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.

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	Drill-Down Report
Total Row		The top row of the table shows totals for each category
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
Charge Sales (smart cell)	Currency	Charge sales
Charge 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 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
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.

Category	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.

Category	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