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⭕ Consolidated Activities Dashboard Overview
The Consolidated Activities Dashboard is your go-to tool for viewing and managing all activities across different entities in Vincere.
This centralized table view is designed to give you an at-a-glance overview of the activities happening across the platform, making it an invaluable resource for tracking performance, understanding collaboration, and auditing actions.
🤩 Benefits of Activities Dashboard
Enhanced Visibility: Provides a clear, centralized overview of all activities, making it easier to track progress and performance.
Improved Accessibility: Quick access to documents and records directly from the dashboard, reducing time spent searching for files.
Efficient Collaboration: Understand team dynamics and how consultants interact with different records, leading to more effective teamwork.
⭕ Navigate to The Consolidated Activities Dashboard
To View The Activities Dashboard, simply just click on the Activities icons in the the Main Menu on the left of the screen.
⭕ What You Can See in the Consolidated Activities Dashboard
Centralized Activity Overview:
All Activities in One Place: View all activities, including Goals/KPIs, across all entities (Candidates, Jobs, Companies, Contacts and Deals.) in a single, filterable table.
Cross-User Visibility: All users can view activities, including those from other users within or outside their brand.
Headline Stats:
Activity Volume Overview: Get a quick snapshot of the total number of all activities such as Total Activities, Total Users, Candidates, Jobs, Companies, Contacts and Deals.
Filter by Date and User: Drill down into specific data by filtering activities by date and user.
📝 Note: Unique records (e.g., Candidates, Jobs) do not contribute to the total activity count.
Track Record Changes:
Audit Trail: See who made edits, deletions, and other changes to records, complete with user details and timestamps.
Collaboration Insight: Understand how consultants interact with various entities/records, including updates on placements and the specifics of those edits.
Placement Logs: Now you can track when changes have been made to Placement Information - The following fields are tracked ⬇️
Offer Date
Booked Date
Start Date
End Date
Primary Approver (Timesheets / Expenses / Leave)
Secondary Approver (Timesheets / Expenses / Leave)
Time Interval
Pay & Bill Rate
Pay Rate Added / Removed
Search Activities:
By Entity Name: Find activities related to a specific entity.
By Summary: Search for specific keywords or information within activity summaries.
Powerful Filtering Options:
1. Activity Filters: Control which types of activities are displayed in the table (e.g., emails, meetings, tasks).
Available Filters Option in the Consolidated Activities Dashboard
Entities
Candidate
Job
Job lead
Contact
Company
Deal
Category
Comment
Task
Meeting
Email
Email Sent
Email Received
Application
Placement
New
Renewal
Updates
Terminated | Undo
Absence
Placement Cancellation
Comment
Shift Cancellation
New Record
Deletion
Marketplace
SMS
SendGrid Email
Vinneo
Vinneo Outreach
2. Time Period Filters: Focus on activities from a specific timeframe.
3. User Filters: Narrow down activities by specific users.
Available Columns in the Consolidated Activities Dashboard:
Entity ID: The unique identifier for each entity (e.g., Candidate, Job, Contact, Company).
Entity Name: The name of the entity, such as the name of a candidate, job title, or company name.
Brands: The brand or segment within your organization associated with the activity.
Goal / Activity: Describes the goal or type of activity logged (e.g., Task, Meeting, Email Sent).
Users: The name(s) of the user(s) who performed the activity.
Assignee: The user assigned to the activity or task.
Created Date: The date and time when the activity was created.
Summary: A brief description or overview of the activity.
Attachments: Displays the number of attachments related to each activity.
Usage: You can click the number to open a list of attachments, with options to download or preview each attachment directly from the list.
How it works:
When an activity includes attachments (like comments, tasks, or meetings), the attachment count is displayed.
Clicking on the attachment count opens a new previewer where users can download or preview each attachment.
📝 Note: By default, the "Attachments" column will not be added in the table view. You will need to add this column through the Smart View > Columns list.
Placement, Company, Contact, Candidate, and Deals Activities: The "Attachments" column, along with other fields, can be customized to appear in the table view.
⭕ Data anonymization
Under Admin Settings > Activities Settings, toggle on Data Privacy to redact personal data from deleted Candidate & Contact records
All Activities associated with the deleted Candidate or Contact will also redact the same data.
⭕ Key Features Recap
Activity Volume & Filtering: Get an overview of all activities and use powerful filters to drill down into specific data.
Audit Trail: Keep track of who made changes and when, ensuring accountability and transparency.
Quick View Panel: Access and navigate activity details with ease.
Attachment Management: View, download, or preview attachments directly from the activities table.
Data Privacy: Protect sensitive information with data anonymization features.
By leveraging the Consolidated Activities Dashboard, you can streamline your workflow, enhance collaboration, and maintain a comprehensive audit trail of all activities within Vincere.
Happy Recruitment #TheVinnyWay🤩