How to View Employee Performance

Accessing Employee Performance

• Navigate to Performance: From the main menu, select Performance to view employee performance.
• Or you can select the Employee avatar at the top of the Appointments screen and select the Performance button.
• Security Settings: Employees can only access business and other employee performance data if granted permission through security settings.

Selecting an Employee

• Use the Find Employee button at the top left to search for a specific employee or scroll down to select from the list.

View Modes for Performance Breakdown

• Display Options: Choose from three modes to view performance data:
  • Count: Shows the number of services performed.
  • Points: Displays performance points (if applicable).
  • Dollars: Shows the monetary value of sales generated by the employee.
  The current setting defaults to Dollars, breaking down service performance in financial terms.

Service Breakdown Details

• The breakdown is displayed by:

  • Today
  • Week
  • Month

• Service Categories: Data is organized into service categories, with detailed performance metrics under each:

  • Dollar Breakdown: Shows the employee’s performance in turquoise, compared with the business total in dark gray.
  • Key Metrics: Includes:
    • Service totals (retail and combined services)
    • Average client spend
    • Average dollars per hour worked

Key Takeaways

• Actionable Insights: Use the performance data to track employee sales, service types, and overall contributions to the business.
• Customization: Adjust the view settings to focus on the most relevant metrics (count, points, or dollars).
• Performance Comparison: Easily compare individual employee performance to overall business performance, helping identify strengths and areas for improvement.