Working with Activity Tracking and the Dashboard

Objectives

After completing this lesson, you will be able to:

Describe how staffing teams can use the Activity Feed.
Set permissions for admins and recruiting users.
View candidate activity and set email notifications, if desired.

Activity Tracking and Dashboard Overview

Staffing teams are interested in the end-to-end process for candidates. For example, how long do candidates spend in each part of the process?

A Recruiting Dashboard is now available, and the first portlet is the Candidate Activity Feed.

Though customers using only SAP SuccessFactors Recruiting's applicant tracking system (ATS) can enable Activity Tracking, several of the events are based on Career Site Builder or Candidate Relationship Management. To track those events, Career Site Builder and Candidate Relationship Management need to be enabled and configured.

Activity Tracking gives the Recruiting User the ability to "follow" up to 100 existing candidates. Currently, this functionality is geared to external candidates. By following the candidate, the user’s feed will display specific actions that the followed candidates have completed. This is the current list of events that can appear on the feed:

Candidate Logs In to the Career Site
Candidate Completes a Data Capture Form
Candidate Saved a Draft of a Job Application
Candidate Abandons Job Application
Candidate Applies to a Job

The most recent event displays at the top of the feed. Users can navigate to the candidate’s profile and take actions such as add the candidate to a talent pool or email campaign.

A screenshot of the Candidate Activity Feed section on the Recruiting Dashboard. The screen shows information about a candidate's activities, including name and time.

Recruiters can use the Dashboard as their home page, if desired. Recruiters can navigate to the candidate’s profile by clicking on their name. Navigate to the candidate workbench for the job requisition by clicking on the job title.

Data Privacy and Permissions

In order to appear on the Activity Feed, candidates must accept the Data Privacy Consent Statement. This does not notify candidates that a Recruiting user has decided to follow them; the candidates’ actions that appear in the feed are simply aggregated in one place.

Recruiting users must be given permission to access and be able to use the Follow functionality. The Follow feature mimics the existing permissions of the user. For instance, a Recruiter may follow a candidate who applies to a requisition that they do not have permission to view. From the Activity Feed, the Recruiter will see that the candidate has applied to the job, but cannot view additional details on the requisition. Also, Recruiting User A cannot see who Recruiting User B follows.

To grant permission to an Admin user to view activity, export activity, or follow data from Manage Data:

Admin Center→Manage Permission Roles→select the Administrators role→Permission→User Permissions→select MDF Recruiting Permissions on the left→select View, Edit, and Import/Export for Candidate Follow and CandidateActivity on the right.

A screenshot shows that MDF Recruitment Permissions is selected from a list of options and View, Edit, and Import/ Export checkboxes are selected under Candidate Follow and Candidate Activity.

To grant permissions to a Recruiting user to see the Recruiting Dashboard and the Activity portlet on the Recruiting Dashboard, or to follow and unfollow candidates:

Admin Center→Manage Permission Roles select the Staffing role→Permission→User Permissions→select Recruiting Permissions on the left→select Follow/Unfollow External Candidate and View Candidate Activity Feed on Candidate Profile on the right.

A screenshot shows that Recruiting Permissions is selected from a list of options and checkboxes are selected next to Follow/Unfollow External Candidate and View Candidate Activity Feed.

Candidate Activity Tracking and Feed Usage

To view updates of candidate activities, recruiters can follow specified external candidates through the Candidate Search, the Candidate Profile, and the Candidate Workbench pages

Candidate Search

A screenshot shows the search results for a candidate and a Follow Candidate option to select.

Candidate Profile

Candidate Workbench

A screenshot shows a candidate selected from a list of names. Selecting an Action button opens an options menu, including Follow Candidate.

The system displays a candidate-specific Activity Tracking feed on the recruiter view of each Candidate Profile, whether or not a Recruiting user follows that candidate.

A screenshot of the Candidate Activity Feed shows the most recent actions for a candidate.

To stop or restart viewing candidate activity, unfollow or follow selected candidates through the Activity Tracking Dialog. Access the dialog by clicking the gear icon on the Candidate Activity Feed.

A screenshot showing the gear icon on the Candidate Activity Feed

A screenshot shows the names and email addresses of five candidates under Following List in the Activity Feed Settings section.

The Activity Tracking Dialog also contains an Email Notifications tab, so the Recruiting user can select whether, and how frequently, they would like to receive email notifications about their activity feed.

A screenshot of the Email Notifications tab on Activity Feed Settings

An email notification to Paul Price with details of the activity feed for different candidates

Track Candidate Activity

Business Example

We will set user permissions to follow candidates, start following an external candidate, and view specific activities that the candidate performs.

Task 1: Set User Permissions

Steps

Grant permission for Admin users to view activity, export activity, or follow data from Manage Data by navigating to Admin Center→Manage Permission Roles.
1. Select the Administrators role and click the Permission button.
2. Under User Permissions, select MDF Recruiting Permissions on the left, and select View, Edit, and Import/Export for Candidate Follow and CandidateActivity on the right.
3. Click Done and Save Changes.
Grant permissions for the Recruiting users to see the Recruiting Dashboard and the Activity portlet on the Recruiting Dashboard, or to follow and unfollow candidates by navigating to Admin Center→Manage Permission Roles.
1. Select the Staffing role and click the Permission button.
2. Under User Permissions, select MDF Recruiting Permissions on the left, and select View, Edit, and Import/Export for Candidate Follow and CandidateActivity on the right.
3. Under User Permissions, select Recruiting Permissions on the left, and select Follow/Unfollow External Candidate and View Candidate Activity Feed on Candidate Profile on the right.
4. Click Done and Save Changes.
5. Log out and log back in.

Task 2: Follow a Candidate

Steps

Proxy as Paula Price.
Navigate to Recruiting→Job Requisitions.
Open the Candidate Workbench for an active requisition, for example, by clicking a number under the Candidate column. Make note of the job title.
Click to View all candidates.
Select an external candidate whose login credentials you know. To view their email address, click on the candidate card.
From the Action dropdown, select Follow Candidate.
Navigate to Recruiting→Dashboard.
Click the Settings button (gear icon) and view the name of the candidate you are following.
Click Email Notifications from the top of the Activity Feed Settings page.
If desired, change the Email Notifications Frequency to Daily.
Click Done and Close.

Task 3: View Candidate Activities

Steps

In the Best Run career site, navigate to the external job postings and view a different job.
Apply for the job as the candidate you are now following.
Proxy as Paula Price and navigate to Recruiting→Dashboard.
Notice the two new activities: the candidate logged into the career site and applied for the job.
Click on the candidate’s name to open their Candidate Profile.

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