A simple report to extract information from offers sent in your system.
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- 1. Fundamentals
- 2. CRM
- 3. Projects
- 4. Job postings
- 5. Candidate / Employee base
- 6. Staffing
- 7. RecMan BI
- 8. Email, Calendar and SMS
- 9. Sales
- 10. Inquiries
- 11. Economy
- 12. Admin & System setup
- 13. Security
- 14. Export
- 15. API
- 16. mScript - Merge tags
- 17. For candidates and employees
- 18. Tips & tricks
This report will include regular offers sent from a project as well as offers related to jobs sent to customers and employees.
The report can be customized to include additional information about the offer itself, the employee, and/or the job. Read descriptions for each of these further down in this article.
The period criteria consider the date when offers were created.
Below is a description of each column in the report.
|Offer no.||Offer number.|
|Date created||When the offer was created.|
|Co-worker||By whom the offer was created.|
|Contact person||Contact person set as receiver of the offer.|
|Has signature||Whether the offer has a signature.|
|Status||Status of the offer. Signed, not signed or canceled.|
|Date signed||When the offer was signed.|
|Signing time (days)||Amount of days between Date created and Date signed.|
|Invoiced||If an invoice has been generated for this offer.|
|Offer type||Offer type.|
|Department||Department connected to Project.|
|Customer no.||Customer number.|
|Project no.||Project number.|
|Job no.||Job number.|
|Responsible co-worker||Responsible co-worker on Project.|
Include offer information
If the offer has additional information, the following may be included.
|Delivery date||Delivery date.|
|Min value||Minimum value.|
|Max value||Maximum value.|
|Estimated value||Estimated value.|
|Probability %||Probability in percent.|
|Total||Estimated value * Probability / 100.|
Include employee information
If the offer has a logical connection to an employee, the following may be included.
|Employee no.||Employee number.|
|Employment||Name of employment.|
|Position percent||Position percent on employment.|
|Employee condition||Employee condition.|
|Active status||Whether is set as active.|
Include job information
If the offer has a logical connection to a job, the following may be included.
|Responsible co-worker||Responsible co-worker on Job.|
|Start date||Job start date.|
|End date||Job end date.|
|Collective agreement||Collective agreement name.|
|Salary type||Salary type.|
|Unit salary||Salary unit value.|
|Unit invoice||Invoice unit price.|
|Month salary||Salary month value.|
|Month invoice||Invoice month price.|
|Holiday pay rate||Holiday pay rate.|
|Salary matrix||Name and number of the salary matrix.|