Knowledge Base

* indicates metrics which reflect projections vs. actuals. 

Candidate Metric Definitions

• Candidates Created - Total number of new candidate records created within the selected timeframe.
  

Cross Database Metric Definitions for Candidates

• Contractors on Assignment - Total number of distinct contractors (candidates) on assignment during designated timeframe.
  
• Contractors on Billing - Total distinct contractors (candidates) on assignment with hours documented and paid within the designated timeframe. 
  

Contact Metric Definitions

• Contacts Created - Total number of new contact records created within the selected timeframe.
  
• Clients Billed- Number of unique clients who will be billed for that period
  

Company Metric Definitions

• Clients Created - Total number of new company records created within the selected timeframe.
  

Cross Database Metric Definitions for Companies

• New Active Clients - Total number of companies with their first Placement in over one (1) year. 
  
• Clients Billed - Total distinct companies billed within the designated timeframe. 
  

Submission Metric Definitions

• Internal Submits - Total number of candidates submitted to jobs. 
  
• External Submits - Total number of candidates submitted to contacts after being submitted to jobs. 
  
• External Interviews - Total number of candidates with interviews scheduled after being submitted to contacts for a job. 
  
• Offers Extended - Total number of candidates with offers extended after interviewing with contacts for a job. 
  

Note Activity Metric Definitions

• Client Meetings - Total of number meetings with contacts. 
  
  • Defined by Note Type(s): Client Visit, Client Visit (New), Client Visit (Virtual)
    
• Internal Interviews - Total number of preliminary interviews with Candidates. 
  
  • Defined by Note Type(s): Interview
    

Additional Note Activity Metrics can be further viewed as counts of the following individual Note Type(s) created within the filtered timeframe: 

• Category: Background Check
  
  • Actions: Background Check - Completed, Background Check - In Progress, Background Check - Resumed, Background Check - Suspended, Invitation - Completed, Invitation - Expired, Invitation - Sent
    
• Category: Other
  
  • Actions: Note, Reference Info, (Blank)
    
• Category: Reference
  
  • Actions: Reference Complete, Terefic Upate
    
• Category: Referral
  
  • Subcategory: Internal 
    
    • Actions: BD Org Referral
      
  • Subcategory: External 
    
    • Actions: C2C (Candidate)
      
• Category: Inbound Activity
  
  • Actions: Inbound SMS, Idibu Note
    
• Category: Outbound Activity
  
  • Actions: BD Outreach, Email, LinkedIn InMail, LinkedIn/InMail, MPC, Outbound SMS, Phone Call, Recruiter Outreach
    

Job Metric Definitions

• Job Orders Created - Number of new job records created within the selected timeframe.
  
• Orders - Number of distinct job order records open. 
  
• Openings - Number of job openings as defined by the number of openings field on jobs. 
  
  • The number of openings field has been implemented on the Job Record. This has been updated historically. This field needs to be completed to ensure accurate fill rate calculations. 
    
• Openings Closed - Number of job openings moved from Open to Closed.  
  
  • A job order close date is set once the open/closed flag is set to closed. If the order is reopened and reclosed, the second close date will be used. 
    
• Age of Order - Amount of days since the job order was opened.
  
  • Calculation: Days Between (Date Last Closed, Date First Opened) *If Date Last Closed is not populated, then today's date is used instead.
    
• Days to Fill - Average number of days to fulfill a job order.
  
  • Calculation: Days Between ([Closed] Job Date Added, First Placement Date)
    
  • Contingent upon when recruiters close their jobs. 
    
• Fill Rate - Job order fill rate. 
  
  • Calculation: Total (Successful Placements) / Total (Openings)
    
  • Contingent upon when recruiters close their jobs. 
    

Placement Metric Definitions

• Placements Created - Total number of placement records created within the selected timeframe.
  
• Placements is Approved (Successful Placements) - Count of placements with statuses other than Processing, On Hold, Fail to Start.
  
• Placements - Count of successful placements on assignment (contract) and placements created (perm)
  
• Perm Placements - Count of successful placements created with employment types of 'Direct Hire', 'Retained', and 'Conversion'
  
• Contract Placements - Count of successful placements on assignment with employment types of 'Contract' and 'Contract to Hire' 
  
• Conversions - Count of successful placements created with an employment type of 'Conversion'
  
• Starts - Count of Successful Placements starting within the designated timeframe. 
  
  • Contingent upon what has been documented in the Start Date field. 
    
• Ends - Count of Successful Placements ending within the designated timeframe. 
  
  • Contingent upon what has been documented in the Scheduled End Date field. 
    
• Net - Difference between Starts and Ends within designated timeframe. 
  
• Placement Mark-up (%)* - The difference between bill rate and pay rate for Contract Placements expressed as a percentage. 
  
  • Calculation: =(Bill Rate-Pay Rate)/Pay Rate
    
• Placement Mark-up ($)* - The difference between bill rate and pay rate for Contract Placements expressed as a dollar amount. 
  
  • Calculation: =Bill Rate - Pay Rate
    
• Placement Fee Rate - Total amount to be billed to the customer expressed as a percentage of salary. 
  
• Placement Fees* - Total amount to be billed to the customer expressed as a dollar ($) amount. 
  
• Estimated Weekly Hours* - The average number of hours worked by contractors within any given work week. By default Estimated Weekly Hours are 37.5.
  
•  Estimated Gross Profit (GP)* - Total estimated gross profit amount based on rate and estimated weekly hours (for Contract Placements) or fees (for Perm Placements).
  
  • Calculations: =(Bill Rate - Pay Rate) * Estimated Weekly Hours *Weeks Between(Start Date, End Date) 
    
• Weekly Estimated Gross Profit (GP)* - Total estimated gross profit based on rate and estimated weekly hours for one week of work. 
  
• Remaining Estimated Gross Profit (GP)* - Total estimated gross profit based on rate and estimated weekly hours for remaining weeks of placements selected.
  

Cross Database Metric Definitions for Placements

• New Active Clients - Total number of companies with their first Placement in over one (1) year. 
  
• Contractors on Assignment - Total number of distinct contractors (candidates) on assignment during designated timeframe.
  

Transaction Metric Definitions

• Revenue - The total amount billed to a customer specific to a placement. 
  
• Hours - Total number of hours worked by Contractors on Billing
  
• Paid - The total amount paid to a candidate specific to a placement. 
  
• Burden Paid - The total amount of burden incurred by DWG specific to a candidate and placement. 
  
  • Calculation: =Paid*(Employee Type Burden Amount) 
    
    • W2 = 20%; C2C = 5%
      
• Cost - The total cost of a placement. 
  
  • Calculation: =Paid+Burden Paid
    
• Gross Profit (GP) - The total gross profit earned by placement expressed as a dollar amount. 
  
  • Calculation: =Revenue-Cost
    
• GP % - The total gross profit earned by a placement expressed as a percentage. 
  
  • Calculation: =Gross Profit/Revenue
    

Cross Database Metric Definitions for Transactions

• Clients Billed - Total distinct companies billed within the designated timeframe. 
  
• Contractors on Billing - Total distinct contractors (candidates) on assignment with hours documented and paid within the designated timeframe. 
  

User Metric Definitions

• Contributors - Total number of individuals involved with either a Job (Owners) or a Placement (Commission Recipients)
  
• Full Desk - Total number of individuals involved with either a Job (Owners) or a Placement (Commission Recipients) who have been designated as Full Desk. 
  
• Recruiters - Total number of individuals involved with either a Job (Owners) or a Placement (Commission Recipients) who have been designated as Recruiters.  
  
• Salespersons - Total number of individuals involved with either a Job (Owners) or a Placement (Commission Recipients) who have been designated as Salespersons. 
  
• Billing Contributors - Total number of individuals involved with a Placement which had transactions during the designated timeframe.