diff --git a/content/applications/hr/recruitment.rst b/content/applications/hr/recruitment.rst index 765aa74c5..7a0564387 100644 --- a/content/applications/hr/recruitment.rst +++ b/content/applications/hr/recruitment.rst @@ -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 diff --git a/content/applications/hr/recruitment/team_performance.rst b/content/applications/hr/recruitment/team_performance.rst new file mode 100644 index 000000000..22ae69bb6 --- /dev/null +++ b/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 +` 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%`. 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