Custom Templates are built on your custom view and are available in your Templates folder and on your Templates dashboard.

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EXEC Templates

Template Type	Simple Custom	Advanced Custom	Ready to Use	Location	Operational Vacancy and Application Management	Strategic Metrics, Volume and Analysis
Custom Templates Ready to use Built on your custom view Copy and update using your custom view.	Image ModifiedImage Added	Simple Templates
Status
colour Yellow title operational
Simple	reports	using your custom view with a table of jobs and applications

Key metric summaries.

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• EXEC Templates

  • More complex reports with a focus on your key metrics and representing them in chart format.

• • Edit/copy and

• • update the calculated fields

EXEC Templates are built on your custom view and are available in your Templates folder and on your Templates dashboard.

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• • .

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Demo Templates

• EXEC Simple Templates: basic templates for you to replicate on your custom view.

• EXEC+ Templates | SMART Job Access: comprehensive multi-report templates. Explore before requesting relevant copies to be imported onto your custom view.

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• EXEC: Simple

Simple metric summaries.

These show you the basic components needed to build these common reports. In order to provide simple, centralised examples they are built on system views and should be replicated on your custom view. They allow you to copy and explore their simple configuration in order to build your own versions.

Simple Exec are available for Corporate Report Writers in the SMART/EXEC+ Templates subfolder and on the SMART/EXEC+ Templates dashboard.

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EXEC+ Templates

Status
colour Green title strategic

Status
colour Yellow title oPerational

Advanced metric analysis.

These 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. They can be used as is or might provide insipiration for your own designs.

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Standard Reporting

Use, Explore or Adapt

• Vacancy Management

  • Basic summary of vacancies by current workflow type.

• EXEC+ Vacancy Management Templates

  • Analysis of current vacancies by status, days at step and tracking against time to hire.

• SMART Job Access

  • Allows direct access to current job and app data for a wide range of user personas, eg all jobs, team manager or via access filters.

• EXEC: Simple Time/Diversity/Sourcing

  • Basic summary templates for time-to, diversity and sourcing metrics.

• EXEC+ Time/Diversity/Sourcing

  • Analysis of time-to, diversity and sourcing data.

System Templates

• Use as standard reporting on all system data

• Copy to explore configuration to replicate in your own custom build

• Copy and link data to custom view (advanced reporting)

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System Templates

Status
colour Yellow title oPerational

Status
colour Green title strategic

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Wide-ranging standard system data.

There are system reports across a wide range of system data, from jobs currently open to user permissions. These are built on system views and contain no custom fields.

Use as a report, as a template for your own version or to inspect its configuration to build your own on your custom view.

• Current Recruitment

  • Jobs opening and closing, by status, jobs watchlist and application alerts.

• Days at Step

  • Jobs by current workflow status and days at step by process and step type.

• Jobs and Apps

  • Job and app drill-throughs and comprehensive system data

• Metrics

  • Job, app and other volumes

• Jobs and Apps by Year

  • Historical job and app volumes by year with drill down