diff --git a/content/applications/hr/recruitment.rst b/content/applications/hr/recruitment.rst index 26308f9e2..8675ca048 100644 --- a/content/applications/hr/recruitment.rst +++ b/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 diff --git a/content/applications/hr/recruitment/source_analysis.rst b/content/applications/hr/recruitment/source_analysis.rst new file mode 100644 index 000000000..551c0310a --- /dev/null +++ b/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. diff --git a/content/applications/hr/recruitment/source_analysis/medium.png b/content/applications/hr/recruitment/source_analysis/medium.png new file mode 100644 index 000000000..185ebc61d Binary files /dev/null and b/content/applications/hr/recruitment/source_analysis/medium.png differ diff --git a/content/applications/hr/recruitment/source_analysis/source-analysis.png b/content/applications/hr/recruitment/source_analysis/source-analysis.png new file mode 100644 index 000000000..1fe4e6d0c Binary files /dev/null and b/content/applications/hr/recruitment/source_analysis/source-analysis.png differ diff --git a/content/applications/hr/recruitment/source_analysis/source-pivot.png b/content/applications/hr/recruitment/source_analysis/source-pivot.png new file mode 100644 index 000000000..fbae5883c Binary files /dev/null and b/content/applications/hr/recruitment/source_analysis/source-pivot.png differ