Watch this video to learn more about the Performance tab!
The Performance page is for understanding how your property is doing overall for a given week.
This is made of two tabs – Department and Employee.
Department is where you can see the hours compared to budget or to schedule.
The Employee tab is where you can view the times per day per employee.
There are multiple ways to view information in Performance.
You can Search for a specific person or department depending on which tab you’re in.
Depending on your payroll cycle, you can view this page by Weekly or Bi-Weekly.
If Bi-weekly is selected, you can easily scroll between weeks using the arrow shown here.
You can change the time period by clicking the arrows on either side of the dates.
Or you can select the middle date to have an option to change between months.
This shows how the page is sorted. The positions with the higher Actuals OR Budget will show at the top depending on your preference
Since you budget by Position, you can only view Actuals compared to Budget while in the Department tab.
From the employee tab, you can view each person's hours compared to their Schedule.
You can change whether you wish to highlight 0-10% or 10% and above.
IF PRO TIP: The best thing is, no matter what options you choose, you can Save whatever works best for YOU! These are your settings, so no one else will be affected.
The use case is to visit this page frequently and see how the week is progressing.
While looking at a single row, you’re shown anytime there is a manual entry, an APO, a No Show or when someone was added OTF – on the fly.
A Red Dot means there was a No Show. An Orange dot means there was an Auto Punch Out, and a Blue Dot means there was a manual shift or a shift on the fly added.
If you’re unsure, you can put your mouse on top of the dot. You don’t need to click on it, and an explanation will show for what this means.
A Manual entry is a full shift that had to be added.
APO stands for Auto Punch Out. This is when a user is scheduled for a specific shift but forgets to punch out within the allotted time period. Any APO requires an explanation.
IF PRO TIP: Since Auto Punch Outs are part of the Labor Overview notifications, this should be approved from the Labor Overview page.
A No Show is when a someone is scheduled, but doesn’t show, or doesn’t punch during that shift.
This page shows the Actual hours and minutes per department and position, compared to either the budget or the schedule. For example, on below, on Friday, the actual hours was 8, where the budget was 5 hours and 8 minutes.
You can click the arrow to the left of the department to show the times per position.
To view further information, click the actual time. In the below example, I would select 8 hours to view the details that make up that amount.
This shows all employees for that position for that day.
You can drill down further by clicking on one person. You can see their totals at the top, the schedule along with the actual time for that shift.
If payroll hasn’t been exported, you can edit the In and Out Times.
If you need to add an additional shift for that day, you can select Add Entry.
Then enter the punch in and out time, an explanation, and Add Entry.
By selecting Employee Details:
You can view all information related to that person for that day. In this example, this associate worked in 2 positions in 2 departments that day.
If I wanted to see what they worked another day, I can change the date using these arrows or clicking on the actual date to open a calendar.
By selecting the ellipsis as shown here, you can add a split shift, change the position, or delete if this was a manual punch.
You can also enter a Break.
Finish the Break details and an explanation then Save.
The breadcrumbs on the top of the page are also interactive.
I can click on the Department or Positions to see what makes up when multiple are used.
I can even click on one to see everyone that worked in that department or worked that position that day.
To summarize, the Performance page is for understanding how your property is doing overall for a given week. The use case is to visit this page often and see how the week is progressing. You’re able to view this information by Department, Position and by Employee.
IF PRO TIP: Another reminder – ALL throughout Inn-Flow you’ll have multiple ways to view labor management information.
Be sure to save your Default View all through out Inn-Flow to what works best for you!