The Cashier Ratings feature (starting from RK version 7.6.2.123) has been designed to incentivize staff performance through bonuses. For instance, a bonus can be awarded based on the average check amount per shift, total check amount per shift, or number of menu items sold.
Each employee can see their ratings in the order editing window, both in Restaurant mode and Fast Food mode.
The manager station has the ability to build an interactive report on awards and penalties (Interactive reports (IR) – Employees – report on rewards and penalties). The report contains information on the amount of bonuses for employees for the selected period.
The employee's bonus depends on the number of menu items sold during the shift.
Below is the directory "Awards and Penalties" (Staff - Awards and Penalties) with the bonus for the amount of menu items highlighted.
A new bonus is created in the standard way in the “Fixed awards” tab area (to create a new reward, right-click and select “New rewards by number of dishes” from the menu that appears).
Properties of the reward by the number of menu items:
Factor Limit
Upper factor limit — the maximum number of menu items that an employee must sell to accrue a bonus. If the quantity is equal to or exceeds the maximum limit, then the bonus will not be accrued. The limit value remains equal to 0 if there is no limit on the maximum number of menu items.
Lower factor limit – the minimum number of menu items that an employee must sell to receive a bonus. If the number of menu items sold is less than this indicator, the bonus is not awarded. If the "Use overtiming (exceeding factor limit)" flag is set, then not the total number of menu items will be taken into account, but the number above the minimum indicator limit. For example, the "Use overtiming (exceeding factor limit)" flag is set. The lower factor limit is 3. The employee sold 5. 2 dishes will be taken into account to calculate the bonus.
Basic
Max. award/penalty amount – the maximum reward amount, above which the reward is not accrued. If there is no Upper factor limit (it is equal to 0), then if the max. award amount is exceeded, the specified maximum award amount will be assigned.
Calculation interval – the value “per shift” is always used.
Calculation rule – specified automatically.
Ignore discounts – the flag determines whether discounts are taken into account when calculating the reward.
Object Type – the object type used to calculate the reward:
Object 1,2,3 – select a specific category, menu item or menu item combo. It is possible to assign no more than three objects.
Round Rule – Rounding rule for the reward amount.
Show on order form – if the flag is set, then a window for a specific bonus appears in the order editor window at the cash register, where the number of menu items actually sold per shift is displayed and the lower factor limit for comparison.
Show progress bar – if the flag is set, a progress bar (colored strip) appears in the bonus window, which shows by color and filling how close the number of menu items is to the lower factor limit.
Use overtiming (exceeding factor limit) – if the flag is set, then the number of menu items above the lower factor limit is used to calculate the bonus.
Factor – the value by which the number of menu items will be multiplied to calculate the bonus amount.
Calculation of the reward amount. The number of dishes sold per shift is compared with the Lower factor limit, and it is assessed whether this number exceeds the Upper factor limit. If the number of menu items is within the range, then this number is multiplied by the coefficient (Factor). The bonus amount is compared with the value of the "Max. bonus amount" property. If the bonus amount exceeds this indicator, then the amount equal to the value of "max. bonus amount" is assigned.
Main
Code – code of a unique directory element in the system. Assigned automatically, but can be changed manually.
Name – name of the directory element.
Status – status of the directory element.
Restrictions
Restrict manual – it is prohibited to add an element manually.
Right Level - restriction of access to an object. If an employee has this right in the employee properties, then he gets access to the object restricted by this right.
In order for the reward to be assigned automatically, it must be added to the usage with the value "Automatic". The reward is assigned to the main waiter of the order, unless other conditions, role or employee are specified. |
Without a usage assignment, the reward will be displayed in the order editing window, but will not be processed.
Below are examples of reward settings with different reward calculation options.
Example 1
Description of the example: The reward is assigned to the employee for selling menu items from the "Desserts" category. A minimum limit for calculating the reward is defined – the reward is calculated after the employee sells 10 desserts. There is no limit on the number of portions. The reward amount is the number of menu items sold from the "Desserts" category, increased by 10 times. This amount is limited by the maximum reward amount.
Settings for the award:
The calculation interval must be “Per shift”. |
In this case, menu items from the "Desserts" category are taken into account, so for the "Object Type" property, you should select the "Category" value, and in the "Object" property, select the "Dessert" category. To calculate the bonus amount, the factor (coefficient) value is set to 10 in accordance with the conditions of the example.
The reward amount will be calculated as follows:
The number of dishes sold is compared with the Lower factor limit. If the number of dishes sold is greater than the Lower factor limit and is not limited by the Upper factor limit, then this number is multiplied by the factor (coefficient).
Example 2
Description of the example: The reward is assigned to the employee for selling combo meals. A minimum limit for calculating the bonus is determined—the reward is calculated after the employee sells one combo meal. There is no limit on the number of portions.
The settings are shown:
The bonus amount depends on the receipt amount for the shift. It is assigned to the main order waiter automatically, unless other conditions (role or employee) are specified in the usage.
The bonus can be calculated based on the average receipt and the receipt amount.
Award on receipt amount
The reward is calculated based on the employee's sales amount per shift. The reward can also be calculated as a percentage of the total receipt amount per shift. In this case, a fractional coefficient is set.
Properties of the award by the amount of the receipt:
Factor Limit
Upper factor limit – the maximum receipt amount per shift that an employee must sell to accrue a reward. If the amount is equal to or exceeds the Upper factor limit, then the reward is not accrued.
Lower factor limit – the minimum receipt amount per shift that an employee must sell to accrue a reward. If the amount is below this figure, the reward is not accrued.
Basic
Max. award/penalty amount – the maximum reward amount, above which the reward is not accrued.
Calculation interval – the “per shift” value is used.
Calculation rule – specified automatically.
Ignore discounts – the flag determines whether discounts are taken into account when calculating the reward.
Object type – the object type used to calculate the reward:
Object 1,2,3 – select a specific category, menu item or menu item combo. It is possible to assign no more than three objects.
Round Rule – Rounding rule for the reward amount.
Show on order form – if the flag is set, then a window for a specific reward appears in the order editor window at the cash register, where the amount for the shift is displayed and the Lower factor limit for comparison.
Show progress bar – if the flag is set, a progress bar (colored strip) appears in the reward window, which shows by color and filling how close the amount is to the Lower factor limit.
Use overtiming (exceeding limit) – if the flag is set, the amount in excess of the Lower factor limit is used to calculate the reward.
Factor (Coefficient) – the value by which the amount will be multiplied when calculating the reward.
Calculation of the award. The receipt amount is evaluated according to the range limited by the Upper and Lower factor limit. If the received amount falls within the range, the reward is accrued. This amount is multiplied by the coefficient and compared with the value of the "Max. bonus amount" property.
Main
Code – a unique code of the directory element in the system. It is assigned automatically, but can be changed manually.
Name – the name of the directory element.
Status – the status of the directory element.
Restrictions
Restrict Manual – it is prohibited to add an element manually.
Right Level – restriction of access to an object. If an employee has this right in the employee properties, then he gets access to the object restricted by this right.
In order for the reward to be assigned automatically, it must be added to the Usage with the value "Automatic". The bonus is assigned automatically to the main waiter of the order, unless other conditions, role or employee are specified. |
The reward will be displayed in the order editor window, but will not be processed without Usage.
Example: The employee receives 10% of the order amounts per shift, but no more than 500 rubles per shift.
To set up a reward by receipt amount, select the required group in the Personnel – Awards and Penalties directory. Right-click in the fixed rewards field and select New reward by check amount. In the reward properties, specify the name, active status, Upper and Lower factor limits, set the maximum reward amount and factor (coefficient).
The award must be added to the use with the value automatically. The award is assigned to the main waiter of the order, if no other conditions, role or employee is specified.
The "Amount" award status area shows that the Lower factor limit has been reached.
The order amount per shift is within the range specified in the Upper and Lower factor limit in accordance with the settings. In this case, the award will be assigned. This amount will be multiplied by the factor (coefficient) and will be compared with the maximum bonus amount.
The award is calculated based on the employee’s average receipt per shift.
Properties of the award based on the average receipt amount:
Factor Limit
Upper factor limit – the maximum average receipt amount multiplied by the coefficient (factor) that an employee must sell per shift to accrue a reward. If the amount is equal to or exceeds the Upper factor limit, then the reward is not accrued. The limit value remains equal to 0 if there is no limit on the maximum receipt amount.
Lower factor limit – the minimum average receipt amount multiplied by the coefficient (factor) that an employee must sell per shift to accrue a reward. If the average receipt amount multiplied by the coefficient (factor) is lower than this indicator, then the reward is not accrued.
Basic
Max. award/penalty amount – the maximum reward amount, above which the reward is not accrued.
Calculation interval – the “average per receipt” value is used.
Attention! In this case, the calculation interval should be set as “average per check”.
Calculation rule – specified automatically.
Ignore discounts – the flag determines whether discounts are taken into account when calculating the reward.
Object Type – the object type used to calculate the reward:
Object 1,2,3 – select a specific category, menu item or menu item combo. It is possible to assign no more than three objects.
Round Rule – Rounding rule for the reward amount.
Show on order form – if the flag is set, then a window for a specific reward appears in the order editor window at the cash register, where the amount for the shift is displayed and the Lower factor limit for comparison.
Show progress bar – if the flag is set, a progress bar (colored strip) appears in the reward window, which shows by color and filling how close the amount is to the Lower factor limit.
Use overtiming (exceeding limit) – if the flag is set, the amount in excess of the Lower factor limit is used to calculate the reward.
Factor (Coefficient) – the value by which the amount will be multiplied when calculating the reward.
Calculation of the reward. The average check amount is multiplied by the coefficient (factor). Then this amount is estimated by the range limited by the Lower and Upper factor limits. If the resulting amount falls within the range, the reward is accrued. The reward amount depends on the value of the property "maximum bonus amount". If the reward amount exceeds this indicator, the maximum reward amount is assigned.
Main
Code – a unique code of the directory element in the system. It is assigned automatically, but can be changed manually.
Name – the name of the directory element.
Status – the status of the directory element.
Restrictions
Restrict Manual – it is prohibited to add an element manually.
Right Level – restriction of access to an object. If an employee has this right in the employee properties, then he gets access to the object restricted by this right.
In order for the bonus to be assigned automatically, it must be added to the usage with the value "Automatic". The bonus is assigned to the main waiter of the order, unless other conditions, role or employee is specified. |
The bonus will be displayed in the order editor window, but will not be processed without use.
Example: An employee receives as a reward a double average receipt amount, but no more than 500 rubles per shift.
The "Average receipt" area shows that the Lower factor limit has been reached. The amount of the average receipt per shift multiplied by the coefficient (factor) is within the range specified by the Lower and Upper factor limits in accordance with the settings. In this case, the reward will be assigned, but not more than the maximum bonus amount.
