Articles in this section
Category / Section

How to Customize User Activity KPIs in Recruitly?

Published:

Before proceeding, please ensure that you have the necessary permissions. You need to have a KPI Manager role and Master Data Access. In case you don't have these accesses, kindly reach out to your administrator for assistance.


Maximize your efficiency by customizing user activity KPIs in Recruitly. This guide will walk you through the process of adding new activity types and assigning KPIs tailored to your recruitment needs.

How to add New Activity Types?
  1. Click on your user icon at the top right corner of the screen


  2. Navigate to the "System Configuration" section and click on it


  3. Click on the "Master Data" tab next to "System Settings"


  4. Under "General" locate the "Activity Types" option


  5. Click on "+New Activity Type" to add a new activity type. The added activity types will be automatically reflect in the "User Activity KPI" section


How to assign an Activity KPI to a member in your team?
  1. Click on your user icon located at the top right corner of the screen, then navigate to the "KPI Manager" section


  2. Click on "Create KPI" and fill in details such as assignee, KPI month, and KPI year.

  3. Scroll down to the "User Activity KPI" section to set targets. Once all details are filled, click "Save" to save the KPI.


Please ensure proper tagging of activity types to records for accurate reflection in the KPIs.





Access denied
Access denied