Productivity goals are based on a budget period you have established for your firm. After establishing the budget year and budget period, you can set billable, non-billable, and realization percentage for the selected staff. The process can be repeated for any number of budget periods.
To set up productivity goals for your firm, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
Click Productivity Goals in the navigation panel.
Click Set up goals in the navigation panel, if needed.
Enter or select the budget year, if needed. Your firm's current fiscal year displays by default.
Note: You cannot edit prior fiscal years.
Select the period to establish productivity goals
Select the date range you are establishing productivity goals for.
Billable
Enter the billable goal in either hours or amount, depending on your budget settings.
Nonbillable
Enter the non-billable goal in either hours or amount, depending on your budget settings.
Productivity %
Review the productivity for the staff. The productivity % is calculated by dividing billable hours or amounts by the total (billable and non-billable) hours or amounts.
Realization %
Enter the realization percentage goal.
Select the box in the Select column next to the employees to whom the budgets should be established.
Click Apply to save your selections. The window displays the new information.
Saves the changes and leaves the window open. This allows you to edit the current entries or perform additional work in the same window. An error displays if you click this button before entering all required information.
Save & Close
Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Explain the productivity goals components.