86 lines
3.8 KiB
Markdown
86 lines
3.8 KiB
Markdown
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# Source analysis reporting
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Reporting is a critical tool used by recruiting departments to gain insights into the entire
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recruitment process.
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Determining where applicants come from can provide information about which sources have the best
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results. This information is determined by the *Source Analysis* report. With this data, recruitment
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teams can better pivot their recruiting strategies to gain better applicants, in both quantity and
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quality.
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## Open report
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To access the *Source Analysis* report, navigate to {menuselection}`Recruitment app --> Reporting
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--> Source Analysis`.
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This presents the data for the {icon}`fa-filter` {guilabel}`Last 365 Days Applicant`, in a default
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{icon}`fa-area-chart` {guilabel}`(Graph)` view, showing the amount of applicants by
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{guilabel}`Source`, and further separated by stage ({guilabel}`In Progress` and {guilabel}`Hired`)
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Hover the cursor over any column to view the specific numbers fort that column.
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```{image} source_analysis/source-analysis.png
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:align: center
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:alt: The default bar chart of the source analysis information.
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```
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To view more details, view the {guilabel}`Source Analysis` report in a pivot table. To do so, click
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the {icon}`oi-view-pivot` {guilabel}`(Pivot)` icon in the top-right corner. The data is presented in
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a pivot table, with rows populated by job positions, and columns populated stages.
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## Source effectiveness report
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To identify which sources (e.g., job boards, social media, employee referrals, company website)
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produce the most hires, the pivot table view of the {guilabel}`Source Analysis` report can be
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configured to display further details.
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To expand this chart to show what specific sources the applicants came from, click the
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{icon}`fa-plus-square` {guilabel}`Total` box above the columns, to reveal a drop-down menu, and
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click {guilabel}`Source`.
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Each column is then grouped by the source, such as: {guilabel}`Search engine`, {guilabel}`Facebook`,
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{guilabel}`Newsletter`, etc. Each source displays a separate count for {guilabel}`Applicant`,
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{guilabel}`Hired`, and {guilabel}`Refused`.
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This information, as presented, makes it difficult to view the specific numbers for each source.
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Click the {icon}`fa-exchange` {guilabel}`(Flip axis)` icon, to swap the information. After that, the
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rows represent the source, and the columns represent the job positions, further divided by stage.
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```{image} source_analysis/source-pivot.png
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:align: center
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:alt: The axes flipped in the source analysis report, in pivot table view.
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```
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In this view, the total number of applicants, hired employees, and refused applicants, are displayed
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for each source, as well as for each stage by job position.
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### Medium
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Viewing the medium for the applicants can be beneficial to see which specific medium is more
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successful.
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*Mediums* are the specific methods the applicant used to discover and then apply for job positions,
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such as organic search, paid search, social media ad, email, etc.
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To further group the results by medium, click into one of the {icon}`fa-plus-square`
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{guilabel}`[Source]` rows. Click {guilabel}`Medium` in the resulting drop-down menu. The row
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presents the specific mediums, relevant to that specific source.
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Once {guilabel}`Medium` is selected for one source, clicking into another row automatically reveals
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the specific metrics for the mediums for that source.
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```{image} source_analysis/medium.png
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:align: center
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:alt: The sources rows, expanded to also show the medium for each source.
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```
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:::{note}
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The only mediums that appear for a source, are mediums that have been set on an applicant's form.
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If a medium has **not** been set for any applicants, the medium does not appear in the drop-down
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rows beneath the source.
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For example, if no applicants applied with the medium *Google Adwords*, that medium does **not**
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appear beneath the *Search engine* source row.
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:::
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