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Wide-ranging report templates and tools using system views and data.
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System templates are only available to users with the Corporate Report Writer role permission. |
New System Templates
Current Jobs Opening and Closing | See the jobs that are opening and closing in a given period (default Today) and then a calendar view (default this calendar month). Adjust Summary and Calendar period as required. Visible on the Current Recruitment subtab of the System Templates Dashboard. |
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Days At Step | View jobs by current workflow status (with drill through) and days at step by process and step type (via generic step name categorisation for job and assessment steps). Visible on the Days At Step subtab of the System Templates Dashboard. |
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Global Question Configuration | Explore and filter your global questions, their various settings, and drill through to question use, linked system/form system templates, answers, content loading settings, and report options. On the System Templates Dashboard, toggle to additional Reportable GQ data including use match (question use vs report context). Visible on the Global Questions subtab of the System Templates Dashboard. |
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Tools: Job TemplatesTools: Process Templates | Explore your job and process templates, which ones are active, and how many active (not archived) jobs used those templates. Drill through to active jobs using a template, and also see jobs linked to copies/other versions of that template (by name) or jobs copied from other jobs. Visible on the Tools subtab of the System Templates Dashboard. |
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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.
Image Modified | Top Level reports
Drill through to/additional reports
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
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Job/Requisition reports
| Application reports
| Additional co-displays (from the Metrics folder)
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Metrics
Insights into your jobs and applications for a given period.
Image Modified | 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. Image Modified |
Image Modified | Job and app volume summary Select the relevant metric and drill through for more detail. |
Image Modified | Specific metrics
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Image ModifiedImage Modified | Job and app volume drill through
Co-displayed metrics
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Jobs and Apps By Year
Job and application volumes by year, with drill down to month and day.
Jobs By Year
| Apps By Year
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Scheduler
Analyse your upcoming scheduler activities, tickets, bookings and the configuration behind them.
Image Modified | Displayed reports include:
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. |
Image Modified | This week’s schedule
Expand report or switch to table view to:
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Image Modified | Current tickets
Expand report or switch to table view to:
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Image Modified | Bookings
Expand report or switch to table view to:
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Image Modified | Scheduler configuration
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Tools
Insights into your user, user group and various template settings, candidate management and merge document generation.
Image Modified | Users
User drill through
User details co-displays
Templates
Template drill throughs
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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
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See a template you’d like to use? You can either:
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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.