[ADD] Recruitment: Source analysis reporting

closes odoo/documentation#10768

X-original-commit: 01141defcb
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/recruitment.rst

@@ -379,6 +379,7 @@ the applicant. The email then appears in the chatter.
    - :doc:`recruitment/schedule_interviews`
    - :doc:`recruitment/offer_job_positions`
    - :doc:`recruitment/refuse_applicant`
+   - :doc:`recruitment/source_analysis`
 
 .. toctree::
    :titlesonly:
@@ -389,3 +390,4 @@ the applicant. The email then appears in the chatter.
    recruitment/schedule_interviews
    recruitment/offer_job_positions
    recruitment/refuse_applicant
+   recruitment/source_analysis

content/applications/hr/recruitment/source_analysis.rst

@@ -0,0 +1,85 @@
+=========================
+Source analysis reporting
+=========================
+
+Reporting is a critical tool used by recruiting departments to gain insights into the entire
+recruitment process.
+
+Determining where applicants come from can provide information about which sources have the best
+results. This information is determined by the *Source Analysis* report. With this data, recruitment
+teams can better pivot their recruiting strategies to gain better applicants, in both quantity and
+quality.
+
+Open report
+===========
+
+To access the *Source Analysis* report, navigate to :menuselection:`Recruitment app --> Reporting
+--> Source Analysis`.
+
+This presents the data for the :icon:`fa-filter` :guilabel:`Last 365 Days Applicant`, in a default
+:icon:`fa-area-chart` :guilabel:`(Graph)` view, showing the amount of applicants by
+:guilabel:`Source`, and further separated by stage (:guilabel:`In Progress` and :guilabel:`Hired`)
+
+Hover the cursor over any column to view the specific numbers fort that column.
+
+.. image:: source_analysis/source-analysis.png
+   :align: center
+   :alt: The default bar chart of the source analysis information.
+
+To view more details, view the :guilabel:`Source Analysis` report in a pivot table. To do so, click
+the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. The data is presented in
+a pivot table, with rows populated by job positions, and columns populated stages.
+
+Source effectiveness report
+===========================
+
+To identify which sources (e.g., job boards, social media, employee referrals, company website)
+produce the most hires, the pivot table view of the :guilabel:`Source Analysis` report can be
+configured to display further details.
+
+To expand this chart to show what specific sources the applicants came from, click the
+:icon:`fa-plus-square` :guilabel:`Total` box above the columns, to reveal a drop-down menu, and
+click :guilabel:`Source`.
+
+Each column is then grouped by the source, such as: :guilabel:`Search engine`, :guilabel:`Facebook`,
+:guilabel:`Newsletter`, etc. Each source displays a separate count for :guilabel:`Applicant`,
+:guilabel:`Hired`, and :guilabel:`Refused`.
+
+This information, as presented, makes it difficult to view the specific numbers for each source.
+Click the :icon:`fa-exchange` :guilabel:`(Flip axis)` icon, to swap the information. After that, the
+rows represent the source, and the columns represent the job positions, further divided by stage.
+
+.. image:: source_analysis/source-pivot.png
+   :align: center
+   :alt: The axes flipped in the source analysis report, in pivot table view.
+
+In this view, the total number of applicants, hired employees, and refused applicants, are displayed
+for each source, as well as for each stage by job position.
+
+Medium
+------
+
+Viewing the medium for the applicants can be beneficial to see which specific medium is more
+successful.
+
+*Mediums* are the specific methods the applicant used to discover and then apply for job positions,
+such as organic search, paid search, social media ad, email, etc.
+
+To further group the results by medium, click into one of the :icon:`fa-plus-square`
+:guilabel:`[Source]` rows. Click :guilabel:`Medium` in the resulting drop-down menu. The row
+presents the specific mediums, relevant to that specific source.
+
+Once :guilabel:`Medium` is selected for one source, clicking into another row automatically reveals
+the specific metrics for the mediums for that source.
+
+.. image:: source_analysis/medium.png
+   :align: center
+   :alt: The sources rows, expanded to also show the medium for each source.
+
+.. note::
+   The only mediums that appear for a source, are mediums that have been set on an applicant's form.
+   If a medium has **not** been set for any applicants, the medium does not appear in the drop-down
+   rows beneath the source.
+
+   For example, if no applicants applied with the medium *Google Adwords*, that medium does **not**
+   appear beneath the *Search engine* source row.