Templates Dashboard
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Add the Templates dashboard to make is easy to access your essential metrics, EXEC templates and simple templates. You can either:
Click 'Add' to add it permanently to your dashboard tabs. You will also find each individual report template in the same folder. |
Your Essential Metrics
Get more out of your reports by defining your essential metrics up front.
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Placeholder fields are included in your custom view 1.0 to get you started, using actual data where possible (eg time to fill). In some cases, other metrics (like gender and diversity) may have been identified and added to your Metrics folder. To see a full list of your metrics and their definitions, expand the Your Essential Metrics report on the dashboard. For more details on metrics, and the processes for updating them, see |
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EXEC Templates
The EXEC Templates demonstrate your essential (or example) metrics and provide a template for how they can be used and visualised in chart format.
EXEC: Time to Fill | |
 Shows the Average Time to Fill by calendar quarter.
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Your “time to” definitions will most likely be determined by your process and might be captured in any number of ways. If you are unsure, use the View Demo report to explore the data that is available.  Various date stamps can be accessed via the Additional Data column for each job listed. Drill to: - Job Details for when requisitions are submitted/approved/completed, job creation is started/completed, and specific job audiences open/close - Job Status History for when each job status is applied - Process Steps for when each process step is started and last edited - Applications and Application Details for when applications are started/submitted/last assessed - Application Status History for when each application status is applied per candidate - Assessment Steps for when each application starts and ends (last edited) at each assessment step. There may also be date fields in your Custom GQ folders that capture specific events like verbal offer date, approval date or commencement date. Your “time to“ definitions and any stages within it could be determined by any of these fields - it depends on your processes and how these dates reflect any significant points that you need to measure from/to. |
For full details on the report configuration and use, see Using EXEC: Time to Fill |
You can simply copy the template to create your own version. To update the template. you’ll need to give yourself edit or delete permission to the Templates sub-folder first (under Administration > Admin Console).
- if you have defined your placeholder fields using the methods above, and this has been updated in your view by Acendre, then this report will automatically reflect those new definitions.
- if you have your own dates not defined by the placeholders, add them to the report, use an advanced function on the later date to find the days between, and update the vertical column chart (chart #3) to use your new days field. If you need help doing this, contact support or talk to your CSM about analytics training.
EXEC: Essential Application Counts | |||
Various application counts using placeholder, example and/or defined fields.
Gender, diversity and current employee fields may have been identified in your data and metrics created to reflect these. You will also need to determine what assessment stage measures you require and how these are defined in your processes. Check the Your Essential Metrics report to review how these are currently calculated in your view.
If using this template, note that:
This setup makes it easier to point an existing report field to a new metric without having to reformat the column and charts. For more detailed instructions, see Using EXEC: Essential Application Counts . | |||
EXEC: Application Source | EXEC: App Metrics / EXEC: Job Metrics | ||
 Percentage of submitted applications by application source.
For more detailed instructions, see Using EXEC: Application Source . |  These two pie charts allow you to explore other application or job counts respectively by the fields available in your custom view 1.0. Click on a pie segment to then access additional fields to break it down further. Use these to identify other potential metrics that you might need to use in multiple reports. | ||
Simple Templates
These simple templates are for the most common report types and may include chart options to help visualise report results. They are accompanied by:
specific instructions in the template description
general instructions co-displayed to the template’s right.
You can remove these instructions once you’ve made your updates.
TEMPLATE: Jobs Open | ||||
 All jobs with a status of Job Open.
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TEMPLATE: Current Requisitions | ||||
 All current requisitions.
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TEMPLATE: Submitted Applications and Assessment | ||||
 Submitted applications for a given job reference (mandatory filter).
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TEMPLATE: Incomplete Applications List | ||||
 Incomplete applications for a given job reference (mandatory filter).
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TEMPLATE: Offered Candidates List | ||||
 Accepted offers based on an application status of Accept, Accepted Offer or Offer Accepted.
Requires your definition of an accepted offer and the relevant date field to filter to offers within a desired period. | ||||
TEMPLATE: Time to Fill and Filled Jobs | ||||
 A simpler version of the EXEC: Time to Fill report template.
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