[FW][ADD] Recruitment: Team performance reporting

closes odoo/documentation#11026

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/recruitment.rst

@@ -320,7 +320,7 @@ The pre-configured email templates and when to use them are as follows:
   application caught the recruiter's attention, and they have been shortlisted for either a phone
   call or an interview.
 - :guilabel:`Recruitment: Schedule Interview`: this template is used to let the applicant know that
-  they have passed the :guilabel:`Initial Qualification` stage and they will be contacted to set up
+  they have passed the :guilabel:`Initial Qualification` stage, and they will be contacted to set up
   an interview with the recruiter. This email is automatically sent out once the applicant is in the
   :guilabel:`Initial Qualification` stage.
 - :guilabel:`Recruitment: Not interested anymore`: this template is used when an applicant
@@ -382,6 +382,7 @@ the applicant. The email then appears in the chatter.
    - :doc:`recruitment/source_analysis`
    - :doc:`recruitment/recruitment_analysis`
    - :doc:`recruitment/time_in_stage`
+   - :doc:`recruitment/team_performance`
 
 .. toctree::
    :titlesonly:
@@ -395,3 +396,4 @@ the applicant. The email then appears in the chatter.
    recruitment/source_analysis
    recruitment/recruitment_analysis
    recruitment/time_in_stage
+   recruitment/team_performance

content/applications/hr/recruitment/team_performance.rst

@@ -0,0 +1,95 @@
+==========================
+Team performance reporting
+==========================
+
+The *Team Performance* report in the **Recruitment** app shows how many applicants each recruiter is
+managing.
+
+This information is determined by the individuals populating the :ref:`Recruiter
+<recruitment/applicant-details>` field on each applicant form.
+
+Open report
+===========
+
+To access the *Team Performance* report, navigate to :menuselection:`Recruitment app --> Reporting
+--> Team Performance`.
+
+The number of :guilabel:`In Progress`, :guilabel:`Hired`, and :guilabel:`Refused` applicants for
+each recruiter is displayed in the :icon:`fa-area-chart` :guilabel:`(Graph)` view.
+
+The information shown is for the :icon:`fa-filter` :guilabel:`Last 365 Days Applicant` default
+filter, as displayed in the search bar.
+
+Hover the cursor over any column to view a popover window, displaying the specific details for that
+column.
+
+.. image:: team_performance/team-performance.png
+   :align: center
+   :alt: The default bar chart of the team performance report.
+
+Pivot table view
+----------------
+
+For a more detailed view of the information in the :guilabel:`Team Performance` report, click the
+:icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the
+information in a pivot table.
+
+In this view, the job positions are displayed in the rows, while the columns display the total
+number of applicants. The applicants are further organized by :guilabel:`# Applicant` (in process),
+:guilabel:`# Hired`, and :guilabel:`# Refused`.
+
+The displayed information can be modified, if desired.
+
+In this example, there are 19 total applicants. Out of those 19, eight have been hired, and three
+refused.
+
+From the data presented, the :guilabel:`Experienced Developer` job position is the most successful.
+This job position has the highest number of total applicants, as well as the most hires. In
+addition, the :guilabel:`Experienced Developer` has the least amount of refused applicants.
+
+This pivot table also shows that the :guilabel:`Chief Executive Officer` position is the hardest to
+fill, as it has the fewest total applicants.
+
+.. image:: team_performance/team-perf-pivot.png
+   :align: center
+   :alt: The detailed pivot table view.
+
+Use case: recruiter performance over time
+=========================================
+
+One way to modify this report is to show how recruiters are performing over time. To show this
+information, begin with the :guilabel:`Team Performance` report in the :icon:`oi-view-pivot`
+:guilabel:`(Pivot)` view.
+
+Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, revealing a
+drop-down menu. Click :guilabel:`Add Custom Group` :icon:`oi-caret-down` at the bottom of the
+:icon:`oi-group` :guilabel:`Group By` column, then click :guilabel:`Recruiter`. Click away from the
+drop-down menu to close it. Now, each row on the table represents a recruiter.
+
+.. image:: team_performance/by-recruiter.png
+   :align: center
+   :alt: The pivot table now displaying the recruiters in the rows.
+
+To compare the team's performance over different time periods, click the :icon:`fa-caret-down`
+:guilabel:`(down arrow)` in the search bar. Click :guilabel:`Start Date` :icon:`fa-caret-down` in
+the :icon:`fa-filter` :guilabel:`Filters` column, revealing various time periods to select.
+
+In this example, the desired data is the comparison between the team's performance in the third
+quarter (June - August) and the second quarter (April - July). To do so, click :guilabel:`Q3`. Once
+clicked, the current year is also ticked. In this example, it is :guilabel:`2024`.
+
+After making this selection, a :icon:`fa-adjust` :guilabel:`Comparison` column appears. Click
+:guilabel:`Start Date: Previous Period` to compare the third quarter with the second quarter, for
+the various recruiters.
+
+.. image:: team_performance/compare.png
+   :align: center
+   :alt: A comparison table of recruiter totals of Q2 and Q3.
+
+From this report, several things can be extrapolated: the total number of applicants increased, the
+number of hired applicants remained the same, while the number of refused applicants decreased.
+
+Additionally, :guilabel:`Jane Jobs` had the highest increase in number of applicants during the
+third quarter, but her number of hired applicants went down :guilabel:`67%`. The recruiter with the
+best overall numbers was :guilabel:`Rose Recruiter`, who had both their active applicants and hired
+applicants, increase in the third quarter, while their refused applicants went down.