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Table of Contents

You will need to specify:

  • the type of user accessing each dashboard and reports

  • whether the dashboard uses an existing template or your own design

  • all report, field and chart definitions

  • any associated field requirements and access filters

Info

Complete the Requirements Template available on the Analytics Solutions page.

Different dashboards could be designed for different personas, where the granularity of data and the results returned can change, depending on the user persona accessing it.

The following are suggested personas only and any access filters will need to be configured in your system against specific user details. By default, templates use the Super User (no restrictions) persona. See Access Filter SolutionsFilters for more information.

Suggested Personas

Super User

EXEC / HR Director

Group HR Manager

Team Leader

Recruiter

Job Role

Data Level

Summary level with access to detail

Summary at org level

Summary at group level

Team level

Related jobs level

Related jobs level

Access Controls

No restrictions, dynamic filtering

No restrictions, dynamic filtering

Access filter: Single Custom GQ Value (Group)

Access filter: Multiple Custom GQ Values (Team Members)

Access filter: Job Owner

Access filter: Job Role

SMART Job Access

Status
colourYellow
titleOPERATIONAL

  • Drill to matching lists

  • Drill from matching lists to selected job and app and assessment reports

SMART: Job Workflow Summary/Detail

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Not required

OR SMART: Job Workflow Summary/Detail

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SMART: Job Workflow Summary/Detail limited to Group

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or SMART: Team Manager

SMART: Team Manager

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SMART: Access Filters

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SMART: Access Filters

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EXEC/EXEC+ Dashboard

Status
colourGreen
titleSTRATEGIC

Customised EXEC+ Templates covering detailed Vacancy Management, Time to Hire, Candidate Groups and Sourcing metrics across the organisation (or group access filter).

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Customised EXEC Templates covering basic Time to Hire, Gender and Diversity and Sourcing metrics against each persona’s access filters.

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Alternatives

Mix and match with other Simple EXEC and EXEC+ Templates and/or Metrics Templates and add customised drill through reports.