\n
Video Transcript<\/h3>\n
It\u2019s time for a new Two Minute Tuesday, Main Sequence\u2019s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.<\/p>\n
If you\u2019re in charge of a recruitment team, you\u2019ll 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 we\u2019ll walk through creating one.<\/p>\n
First, we\u2019ll click \u2018Reports\u2019 in the main menu. To create or edit a custom report, we need to select the \u2018gear\u2019 icon in the Action menu at the upper right. Now, from the group of tabs, we\u2019re going to pick \u2018Manage User Metrics Reports\u2019 and choose \u2018Add\u2019.<\/p>\n
In the window that appears, we use the first section to name the report. We\u2019ll just call it \u2018User Activity.\u2019 Now we\u2019ll open up the first row of data.<\/p>\n
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.<\/p>\n
For example, we can label the first box \u201cOutbound Calls.\u201d We\u2019ll check the \u2018Activities\u2019 box, because we\u2019re going to base this metric on the Activity record created when an outbound call is made. Now we\u2019ll click on \u201cSelect\/Edit Sources\u201d and specify all of the possible outbound call activities.<\/p>\n
We can also use the \u2018Interviews \/ Placements\u2019 option to track events in the pipeline. Here, we\u2019ll make a label for \u2018Submittals\u2019, and select our \u2018Submitted\u2019 interview status.<\/p>\n
It\u2019s also possible to use the \u2018Positions\u2019 option to get numbers on jobs that have been created, filled, closed, and so on. In this column, we\u2019ll create a \u2018New Openings\u2019 label, set the selector to \u2018Positions\u2019, and then choose the \u2018Available\u2019 option as the source.<\/p>\n
Now let\u2019s see how it works. To run the report, we\u2019ll select \u2018Auditing Reports\u2019 and click on our new Custom User Metric report. We can also search for it by name from the reports menu search box.<\/p>\n
We select the date range to report on \u2013 for this example, we\u2019ll select the entire month \u2013 and we can exclude users by unchecking their usernames and apply additional filters.<\/p>\n
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. <\/p>\n
We\u2019ll look at more advanced metric reporting options in a future video, but that\u2019s 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.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"
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.<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[33,104,105],"tags":[],"class_list":["post-5436","post","type-post","status-publish","format-video","hentry","category-topics","category-two-minute-tuesday","category-video","post_format-post-format-video"],"acf":[],"yoast_head":"\r\n
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