Dashboard | Active Business Intelligence


Each user has their own dashboard. Within the Dashboard are the Active Business Intelligence widgets that will display data currently relevant to you in terms of your pipeline. It is a summary of activity in the recruitment workflow you need to be aware of and potentially action. 

There are certain criteria that need to be met for an activity to appear in a widget which is detailed below. Any financial figures will be displayed in your default currency, which is set in your user Preferences, please see the related article for more information.

Each widget will give you an overview of data, and you can click on the grid option of each to view the details. In the grid, you can click on the entries to go to the relevant record or view the record card as appropriate for that widget.


Click here to jump to the required section: 

Live Jobs | Placements Starting | Placements Ending | CV Submissions | Interviews | Offers | Calls | Meetings | Workers Out | Applicant Birthdays | Contact Birthdays | Rebates |


Live Jobs 

Live jobs show the count and potential value of live jobs that are either obtained by you, or on which you are an Owner assignee. This widget gives you an overview of your current workload and will assist you in forecasting your sales figures.

Financial figures are based on the lower pay level (where a range exists), and when calculating figures for timesheet orientated jobs, these will be calculated on the rates and shifts added to that job. Additionally, if a job has more than one role, the potential value will include the multiple roles. 

In the grid, the jobs are listed in ascending order, so that the oldest job is at the top.


Placements Starting 

Placements starting shows you a breakdown of starters over the next 7 days, letting you know who you might need to be calling to "check-in" with.

Placements of all types (permanent, contract and temporary) will show as long as they were either filled by you, or you have a split fee in the placement, or on which you are an owner assignee. Placements set as Did Not Start will not be included.

In the grid view, placements will show in date order, with the earliest start date at the top.

Placements Ending 

Placements ending shows you a breakdown of contract and temporary placements that are ending in the next 7 days, letting you know who you might need to be calling to explore the possibility of extensions or gain feedback from.

Placements will show as long as they were either filled by you, or you have a split fee in the placement, or on which you are an owner assignee. Placements set as Did Not Start will not be included.

In the grid view, placements will show in date order, with the earliest finisher date at the top.

CV Submissions 

CV Submissions will show you active CV submissions, giving you a view of your current workflow and any outstanding work to be completed. CV submissions that match any of the following criteria will be included:

  • They were introduced by you.
  • They are against a live job that was obtained by you.
  • They are against a live job to which you are an owner assignee.
  • They are for an applicant to which you are an owner assignee.

Any applicants progressed to a higher submission level (e.g. interview) and marketed CV's will not be included.

The count is split between draft (e.g. marked for submission but not yet sent) and actual submissions. Under the grid option, the most recent submissions will display at the top of the list. Selecting an entry here will take you to the CV submission tab on the job with that applicant selected.

Interviews 

Interviews shows you active interviews, giving you a view of your current workflow and any outstanding work to be completed, for example, gaining interview feedback. Interviews that match any of the following criteria will be included:

  • They are against a CV Submission that was introduced by you.
  • They are against a live job that was obtained by you.
  • They are against a live job to which you are an owner assignee.
  • They are for an applicant to which you are an owner assignee.

Any applicants progressed to a higher submission level (e.g. offer), those with feedback and those with an interview that occurred over 7 days ago will not be included.

The count is split between those that have occurred, and those pending. In the grid any interview scheduled for today will show at the top, followed by future interviews, and then those in the past. 

The date for today's interviews will show in Blue, Future interviews will show in Green, and past interviews will show in Red.

Selecting an entry here will take you to the Interview tab on the job with that applicant selected.

Offers 

Offers will show you active job offers for fixed fee jobs (these are jobs where the charge is either a fixed fee or a percentage), helping you to forecast your pipeline and know who you might need to be calling to "close the deal". Fixed fee jobs that match any of the following criteria will be included:

  • They are against a CV Submission that was introduced by you.
  • They are against a live job that was obtained by you.
  • They are against a live job to which you are an owner assignee.
  • They are for an applicant to which you are an owner assignee.

Any applicants progressed to a higher submission level (e.g. placed) or those redundant due to an improved (e.g. 2nd) offer will not be included.

The total value is calculated by looking at either the one-off charge value on the base rate, or if the charge is a percentage (permanent jobs only), then it will use this percentage of the offer amount.

In the grid, offers will be displayed with the most recent at the top. Selecting an entry here will take you to the Offer tab on the job with that applicant selected.

Calls 

Calls shows you both Priority calls (those with a fixed time) and Any time calls over the next 7 days to which you are linked as an attendee and gives you an overview of your schedule for the week. It will not include any calls marked as cancelled or completed, or those you might be invited to but where you have declined to attend.

The grid view will show with the most recent at the top and display some basic details of the call. The coloured dot is linked to the appointment category.

Selecting an appointment in the grid will display the record card for that appointment. Please see the New Appointments article for more information.

Meetings 

Meetings shows you meetings over the next 7 days to which you are linked as an attendee, and gives you an overview of your schedule for the week. It will not include cancelled meetings or those you might be invited to but where you have declined to attend.

The grid view will show with the most recent at the top and display some basic details of the meeting and the profile picture of attendees. The coloured dot is linked to the appointment category.

Selecting an appointment in the grid will display the record card for that appointment. Please see the New Appointments article for more information.

Workers Out 

Workers Out shows you the number of timesheet orientated placements working per day over the next 7 days, giving you an overview of what's coming up. Placements with applicants working one or more shift will display where they match either of the following:

  • The placement was filled by you or on which you have a split fee
  • You are an owner assignee on the placement record
  • You are an owner assignee on the applicant record

Placements set as Did not Start will not be included.

The grid view will show placements by working day, with the nearest working day at the top, starting with the current day, for example, if its Wednesday today, any workers working Wednesday will be at the top of the list.

Selecting an entry will take you to the placement record.

Applicant Birthdays 

Applicant Birthdays is a great tool for building relationships with your applicants. Applicants with birthdays in the next 7 days will show here if they meet any of the below criteria, and are applicants that you can be profiting from:

  • The applicant has an active CV submission, interview or offer against a job that was procured by you or to which you are an owner assignee.
  • The applicant is on an active permanent placement, within the rebate, period that was filled by you or to which you are an owner assignee.
  • The applicant is on an active temp or contract placement that was filled by you or to which you are an owner assignee.

In the grid, the applicants will show in birthday order, and if you have their year of birth added to their record their age will also be displayed. Selecting an entry will take you to the applicant record.

Contact Birthdays 

Contact Birthdays is a great tool for building relationships with your clients. Contacts with birthdays in the next 7 days will show here if they are contacts that you can be profiting from. Contacts will show if they have any of the following:

  • An active job that was procured by you or to which you are an owner assignee. 
  • An active permanent placement, within the rebate period, that was filled by you or to which you are an owner assignee. 
  • An active temp or contract placement that was filled by you or to which you are an owner assignee.

In the grid, the contacts will show in birthday order, and if you have their year of birth added to their record their age will also be displayed. Selecting an entry will take you to the contact record.

Rebates 

Rebates are showing you fixed fee placements that are within their rebate period and therefore are vulnerable (e.g. if the applicant was to leave, you would have to repay all or some of the fee). Placements showing would need to have been filled by you, or you have a split fee in them, or on which you are an owner assignee. It will exclude placements set as Did Not Start.

The Total Vulnerable amount is the value that would have to be rebated now (on the day you are looking at your Dashboard) should all placements end today. The figure is then broken down into Yet To Start (e.g. all placements that are upcoming), Week 1 (e.g. all placements subject to rebate period within one week after the placement start date), Week 2, Week 3, Week 4, Week 5-8, Week 9-12 and Week 13+.

In the grid, those yet to start will show at the top, followed by start date descending. The bar represents the rebate period progress and will display in red when the placement is within 4 weeks of the start date, else display in yellow. If you hover over the progress bar it will detail the progress, e.g. the number of days/weeks/months (as appropriate) completed out of total rebate period, e.g. "2 out of 4 months".

Selecting an entry will take you to the placement record.