Employee Goals

Employee Goals are used to set target levels for your business employees.

To open the Employee Goals List, hover over Employees on the Tool Bar of Envision Cloud, hover over Employee Options, and select Employee Goals from the drop down menu.

Employee_Goal_List.png

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.

Goals in Standard Edition

The standard edition of Envision allows for basic goal entry and tracking.

goal_record_standard.png

Enhanced Employee Goals are available in the Preferred edition of the Envision program. You can upgrade your account on the Account Subscription page.

Goals in Preferred Edition

Front Desk Operator Goals

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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.

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Service Provider Goals

Service providers will have additional goal entry fields for appointments and service types.

goal_record_provider_02.png

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.

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Appointment Type Goals

Appointment Type goals can be input in this section. Appointment types come directly from the appointment type list. If a field is left at zero, the goal will not be calculated.

goal_appt_type.png

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Service Type Goals

Service Type goals can be input in this section. Service types some directly from the service types list. If a field is left at zero, the goal will not be calculated.

goal_service_type.png

 

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