This article will show you how you can set up personal goals/targets for each of your staff members under the Staff Performance section of Phorest Go.
First Steps!
Before you can set goals, you'll need to make sure you have enabled Staff Performance access in PhorestGo for your staff members. If you haven't done this already, check out this guide to learn how.
In this Article
Video Guide
What is a Staff Goal?
A Staff Goal is a personal sales target in PhorestGo that you set for an individual staff member, so they can work towards a specific result over a set time period (for example, a weekly or monthly service sales target, a retail sales target, or a target on one specific service or product).
Unlike Team Goals, a Staff Goal tracks one person’s progress toward their own target, helping them see how they’re doing at a glance.
Creating a Goal for Yourself
On PhorestGo, swipe in from the left of the screen to open the menu, then go to My Performance > My Goals, and tap Create a goal to begin.
Setting the Targets of the Goal
Next, set the targets for the goal.
In Step 1, choose which metric you would like to track.
In Step 2, select if the goal should Repeat. Set a start and end date for one-time goals. For repeating goals, choose to Repeat forever or set an end date.
In Step 3, give the Goal a name and set the reward for achieving the goal!
When creating a goal for Service Sales, this will be the combination of services performed, including sessions from series/courses.
When choosing your metric in Step 1, you can go beyond overall Service Sales and Retail Sales and target a specific service or a specific product instead, by enabling the Select services/products for this goal setting. This is useful if you want a staff member to focus on a newly launched treatment or a particular retail brand or product line, rather than their total sales.
Specific service and product metrics are available on individual Staff Goals only. They cannot be used when creating a Team Goal.
Tap Save and Finish when you're happy with the Goal.
Creating a Goal for Other Staff/Your Team
Access Required
To create goals for other staff members, you must have access to PhorestGo > Staff Performance > Manager View. To learn more about updating your access settings, check out this guide.
If you manage a team and want to create goals for one of your staff members, choose the staff member's name from the drop-down menu.
Or, if you prefer, you can create a goal for multiple staff or your entire team by selecting Create a goal > Create a goal for multiple staff.
Then, follow the steps in the section above to set the targets for the goal.
Viewing a Goal
Once the goal has been created, you can view the goal(s) in this section. If the goal was created for you by someone else, you will also see who created the goal here.
Each staff member will receive a notification on PhorestGo on the starting day of the goal to let them know that their goal has started.
Editing a Goal
You cannot edit a Repeating goal or a goal that is already Active.
Tap an upcoming goal and then tap Edit goal to change it.
You can only edit Upcoming goals. Once a goal is Active, it is no longer possible to edit. A goal becomes active once the start date is reached.
Next Steps!
Next, you might want to learn how to view the progress of your/your team's goals. Click here for a guide on how to do that.