Learn how to use reports for productivity and performance tracking.

2. Using Reports for Productivity and
Performance Tracking
Melanie Kramer
VP Specialty Support

3. Productivity Reporting
• All staffing companies want to know that their staff is actively working their database and their orders
• Everything a user documents in TW is tracked with their user id and date/timestamp
• Activity can be tracked in a variety of ways and is very flexible
• TW has standard metric reports that are intended to show you what you can do and will likely need to be
customized to fit your unique flow of functions
Key Points to Accurately Track Activity
• Metrics must be clearly identified
• Processes for documenting activity must be quick for the user to complete
• Procedures for documenting activity must be consistent throughout all branches
• Users must document as they are completing the metric to report correctly
• TW can work with you to identify metrics that other companies track as well as ways users will document their
activity to provide accurate reporting

4. Rep Productivity Report

5. Message Productivity Report

6. Metrics Front Office

7. Metrics Back Office

8. Custom Report Possibilities

9. Matrix Overview Report

10. Revenue Accountability Matrix - Recruiter

11. KPI/Metrics List

12. Unfilled Order Message Activity

13. Employee File Inspection Audit

14. AM Candidate Submittal Follow Up

15. Message Metrics Tracking

16. Branch Performance Reports

17. Branch Performance Reports (page 2)