How do I set the KPI points for Note types?

From ROL Help System

There are note types in the database which have a certain amount of 'points' allocated to them. When users add notes of these types to the system, they accumulate KPI points. These are then totalled & make up each users' KPI score results for the given timeframe (which is default-set to weekly, however users can customise their KPI reports) & can be viewed on the Consultant KPI Report.

KPI's & scoring can be switched on or off - as a default, it is switched on. If you would like to change your KPI settings, please contact Recruit Online Support.

DEFAULTS

As a default, the system works in this way: The 'add note' action on a Company record is what we use to calculate KPI scores for users. There are 4 note types that are given a score, when a user adds one of these note types into the system, they will accumulate the points which are associated to that note type. These points are then tallied up in the "Consultant KPI Report" (More -> Admin -> Consultant KPI Report) which shows a weekly user KPI report.

Currently, the 4 Company note types below are the actions that accept KPI scores and these scores are set to the following default values:

Adding a Note for:	Score of Note:
Sales Visit	5
Client Visit	4
Sales Call	3
Contact Admin Note	1

For users to reach their KPI's, they must accumulate a certain amount of points for the week. This is defaulted at a score of 100 points.

CUSTOMISATION

At the client's request, we can alter the following:

• You can choose which notes types (and which records - Company, Contact and Candidate) you would like to use to update KPI points (eg You may chose to use the 'Reference Check' note when added on a Candidate record to trigger points for KPI's)
• You can choose which score to give each note type when added to the system (eg You may chose to make 'Sales Call' notes a score of 10 points instead of 3)
• You choose how many points each user needs to obtain on a weekly basis to achieve their KPI's. (As a default, this is set to 100)

If you would like to customise your KPI settings, please contact Recruit Online Support.