Knowledge Base

Scorecard

The Scorecard report includes a Sales and Recruiting view. The reports allow the user to view summarized data for a contributor against targets.  Both views summarize activity and financial performance results and trends, filtered by Contributor, Job Type, and date. 

End to End Reporting

The End-To-End Ops report is a graphical representation of every step of the sales, recruitment, placement, onboarding, payroll, billing, and collections lifecycle beginning with lead generation and candidate interviews, through placement, payroll, invoicing and receivables.  Data is color-coded red, blue, and green at of every step in the lifecycle indicating if activities and financials are aligned to targets.  Users are then able to drill into the individual report behind each measure identify areas where activities and financials are falling short, meeting, or exceeding goals as they relate to the overall activity and financial goals of the organization down to the organization unit.  This report is filterable by Organization Unit, Position Type and date range. 

Sales

Sales Activity

The Sales Activity report provides a comprehensive overview of all measures, trends and ratios related to the procurement of new client leads, tracking client meetings, the creation of new positions, and the disposition of new positions from candidate present through start.

Client Meetings

The Client Meetings report provides a comprehensive overview of all completed and scheduled client meetings by Company, Meeting Type, Contributor, and Organizational Unit within a selected time period.

Recruiting

Recruiting Activity

The Recruiting Activity report provides a comprehensive overview of all measures related to the candidate recruiting and the placement process from candidate interview to initial candidate present through start. 

Open Orders

The Open Orders report is an overview of open orders within a selected date range by Client, Organization Unit, Job Type, Contributor, and Age Category. 

Order Performance

The Order Performance report is a summary of order fulfillment effort results, order activity speed, and order efficiency performance.

Operations

Starts & Ends Report

The Starts and Ends report is a summary of contractor starts and ends and the financial impact of contractor starts and ends that occur within the selected date range. 

Perm Placements

The Perm Placements report is a summary of all direct hire placements, conversions, and associated placement fees filterable by Company, Organization Unit, Contributor, and date range.

Financial

Weekly Flash 

The Weekly Flash report provides a comprehensive overview of the prior thirteen-week period.

Gross Profit

The Gross Profit report is a summary of all contract, perm, and other gross profit by Company, Organization Unit, and Contributor filterable by Company, Organizational Unit, Contributor, and date range.

Custom BI Portal Reports

Exec | Jobs & Placements (Past 12 Weeks)

The Jobs & Placements (Past 12 Weeks) Report is a summary of Jobs Created and Placements Created by week over the past 12 weeks. 

• Replaces: 
  
  • Weekly Jobs & Placements Report (10317)
    
  • DWG: Placements Report for Perm & Retained LOB's (10318)
    

Exec | Contract Engagement Forecast

The Executive Contract Engagement Forecast provides details and trends on upcoming Contract Engagement Starts and Ends. 

• Replaces:
  
  • Jonathan's Weekly Forecast Report
    
  • Talent Care: Starts & Ends Report (10185)
    
  • [REVISED] DWG: Starts and Ends Report for DWC & MCG (10187)
    

Field | Contract Commission Summary

The Contract Commission Summary provides a summary of commissions to be received based upon hours bill and hours worked. Information is presented by Commission Recipient, by Company, and in line item detail format. 

• Replaces: 
  
  • DWG: Commission Report by Employee for Execs (10126)
    
  • DWG: Commission Report by Employee for Execs (Detail) (10125)
    

Field | Placement Commission Splits

The Placement Commission Splits Report provides a breakdown of all placements created and their corresponding commission recipients by standard role. 

• Replaces:
  
  • Commission Splits Analysis (10251)
    
  • Sourcer Candidate Placements (10291)
    

Field | Do Not Recruit (DNR) List

The Do Not Recruit (DNR) List provides a comprehensive list of Companies which may not be recruited from based upon jobs worked and placements created between specified time periods. 

• Replaces: 
  
  • DWG Do Not Recruit List DNR (10100)
    
  • DWG Do Not Recruit List DNR - Past 30 Days (10316)
    

Field | Activity Report - Sales

Activity reporting for employees who specifically focus on Sales and Engagement Management. 

• Replaces: 
  
  • Rolling 6 Mo. Fill Rate by Primary Department & User (10332)
    
  • Time to Fill by Primary Department & User (10321)
    
  • Activity Metrics - Consulting (10194) 
    
  • MCG: Activity Reporting - Employee Specific (10099)
    
  • MCG: Activity Reporting - Management (10065)
    

Field | Activity Report - Recruiting

Activity reporting for employees who specifically focus on Recruiting. 

• Replaces: 
  
  • Rolling 6 Mo. Fill Rate by Primary Department & User (10332)
    
  • Time to Fill by Primary Department & User (10321)
    
  • Activity Metrics - Consulting (10194)
    
  • MCG: Activity Reporting - Employee Specific (10099)
    
  • MCG: Activity Reporting - Management (10065)
    

Field | Activity Report - Full Desk

Activity reporting for employees who are designated as Full Desk, aka Sales & Recruiting. 

• Replaces: 
  
  • Rolling 6 Mo. Fill Rate by Primary Department & User (10332)
    
  • Time to Fill by Primary Department & User (10321)
    
  • Perm Notes Activity Report (10207)
    

Field | Activity Report - Other

Activity reporting for employees who are not designated to focus on Sales, Recruiting, or Full Desk activities. 

• Replaces: 
  
  • Rolling 6 Mo. Fill Rate by Primary Department & User (10332)
    
  • Time to Fill by Primary Department & User (10321)
    
  • Activity Metrics - Consulting (10194)
    
  • MCG: Activity Reporting - Employee Specific (10099)
    
  • MCG: Activity Reporting - Management (10065)
    
  • Perm Notes Activity Report (10207)
    

Middle Office | Engagement Management - Pinterest

A list of hours and billable amounts by Earn Code, Placement and Candidate with Pinterest. 

• Replaces:
  
  • Pinterest Invoice Tracking (10328)
    

Middle Office | Missing Timecards

A list of Contractors on Assignment in any given week, those which are deemed "Contractors on Billing" (or those who have submitted time) and those who are "Missing Timesheets."