Staff performance metrics and reporting

Purpose

1.1. Automate collection, aggregation, and visualization of gastropub staff performance data for actionable, real-time management decisions.
1.2. Automatedly calculate KPIs such as sales per server, order accuracy, tip ratios, attendance records, punctuality, table turnover, upsell rates, guest feedback, and incident logs.
1.3. Enhance accountability, identify training needs, recognize top performers, and drive continuous operational improvements through automation of insights and regular reporting.

Trigger Conditions

2.1. End-of-shift data entry completion.
2.2. Scheduled daily/weekly triggers (e.g., midnight or every Sunday).
2.3. Real-time updates via POS data feed integrations.
2.4. Submission of customer feedback forms.
2.5. HR timesheet completions or shift clock-out events.

Platform Variants

3.1. Square POS
– Feature/API: Transaction summaries API; automate sales extraction per staff per shift.
3.2. Toast POS
– Feature: Daily Sales Report API; automate pulling of server performance metrics.
3.3. Lightspeed
– Function: Employee Performance Report API; automatable employee metrics export.
3.4. Deputy
– API: Timesheet Export; automate attendance and punctuality data retrieval.
3.5. 7Shifts
– Integration: Shift Feedback & Performance Review; automate feedback consolidation.
3.6. Google Sheets
– Feature: Automated Sheets API; merge multi-source metrics for dashboarding.
3.7. Microsoft Power BI
– Connector: Automate ingesting performance and sales data sets for visualization.
3.8. Tableau
– Feature: Scheduled Extract; automate dashboard refresh and report dispatch.
3.9. Slack
– API: Scheduled messaging; automated notifications of top/bottom performers to managers.
3.10. Email (Outlook/Gmail API)
– Feature: Automated report emailing of weekly staff performance digests.
3.11. Zapier
– Function: Automated workflow linking HR, POS, and review apps for metric aggregation.
3.12. Zoho People
– API: Employee review trigger; automate fetching and pushing performance scores.
3.13. Monday.com
– Feature: Automate task assignment based on performance flags for training.
3.14. BambooHR
– API: Time tracking automation for attendance and lateness analytics.
3.15. QuickBooks Time
– Integration: Automated timesheet to performance analysis.
3.16. Notion
– Automation: Automated import of performance logs into team workspace.
3.17. Salesforce
– API: Automate transferring customer feedback ratings to staff profiles.
3.18. SurveyMonkey
– Feature: Auto-push completed guest feedback to analytics workflows.
3.19. Freshteam
– API: Automated parsing of disciplinary and commendation events into reports.
3.20. Asana
– Feature: Automated creation of follow-up tasks based on performance triggers.
3.21. HubSpot
– Automation: Sync guest reviews into employee performance pipeline.
3.22. Airtable
– Feature: Automate performance data aggregation from multiple sources.

Benefits

4.1. Automates accuracy and speed of performance data consolidation across platforms.
4.2. Reduces manual errors and labor in report generation through automation.
4.3. Enables automated, data-driven recognition and team motivation.
4.4. Speeds up identification of training/corrective needs with real-time automation.
4.5. Improves transparency and boosts staff engagement through automated reports and feedback cycles.
4.6. Scales with business growth as metrics automation adapts to additional staff and outlets.