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Wide-ranging report templates and tools using system views and data.

Table of Contents
Info

System templates are only available to users with the Corporate Report Writer role permission.

Full Template List

View the full of templates on the Instructions tab (of the System Templates dashboard) by expanding this report or clicking on the relevant folder.

Current Recruitment

Summaries and highlights of your current requisition, job and application data.

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Top Level reports

  • Current Jobs Open and Closing Summary

  • Current Jobs Opening and Closing

  • Current Requisitions by Status

  • Current Jobs by Status

  • Current Requisition and Job Watchlist

  • Current Application Alerts

Drill through to/additional reports

  • Current Requisitions List

  • Current Jobs List

  • Closed Recently

  • Closing Soon

  • Open Jobs

  • Pending Open

  • Unsubmitted Requisitions

Additional drill throughs are found in the Jobs and Apps section/folder.

Jobs and Apps

A comprehensive suite of reports for a selected requisition/job and its applications.

Master report

  • Job Master: Workflow Progress

    • Shows the workflow steps for a specific requisition/job

    • Co-displays all other job and application system templates (for that req/job).

Job/Requisition reports

  • Form configuration

  • Audience dates and advertising content

  • Assessment matrix

  • Assessment traffic light

  • Email summary

Application reports

  • Submitted, incomplete and withdrawn applications

  • Incomplete apps

  • Withdrawn apps

  • Application and global flags

  • Notes

  • Late invitations

  • Reinstatement requests

  • Referee log

  • SMS data

Additional co-displays (from the Metrics folder)

  • Applications by date

  • Applications by audience

  • Incomplete applications by last form step

  • Weekly app submitted density.

Metrics

Insights into your jobs and applications for a given period.

The metrics reports are best consumed in context via the Metrics sub-tab of the System Templates dashboard (though you can also open a specific report if you prefer).

Job and app volume date slider

Refine the date range for metrics displayed on the dashboard.

You can also adjust the date range using the dashboard filter - default is last 12 months.

Job and app volume summary

Select the relevant metric and drill through for more detail.

Specific metrics

  • Days to complete and archive

  • Job board posts

  • Top jobs by submitted apps

  • Job alerts

  • Vendor activity

Job and app volume drill through

  • Drill through to job and app reports for the selected job/applications

Co-displayed metrics

  • Applications by date

  • Applications by audience

  • Applications by job category

  • Incomplete applications by last form step

  • Weekly app submitted density

  • Weekly job close density

Jobs and Apps By Year

Job and application volumes by year, with drill down to month and day.

Jobs By Year

  • Date slider

  • Reqs/jobs created

  • Jobs opened

  • Archived Days Taken

  • Job Board Ads

Apps By Year

  • Date slider

  • Incomplete/submitted

  • Applications by audience

  • Vendor submitted

  • Job alerts created

Scheduler

Analyse your upcoming scheduler activities, tickets, bookings and the configuration behind them.

Displayed reports include:

  • your upcoming schedule

  • tickets for available activity blocks

  • bookings for this business week.

You can adjust the time frames covered by opening the relevant report and adjusting the date filter.

If you can’t see any data, expand the dashboard preview to see an example.

This week’s schedule

  • Today’s schedule, plus future and past schedules by day in separate tabs (and colour coded)

  • Bookings by slot start time

  • Bookings by activity block and venue

Expand report or switch to table view to:

  • see activity, block, venue, slots, breaks and candidate details

  • drill through to activity, block and venue detail.

Current tickets

  • Available and booked tickets for current and future activity blocks

  • Available tickets by last available block date

  • Available activities and/or blocks (visible when expanded)

Expand report or switch to table view to:

  • see activity, block and ticket breakdowns

  • drill through to activity, block, available slots and candidate/ticket details

Bookings

  • Past, current and future

  • Bookings by date

  • Bookings by activity block and venue

Expand report or switch to table view to:

  • see bookings by date, activity, block, venue and slot

  • drill through to activity, block, type and venue details.

Scheduler configuration

  • Activities

  • Activity Blocks

  • Activity Block Slots

  • Activity Types

  • Venues

Tools

Insights into your user, user group and various template settings, candidate management and merge document generation.

Users

  • User group summary

  • User expiry details

User drill through

  • User details

User details co-displays

  • Module and function permissions

  • Role permissions

  • Role assignments

  • Job permissions

  • Configuration log

  • Tasks

Templates

  • Job templates

  • Form templates

Template drill throughs

  • Process templates

  • Form template list

  • Form configuration

Accessing System Templates and Tools

You can access these templates in three different ways.

  • Use the link provided at the top of the Welcome default dashboard.

  • Browse to the System Templates folder

  • Add the System Templates dashboard available in the Current Recruitment folder above.

Using System Templates

Tip

See a template you’d like to use? You can either:

  • Copy the template to create your own version, and update as required.

  • Copy the template to explore its configuration, and the create your own version on your custom view.

In most cases you will be able to make updates to the your template copy by changing the format of fields, columns and charts, as well as sub-querying to your custom view to add in your own global questions and metrics.

  • If the report is at job level, join to your custom view by JobID.

  • If at application level, join by ApplicationID.

  • If at a summary level, i.e. by year, you will need to join by a field at that level of data e.g. Job Open Year. You may also need to include filters in the sub-query that replicate filters in the master query, depending on your requirements.

Detailed instructions, a drill matrix for system templates and other details are available on the System Templates dashboard > Instructions sub-tab. Instructions will also co-display on the right of some system templates.