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Templates for the most common reports, built on your custom view 1.0 Jobs, Applications and Assessment. Copy, update and go.

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Custom Templates are available to users with either the Corporate Report Writer or Report Writer role permissions.

Using Your Templates

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See a template you’d like to use? Simply:

  1. Copy the template to create your own version

  2. Update as required.

That’s it! You can add your global questions, remove any charts you don’t need… do whatever you need to do so that it meets your needs.

Each template is accompanied by:

  • specific instructions in the template description

  • general instructions co-displayed to the template’s right.

You can remove these instructions once you’ve made your updates.

Templates Dashboard

Tip

Add the Templates dashboard to make is easy to access your essential metrics, EXEC templates and simple templates. You can either:

  • Click on Create > Dashboard Tab > Pre-Built Tab > open the Templates dashboard in your default Reports folder > Templates

  • Click on Browse > Dashboards > your default Reports folder > Templates and open the Templates dashboard.

Click 'Add' to add it permanently to your dashboard tabs.

You will also find each individual report template in the same folder.

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Your Essential Metrics

Get more out of your reports by defining your essential metrics up front.

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Your metrics will all be dependent on your processes, your configuration and your requirements.

  • Your time to fill (or hire).

  • Your gender and diversity application counts.

  • The number of candidates shortlisted, interviewed, placed on a merit list or in a merit pool, candidates, or offers made.

  • Other measures, key fields or calculations.

Placeholder fields are included in your custom view 1.0 to get you started, using actual data where possible (eg time to fill). In some cases, other metrics (like gender and diversity) may have been identified and added to your Metrics folder.

To see a full list of your metrics and their definitions, expand the Your Essential Metrics report on the dashboard.

For more details on metrics, and the processes for updating them, see Field Solutions .

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EXEC Templates

The EXEC Templates demonstrate your essential (or example) metrics and provide a template for how they can be used and visualised in chart format.

EXEC: Time to Fill

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Shows the Average Time to Fill by calendar quarter.

  • Uses the time to fill start, end and days between fields in your view. If these definitions are updated, this report will update with it.

  • Report also gives a breakdown of each main workflow:

    • request submitted date, request completed date, and days to complete

    • job creation started, job creation completed, and days to complete

    • job open date, job close date and days open

    • days from job close (or job open if no close date) to time to fill end

    • job archive date.

EXEC: Essential Application Counts

Various application counts using placeholder, example and/or defined fields.

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  • Apps by assessment stage, shown as a sum of submitted applications.

  • Gender breakdown, shown as a percentage of submitted applications.

  • Diversity breakdown, shown as a percentage of submitted applications.

  • External/current employees, shown as a percentage of submitted applications.

Gender, diversity and current employee fields may have been identified in your data and metrics created to reflect these. You will also need to determine what assessment stage measures you require and how these are defined in your processes. Check the Your Essential Metrics report to review how these are currently calculated in your view.

Note

The current employees/internal candidate field, if predefined, is likely to be based on an Are you a current employee = Yes or Who are you employed by = your organisation questions and answers, with the external/other count coming from all other submitted applications.

In all likelihood, you may ask different employment questions in different processes and not ask who a candidate works for on an internal application form.

Consider the different types of applications forms and employment questions asked across your processes to map out the best way to define these fields for all scenarios.

If using this template, note that:

  • the gender/diversity/employee fields have an advanced function applied > percentage of submitted applications column

  • these fields come from the Calculated Fields folder on the data screen. They may be example fields (and will have ‘Example’ in the name) or refer to defined metrics in your Metrics folder.

This setup makes it easier to point an existing report field to a new metric without having to reformat the column and charts.

EXEC: Application Source

EXEC: App Metrics / EXEC: Job Metrics

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Percentage of submitted applications by application source.

  • Where possible, this will be mapped to the application source and other source questions in your data.

  • Otherwise, this will be by audience type (and by audience as ‘other’ in the table) as shown in the example image.

  • Sources with less than 10% of applications will be grouped under ‘other’ in the pie chart.

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These two pie charts allow your to explore other application or job counts respectively by the fields available in your custom view 1.0.

Click on a pie segment to then access additional fields to break it down further.

Use these to identify other potential metrics that you might need to use in multiple reports.

Simple Templates

These simple templates are for the most common report types and may include chart options to help visualise report results.

TEMPLATE: Jobs Open

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All jobs with a status of Job Open.

  • Core job details

  • Drill throughs to

    • TEMPLATE: Submitted Applications and Assessment

    • TEMPLATE: Incomplete Applications List

  • Four charts

    • Total number of open jobs

    • Number of open jobs by calendar days until closed

    • Number of open jobs with no close date

    • Open jobs by submitted applications and close date bubble chart. (Some job references may not display if bubbles overlap, and charts using days until closed won’t display content if there are no jobs with close dates.)

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Special features:

  • hover over each bubble to see additional job details

  • drill through from each bubble (and in the report table) to the submitted applications and incomplete applications lists

  • three hidden columns - a job count, a calculated field to count jobs with no close date, and the unique JobID used in the drill through filters.

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Additional chart options are available in the charts screen, including:

  • Jobs by Submitted Apps (treemap)

  • Job count by closing date (fixed height column)

  • Jobs by incomplete and submitted apps (stacked horizontal bar)

  • Submitted applications (histogram)

TEMPLATE: Current Requisitions

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All current requisitions.

  • Core requisition details

  • Conditional formatting of native job statuses

  • Five charts

    • Number of current requisitions

    • By request type (template name)

    • By current job status

    • By job owner

    • Age by request type

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Special features: combines five different charts on a single canvas. You can remove any charts not required and/or resize charts to fit your data.

TEMPLATE: Submitted Applications and Assessment

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Submitted applications for a given job reference (mandatory filter).

  • Candidate details

  • Application group and status

  • Current assessment step details

  • Application source details

  • Two charts

    • Total submitted

    • Number submitted by current assessment step and status

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Special features: the step status colours are as specified by the Step Status Order reference code applied to the report column. They can be changed in the chart if needed.

TEMPLATE: Incomplete Applications List

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Incomplete applications for a given job reference (mandatory filter).

  • Candidate details

  • Application group and status

  • Last completed application form step

  • Application source details

  • Two charts:

    • Number of incomplete applications

    • Incomplete applications by last completed application form step

TEMPLATE: Offered Candidates List

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Accepted offers based on an application status of Accept, Accepted Offer or Offer Accepted.

  • Candidate details

  • Application group and status

  • Current assessment step details

    • Placeholders for your Verbal Offer, Offer Accepted and Commencement Date fields

Requires your definition of an accepted offer and the relevant date field to filter to offers within a desired period.

TEMPLATE: Time to Fill and Filled Jobs

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All jobs archived in the last calendar year (by default), how many were filled and how many accepted offers. Based on:

  • a generic time to fill (job open to archived)

  • a generic definition of offer accepted (application status is Accept/Accepted Offer/Offer Accepted).

Includes a summary of jobs, filled jobs, accepted offers and time to fill.

Requires your definition of time to fill and accepted offers. These definitions should be applied to the relevant placeholder fields in your custom view 1.0 Jobs Applications and Assessment as these fields drive this report

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Accessing Your Templates

You can access your templates in one of two ways.

  • Browse to your default Reports folder > Templates.

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  • Add the Templates dashboard available in the above folder.

    • TEMPLATE: Jobs Open and TEMPLATE: Current Requisitions are displayed on the dashboard

    • Other templates can be accessed from an Associated Reports box to the right.

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Using Your Templates

Tip

See a template you’d like to use? Simply:

  1. Copy the template to create your own version

  2. Update as required.

That’s it! You can add your global questions, remove any charts you don’t need… do whatever you need to do so that it meets your needs.

Each template is accompanied by:

  • specific instructions in the template description

  • general instructions co-displayed to the template’s right.

You can remove these instructions once you’ve made your updates

.