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Users Total


Sonu Fakiha Feedback

Calculates the total number of users reporting to a manager.

Steps

  1. Log in to the Vymo web app.
  2. Click Customize > Global Settings > Goal Definitions.
  3. Click the + (Plus) icon above the search box.
  4. Specify a goal name. The goal code is generated automatically.
  5. Specify whether the goal applies to an individual or to a team.

    Team goal Individual goal
    An aggregation of the achievements of everyone down the reporting hierarchy of a manager, including the manager. It can be assigned only to a manager. Reckons the achievements of only one person.
  6. To not show the unmet numbers for a goal, select the checkbox for Hide Goal Shortfall.

  7. If you selected the Team goal option, and if that manager must also individually meet some targets towards that team goal, select the checkbox for Allow Manager Self Contribution.
  8. Select Vymo metric under Goal type.
  9. Select Users Total from the Metric dropdown.
  10. Add User Category, User Region Type User Role attributes. The values supported for these attributes are

    Attributes Values
    User Region Type
    • Agent
    • Manager
    User Category
    • Direct Reports
    • All Subordinates
    User Role List of configured user roles
  11. Click Save. You see a message that the changes are now saved as a draft.

  12. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  13. Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
  14. Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
  15. To see the changes, log out and log in again.

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