Disclaimer:

These may vary from firm to firm based on specific rules sets, however this is the base level calculations used to determine targets for key performance measures in the platform.

Everperform has a process to automatically calculate targets for:

“Productive Hour Targets”

“Non billable Hour Targets”

“Non billable Hour Target” for each non-billable category

The minimum requirement to enable these auto calculations is a monthly:

Std Hours Target, Productivity % Target, Productive Hour Target

“Productive Hour Target” = “Std Hours Actual” * “Productivity % Target”

Productive hour targets are calculated monthly for each individual employee and then aggregated to yearly, to team/groups/divisions and to the organisation.

The advantage of using an automated calculation for “productive hour targets” vs a fixed yearly target is the Auto calculated target is based on the hours the employee spends working. It is not influenced by the amount of leave they take or don’t take. Annual Targets are usually based on a 44 week year allowing 2 weeks for public holidays, 4 weeks for annual leave, and 2 weeks for other leave.

Where a traditional approach falls down: Where an employee does not take any leave, their productive hours progress will be well in excess of 100%. Where an employee takes 3 months of accumulated leave, they will fall significantly short of their progress expectations.

In summary, the auto-calculated method is a more accurate reflection of actual versis expected performance.

The “Std Hours Target” represents the total number of days an employee can work. We remove public holidays from this count.

The “Std Hours Target” is preset and requires each employee’s FTE and “daily std Hours” for the calculation. Everperform uses this information along with the number of work days in each month for the timezone/location. This measure must be set up and populated as it is the basis of all target calculations.

Std Hours Target = (“total week days” - “public holidays”) * FTE * “daily std hours”

This monthly target value will be accurate for full-time employees and approximate for casuals and part-timers as we don’t store the exact days they work (these may differ month to month).

For casuals and part-timers, the Std Hours Target will be accurate for the year.

Where the “Std Hours Target” is set, it is reduced by the total “Leave Hours” taken and stored as “Std Hours Actual”. This is an automatic

calculation.

Std Hours Actual = “Std Hours Target” - “Leave”

Productivity % Targets are provided by the organisation for each employee and loaded.

“Productive Hour Targets” = “Std Hours Actual” * “Productivity % Target”

Nonbillable Hours Target by Category

Where the firm supplies a percentage target for each non-billable category, Everperform is able to convert that to an hourly target for each

category.

Non billable Hours Target “Productive Hour Targets” = “Std Hours Actual” * (1 - “Productivity % Target”)

The % targets should sum to 100% across all categories.

Eg.

Admin/Support - 50%

Firm - 10%

Personal - 10%

Team - 30%

Everperform will calculate the percentage for each non-billable category of the non-billable hours worked.

Example

This is an example of how the Targets are calculated for one month, December 2024 for a full time employee in Sydney Australia.

Std Hours * FTE * Number of available work days

7.5hr * 1 * 19days

= 142.5 hours

Std Hours Target - Leave

142.5hr - 30hr

= 112.5 hours

Std Hours Actual * Productivity%

112.5hr * 0.8

= 90 hours

Std Hours Actual * (1-Productivity%)

112.5hr * (1 - 0.8)

112.5hr * 0.20

= 22.5 hours

Productive Hours Target * Charge Rate

90hr * $280

= $25,200

Note: For employees with an FTE less than 1, the calculations are exactly the same.

​