88 lines
4.3 KiB
ReStructuredText
88 lines
4.3 KiB
ReStructuredText
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=========
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Reporting
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=========
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The reporting function in the **Referrals** app helps recruiters and managers learn where applicants
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are applying from, when referred by a current employee. Additionally, the reporting feature shows
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the number of applicants hired, refused, and still in the recruitment pipeline, for each medium.
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.. important::
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Only users with *Administrator* rights for the **Recruitment** app have access to the reporting
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feature in the **Referrals** app.
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Employees referral analysis report
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==================================
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To access the *Employees Referral Analysis* report, navigate to :menuselection:`Referrals app -->
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Reporting`. This loads the :guilabel:`Employees Referral Analysis` report, in a default
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:icon:`fa-bar-chart` :guilabel:`Bar Chart`.
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The graph is presented in a :icon:`fa-database` :guilabel:`Stacked` view, with the number of
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referrals on the y-axis, and the source, referred to as the :guilabel:`Medium`, of the applicant
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(e.g.: *Facebook*, *LinkedIn*, *Email*, etc.) on the x-axis. If a medium does **not** appear on the
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report, that indicates there are no referrals from that particular medium.
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Referral amounts for all stages are displayed, including :guilabel:`Not Hired` (refused),
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:guilabel:`In Progress`, and :guilabel:`Hired`. The default filter is set to the current month.
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Hover over any bar to view a popover containing specific data for that particular bar.
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In this view, it is easy to see which :guilabel:`Medium` is the most successful.
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.. example::
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In this example, both :guilabel:`Email` and :guilabel:`LinkedIn` are the mediums with the most
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referrals, but :guilabel:`Email` has the most referrals that were hired.
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.. image:: reporting/employee-report.png
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:align: center
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:alt: The default report in the Referrals app.
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Use case: hired referrals
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-------------------------
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One way to use the reporting feature is to assess which employees are referring the highest quality
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applicants. This is done by examining how many of their referrals go on to become employees.
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In this example, data is examined to determined which employee has the highest number of hired
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referrals for the current year.
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To view this information, first click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the
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upper-right corner. Next, remove the current filter in the search bar.
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Click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar to reveal a drop-down
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menu. Click :guilabel:`Date` in the :icon:`fa-filter` :guilabel:`Filters` column, revealing a
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drop-down menu of available time periods, and click the current year (in this example,
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:guilabel:`2024`).
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Next, click :guilabel:`Measures` :icon:`fa-caret-down`, then deselect :guilabel:`Earned Points` and
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:guilabel:`Employee Referral Refused` to hide those metrics. Click anywhere on the screen to close
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the drop-down menu.
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The information displayed shows how many total applicants each employee referred, and how many of
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those applicants were hired, for the current year.
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In this example, it can be determined that :guilabel:`Bob Wilson` is the most successful referrer,
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with three hired referrals, and nine total referred applicants. Additionally, :guilabel:`Mitchell
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Admin` has the lowest performance in terms of referrals, as he has only one applicant, and no hires.
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This information can be helpful to the recruitment team, so they can determine the most active
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referrers in the company, and who is the most successful in terms of hires.
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.. image:: reporting/employee-counts.png
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:align: center
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:alt: The customized report showing which employees have the most referrals and hires.
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.. tip::
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The pivot table can be inserted into a new or existing :doc:`spreadsheet
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<../../productivity/spreadsheet/insert>`, if desired.
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To do so, click the :guilabel:`Insert in Spreadsheet` button right above the chart. A pop-up
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window appears, asking which spreadsheet to insert the pivot chart into. Select the desired
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spreadsheet or dashboard from the presented options. Alternatively, select :guilabel:`Blank
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Spreadsheet` to create a new one.
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Click :guilabel:`Confirm`, and the selected spreadsheet loads, with the new table in it.
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The spreadsheet is stored in the *Documents* application. This application **must** be installed
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to use the :guilabel:`Insert in Spreadsheet` option.
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