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Templates for the most common reports, built on your custom view 1.0 Jobs, Applications and Assessment. Copy, update and go.

Custom Templates are available to users with either the Corporate Report Writer or Report Writer role permissions.

Your Templates

TEMPLATE: Current Requisitions

All current requisitions.

  • Core requisition details

  • Conditional formatting of native job statuses

  • Six charts

    • Number of current requisitions

    • By request type (template name)

    • By current job status

    • By job owner

    • Average age

    • Age by request type

TEMPLATE: Jobs Open

All jobs with a status of Job Open.

  • Core job details

  • Drill throughs to

    • TEMPLATE: Submitted Applications and Assessment

    • TEMPLATE: Incomplete Applications List

  • Two charts

    • Job Reference by Incomplete and Submitted Application Counts

    • Job Closing Date by Submitted Applications and Job Reference

TEMPLATE: Time to Fill and Filled Jobs

All jobs archived in the last calendar year (by default), how many were filled and how many accepted offers. Based on:

  • a generic time to fill (job open to archived)

  • a generic definition of offer accepted (application status is Accept/Accepted Offer/Offer Accepted).

Includes a summary of jobs, filled jobs, accepted offers and time to fill.

Requires your definition of time to fill and accepted offers. These definitions should be applied to the relevant placeholder fields in your custom view 1.0 Jobs Applications and Assessment as these fields drive this report.

TEMPLATE: Submitted Applications and Assessment

Submitted applications for a given job reference (mandatory filter).

  • Candidate details

  • Application group and status

  • Current assessment step details

  • Application source details

TEMPLATE: Incomplete Applications List

Incomplete applications for a given job reference (mandatory filter).

  • Candidate details

  • Application group and status

  • Last completed application form step

  • Application source details

TEMPLATE: Offered Candidates List

Accepted offers based on an application status of Accept, Accepted Offer or Offer Accepted.

  • Candidate details

  • Application group and status

  • Current assessment step details

  • Placeholders for your Verbal Offer, Offer Accepted and Commencement Date fields

Requires your definition of an accepted offer and the relevant date field to filter to offers within a desired period.

Accessing Your Templates

You can access your templates in one of two ways.

  • Browse to your default Reports folder > Templates.

  • Add the Templates dashboard available in the above folder.

    • TEMPLATE: Jobs Open and TEMPLATE: Current Requisitions are displayed on the dashboard

    • Other templates can be accessed from an Associated Reports box to the right.

Using Your Templates

See a template you’d like to use? Simply:

  1. Copy the template to create your own version

  2. Update as required.

That’s it! You can add your global questions, remove any charts you don’t need… do whatever you need to do so that it meets your needs.

Each template is 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.

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