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 a schedule manager of all locations; values of manual metrics are entered by location managers.
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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