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Advanced Simple and advanced templates for executive-level reports, summarising your key data. Requires specialised configuration for your fields and definitions.

Table of Contents
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Info

The Simple EXEC and EXEC+ Template suite is available as a demo to users with the Corporate Report Writer role permission, and can be customised by these users once deployed.

Not sure which template type you should use? See Which Template Do I Use?.

Simple EXEC

vs EXEC+ Templates

EXEC Templates are already available in your Templates folder and on your Templates dashboard. The EXEC+ templates expand on these designs, are more comprehensive and provide additional ideas to meet your reporting requirements.

EXEC

EXEC+

Purpose

I need a report on this topic

I need to understand this topic

Reports

Single report per topic

Multiple reports per topic

Granularity

General summary and by job

Variable

Setup

Included in your custom setup

Imported onto your custom view on request

tip

These reports give a quick demo of how to visualise time taken, common candidate breakdowns, and current vacancies by current process type, name and step.

They are built on system views with no custom data, but are designed for you to see how they are configured and to replicate on your custom view 1.0.

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EXEC Simple Strategic
Status
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titleSTrategic

  • EXEC Simple Time to Fill/Recruit/Hire

  • EXEC Simple Gender Diversity

  • EXEC Simple Diversity Group

  • EXEC Simple Current Employer

Simple reports using system dates or example gender/diversity/current employer questions in a format that allows basic chart summaries.

EXEC Simple Operational
Status
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titleOPERATIONAL

  • EXEC Simple Vacancy Management

Simple report that lists jobs by their current workflow type and step, step permissions and days since last updated.

Accessing Simple EXEC/EXEC+ Templates

You can access a demo of the Simple EXEC and EXEC+ templates in the following way.

  • Browse to System Templates > SMART/EXEC+ Templates.

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  • Add the SMART/EXEC+ Templates dashboard available in the above folder.

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Note that this dashboard also displays the SMART Jobs Access subtab.

Note

These will give you a demo of the reports using a combination of your data and some dummy definitions, and in some cases may not present as intended. They will need to be customised for your circumstances, fields and requirements.

EXEC+ Templates

The EXEC+ templates are designed to give comprehensive insights into your data at operational and strategic levels, 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.

Once deployed onto your custom view, you will be able to add any other fields and filters to these reports as required.

They are predominantly set up as single-level reports. Any additional drill through report (looking at additional, related information) is best set up once the initial template has been configured.

You might choose to use all the reports for a given topic. Alternatively, you could use some of them as a basis for your own purposes.

Some may be relevant, some may not. Some may present the data exactly how you need it, others might need adapting for your circumstances.

In any case, this suite will get you started, give you some ideas, and can be expanded upon.

Using EXEC+ Templates

Tip

See a template (or set of templates) you’d like to use or adapt?

  1. Contact your Client Success Manager to discuss your requirements

  2. Review the EXEC+ Requirements section below

  3. Complete the relevant requirements in the Requirements Template on Analytics Solutions

  4. Acendre will deploy the templates for your customisation

You will need to specify:

  • which EXEC+ templates you need customised

  • the relevant metrics and category fields specified below

  • any other field, filter and format customisations

  • any drill through/additional report requirements

You can then customise the deployed version yourself or through our Solutions team to:

  • update existing formatting

  • add fields and filters

  • add or adapt charts

  • add drill through reports

  • arrange final reports on a dashboard.

EXEC+ Time to Hire
Status
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titleSTRATEGIC

Expand
titleEXEC+ Time to HIre Details
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EXEC+: Time to Hire Summary and by Category

Info

Time to hire average vs target, jobs under vs over and time to hire by category.

Advanced template for time to hire/fill with:

  • overall average vs target

  • count of jobs that met target vs total jobs

  • average time to hire by example category (job template) against overall average and target

EXEC+: Time to Hire Days at Job Status

Info

Job statuses with the longest duration.

  • shows average total days spent at each status per job

  • help identify bottlenecks

  • specific job statuses (e.g. “On Hold”) can be excluded from results

EXEC+: Time to Hire Days at Step

Info

Process steps with the longest duration.

  • shows the average total days spent at each process step per job

  • help identify bottlenecks

  • adjustable step days minimum to limit or expand the steps returned

EXEC+ Diversity
Status
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titleSTRATEGIC

Expand
titleEXEC+ Diversity Details
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EXEC+: Gender and Diversity Time Series

Info

Gender/Diversity percentages over time.

  • volume of example gender and diversity fields over time

  • example female/male as percentage of submitted

  • example non-binary and diversity group submitted by month job opened

EXEC+: Specific Diversity Tracker

Info

Count of a specific gender/diversity metric.

  • volume of submitted applications for an example niche gender or diversity group that would be a low/untraceable % of all submitted applications

EXEC+: Diversity and Candidate Groups by Stage

Info

Gender, diversity and internal/external percentages by assessment stage.

  • volume of example gender, diversity groups and internal external candidates

  • by submitted vs example offer stages

  • % of all submitted applications

EXEC+: Diversity and Gender by Category

Info

Gender and diversity group percentage by category.

  • example gender, diversity groups and internal/external candidates as a % of submitted applications

  • against an example category (job template)

EXEC+: Gender by Year Drill Down

Info

Applicant gender percentage over time.

  • example gender groups as % of submitted applications

  • by job open year

  • drill down to month then date

EXEC+: Diversity by Year Drill Down

Info

Diversity group percentage over time.

  • example diversity groups as % of submitted applications

  • by job open year

  • drill down to month then date

EXEC+ Sourcing
Status
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titleSTRATEGIC

Expand
titleEXEC+ Sourcing Details
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EXEC+: Source by Stage

Info

Applicant sources for candidates by stage reached.

  • volume of submitted applications and example offered candidates

  • shown as a % of all at that stage

  • against an example source (audience name)

EXEC+: Source Gender and Diversity

Info

Applicant sources for gender and diversity groups.

  • volume of example gender and diversity groups

  • as a % of submitted applications

  • against an example source (audience name)

EXEC+: Source by Category

Info

Applicant sources for different job types.

  • volume of submitted applications

  • compares example source (audience name) by example category (job template)

  • additional chart shows example breakdown for a specific candidate group or assessment stage

EXEC+: Source by Job

Info

Sources used to advertise jobs.

  • example source (audience name) by number of jobs that used it

EXEC+ Vacancy Management
Status
colourYellow
titleOPERATIONAL

Expand
titleEXEC+ Vacancy Management Details
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EXEC+: Vacancy Management Detailed

Info

Detailed status breakdown for current vacancies, with drill through.

  • current processes (not archived)

  • summary by job status

  • average days since updated by job status

  • jobs by team and job owner

  • drill through on job status, average days since updated or job owner charts to see matching jobs, and filter to jobs that haven’t been updated in X days

EXEC+: Vacancies with Time to Hire Tracking

Info

Detailed time to hire tracking for current vacancies.

  • summary of open vacancies (not archived and example time to fill end date is null)

  • the current average time to fill against an example target

  • number of jobs under target vs total open vacancies

  • average current time to fill by example category (job template) against the overall average and target

Accessing EXEC+ Templates

You can access a demo of the EXEC+ templates in the following way.

  • Browse to System Templates > EXEC Templates.

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  • Add the SMART/EXEC+ Templates dashboard available in the above folder.

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Note that this dashboard also displays the SMART Jobs Access subtab.

Note

These will give you a demo of the reports using a combination of your data and some dummy definitions, and in some cases may not present as intended. They will need to be customised for your circumstances, fields and requirements.

Using EXEC+ Templates

Tip

See a template (or set of templates) you’d like to use or adapt?

Contact your Client Success Manager to discuss your requirements

Review the

EXEC+

Requirements section belowComplete the relevant requirements in the

Requirements

Template on Analytics Solutions Acendre will deploy the templates for your customisation

You will need to specify:

  • which EXEC+ templates you need customised

  • the relevant metrics and category fields specified below

  • any other field, filter and format customisations

  • any drill through/additional report requirements

You can then customise the deployed version yourself or through our Solutions team to:

  • update existing formatting

  • add fields and filters

  • add or adapt charts

  • add drill through reports

  • arrange final reports on a dashboard.

EXEC+ Requirements

Theme

I want to…

Template

Default Chart Metric(s)

You’ll need to provide your own definitions

Default Chart Categories

You’ll need to provide your own definitions

Other Requirements

Additional field, filter, format and drill through requirements

Current Vacancies

Track vacancies

EXEC+: Vacancy Management

  • Current processes

  • Time to hire/fill measure (start and end date fields)

  • Time to hire/fill target

  • Categories:

    • jobs status

    • days since last updated

    • team and job owner

Time to Hire/Fill

Assess time taken to hire

EXEC+: Time to Hire

  • Time to hire/fill measure (start and end date fields)

  • Time to hire/fill target

  • Time to hire category

  • Job status and process steps

Gender/Diversity/Other

  • Gender

  • Diversity Groups

  • Internal/External

  • Other

Compare candidates

EXEC+: Diversity

  • Candidate group(s)

    • Gender

    • Diversity

  • Candidate groups by assessment stages

  • Assessment stages

  • Job (or other) category

Time to Hire/Fill

Assess time taken to hire

EXEC+: Time to Hire

  • Time to hire/fill measure (start and end date fields)

  • Time to hire/fill target

  • Time to hire category

    • Job status and process steps

    Application Sourcing

    Assess applicant sources

    EXEC+: Sourcing

    • Submitted applications

    • Submitted applications by assessment stage

    • Gender and diversity groups

    • Application source

    • Assessment stages

    • Job (or other) category

    • Job source