diff --git a/content/applications/hr/referrals.rst b/content/applications/hr/referrals.rst index 797271b09..322bba8b1 100644 --- a/content/applications/hr/referrals.rst +++ b/content/applications/hr/referrals.rst @@ -18,7 +18,7 @@ related to the :doc:`rewards `; everything else is pre-config Users with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator` access rights for the *Recruitment* application have access to the *Referrals* application. Only users with :guilabel:`Administrator` access rights for the *Recruitment* application have access to -the :ref:`reporting ` and configurations menus. For more information on users +the :doc:`reporting ` and configurations menus. For more information on users and access rights, refer to these documents: :doc:`../general/users` and :doc:`../general/users/access_rights`. @@ -255,46 +255,16 @@ points required. can be redeemed for rewards, but they are no longer able to level up. The ring around their photo remains solid cyan. -.. _referrals/reporting: - -Reporting -========= - -Only users with :guilabel:`Administrator` rights for the *Recruitment* application have access to -the Reporting feature in *Referrals*. To access the reports, click :menuselection:`Referrals -application --> Reporting`. The main view is the Reporting Dashboard view, which contains three -sections. - -In the top portion of the window, the report displays a bar chart of how many referred candidates -are hired, and how many are still in the hiring pipeline. The candidates are further divided by -channel, showing specifically where the referral came from, such as a direct referral, Facebook, -etc. If a channel does not appear on the report, that indicates there are no referrals from that -particular channel. - -The middle third provides all the specific data that has been tracked. This includes how many total -points have been earned across all referrals, how many applicants were referred, hired, or refused, -how many applicants the current logged-in user referred, how many total points were earned, and how -many points were given for refused applicants. - -The bottom third displays a pivot table. This table can be inserted into a new or existing -spreadsheet. To do so, click the :guilabel:`Insert in Spreadsheet` button right above the chart. A -pop-up appears, asking which spreadsheet to insert the pivot chart into. Select the desired -spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Click -:guilabel:`Confirm` and the selected spreadsheet loads, with the new table in it. - -.. note:: - The spreadsheet is stored in the *Documents* application. This application needs to be installed - to use the :guilabel:`Insert in Spreadsheet` option. - .. seealso:: - :doc:`referrals/share_jobs` - :doc:`referrals/points` - :doc:`referrals/rewards` - :doc:`referrals/alerts` + - :doc:`referrals/reporting` .. toctree:: - referrals/share_jobs referrals/points referrals/rewards referrals/alerts + referrals/reporting diff --git a/content/applications/hr/referrals/reporting.rst b/content/applications/hr/referrals/reporting.rst new file mode 100644 index 000000000..8b48aacc5 --- /dev/null +++ b/content/applications/hr/referrals/reporting.rst @@ -0,0 +1,87 @@ +========= +Reporting +========= + +The reporting function in the **Referrals** app helps recruiters and managers learn where applicants +are applying from, when referred by a current employee. Additionally, the reporting feature shows +the number of applicants hired, refused, and still in the recruitment pipeline, for each medium. + +.. important:: + Only users with *Administrator* rights for the **Recruitment** app have access to the reporting + feature in the **Referrals** app. + +Employees referral analysis report +================================== + +To access the *Employees Referral Analysis* report, navigate to :menuselection:`Referrals app --> +Reporting`. This loads the :guilabel:`Employees Referral Analysis` report, in a default +:icon:`fa-bar-chart` :guilabel:`Bar Chart`. + +The graph is presented in a :icon:`fa-database` :guilabel:`Stacked` view, with the number of +referrals on the y-axis, and the source, referred to as the :guilabel:`Medium`, of the applicant +(e.g.: *Facebook*, *LinkedIn*, *Email*, etc.) on the x-axis. If a medium does **not** appear on the +report, that indicates there are no referrals from that particular medium. + +Referral amounts for all stages are displayed, including :guilabel:`Not Hired` (refused), +:guilabel:`In Progress`, and :guilabel:`Hired`. The default filter is set to the current month. + +Hover over any bar to view a popover containing specific data for that particular bar. + +In this view, it is easy to see which :guilabel:`Medium` is the most successful. + +.. example:: + In this example, both :guilabel:`Email` and :guilabel:`LinkedIn` are the mediums with the most + referrals, but :guilabel:`Email` has the most referrals that were hired. + + .. image:: reporting/employee-report.png + :align: center + :alt: The default report in the Referrals app. + +Use case: hired referrals +------------------------- + +One way to use the reporting feature is to assess which employees are referring the highest quality +applicants. This is done by examining how many of their referrals go on to become employees. + +In this example, data is examined to determined which employee has the highest number of hired +referrals for the current year. + +To view this information, first click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the +upper-right corner. Next, remove the current filter in the search bar. + +Click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar to reveal a drop-down +menu. Click :guilabel:`Date` in the :icon:`fa-filter` :guilabel:`Filters` column, revealing a +drop-down menu of available time periods, and click the current year (in this example, +:guilabel:`2024`). + +Next, click :guilabel:`Measures` :icon:`fa-caret-down`, then deselect :guilabel:`Earned Points` and +:guilabel:`Employee Referral Refused` to hide those metrics. Click anywhere on the screen to close +the drop-down menu. + +The information displayed shows how many total applicants each employee referred, and how many of +those applicants were hired, for the current year. + +In this example, it can be determined that :guilabel:`Bob Wilson` is the most successful referrer, +with three hired referrals, and nine total referred applicants. Additionally, :guilabel:`Mitchell +Admin` has the lowest performance in terms of referrals, as he has only one applicant, and no hires. + +This information can be helpful to the recruitment team, so they can determine the most active +referrers in the company, and who is the most successful in terms of hires. + +.. image:: reporting/employee-counts.png + :align: center + :alt: The customized report showing which employees have the most referrals and hires. + +.. tip:: + The pivot table can be inserted into a new or existing :doc:`spreadsheet + <../../productivity/spreadsheet/insert>`, if desired. + + To do so, click the :guilabel:`Insert in Spreadsheet` button right above the chart. A pop-up + window appears, asking which spreadsheet to insert the pivot chart into. Select the desired + spreadsheet or dashboard from the presented options. Alternatively, select :guilabel:`Blank + Spreadsheet` to create a new one. + + Click :guilabel:`Confirm`, and the selected spreadsheet loads, with the new table in it. + + The spreadsheet is stored in the *Documents* application. This application **must** be installed + to use the :guilabel:`Insert in Spreadsheet` option. diff --git a/content/applications/hr/referrals/reporting/employee-counts.png b/content/applications/hr/referrals/reporting/employee-counts.png new file mode 100644 index 000000000..08f2cde8c Binary files /dev/null and b/content/applications/hr/referrals/reporting/employee-counts.png differ diff --git a/content/applications/hr/referrals/reporting/employee-report.png b/content/applications/hr/referrals/reporting/employee-report.png new file mode 100644 index 000000000..6c1001c93 Binary files /dev/null and b/content/applications/hr/referrals/reporting/employee-report.png differ