[ADD] Recruitment: time in stage analysis
closes odoo/documentation#11000
X-original-commit: 03839a5b11
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@ -381,6 +381,7 @@ the applicant. The email then appears in the chatter.
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- :doc:`recruitment/refuse_applicant`
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- :doc:`recruitment/source_analysis`
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- :doc:`recruitment/recruitment_analysis`
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- :doc:`recruitment/time_in_stage`
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.. toctree::
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:titlesonly:
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@ -393,3 +394,4 @@ the applicant. The email then appears in the chatter.
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recruitment/refuse_applicant
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recruitment/source_analysis
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recruitment/recruitment_analysis
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recruitment/time_in_stage
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@ -39,6 +39,8 @@ button to delete it.
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Once the job position has been created, it appears as a card in the Kanban view on the main
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*Recruitment* app dashboard.
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.. _recruitment/new_job_position/edit:
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Edit a new job position
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-----------------------
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content/applications/hr/recruitment/time_in_stage.rst
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content/applications/hr/recruitment/time_in_stage.rst
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======================
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Time in stage analysis
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======================
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The *Time In Stage Analysis* report provides information on how long applicants stay in each stage
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of the recruitment process. This is important, as every job position has specific :ref:`process
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details <recruitment/new_job_position/edit>` that state the length of time applicants should expect
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to wait between specific stages.
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Knowing how long applicants remain in each stage can help highlight possible bottlenecks. Analyzing
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this data allows the recruitment team to assess each stage, identify any issues, and pivot their
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strategies to move applicants through each stage, within the expected time interval.
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Time in stage analysis report
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=============================
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To access the report, navigate to :menuselection:`Recruitment app --> Reporting --> Time in Stage
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Analysis`. By default, the report displays data from all job positions, with the stages populating
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the x-axis, and the number of days populating the y-axis, in a :icon:`fa-line-chart`
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:guilabel:`(Line Chart)`.
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The default filter is :guilabel:`Last 365 Days Applicant`, showing information for the last 365
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days.
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Hover over a stage in the line chart to reveal a popover window listing all the job positions within
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it, and the average number of days each job position sits in each stage.
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For a more visually digestible view of the information in the :guilabel:`Time In Stage Analysis`
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report, click the :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` icon in the upper-left corner. This
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displays all the information in a bar chart.
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In this view, it is easier to visualize the differences between the job positions, regarding how
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long applicants stay in each stage. From this view, recruiters can more easily determine which job
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positions have delays or bottlenecks at certain stages.
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.. image:: time_in_stage/bar-chart.png
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:align: center
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:alt: The bar chart view of the Time In Stage Analysis report.
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Use case: comparing times by month
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----------------------------------
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With the :guilabel:`Time In Stage Analysis` report, it is possible to see if there are certain
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months where applicants take longer to be moved through the pipeline. To view this data, switch to
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the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view in the upper-right corner.
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This presents the data in a detailed pivot table, with the rows representing the different job
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positions, and the columns representing the stages. The average :guilabel:`Days in Stage` populates
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the various boxes.
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.. note::
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If a field is empty, it indicates no applicant has been in that stage. Instead, all applicants
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moved from a previous stage without being placed in the stage with an empty field.
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.. image:: time_in_stage/time-pivot.png
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:align: center
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:alt: The pivot table view of the Time In Stage Analysis report.
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Click :icon:`fa-minus-square-o` :guilabel:`Total` above the job position rows to collapse the
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information. Next, click :icon:`fa-plus-square` :guilabel:`Total` again, revealing a drop-down menu.
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Click :guilabel:`Add Custom Group` :icon:`fa-caret-down` at the bottom of the list, revealing
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further grouping options. Click :guilabel:`Start Date` from the expanded list.
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After doing so, the data presented is grouped with the various months from the previous 365 days for
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the rows, leaving the :guilabel:`Days In Stage` as the columns.
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.. image:: time_in_stage/time-dates.png
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:align: center
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:alt: The pivot table showing the months averages for times in stage.
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In this example, :guilabel:`July 2024` had the longest time that applicants spent in each stage, on
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average. In addition, the :guilabel:`Contract Proposal` stage had the longest wait time in July,
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with an average of :guilabel:`31.62` days in that stage.
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While this report does not display the reasons applicants stayed in the various stages for these
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lengths of time, it can be helpful to know when delays occur.
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.. seealso::
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:doc:`Essentials reporting documentation <../../essentials/reporting>`
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