Simple EXEC and EXEC+ Templates
Simple and advanced templates for executive-level reports, summarising your key data. Requires specialised configuration for your fields and definitions.
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 https://acendreapac.atlassian.net/wiki/spaces/PER/pages/2103509057.
Simple EXEC
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.
EXEC Simple Strategic STrategic
Simple reports using system dates or example gender/diversity/current employer questions in a format that allows basic chart summaries. | EXEC Simple Operational OPERATIONAL
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.
Add the SMART/EXEC+ Templates dashboard available in the above folder.
Note that this dashboard also displays the SMART Jobs Access subtab.
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
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 below
Complete the relevant requirements in the Requirements Template on https://acendreapac.atlassian.net/wiki/spaces/PER/pages/1198260252
Acendre will deploy the templates for your customisation
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 STRATEGIC
EXEC+ Diversity STRATEGIC
EXEC+ Sourcing STRATEGIC
EXEC+ Vacancy Management OPERATIONAL
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 |
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Current Vacancies | Track vacancies |
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Time to Hire/Fill | Assess time taken to hire |
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Gender/Diversity/Other
| Compare candidates |
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Application Sourcing | Assess applicant sources |
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