See all Activities (including Goals/KPIs) across all entities in one centralized table view - it’s all right here, and it’s filterable.
Consolidated Activities is like a Swiss Army knife: it’s a multipurpose, precise tool that cuts through the influx of Activities happening across the platform.
a. View headline stats:
Offers an at-a-glance view of activity volume.
Filter by Date and Users to drill down into data.
Note: Unique records (like Candidates, Jobs, Companies etc.) will not add to the Total Activities.
b. Track history of record changes down to who made them (User) & when (Date):
Get an audit trail of edits and deletions of Activities/records. Think of it as an Activity log.
A better understanding of collaboration: shows what actions consultants are taking in relation to an entity/record.
See who made updates on Placements and the edit details.
c. Search Activities
By Entity name
By Summary: search for specific information/keywords
d. Apply a range of powerful filters
Activity Filters: this controls the type of Activities you see within the table.
e. Activity Quick View
View Activity details in a Quick View panel.
Navigate through Activities within the Quick View panel using an up / down arrow.
f. New Activities Settings: 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.
g. We’ve added a brand-new item on the Menu: click “Activities” to go to the Consolidated Activities dashboard.
Note: Brand Segmentation rules will apply to Consolidated Activities.
Consultants will only be able to see Brands they have been assigned to.
h. Placement Logs
Now you can track when changes have been made to Placement information. The following fields are tracked:
Primary Approver (Timesheets / Expenses / Leave)
Secondary Approver (Timesheets / Expenses / Leave)
Pay & Bill Rate
Pay Rate Added / Removed