KPIs & Activities
Within ROL you are able to use the inbuilt Key Performance Indicator (KPI) methodology and customise this to suit your organisation.
How it Works
Driven by the core principal If it is not in ROL, it did not happen, people make activity notes in the database against the relevant Contact, Candidate & Company records. These notes are made in line with your organisation's policies and you organisation has the ability to customise the note types and apply a KPI points value against any notes type.
For example, you organisation may define a number of Contact note types - e.g. example definitions for an organisation's note types;
Activity Type = Candidate Float
Activity Type = Client Call
*A client is defined as a company that has been invoiced for our services from your specific division within the last 12 month period.
Your organisation can decide on the terms (words used) for each activity type and create activity types for Contacts, Candidates & Companies.
Setting KPI Points Values
Against each of the defined Activity Types (for Contacts, Candidates & Companies) your organisation can elect to add a KPI Points value.
In doing this, your organisation can elect to use a 'one for one' KPI points system (e.g. 1 Client Call = 1 KPI Point) or a weighted KPI points system (e.g. 1 Client Call = 2 points). An advantage of a weighted KPI points system is that an organisation is effectively able to guide staff into activities that are more beneficial for the organisation.
Setting KPI Points Targets
Against each ROL user you are able to set whether a staff member is in a role where KPI points are measured and, if they are, what the weekly KPI Point target is.
You can find KPI reports under the Reports menu in the toolbar.
KPI Report - All Users
- View all users' weekly KPI's achievements
KPI Report - Select User
- View a certain users' weekly KPI's report