Viewing an Employee’s Productivity in AcuityLogic POS
To view an employee's productivity
- Open the Management window. See Opening the Management Window.
- Click the Productivity tab.
- In the tab, select the Associate Productivity option.
- In the Associate field, enter the name of the employee.
- To specify the period to view data for, select one of the following options:
- Select DateRange
Use the calendar icons to specify the period’s start and end dates.
Today’s productivity data is not available until tomorrow. - Select Month
Use the calendar icon to select a month and year.
- Select DateRange
- Click Show.
The search results for the specified employee are displayed.
For each productivity category in your AcuityLogic POS system, the search results include the following:
- The total number of sales in the productivity category that were finalized by the employee during the following time periods:
- The specified period
- The same period for the previous year
- Year-to-date (YTD) for the selected and previous year
- The percentage that total represents of sales finalized by the employee during the same period for the productivity category’s percent category.
- The total number of sales in the productivity category that were finalized by the employee during the following time periods:
- To see a list of transactions that qualified as key performance indicators (KPIs), click a category name.
For each transaction, the list includes the transaction and order numbers, date, quantity, transaction type, and patient names.
- To see details about a transaction, click its transaction number.
Details include the patient’s medical condition, an overview of the transaction (discounts, copays, taxes, and so on), and the applicable insurance plan.
- To see a list of items in the transaction and their financial details, click the transaction ID.
- To return to the Productivity tab, click Return, Close, and Close.