Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Advanced templates for executive-level reports, summarising your key data. Requires specialised configuration for your fields and definitions.
Table of Contents | ||
---|---|---|
|
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
Advanced template for time to hire/fill with:
EXEC+: Time to Hire Days at Job Status
EXEC+: Time to Hire Days at Step
|
EXEC+ Diversity
EXEC+: Gender and Diversity Time Series
EXEC+: Specific Diversity Tracker
EXEC+: Diversity and Candidate Groups by Stage
EXEC+: Diversity and Gender by Category
EXEC+: Gender by Year Drill Down
EXEC+: Diversity by Year Drill Down
|
EXEC+ Sourcing
EXEC+: Source by Stage
EXEC+: Source Gender and Diversity
EXEC+: Source by Category
EXEC+: Source by Job
|
EXEC+ Vacancy Management
EXEC+: Vacancy Management Detailed
EXEC+: Vacancies with Time to Hire Tracking
|
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?
|
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.
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 |
|
| ||
Gender/Diversity/Other
| Compare candidates |
|
| ||
Time to Hire/Fill | Assess time taken to hire |
|
| ||
Application Sourcing | Assess applicant sources |
|
|