Dashboard / Targets Administration

Let’s begin by exploring the Dashboard Targets screen.

Tab Headings

There are three tab headings:

User Targets – listing of all the Infinity users. The users are added automatically to this list via User Administration which will be covered later.

Team Targets – listing of Infinity teams, the users are assigned to Teams via User Administration.

Company Targets – Target types that relate to the company overall.

Within each tab; User, Team, Company, there are Target types.  Each Target type relates to Candidate, Company, Perm/Cont/Fixed Termm CV/Job, Ratio or Revenue / Shifts Targets.

Each Target type section displays a number of target settings columns, each column can be configured with a numeric target for the target setting.

Each Target Setting is based on either per Quarter, Month or per Week. The option can be changed using the “Targets are per” drop down option. It is important that once you start setting targets that you leave this interval setting the same for all targets.

For temp targets, there is a setting to only apply the targets for placement shifts at a status of 'confirmed' onwards. Hence those at 'awaiting confirmation' or 'contacted' are not included.

The table below explains the details for each target setting:

• Begin by selecting a Target Tab, for example let’s set up the Company Targets, and remember that the Company Targets will be reflected in the Company Dashboard.
• Select if you’d like the targets to be set per Quarter, per Month or per Week (important to note that once you begin setting targets you set all required targets by the same interval).
• Enter in the numeric value in each Target Setting column. 
• When you have entered all the Target Settings click
• Here’s an example of how your Company Targets may look.

Next, set up the Team Targets, again these targets will be reflected in the Team Dashboard.

• The list of Teams is automatically populated from User Admin Teams Administration.  To create a new Team use User Administration.
• Select a Team from the list and enter the numerical value in each Target Setting column as required.
• When you have entered all the Target Settings click

Finally, set up the individual User Targets for each of your user’s Dashboards.

• The list of Users is automatically populated from User Admin User Administration.  To create a new user launch User Administration and add a new User.
• Select a User from the list and enter the numerical value in each Target Setting column as required.
• When you have entered all the Target Settings click

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