Employee KPI
Staff → KPI calculates employees' metric achievement for the month and the bonus based on it. Metrics are set up by an administrator or an employee with the "General rules, holidays and KPI metrics" permission; values of manual metrics are entered by employees with the "Employee KPI" permission for the location (location managers by default).
Payroll and KPIs are part of the Network plan. Shift schedules, clock-ins, timesheets and requests are available on any plan, including the free Start plan.
A metric
A metric has:
- a name and description;
- a source — manual or automatic from jeCheck data;
- a target and direction — higher is better (sales, audit %) or lower is better (for example, number of complaints);
- a weight from 1 to 100 — how much the metric matters in the total;
- a unit (%, pcs, ₸, etc.);
- positions — which positions the metric applies to (by the employee's main position); empty — all;
- an active flag — an inactive metric isn't calculated.
Automatic sources
| Source | What is calculated for the month |
|---|---|
| Average audit score of the employee's locations | average audit % for the locations the employee is linked to |
| Audits conducted | number of audits conducted by the employee |
| Tasks completed on time | % of the employee's tasks due this month completed by the deadline |
| Average test score | average % of the employee's completed tests |
| Shifts without late arrival | % of shift clock-ins without lateness |
| Scheduled shifts worked | % of published shifts the employee clocked in for |
| HACCP records on time at the locations | % of HACCP log records at their locations made on time |
If a source has no data for the month, the metric doesn't count towards the total. A manual value overrides the automatic one — this way you can correct a metric.
How achievement is calculated
- Metric achievement. Higher is better: value / target × 100 %. Lower is better: target / value × 100 %. The result is limited by the cap from the rules (120 % by default) and is never below zero.
- KPI total. The weighted average of metric achievements.
- Bonus. If the total is at or above the threshold (80 % by default), bonus = bonus base × total. For example, a base of 50,000 and a total of 95 % give a bonus of 47,500.
The Bonus base is set in the employee card (Employees → KPI bonus): a fixed Amount or % of accrued — a percentage of the pay for time worked including premiums. Empty — no bonus.
The KPI bonus appears in payroll as a separate line — see Payroll calculation.
Enter values
Choose the month and location, find the employee and enter the value of a manual metric, with a comment if needed. Clear the field to remove the manual value and return to the automatic one. Values in a closed month (payroll approved) can't be changed.
Frequently asked questions
Can KPI be used without a bonus?
Yes. If an employee has no bonus base, the KPI total is calculated and shown, and the bonus is zero.
Why isn't a metric calculated for an employee?
The metric is limited to certain positions and the employee has a different main position, or the source has no data for the month.
Can the threshold and cap be changed?
Yes, in the schedule rules: Settings → KPI.
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