Which Template Do I Use?

There are a number of templates available in Acendre Analytics for different purposes and configuration levels.

Custom Templates

These are simple reports using your custom view with a table of jobs and applications. Some have additional summary charts. Simply copy and add your custom fields and filters.

Custom Templates are already available in your Templates folder and on your Templates dashboard.

These are more complex reports with a focus on your key metrics and representing them in chart format. Copy and point the calculated fields to your actual fields, or ask for help from Acendre to update.

EXEC Templates are already available in your Templates folder and on your Templates dashboard.

System Templates

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.

System Templates are already available in the System Templates folder and on the System Templates dashboard.

Simple EXEC and EXEC+ Templates

Additional Templates are available in the SMART/EXEC+ Templates folder. Simple EXEC reports show you the basic components needed to build these common reports. The EXEC+ templates expand on these designs, are more comprehensive and provide additional ideas to meet your reporting requirements.

	EXEC Templates (above)	Simple EXEC (below)	EXEC+ (below)
Purpose	I need a report on this topic	I need to build my own simple report	I really need to understand this topic
Reports	Single report per topic	Demo report per topic	Multiple reports per topic
Granularity	General summary and by job	Limited details and summary	Variable
Setup	Included in your custom setup	Demo on system view - rebuild on your own custom view	Imported onto your custom view on request

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.

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, 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.

EXEC+ Time to Hire

EXEC+: Time to Hire Summary and by Category

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

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

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

EXEC+: Gender and Diversity Time Series

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

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

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

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

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

Diversity group percentage over time.

example diversity groups as % of submitted applications
by job open year
drill down to month then date

EXEC+ Sourcing

EXEC+: Source by Stage

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

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

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

Sources used to advertise jobs.

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

EXEC+ Vacancy Management

EXEC+: Vacancy Management Detailed

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

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

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 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
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
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