Employee Goals Setup |
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Employee Goals Setup |
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Employee Goals Setup |
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Employee Goals Setup |
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Goals are available in the Preferred edition of the Envision program. You can upgrade your account on the Account Subscription page. |
Employee Goals are used to set target levels for your business employees.
To open the Employee Goals List, hover over Employees in the Tool Bar of Envision Cloud, hover over Employee Options, and select Employee Goals from the drop down menu.
To add a new Goal Plan, select to add a new plan in the menu to the left.
Goals will need to be entered for each provider type and provider level you wish to set objectives for. If a field is left at zero, the goal will not be calculated.
Front Desk Operator Goals
Front Desk Operator Goals
Goal Name
Enter a name for your goal. If you will have several goal plans, be as descriptive as possible. For example, "Stylist Level 1" or "Esthetic Level 3".
Goal Type
Select from the drop down if this will be a goal level for front desk operators or service providers. The available goal entries will change per type.
RTS%
Enter the goal retail to service percentage for the business.
Prebook %
Enter the goal prebook percentage for the business.
Gift Certificates Sold
Enter a goal number of gift certificates to sell.
Referrals by Desk Personnel
Enter the number of referrals to be made by the front desk operators.
Service Provider Goals
Service providers will have additional goal entry fields for appointments and service types.
Service Provider Goals
Total Number of Guests
Enter a number of guests for this provider to service.
Number of Prebooks
Enter a number of prebooks for this provider to complete.
Prebook Percentage
Enter the goal percentage of prebooks for this provider.
Total Number of Services
Enter a number of services for this provider to complete.
Retail Dollars per Guest
Enter a goal amount of the average retail dollars spent per guest.
Average Dollars Per Day
Enter the goal number of dollars to earn in sales.
Retail Dollars Per Guest
Enter a goal amount of the retail dollars spent per guest.
Retail Units Per Guest
Enter a goal number of units or items per guest.
Total Retail Dollars
Enter the target dollar amount for retail items sold by this provider.
Total Service Dollars
Enter the target dollar amount for services performed by this provider.
