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Advanced templates for executive-level reports, summarising your key data. Requires specialised configuration for your fields and definitions.

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Info

The EXEC+ Template suite is available as a demo to users with the Corporate Report Writer role permission, and can be customised by these users once deployed.

EXEC vs EXEC+ Templates

EXEC Templates are already available in your Templates folder and on your Templates dashboard. The EXEC+ templates expand on these designs, are more comprehensive and provide additional ideas to meet your reporting requirements.

EXEC

EXEC+

Purpose

I need a report on this topic

I need to understand this topic

Reports

Single report per topic

Multiple reports per topic

Granularity

General summary and by job

Variable

Setup

Included in your custom setup

Imported onto your custom view on request

Tip

The EXEC+ templates are designed to give comprehensive insights into your data, and thus require careful design and customisation. They need to be imported onto your custom view 1.0 and are often built at a summary level so that they can look at trends and percentages of volume over time, not just at the job and application level.

Once deployed onto your custom view, you will be able to add any other fields and filters to these reports as required.

They are predominantly set up as single-level reports. Any additional drill through report (looking at additional, related information) is best set up once the initial template has been configured.

You might choose to use all the reports for a given topic. Alternatively, you could use some of them as a basis for your own purposes.

Some may be relevant, some may not. Some may present the data exactly how you need it, others might need adapting for your circumstances.

In any case, this suite will get you started, give you some ideas, and can be expanded upon.

EXEC+ Time to Hire

EXEC+: Time to Hire Summary and by Category

Info

Time to hire average vs target, jobs under vs over and time to hire by category.

Advanced template for time to hire/fill with:

  • overall average vs target

  • count of jobs that met target vs total jobs

  • average time to hire by example category (job template) against overall average and target


EXEC+: Time to Hire Days at Job Status

Info

Job statuses with the longest duration.

  • shows average total days spent at each status per job

  • help identify bottlenecks

  • specific job statuses (e.g. “On Hold”) can be excluded from results


EXEC+: Time to Hire Days at Step

Info

Process steps with the longest duration.

  • shows the average total days spent at each process step per job

  • help identify bottlenecks

  • adjustable step days minimum to limit or expand the steps returned

EXEC+ Diversity

EXEC+: Gender and Diversity Time Series

Info

Gender/Diversity percentages over time.

  • volume of example gender and diversity fields over time

  • example female/male as percentage of submitted

  • example non-binary and diversity group submitted by month job opened


EXEC+: Specific Diversity Tracker

Info

Count of a specific gender/diversity metric.

  • volume of submitted applications for an example niche gender or diversity group that would be a low/untraceable % of all submitted applications


EXEC+: Diversity and Candidate Groups by Stage

Info

Gender, diversity and internal/external percentages by assessment stage.

  • volume of example gender, diversity groups and internal external candidates

  • by submitted vs example offer stages

  • % of all submitted applications


EXEC+: Diversity and Gender by Category

Info

Gender and diversity group percentage by category.

  • example gender, diversity groups and internal/external candidates as a % of submitted applications

  • against an example category (job template)


EXEC+: Gender by Year Drill Down

Info

Applicant gender percentage over time.

  • example gender groups as % of submitted applications

  • by job open year

  • drill down to month then date


EXEC+: Diversity by Year Drill Down

Info

Diversity group percentage over time.

  • example diversity groups as % of submitted applications

  • by job open year

  • drill down to month then date

EXEC+ Sourcing

EXEC+: Source by Stage

Info

Applicant sources for candidates by stage reached.

  • volume of submitted applications and example offered candidates

  • shown as a % of all at that stage

  • against an example source (audience name)


EXEC+: Source Gender and Diversity

Info

Applicant sources for gender and diversity groups.

  • volume of example gender and diversity groups

  • as a % of submitted applications

  • against an example source (audience name)


EXEC+: Source by Category

Info

Applicant sources for different job types.

  • volume of submitted applications

  • compares example source (audience name) by example category (job template)

  • additional chart shows example breakdown for a specific candidate group or assessment stage


EXEC+: Source by Job

Info

Sources used to advertise jobs.

  • example source (audience name) by number of jobs that used it

EXEC+ Vacancy Management

EXEC+: Vacancy Management Detailed

Info

Detailed status breakdown for current vacancies, with drill through.

  • current processes (not archived)

  • summary by job status

  • average days since updated by job status

  • jobs by team and job owner

  • drill through on job status, average days since updated or job owner charts to see matching jobs, and filter to jobs that haven’t been updated in X days


EXEC+: Vacancies with Time to Hire Tracking

Info

Detailed time to hire tracking for current vacancies.

  • summary of open vacancies (not archived and example time to fill end date is null)

  • the current average time to fill against an example target

  • number of jobs under target vs total open vacancies

  • average current time to fill by example category (job template) against the overall average and target

Accessing EXEC+ Templates

You can access a demo of the EXEC+ templates in the following way.

  • Browse to System Templates > EXEC Templates.

  • Add the SMART/EXEC+ Templates dashboard available in the above folder.

Note that this dashboard also displays the SMART Jobs Access subtab.

Note

These will give you a demo of the reports using a combination of your data and some dummy definitions, and in some cases may not present as intended. They will need to be customised for your circumstances, fields and requirements.


Using EXEC+ Templates

Tip

See a template (or set of templates) you’d like to use or adapt?

  1. Contact your Client Success Manager to discuss your requirements

  2. Review the EXEC and EXEC+ Dashboards page under Analytics Solutions+ Requirements section below

  3. Complete the relevant requirements in the Requirements Template on Analytics Solutions

  4. Acendre will deploy the templates for your customisation

You will need to specify:

  • which EXEC+ templates you need customised

  • the relevant metrics and category fields specified below

  • any other field, filter and format customisations

  • any drill through/additional report requirements

You can then customise the deployed version yourself or through our Solutions team to:

  • update existing formatting

  • add fields and filters

  • add or adapt charts

  • add drill through reports

  • arrange final reports on a dashboard.

Each template will use example definitions for time to hire, or gender, or source etc. To change these to your metrics and definitions, you can:

  • update the calculated field for a given metric (eg count of females) to your definition (EXEC+ reports only)

  • add extra metrics to the report using your view’s built-in metrics or a calculated field and add these to the relevant chart(s) (EXEC and EXEC+ reports), before removing any example metrics no longer required.

    EXEC+ Requirements

    Theme

    I want to…

    Template

    Default Chart Metric(s)

    You’ll need to provide your own definitions

    Default Chart Categories

    You’ll need to provide your own definitions

    Other Requirements

    Additional field, filter, format and drill through requirements

    Current Vacancies

    Track vacancies

    EXEC+: Vacancy Management

    • Current processes

    • Time to hire/fill measure (start and end date fields)

    • Time to hire/fill target

    • Categories:

      • jobs status

      • days since last updated

      • team and job owner

    Gender/Diversity/Other

    • Gender

    • Diversity Groups

    • Internal/External

    • Other

    Compare candidates

    EXEC+: Diversity

    • Candidate group(s)

      • Gender

      • Diversity

    • Candidate groups by assessment stages

    • Assessment stages

    • Job (or other) category

    Time to Hire/Fill

    Assess time taken to hire

    EXEC+: Time to Hire

    • Time to hire/fill measure (start and end date fields)

    • Time to hire/fill target

    • Time to hire category

    • Job status and process steps

    Application Sourcing

    Assess applicant sources

    EXEC+: Sourcing

    • Submitted applications

    • Submitted applications by assessment stage

    • Gender and diversity groups

    • Application source

    • Assessment stages

    • Job (or other) category

    • Job source