Setting Targets for a Job

Overview

When you create a job, you can specify the targets you want employees with that job to achieve in a given time period (month). You can then measure employees' performance against these targets. Setting targets in this way are a strategic way for the organization to ensure motivation of employees and keeping them aligned to larger goals of the organization. 
Example: You can set targets for various aspects of business such as service revenue, product sales, membership sales, package sales, and gift card sales. 
You can view the performance against targets you enter here in the Admin Dashboard and in the Employee Performance Metrics reports (Center level > Employee > Other Reports > Performance > Employee Performance Metrics/Employee Sales Metrics).

To add targets for a job:

  1. Ensure you are at the Organization level. 
  2. From the main menu, click Employee.
    The Manage Employee window opens.
  3. Expand Employees from the left panel.
  4. Click Jobs.
  5. Click Add
    The Create New Job window opens. 
  6. Enter General information for the job. Learn more: Creating Jobs
  7. Click Next.  
  8. Enter a Designation for the job.
    Example: Junior, Assistant, Associate, or Senior.
  9. Click Add
    The designation appears in the bottom panel. To remove a designation, click the red cross mark. 
  10. Click Next.
  11. Enter the Targets for the job. See the following table for details.


    Field  Description
    Service Revenue Define service revenue target for the job for the month. 

    Target $: Enter the target service revenue you expect as a numeric value.
    Services Delivered: Enter the target number of services you expect to be delivered. 

    Product Sales

    Define product sales target for the job for the month.    
    Target $: Enter the target product sales you expect as a numeric value.
    Products Sold: Enter a number for the target sales. 

    Membership Sales Define membership sales target for the month.    
    Target $: Enter the target membership sales you expect as a numeric value.
    Memberships Sold: Enter a number for the Memberships sold.
    Package Sales Define package sales target for the month.    
    Target $: Enter the target package sales you expect as a numeric value.
    Packages Sold: Enter a number for the Packages sold. 
    Gift Card Sales Define gift card sales target for the month.    
    Target $: Enter the target gift card sales you expect as a numeric value.
    Gift Cards Sold: Enter a number for the Gift Cards sold.  
    Request %

    Define the percentage of appointments serviced where the therapist was specifically requested for in the Target field. 

    Add-Ons % Define the percentage of services sold as add-ons for the month in the Target field.
    Member Conversion %

    Define the percentage of non-members serviced by employees in a given job in the month that you expect to be brought in by memberships in the Target field.

    Membership Billing Conversion % Define the percentage of non-members billed by a front desk employee in the month that you expect to be brought in by memberships in the Target field.
    Campaign Redemptions (Count) Define the number of invoice items on which you expect campaigns to be applied by the employee on guest invoices in the Target field.
  12. Click Next
  13. [Optional]: Enter Commission, Services, and Membership-related details for the job. Learn more: Creating Jobs
  14. Select the Centers within your Organization where you expect employees to have this job. 
  15. Click Finish
    The new job is created with the targets for the various business aspects against which employee performance is measured. 
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