Yazzy Place Staff Guide Getting Started Your workspace, explained Branches / locations Roles & what your team can see System modules & features Glossary Understanding the POS/checkout screen Recording a cash sale Recording a credit sale Payment In — receiving money from a customer Settlement discounts Applying a discount to a sale Selling price groups Sell in cartons, packs or pieces Selling products with options Layaway and deposit sales Processing a return Draft sales and quotations Managing your till/cash drawer Working offline (Desktop only)Viewing your sales history and receipts Understanding controlled sales orders Testing your setup: a full order from start to finish Creating and submitting a sales order Picking and stock shortages Payments and credit on sales orders Releasing goods on a sales order The order control tower and discrepancy holds Understanding your product catalog Adding a new product Units and product types — overview Choose how your company uses units Set up an item with two units Buy, receive and return in units Compound products (kits and bundles)Importing products from a CSV file Printing product labels Understanding stock levels across branches Recording a purchase from a supplier Receiving goods and updating stock Payment Out — paying a supplier or refunding a deposit Adjusting stock by hand Setting your opening stock Stock transfers between branches Doing a physical stock count Low stock and reorder alerts Batch/lot expiry alerts Purchase returns Understanding product pricing and cost Understanding your accounts Recording a bank deposit Recording a bank transfer between your own accounts Reconciling your bank statement Understanding your 13-week cash forecast Managing cheques Petty cash What happens automatically when you make a sale or pay an expense Understanding your Profit & Loss at a glance Understanding your Balance Sheet at a glance Recording a business expense Tracking money owed to you and money you owe Setting up your VAT rate Closing your financial year Understanding the Chart of Accounts How a sale or expense actually posts Understanding Undeposited Funds Recording a manual journal entry Understanding the General Ledger Trial Balance Understanding your Profit & Loss (Guide depth)Understanding your Balance Sheet (Guide depth)Cash Flow Statement Statement of Changes in Equity Understanding VAT and WHT posting Understanding dimensions Multi-currency and FX Reconciliation & Accounting Integrity Exceptions Treasury Reconciliation Other accounting reports Closing your fiscal year, in full Reopening a closed period Setting up your organization Adding a staff member Staff clocking in and out Managing leave requests Running payroll Setting up commission for sales staff Staff performance reviews The staff operational manual Succession planning Managing your leads and sales pipeline Importing your contacts from a CSV file Understanding customer segments Setting up customer groups Managing customer advance payments Setting up loyalty tiers Customer loyalty notifications Running a marketing campaign Logging customer communication Understanding your customer's favorite items and purchase history Connecting your social media accounts Viewing messages and scheduling posts Understanding channel performance and ROI Setting up discount rules Finding the report you need Understanding your Sales dashboard Understanding the Sales BI Dashboard Understanding your Inventory dashboard Building a custom report Scheduling a report to email you Understanding the CEO/executive dashboard Drilling into a number Exporting reports Exporting a list Managing your workspace settings Switching between the instant checkout and controlled sales orders Business Settings Payment Methods Invoice Settings Barcode Settings Prefixes Receipt Printers Security Lock Sales & POS FAQ Cash & Banks FAQ CRM & Loyalty FAQ Business Growth FAQ Reports & Business Intelligence FAQ

Staff performance reviews

Set targets for a position, then review how someone's actually doing against them.

Setting a target (KPI)

A KPI is a target tied to a position, not a person — everyone in that position is measured against it.

Go to HR Intelligence → KPIs.
Select the Position it applies to.
Give it a Name (e.g. "Monthly Sales Value"), a Target, and a Weight (%) — how much it counts toward that position's overall score if there's more than one KPI.
Optionally describe how it's measured, and how often it's reviewed.
Save.

The New KPI form

Running a review (appraisal)

Go to HR Intelligence → Appraisals.
Select New Appraisal and choose the staff member.
YAZZY OS shows a computed score preview, based on their position's KPIs — you can adjust it before finalizing.
Add comments, strengths, and areas for improvement.
Finalize the review.

📸 Screenshot needed: the appraisal review screen with the computed score preview.

If someone's position has no KPIs set yet, there's nothing for YAZZY OS to compute a score from — set one up first, or enter the score by hand.

Related

Setting up your organization

Setting up commission for sales staff

Give a staff member a commission rate on the sales they make.

The staff operational manual

A shared handbook for job expectations and procedures — writable by the Owner, readable by everyone else.

On this page

Setting a target (KPI)Running a review (appraisal)Related