The Activity Dashboard (Teams) and Activity Dashboard (Recruiter) are generally used to measure activities of Carerix users. This ideal adaptable management tool gives you an insight into your recruiters’ activities. Thanks to the report’s flexible setup, you yourself can define which activities are displayed and, as such, the report can be adapted by the Carerix administrator himself/herself. Within this framework, it is possible to provide a generic presentation of the displayed data in a report.
The report can be retrieved via the [Dashboards] button on the top left of your Carerix and offers the option to input a specific period manually, but also to select suggested entries such as (current) quarter, (current) year or previous years. The report will then only bring back data related to your chosen period.
In the Activity Dashboard (Teams) the data can be displayed for one specific or all offices or for one specific user or a group of users.
The My Activity Dashboard (Recruiter) only shows activities that belong to (are owned by) the current user.
⚠️Please note:
The reports displays the figures that belong to the specific activities. No specific names of e.g. Candidates, Contacts and Clients are displayed.
Configuration
What is displayed?
Practically, it is possible to display numbers of Activities, such as tasks and notes. Numbers related to the match stages the candidates are in can also be displayed. The following are examples of data which can be displayed in the Activity Dashboards:
telephone interviews
new candidates
introduced candidates
1st/2nd interview
new vacancies
sales calls
new customers
visits
placements
Which table items or match stages can be displayed?
Currently, the following table items can be displayed in addition to the match and lead stages set up by you:
Type Appointment
Type Note
Type Task
Result Appointment
Result Note
Result Task
Status Placement
Status Vacancy
Status Candidate
Status Contact Person
Status Client
Adapting work processes
If you ensure optimal use of Activities in your work processes, you can measure this very accurately via the Cx Activity Report. You will, however, need to adopt certain recording standards in your work processes in order to be able to display the data at all in the Activity Report. Notes and Tasks, in particular, can be used for this.
⚠️Please note:
The activity reports gather information from various places in your database, which complicates its technical functioning. Users and agencies contribute to this complexity, especially when their numbers are high. It may be tempting to measure many activities. However, be advised that the more activities you measure, the greater the impact on your dashboard's performance. The same applies to the period of time you want to measure: the longer the period, the longer it will take to retrieve your data.
Functional configuration
The Activity dashboards
The Activity Dashboards are offered to you by default via the dashboardmenu on top of the screen in case the marketplace item 'Carerix Dashboards' is activated and installed. No further configuration is necessary.
Coding Stages and Table items
The Activity Report functions because of the codes that are added to table items and stages, which are then communicated to the report. The order of these listings is created by you.
You can add codes to any table item that has is a ‘Type’ or ‘Result’ of Activities ‘Meeting’, ‘Note’ and ‘Task’, as well as with any table item for ‘Status’ of a ‘Placement’, ‘Job Order’, ‘Candidate’, ‘Contact’ and ‘Companies’. Additionally, you can add codes to ALL set Stages, which will be counted and added to the Activity Report.
The code always starts with ‘MIS:1:’ after which the number increases from 1 until the desired amount of lines. Theoretically there is no limit to the amount of rows that you want to see in your Activity Report, but you will find that when you create a report that is greater than 20 rows or more than 5 users the loading time will increase over the couple of seconds it usually needs.
💡 Expert advise:
To keep things clear it is advisable to create a spreadsheet to list all activities you want to be measured in the activity report with their corresponding code. You than just have to go through your list and copy and paste the codes in the respective table items or match stages.
First, you define the exact numbers you want to measure and show in the Activity Report. Remember: the number defines the order of the activities listed in the dashboard. In the figure below you'll see which elements can be shown in the Activity Report. You decide:
What you want to measure and in which order.
Whether this is a table item or a stage.
Name and number of the specific match stage or table item
You set what name you want to give to this row in the Activity Report.
⚠️Please note:
In front of the name you set the right ‘MIS:1:’ and then the name of the item, so you can add this to the table item or match stage. The name is also the label that will be shown in the dashboard. Take this into account, especially if you have a multilingual system. It is not possible to dynamically translate the labels.
Once you've determined which items you want to count and where to show them, you copy these lines into the code field of the table items or stages. You can check whether it all works the way you want to by refreshing your Carerix application. How to do this:
Go to: "Tables/Stages"
Search and open the table item or stage (e.g. 'Result task', or stage '3.0 Proposed candidate to client')
In the "Code" field, add the MIS code (see figure example above).
Once done: hit the F5 button, click on browser refresh or log out and login again.
Open the dashboard to see your changed.
💡Expert Advise:
When you've created two identical MIS codes in multiple tables, the row will add the items together and show the sum of the items
Counting meetings: deadline or creation date?
By default the Activity Report counts the moment of creation of the meeting, and not the deadline/expiration date of the activity/meeting. Example: the deadline of the meeting is set at July 1, but the meeting has been created on June 15. The Activity Report will then count June 15.
We are working on a different chart/widget which will let you toggle between creation date and deadline date.
Requesting the configuration of you Activity Reports
It is possible to hire a Carerix consultant to help you with the acitivity reports configuration. To request help you can contact your customer success manager or the Customer Success Team.