both a service and product as items, sold by the employee.
Product Count	The total number of products sold by the employee.
Service Sale Collected	The total amount collected from the services provided by the employee.
Product Sale Collected	The total amount collected from the products sold by the employee.
Service Sale Collected (Exc. Redemption)	The total amount collected from the services provided by the employee excluding redemptions.
Product Sale Collected (Exc. Redemption)	The total amount collected from the products sold by the employee excluding redemptions.
Total Tips	The total amount of tips received by the employee.
Service shop cost	Predefined expense for a specific service configured from the General tab while creating services. Note Shop cost is shown at the appointment level; that is, it always displays the value recorded during appointment creation. For example, if appointment A1 has service S1 with a shop cost of $10 (as per shop cost configured for that service at the time of appointment creation), and later the shop cost of that service is updated to $20, the report referencing Appointment A1 displays the shop cost as $10. Shop cost for a day package is apportioned among individual services included in the package. For example, if there is a day Package D1 with three services S1, S2, and S3. At the day package level, the shop cost is set to $10. This shop cost will be apportioned to all these three services based on service price. Calculation: (Service Price / Total Service Price of Day Package) * Shop Cost Defined at Day Package Level. Shop costs in payroll are always captured at the end of each pay period. However, in this report, shop costs are recorded at the time of appointment creation. As a result, shop costs in the report may not match those in payroll. For example, if a service S1 initially has a shop cost of $5 and an appointment A1 is booked for this service, the report will record a shop cost of $5. If, by the end of the pay period, the shop cost of service S1 is updated to $10, payroll will capture the shop cost as $10, while the report will still show $5. Additionally, in payroll, employee shop costs take precedence over service shop costs. Therefore, shop costs in this report may not align with those in payroll. These should be used solely for cost estimations.
Service Shop Cost By Employee	Predefined expense configured for a specific employee from the Services tab while creating the employee. In the case of split services, the shop cost will be adjusted to reflect the split commissions. This means that if services are divided among multiple providers and their commissions are split, the shop cost will also be proportionately divided.
Redo Caused Count	The number of services performed by the employee that had to later be redone.

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Master Employee Metrics report

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