As any manager will tell you, keeping track of what your team is accomplishing is key to success. One of the ways you can do this in PCRecruiter is to create a Custom User Metrics report to monitor the activity records for a better grip on your recruiting KPIs. We’ll walk through the setup in this week’s Two Minute Tuesday.
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Itâs time for a new Two Minute Tuesday, Main Sequenceâs series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.
If youâre in charge of a recruitment team, youâll want to keep tabs on the activity of your users. One simple way in which you can do this is with a custom User Metrics Report. Today weâll walk through creating one.
First, weâll click âReportsâ in the main menu. To create or edit a custom report, we need to select the âgearâ icon in the Action menu at the upper right. Now, from the group of tabs, weâre going to pick âManage User Metrics Reportsâ and choose âAddâ.
In the window that appears, we use the first section to name the report. Weâll just call it âUser Activity.â Now weâll open up the first row of data.
Each section includes a box for the label, a selector to choose what sort of metric it represents, and a link for choosing the source of the data.
For example, we can label the first box âOutbound Calls.â Weâll check the âActivitiesâ box, because weâre going to base this metric on the Activity record created when an outbound call is made. Now weâll click on âSelect/Edit Sourcesâ and specify all of the possible outbound call activities.
We can also use the âInterviews / Placementsâ option to track events in the pipeline. Here, weâll make a label for âSubmittalsâ, and select our âSubmittedâ interview status.
Itâs also possible to use the âPositionsâ option to get numbers on jobs that have been created, filled, closed, and so on. In this column, weâll create a âNew Openingsâ label, set the selector to âPositionsâ, and then choose the âAvailableâ option as the source.
Now letâs see how it works. To run the report, weâll select âAuditing Reportsâ and click on our new Custom User Metric report. We can also search for it by name from the reports menu search box.
We select the date range to report on â for this example, weâll select the entire month â and we can exclude users by unchecking their usernames and apply additional filters.
When we print the report, the row of labels we created appears under each user, with a count of the applicable records. So, in this report, we can see that the user EWATSON had 65 outgoing calls this month, 12 submittals, and 20 new jobs entered. Clicking on the number searches the database for the applicable records.
Weâll look at more advanced metric reporting options in a future video, but thatâs all for this Two Minute Tuesday. For more, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the LinkedIn PCRecruiter user group, and watch our blog posts on your PCRecruiter login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.
On December 12, 2024, we’ll be hosting a webinar with our new partner Quil, who offer a time saving integrated note-taking AI for recruiting teams. Register now!
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