Employee Exceptions (Quick Service Restaurant, Inclusive Tax)

Operations performance report that shows sales and adjustment metrics.

Description

The Employee Exceptions report is an operations performance report that consists of a table with smart cells that show sales and adjustment metrics. This report shows adjustments, sales, and tips by employee to identify your top performing employees and underperformers. This report is for quick service restaurants with inclusive taxes.

Permissions: Sales and Operations and Employee Performance.

Data Retention Category: Daily and Fixed Period Totals. See Data Retention Limits for more details.

Report Tags

Simphony, RES 3700, e7, Inclusive Tax, and Quick Service.

Exceptions by Employee

This report component table has two static cells and six smart cells. Click Manage Columns to select smart cells.

Table 4-23 Exceptions by Employee

Smart Cell Option	Data Format	Description
Total Row	Variable	The top row of the table shows totals for each smart cell.
Employee Name (static cell)	String	Employee name.
Location (static cell)	String	Location employee works at.
Cancels (smart cell)	Integer	Number of canceled transactions. Drills down to Canceled Transactions.
Cancels Percent (smart cell)	Percent	Cancel count divided by gross sales after discount.
Charged Sales (smart cell)	Currency	Charge sales.
Charged Sales Percent (smart cell)	Percent	Charge sales divided by gross sales after discount.
Discounts (smart cell)	Currency	Monetary amount of discounts for employee. Drills down to All Checks with a Discount.
Discount Percent (smart cell)	Percent	Discount total divided by gross sales after discount.
Error Corrects (smart cell)	Currency	Monetary amount of error corrects for employee. Drills down to All Checks with Error Corrects.
Error Correct Percent (smart cell)	Percent	Error correct total divided by gross sales after discount.
Gross Sales After Discounts (smart cell)	Currency	Gross sales after discounts. Drills down to Employee Sales Mix Detail.
Gross Sales Before Discounts (smart cell)	Currency	Gross sales before discounts.
Manager Voids (smart cell)	Currency	Monetary amount of voids employee has authorized. Drills down to All Checks with Manager Voids.
Manager Voids Percent (smart cell)	Percent	Manager void total divided by gross sales after discount.
No Sales (smart cell)	Integer	Number of transactions without a sale.
Returns (smart cell)	Currency	Monetary amount of returns for employee. Drills down to All Checks with Returns.
Returns Percent (smart cell)	Percent	Return total divided by gross sales after discount.
Voids (smart cell)	Currency	Monetary amount of voids for employee. Drills down to All Checks with Voids.
Voids Percent (smart cell)	Percent	Void total divided by gross sales after discount.

Top and Bottom 5 Employees by <Metric 1>

Employees Ranked by <Metric 1>

Visualization: Table.

Metric	Data Format	Description
Employee Name	String	Employees ranked from best to worst.
<Metric 1>	Varies	<Metric 1>.
<Metric 2>	Varies	<Metric 2>.

Top and Bottom 5 Employees

Employees Ranked

Visualization: Bar chart.

Metric	Data Format	Description
<Metric 1>	Varies	<Metric 1> on the Y axis.
Employee Name	String	Employee name on the X axis.
Average <Metric>	Varies	Single line noting the average.