Dashboard
Zelene Spa · Operations Overview · 2026
🎟 Groupon revenue
📊 Your live KPIs now live in the KPIs tab — full tiles, branch scorecard & charts, computed live from the Booking Calendar.
⚡ Today's Priorities
Overdue
Past due date · not done
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Due Today
Active items due today
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Pending Owner Review
Marked for owner approval
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Blocked
Has a blocker recorded
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Department Completion
% done this week, by dept
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Critical Priority
Active critical items
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🚀 Active Projects
| Project | Dept | Owner | Assignee | Due | Status | Progress |
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✅ This Week's High-Priority
| Branch | Day | Task | Assignee |
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📍 Branches at a Glance
Daily Tasks
Personal to-do list · Saved locally · Auto-sorted by status
Core Values
Brand Foundation · Team Standards · Broker Reference · Client Experience · v01 · 2026
"The standard didn't exist.
We built it."
We built it."
Zelene® Head Spa · The American Head Spa Standard
📜 Part One — Brand Core Values
The foundation of everything Zelene builds, trains, and operates. Not aspirational — operational.
⏱ Team 2-Minute Drill
Run at the start of every shift. Under 2 minutes. No notes. Leader reads the value name; team member recites or paraphrases from memory.
💼 Broker 2-Minute Drill
For franchise brokers, investors, and discovery day conversations. Each value connects to a defensible business case.
✨ Part Four — Client-Facing Values
For the website, in-spa signage, service menus, and client communications. What every client experiences.
🔗 How It All Connects
The brand core values are the engine. The client-facing values are what the client feels when the engine runs correctly.
| BRAND CORE VALUE | CLIENT EXPERIENCE |
|---|
The brand core values are how Zelene operates. The client-facing values are what the client receives as a result.
People & Org
HQ / corporate directory & reporting structure
| Name | Role | Dept | Location | Contact | Notes |
|---|
Branch Staff
All location staff rosters
People & Org
HQ / corporate directory & reporting structure
Job Descriptions
Roles, duties & KPIs
Employee Benefits
Full-time staff compensation & perks
Pay Structure
Compensation tiers across HQ, Branch & Service roles
Peer Reviews
Anonymous peer ratings & feedback — separate from the data-driven KPI Scorecard
Coaching Criteria & Weights
📊 Coaching Leaderboard
Sorted by latest weighted score · Use this when promoting or hiring.
| Rank | Name | Role / Branch | Latest Score | Quality | Punctual | Teamwork | Sales | Customer | Knowledge | Ratings | Last |
|---|
📜 All Peer Reviews History
| Date | Staff | Score | Rated By | Notes |
|---|
DISC Personality Test
Workplace DISC assessment · English / Tiếng Việt · 12 questions
Weekly Tasks
Mon–Sun planner across all branches
Projects
Cross-department initiatives
Approval History
Audit trail · Tasks & projects approved by Julie
🌟 Friday Executive Summary
Week snapshot · operations · approvals · upcoming priorities
📧 Auto-email: pending email setup
🎯 Manager KPI Review
Your location scorecard, goals & monthly payout — transparent and fair
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🎯 Performance KPI
Scorecards per role, per month · 4 weighted criteria · auto-compute + manual override
Standard Operating Procedures
Branch-level operational playbooks · Click any card to expand steps
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📋 Weekly Schedule
Per-location weekly staff schedule — managers fill it in, staff view it. Each cell is where they work or OFF / on-call / hours.
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💵 Gross Sales Reports
Franchise weekly gross sales → auto royalty (5%) & marketing fund (2%). Owners submit, the franchisor reviews & approves, the accountant exports for bookkeeping & tax.
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Locations
All Zelene branches, HQ & warehouse
🔗 Link Products
Connect each retail product to the inventory item it sells, so retail sales auto-deduct stock.
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📦 Stock & Reorder
See on-hand stock for your location and request a reorder. Your manager approves it before it’s ordered; receive the delivery here and stock updates automatically.
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🧴 Supply Usage (Service COGS)
Enter the consumables actually used this month, per location. Feeds service cost-of-goods into the P&L.
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🎯 Pricing & Margin
Set each retail product's Direct COGS and Target gross margin %. Owner/admin only.
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Inventory & Warehouse
Central warehouse + branch stock · SKU tracking
🚚 Fulfillment Requests
Reorder requests locations sent to the Warehouse — approve, ship & receive here. You're emailed the moment a new one comes in.
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📦 Stock by Location
| Location | SKUs | Total Units | Low Stock | Last Audit |
|---|
⚠️ Top Items Low on Stock
| SKU | Product | On Hand | Reorder Point | Status |
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📋 Stock Items
| Photo | SKU | Item | Category | On Hand | Reorder | Cost | Sell | Whsl·Fr | Whsl·Non | Whsl·Stu | Value | Status | |
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📍 Stock by location — per-site on-hand breakdown (optional)
Filter location:
Class:
| Item | SKU | Class | Category | Location | On Hand | Reorder | Value | Status |
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🧾 Transaction History
Every stock movement is recorded here. Most recent 150 shown. + in / − out of the location.
| Date | Item | Type | From | To | Qty | Unit Cost | Ref |
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| Vendor | Contact | Phone | Terms | Status | ||
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| PO | Date | Vendor | Ship-To | Lines | Total | Status | |
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| Transfer | Date | From | To | Lines | Status | |
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Link each service to the products it consumes. When an appointment is marked completed, these are auto-deducted from that location's stock.
| Ingredient | SKU | Qty | UOM | Cost | |
|---|---|---|---|---|---|
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Cost of products consumed delivering services. Recipe COGS = times each service was performed × its recipe cost (auto). Manual usage = bulk consumables (shampoo, towels, etc.) the manager tallies at month-end. This is a costing report — it does not change stock (use “➖ Log usage” on Overview for that).
🧴 Recipe-based Service COGS
| Service | Times performed | Cost / service | Recipe COGS |
|---|---|---|---|
| Run the report. | |||
✍️ Manual Month-End Usage (bulk items only — the catch-up for usage not already logged via 🍶 Opened a bottle)
Enter only the extra bulk usage the “Opened a bottle” taps missed — not the full amount. Recipe items (masks, etc.) are auto-costed per service and don’t appear here.
| Item | SKU | Unit cost | Qty used | Line cost |
|---|---|---|---|---|
| Run the report. | ||||
| Order | Date | Customer | Ship-From | Lines | Total | Status | |
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Location:
Class:
| Item | SKU | Class | Location | On Hand | Unit Cost | Value |
|---|---|---|---|---|---|---|
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🎨 Brand Standards
Logos, fonts, colors, brand guidelines & photography — the canonical brand kit. Each item supports photos, vendor, product links, specs & notes.
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🏛 Design Specifications
Signage, paint, furniture, fixtures, lighting, music, scent & approved vendors — the build-out standard for every location.
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🎨 Brand Assets
Seasonal & marketing materials to download and post — uploaded by the team, available to every manager, advisor & franchisee. Replaces shared Drive folders. (For staff photo/video task submissions, see 📁 Content Library.)
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🛍️ Retail Display Protocol
How retail products must be displayed & merchandised — required products, shelf layout, signage, seasonal sets, and minimum stock on the floor. Updated each season. Managers & advisors view; Julie, Harry & Linh set the standard. We quality-audit it by location.
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📆 Staff Weekly Schedule
One place to plan the week across all locations. Each day shows where a person works — assign staff to another location when you're short or based on performance. Everyone can view; managers, admins & owners can edit.
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⏱️ Time Clock
Shared kiosk · tap your name, smile for the photo, and you're clocked in or out. The camera photo is the proof — no buddy-punching.
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📋 Timesheets
Clock-in/out hours per staff member — review for payroll, with the clock-in photos as proof. Managers, admins & owners.
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🧾 Reimbursements
Submit out-of-pocket work expenses — travel, hotel, gas/mileage, flights, meals — with a receipt. You only see your own requests; your manager reviews and approves them.
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💵 Daily Tips & Commission
Each therapist's tips and requested-commission for a day — pull it up and show or print it for them.
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📊 P&L Statement
Company & per-location profit and loss · restricted to CEO / CFO / Accountant
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🏢 Tenant Setup
Provision & verify each tenant end to end — their own Stripe, their own SMS number, branding, go-live. Kept fully separate from every other tenant.
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💵 Payroll
Computes adjusted pay from the month's bills — per-service rate, minus each staff's discount share & membership adjustment, with coupon rate where set. Owner / admin / payroll access.
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🏢 Franchisee Terms
Franchisor control panel — each franchise location's LLC, owner, royalties, marketing & technology fees, lease, and contract renewal. Fees default to your standard and can be overridden per location.
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📑 Property Leases
Each location's property lease — landlord, term, renewal notice deadline, rent & escalations, CAM/NNN, deposit, and the lease PDF. Automatic reminders before renewal-notice deadlines and rent increases. Visible to Julie & Harry only.
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🚧 Pre-Opening Center
Phased opening playbook — Site Selection → Construction → Equipment → Inventory → Hiring → Training → Opening — for every new location.
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✅ Compliance & Audits
Location compliance scores, corrective actions & franchise review history — built on your audit engine.
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🎓 Training Center
Role-based courses, lessons, quizzes, certifications & progress tracking.
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📁 Content Library
Per-location content-capture submissions by week, against KPI targets · pulls live from tasks.
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⚖️ POS Reconciliation
Your POS staff-earnings upload vs the portal booking calendar, per branch. Shows where portal revenue diverges from the POS before you trust portal payroll.
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📋 Daily Programs
Daily assignments (content, outreach, win-back…) that scale with how busy the location is that day.
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💬 Messages
Two-way guest texts — read replies and answer from here. The AI receptionist handles threads until a staffer takes over.
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📣 Marketing Texts
Text a CRM segment (all guests or by location) a promotion from your marketing number — opt-outs auto-honored. Includes texting ROI, per-location usage & referrals.
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🧴 Service Protocol Library
Treatment protocols and service-delivery standards — the how-we-do-it documents for every Zelene service.
📋 Service Protocols
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🔗 Per-service operating hub · connect a service to its recipe, equipment, training & audit
Pick a service.
✉️ Automated Messages
Review and edit the emails & texts the portal sends automatically. Use {placeholders} — they’re filled in when the message is sent.
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🧖 Client Profiles
Your client list · contact, notes & visit history
| Name | Contact | Home | Preferred | Tags | Last Visit | |
|---|---|---|---|---|---|---|
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🗓️ Booking Calendar
All customer appointments — calendar, the daily turn board, and shifts in one place.
🏷️ Discount Codes
Create and manage codes customers use at booking & checkout. Front desk sees them read-only.
🔗 Booking Link
Your public booking page — share it so clients can book themselves
📅 Appointments
Upcoming & past bookings
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🗓️ Scheduler & Turn Board
Daily staff calendar with fair-rotation turn tracking
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⭐ Today's Turn Board
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Turn Badge Guide
0T No turn — consult / no-show
0.5T Add-on / short service
1T Standard service
1.5T Long combo / VIP
⟳ View Turn History
🎨 Status Color Key
Confirmed
Pending
Completed
Cancelled
No-show
★ Requested therapist
🚀 Tenant Onboarding
Onboard new iSpanify tenants from setup to go-live
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⭐ Reviews
Post-visit customer ratings & feedback
| Date | Client | Therapist | Service | Rating | Comment | Status |
|---|---|---|---|---|---|---|
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💳 Memberships
Recurring plans & renewals
| Client | Plan | Price/mo | Renews | Status | |
|---|---|---|---|---|---|
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🎟️ Packages
Prepaid session packages & series — sell a bundle (e.g. 6× Nourish & Revive, buy 5 get 1 free); it saves to the client's account and draws down per visit.
📊 My Scorecard
Live KPIs for your role · this month
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★ Requested Therapist Report
Requests, retention & bonus commission by therapist
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🗓️ Staff Scheduling
Shifts by staff & day
| Date | Staff | Role | Shift | |
|---|---|---|---|---|
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🎁 Gift Cards
Stored-value gift cards — sell, redeem, track balance & liability. Gift cards never pay tips.
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💳 Zelene Rewards Card
Reloadable store credit (can be used for tips, unlike gift cards) + points. Look up by phone or email.
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🚪 Treatment Rooms
Rooms & availability
| Room | Type | Capacity | Status | |
|---|---|---|---|---|
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📝 Consultation Forms
Scalp consultations & recommendations
| Date | Client | Scalp | Concerns | Recommendations | |
|---|---|---|---|---|---|
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📸 Before & After
Treatment photos (private to your company)
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🔬 Scalp analysis photos
From the team app — grouped by visit (before / after). Private to your company.
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Sales Channels
Retail · Wholesale · Shopify · TikTok · Amazon
📊 Channel Performance (Last 30 Days)
| Channel | Orders | Revenue | AOV | vs. Prev 30d | Owner |
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Meetings
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🔄 Data Import
One-time migration from the old POS. Pick the exported CSV files and load them straight into the portal — tagged as migrated, silent (no customer messages), and safe to re-run.
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📋 Training Assignments
Assign a course with a required due date — it auto-creates the staff task and tracks video %, quiz, and completion.
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Zelene Training Academy
External courses · Internal training · Certifications
🎓 Active Courses
🏅 Certification Levels
| Level | Requirements | Valid |
|---|
Franchise System
Discovery process & outreach roadmap
🔍 Discovery Day Process
📅 30-Day Lead Nurture Roadmap
🏢 Franchise Details
Franchise Leads
Active pipeline · Scoring · Stage tracking
Comm Templates
Email · SMS · Call scripts · Editable & searchable
🔍
Access Control
Role permissions + decision-rights matrix · who can do what
Decision-rights matrix
| Action | CEO | Director | Ops | Commerce | Academy | Acct | Cross-check |
|---|
Legend: ✅ approved authority · 📝 must consult / sign-off · ❌ no authority
Send Email / SMS
Compose and send via Zapier webhook
📤 Recent Sent
| Time | Type | To | Subject / Preview | Status |
|---|
iSpanify · Platform Control
Your tenants, leads, and platform at a glance — open any tenant to manage it
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iSpanify Leads
Platform admin · Prospects from ispanify.com — track & follow up
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KPI Dashboards
Platform admin · choose which KPI categories & sub-tabs each tenant sees
📊 Tenant KPI dashboard
Pick a tenant, toggle the categories & sub-tabs they get on their Franchise KPI dashboard, then Save. Changes apply when the tenant reloads.
Select a company to edit its dashboard.
Modules Control
Platform admin · Turn modules on/off per tenant
🧩 Tenant Modules
Pick a tenant, set its plan tier, and Apply preset to reset modules to that tier's defaults — then fine-tune individual modules and Save. Changes take effect when the tenant reloads.
Starter = core essentials + your industry pack. Growth adds KPIs, hiring, HR, documents & approvals. Enterprise adds the franchise pipeline.
Modules
Select a company…
Plan Tabs
Platform admin · Choose which modules each plan tier includes
📦 Plan → Tabs
Set exactly which modules a plan tier grants to new signups. A tier you configure here uses that explicit set; a tier left unconfigured falls back to automatic industry logic. Existing tenants are unaffected — adjust those under 🧩 Modules. Add-ons (booking, inventory, KPI) still layer on top automatically.
Select a tier…
Companies
Platform admin · Create & manage tenant companies
➕ New Company
Module preset
A preset is the starting point — tick or untick anything below. Everything else lands under Advanced, and the owner can switch those on later.
Select an industry to preview…
After creating a company, add its first login in Supabase Auth, then set that user's
company_id to the new company. The portal themes & isolates automatically.All Companies
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👤 Assign User to Company
Give an existing login access to a company (creates their membership & makes it their active company). The person must have signed in at least once.
✉️ Invite New User (creates a login)
Creates the login with a temporary password and provisions their profile + membership. You'll get credentials to copy & share; they set their own password on first sign-in. No email required.
This role applies only inside their own company — it does not grant any platform/iSpanify admin access. Pick Tenant Owner for the main contact who runs that business.
Roles & Permissions
Platform admin · What each role / person sees per tenant
🔐 Roles & Permissions
See exactly what each role or person sees in a tenant, and tick/untick screens (and view-vs-edit) — scoped to one tenant, applied to their account. No need to log into their account or switch in.
Gift Card Amounts
Platform admin · Public gift-card amounts per tenant
🎁 Gift Card Amounts
Set the preset amount buttons and max custom amount on any tenant's public digital gift-card page — without switching into their workspace. Applies immediately.
Select a company…
Time Zone
Platform admin · Operating time zone per tenant
🕐 Time Zone
Set each tenant's operating time zone so every date and time in their portal shows in their local time — no matter where a staff member logs in from. Applies immediately on their next page refresh.
Billing & Subscription
Platform admin · Tenant Stripe subscriptions
💳 Billing & Subscription
View a tenant's Stripe subscription — plan, status, when the trial ends / first charge, and the next renewal date — and stop their renewal if they cancel.
Select a company…
Tenant Core Values
Platform admin · Edit any tenant's core values
🌿 Tenant Core Values
Edit any tenant's brand core values directly — no need to switch into their portal. Saves to that tenant only.
Select a company…
🛒 Online Orders
Product orders placed through your storefront · fulfill & ship
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📱 Text Messaging (SMS)
Appointment confirmations & reminders by text — we handle the phone number and carrier setup for you
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📊 Marketing Analytics
How your email & text flows and campaigns perform — delivered, opened, clicked, and who actually booked after
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🔁 Flows & Calendar
Every automated flow — turn on/off, edit, send yourself a test — plus the campaign calendar of what sends when
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📣 Marketing Texts
Promotions & offers by text to guests who opted in — separate number & consent from appointment texts
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SMS / Twilio
Platform admin · Per-tenant text-message (Twilio) sending
📱 Tenant SMS (Twilio)
Each tenant sends texts from their own Twilio number (separate A2P 10DLC registration). Paste this tenant's Twilio Account SID, Auth Token, and sending number. Leave the token blank to keep the saved one. Texts only go out when Enabled is on.
Select a company…
ℹ️ Before texting US customers
US carriers require A2P 10DLC brand + campaign registration for each business before SMS will deliver reliably. Register each tenant in the Twilio console (or via Twilio's ISV/subaccount program), then enable them here. Until registered, messages may be filtered or blocked.
Email
Platform admin · Per-tenant sending address for booking & notification emails
✉️ Tenant Email
Set the From address and Reply-To for each tenant's customer emails (booking confirmations etc.). The From must be on a domain you've verified with your email provider — if the tenant doesn't control their own domain, send from your verified one (e.g.
name@ispanify.com) with their name as the display, and put their real inbox (even a Gmail) as Reply-To so replies reach them.Select a company…
📜 Subscription Agreement
Review and electronically sign your iSpanify agreement. A signed copy is stored on your account.
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Billing
Manage your subscription, payment method, and invoices.
💳 Your subscription
Update your card, change your plan, view invoices, or cancel — all in Stripe's secure billing portal. Any changes apply to your iSpanify subscription automatically.
Owner Admin
System configuration · Edit any data · Backup & restore
🎨 Company Branding
Your company name, colors, and logo. Changes apply across the portal for everyone in your company.
Upload a PNG, JPG, SVG, or WebP (up to 3 MB) — it uploads and applies automatically. Or paste a hosted URL above.
💳 Payments (Stripe)
Connect your own Stripe account to take card payments at checkout. Money goes directly to your account — iSpanify never holds it. An optional platform fee can be set per company.
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📣 Appointment & Task Reminders
Choose how reminders go out for your company. Turn each channel on or off. Email is free; SMS uses your texting provider (you register your sending number with them).
Company-wide sender & default reply-to. Booking emails automatically reply to each location's own Email instead — set per branch on the 📍 Locations page (e.g. a 2-location shop with two inboxes replies to the right one). This field is the fallback when a location has no email.
Register this number with your SMS provider before turning SMS on.
✏️ Edit Mode
When Edit Mode is ON, authorized users can add, edit, archive, and update portal content. Changes save to Supabase so the team sees the same data across devices.
📊 Portal Data Manager
Use this area to manage portal content. Changes should be reviewed before publishing. Click Manage on any row to open the section in Edit Mode, where you can add, edit, or archive entries with full forms.
🔐 Access Control
Viewer: Read-only access to public sections
Manager: + Pay Structure, Franchise Leads
Admin: Full access + edit/save data
Codes are set in the source. To change them, edit the
PASSWORDS object near the top of the script.📤 Data Backup
Export everything (your edits + defaults) as a single JSON file. Restore from a backup with the upload button.
📊 System Health
Spa Response Templates
Click any template to copy · Complaints · Appointments · Reviews · Membership
🏠 Properties
Your listings and where each one stands.
🎯 Leads
Buyer and seller prospects moving through your pipeline.
📄 Transactions
Deals in progress and closed.
👤 Agents
Your agents and their commission splits.
💰 Commissions
Generated automatically when a transaction closes.
📅 Open Houses
Scheduled showings and turnout.
🤖 AI Assistant
Ask about running your business or using the portal — or have it draft emails, SOPs, checklists, messages, and more.
The assistant sees a summary of this workspace (name, plan, enabled features, locations, service menu) but not individual records like clients, payroll, or bookings. It won't take actions on your behalf.
🎬 Marketing Studio
Start at Today for your ready-to-use pack — then create, approve, and schedule.
Setup & insights
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📊 Role Dashboards
Live KPI views per role — Spa Advisor · Manager · Owner — computed from real bills, reviews & memberships.
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Groupon Analysis
Upload bill report · Save to history · Track trends across months
🎟
No data loaded
Upload your monthly bill report to detect Groupon customers automatically
Groupon customers identified by coupon code = "groupon" or "matchgroupon"
Predictive Analysis
Revenue forecasts · Retention trends · Branch risk scores · Growth opportunities — powered by your uploaded KPI data
🔮
No KPI data yet
Upload at least 2 months of bill reports via the Dashboard → Live KPIs tab.
Predictions require a minimum of 2 periods of data per branch.
Predictions require a minimum of 2 periods of data per branch.
💰
Revenue Forecast
Projects monthly revenue per branch using trend analysis
🔄
Retention Forecast
Predicts repeat customer rate trajectory
⚠️
Branch Risk Score
Flags branches showing declining momentum
📈
Growth Opportunities
Surfaces highest-momentum branches and KPIs
Decision Center
What needs your attention — and what to do about it. Auto-detected from your KPIs and scoped to your location(s).
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Executive Insights
Quarterly performance reviews · Strategic recommendations · Revenue targets · Priority initiatives
💡
No insights yet
Executives and managers can document quarterly performance reviews, strategic direction, and priority initiatives here.
Team Accounts
Manage who can sign in. Owners & admins can add new users; everyone else is read-only here.
🏬 Front Desk Logins — one shared advisor login per location
A shared sign-in your front desk uses directly — book clients, check out, sell retail & gift cards — so advisors don't each need a personal account. Scoped to that location, advisor-level access.
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Add a new user
Creates a Supabase Auth account and a profile row. The new user gets a temporary password by email.
Filter by location (optional)
Pick an existing staff member (no login yet)
Email
Full name
Role
Location
⚡ Create logins for all staff
Provisions a sign-in for every active staff member who has an email on file but no login yet. Each gets their own temporary password and is required to set a new one the first time they sign in. No emails are sent — you'll get a list to hand out. Owner/admin only.
All accounts
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Competencies
25-competency framework · grouped by purpose · required level by role (1–5)
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Competency-Based Hiring
Objective · standardized · franchise-ready — every candidate evaluated against the same framework
Bonus Payouts (2-Part Pay · P2)
Each position has a target bonus · each person earns a % of it from their own KPI score
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Career Ladder
Each role has a growth path · see every person's current stage, pay rate, and what's left to reach the next stage
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Staff Leaderboard & Pay
The one place to rank staff and edit pay · revenue from bills, pay you upload/enter per pay period · ranked by contribution, not just sales
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Retail Sales
Product sales, profit & tiered commission by employee · upload staff + product + qty
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🙋 My Account
Your pay statements and personal requests. Everything here is private to you.
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Employee Profile
One source of truth per person · pay, commission, KPIs, reviews, growth & assignments
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Time Off
Unpaid time-off requests · submit, review & approve · all requests must go through the portal
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Events
Meetings, trainings & live events · online or in-person · invitees get SMS reminders
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Booking Settings
Policies & deposit rules shown to customers on your branded booking page. These are company-wide defaults; per-location, per-service & per-state overrides come next.
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Taxes & Fees
Per-location sales/GRT tax and (optional) card processing fee applied at checkout and online booking. You are the merchant of record — iSpanify does not file or remit your taxes; this collects and reports only.
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Online Booking
Control who and what customers can book online — per location: accept online bookings & how times are offered; per therapist: whether they take online bookings. Managers & front desk should be off.
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Booking Forms
Consent, intake, health, waiver & policy forms shown during booking. Editing a form saves a new version — already-signed forms keep the exact version the customer signed.
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Audits
Run scored service-quality and compliance checklists by location. Results feed accountability — see what's meeting standard and what needs follow-up.
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Service Pay
Per-service-hour pay for Head Spa therapists: each service's duration × the therapist's hourly rate, plus add-ons (fixed amounts, adjustable per person). Totals feed Payroll alongside their KPI bonus.
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Extra Coverage
For extra / cross-location coverage only — picked-up shifts, covering another branch, management projects. Daily hours are tracked in Time Clock; this is for special coverage pay (auto-calculated from each person's comp profile, routed for approval).
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Compensation Profiles
Each employee's pay structure — base, KPI incentive cap, and hourly rates — effective July 1, 2026. Rate cards and access toggles are managed by the CEO/CFO.
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Bonus Tiers
Configure how a final KPI % converts to a bonus payout — fully tier-based, no fixed formula. Each company defines its own tiers; managed by the owner / CFO / admin.
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✈️ Travel & Special Assignments
Configurable travel / special-assignment pay — set policies by role & assignment type (trade show, grand opening, training, conference…), assign staff to events, and payroll auto-applies the policy. Each company defines its own; no fixed formula.
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Payroll & Reports
Monthly payroll simulation and compensation reports: base, KPI bonus, coverage pay and totals. Filter by pay period; managers see only the locations they run.
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Payroll Leakage & Labor %
Live coverage & project leakage and branch labor % vs the 35% target. Unapproved hours and over-target branches are flagged in red. Managers see only the locations they run.
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