96 lines
4.4 KiB
ReStructuredText
96 lines
4.4 KiB
ReStructuredText
==========================
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Team performance reporting
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==========================
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The *Team Performance* report in the **Recruitment** app shows how many applicants each recruiter is
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managing.
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This information is determined by the individuals populating the :ref:`Recruiter
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<recruitment/applicant-details>` field on each applicant form.
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Open report
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===========
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To access the *Team Performance* report, navigate to :menuselection:`Recruitment app --> Reporting
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--> Team Performance`.
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The number of :guilabel:`In Progress`, :guilabel:`Hired`, and :guilabel:`Refused` applicants for
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each recruiter is displayed in the :icon:`fa-area-chart` :guilabel:`(Graph)` view.
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The information shown is for the :icon:`fa-filter` :guilabel:`Last 365 Days Applicant` default
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filter, as displayed in the search bar.
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Hover the cursor over any column to view a popover window, displaying the specific details for that
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column.
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.. image:: team_performance/team-performance.png
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:align: center
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:alt: The default bar chart of the team performance report.
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Pivot table view
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----------------
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For a more detailed view of the information in the :guilabel:`Team Performance` report, click the
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:icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the
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information in a pivot table.
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In this view, the job positions are displayed in the rows, while the columns display the total
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number of applicants. The applicants are further organized by :guilabel:`# Applicant` (in process),
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:guilabel:`# Hired`, and :guilabel:`# Refused`.
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The displayed information can be modified, if desired.
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In this example, there are 19 total applicants. Out of those 19, eight have been hired, and three
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refused.
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From the data presented, the :guilabel:`Experienced Developer` job position is the most successful.
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This job position has the highest number of total applicants, as well as the most hires. In
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addition, the :guilabel:`Experienced Developer` has the least amount of refused applicants.
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This pivot table also shows that the :guilabel:`Chief Executive Officer` position is the hardest to
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fill, as it has the fewest total applicants.
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.. image:: team_performance/team-perf-pivot.png
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:align: center
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:alt: The detailed pivot table view.
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Use case: recruiter performance over time
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=========================================
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One way to modify this report is to show how recruiters are performing over time. To show this
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information, begin with the :guilabel:`Team Performance` report in the :icon:`oi-view-pivot`
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:guilabel:`(Pivot)` view.
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Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, revealing a
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drop-down menu. Click :guilabel:`Add Custom Group` :icon:`oi-caret-down` at the bottom of the
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:icon:`oi-group` :guilabel:`Group By` column, then click :guilabel:`Recruiter`. Click away from the
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drop-down menu to close it. Now, each row on the table represents a recruiter.
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.. image:: team_performance/by-recruiter.png
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:align: center
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:alt: The pivot table now displaying the recruiters in the rows.
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To compare the team's performance over different time periods, click the :icon:`fa-caret-down`
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:guilabel:`(down arrow)` in the search bar. Click :guilabel:`Start Date` :icon:`fa-caret-down` in
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the :icon:`fa-filter` :guilabel:`Filters` column, revealing various time periods to select.
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In this example, the desired data is the comparison between the team's performance in the third
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quarter (June - August) and the second quarter (April - July). To do so, click :guilabel:`Q3`. Once
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clicked, the current year is also ticked. In this example, it is :guilabel:`2024`.
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After making this selection, a :icon:`fa-adjust` :guilabel:`Comparison` column appears. Click
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:guilabel:`Start Date: Previous Period` to compare the third quarter with the second quarter, for
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the various recruiters.
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.. image:: team_performance/compare.png
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:align: center
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:alt: A comparison table of recruiter totals of Q2 and Q3.
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From this report, several things can be extrapolated: the total number of applicants increased, the
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number of hired applicants remained the same, while the number of refused applicants decreased.
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Additionally, :guilabel:`Jane Jobs` had the highest increase in number of applicants during the
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third quarter, but her number of hired applicants went down :guilabel:`67%`. The recruiter with the
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best overall numbers was :guilabel:`Rose Recruiter`, who had both their active applicants and hired
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applicants, increase in the third quarter, while their refused applicants went down.
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