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How to calculate utilization rates for my employees

Hey Yall!

 

I am trying to figure out how to see my employees booked appointments compared to their availability as a percentage. I am then going to use this percentage to calculate their bonuses over a given period of time. Square Appts did not have any ideas and I set up an appt with Square Payroll. 

 

Any other ideas?

 

- Joe

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Super Seller

Best Answer

Have you tried using the Team Sales Report?

 

It is not a utilization rate but you will be able to see who has the most sales for their appointments and you can manually set some benchmarks for weekly/monthly/quarterly targets and tell them what Bonuses they could get if they hit those targets.

Luke Nieuwland
Owner/Operator
https://www.whiskyrun.com/
Co-Founder
https://birrdi.com/
Co-Founder
https://www.lakeeffect.ca/

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Alumni

Hi there! It sounds like you're going about this the right way by chatting with our teams directly, @bookclubbs 📚 

Welcome to the Seller Community 

 

I'm going to lean on some of our Super Sellers to see if they have any suggestions 🌟 @alexandriak @GourmetOnWheels @JupiterGames @shopfybr @vinesandrushes @Ravenssong69 @porktaco @pessosices @dasap1234 @page158 @LukeNieuw

Valentina
Community Moderator, Square
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Super Seller

Best Answer

Have you tried using the Team Sales Report?

 

It is not a utilization rate but you will be able to see who has the most sales for their appointments and you can manually set some benchmarks for weekly/monthly/quarterly targets and tell them what Bonuses they could get if they hit those targets.

Luke Nieuwland
Owner/Operator
https://www.whiskyrun.com/
Co-Founder
https://birrdi.com/
Co-Founder
https://www.lakeeffect.ca/
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Hi Luke, 

 

That is a great idea, I have looked through Team Sales and now talked to Square Payroll. Unfortunately, my team charges the same amount for each appointment. So I need to see this as a percent of their hours. We have employees with different schedules so a numeric target wont work :/. I am thinking of trying a third-party software? 

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did you ever figure this out?  I am currently trying to figure out how many hours one of my stylist was booked for this year and am struggling.

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