The Staff KPIs page is separate from claim processing and Xero configuration. Use it when you need to review staff-related invoicing information without opening individual claims.
1. Open Staff KPIs
Go to Invoicing.
Select Staff KPIs from the top navigation.
Review the KPI information currently available.
The Invoicing navigation includes:
Overview
Clients
Plans
Interactions
Calendar
Shift Interactions
Billing
Staff KPIs
2. Review the KPI overview
Use the KPI overview to review the staff information presented for the selected period.
Before reviewing individual staff results:
Confirm you are on Staff KPIs.
Review the summary information shown at the top of the page.
Check the selected reporting period or filters, where available.
Use the displayed KPI information to identify staff records that require further review.
3. Select the reporting period
Where date or reporting-period controls are available, use them to focus the KPI information on the period you want to review.
Open the available date or period control.
Select the required reporting period.
Allow the page to refresh.
Confirm that the displayed information now relates to the selected period.
Always check the reporting period before comparing staff results.
4. Review staff KPI information
Review the KPI information shown for each staff member.
Use the values displayed in the current interface to understand the staff activity or performance being reported.
Where additional details are available:
Find the staff member you want to review.
Review their displayed KPI values.
Open any available detail or drill-down option.
Review the supporting information before drawing conclusions from the KPI.
5. Use filters where available
If the page provides filters, use them to narrow the KPI information.
Open the required filter.
Choose the relevant option.
Apply additional filters where required.
Review the updated results.
Clear or change the filters when you want to return to a broader view.
Only document filter names that are currently visible in the interface.
6. Review supporting records
If a KPI requires further investigation, use the related Invoicing areas to review the underlying information.
Depending on what you are reviewing, you may need to check:
Interactions
Calendar
Shift Interactions
Billing
Individual claims
Use these areas to confirm the underlying records rather than relying on a KPI value alone.
Important notes
Confirm the reporting period before reviewing or comparing staff KPI information.
Use filters where available to focus the results.
Review supporting interaction, shift or billing information where further context is required.
Staff KPIs is a reporting area and does not replace the individual claim, interaction or billing workflows.
No Staff KPI-specific feature change is identified in the current changelog, so this article should primarily be updated to match the current interface, navigation and screenshots.