Jobtrain Standard Reports User Guide. March 2018

Transcription

1 Jobtrain Standard Reports User Guide March 2018

2 Jobtrain standard reports user guide Jobtrain's standard reports are designed to be flexible for clients. Each report provides quite a bit of information, but some of the outputs are dependent on the kind of information collected and inputted into Jobtrain. In essence, what you put into Jobtrain affects what you get out of these reports. If you are unsure of how to report on specific information, our support team or your Client Success Manager will be able to help. This guide includes information on: Tips on using the reports Equal Opportunity & Diversity Time to recruit report Advert cost analysis report Agency analysis report Candidate status report Interview Details Report Applications per week report Application workflow report Vacancy report Source tracking report Initial sift report List of jobs report 2

3 Tips on using reports All standard reports can be accessed by clicking on Reports in the top menu and selecting a report. Filter criteria Details entered into the Application Criteria and Job Criteria field searches the current data snapshot (i.e. candidates currently at that status). Application History Criteria and Job History Criteria will search the history of the role (i.e. will search for candidates who have ever been at that status, so this will include every status change for an individual candidate). Extraction methods In each report is the option to either generate the report or export to Excel. Generate Report will open a new window showing your results. Export to Excel will create an exportable Excel document. 3

4 Equal Opportunity & Diversity report In this section, run reports on any E&D information collected within the application process. Click on Reports from the top menu and select the Equal Opportunity & Diversity report. Note: Enter any relevant filter criteria (in line with the guidance under 'tips on using reports'). When all information has been entered, click either Generate Report or Export to Excel. We recommend using Application Criteria (current data snapshot) using the date and status fields. 4

5 Time To Recruit report The time to recruit report calculates the number of weeks it took to fill a position. This is based on the date the hired candidate's status was changed to the assigned offer status. This status can be checked under System Customisation - in the example below this status is Offer Accepted. Select the Time to Recruit report from the list of available reports. Enter any relevant criteria (in line with the guidance under 'tips on using reports'). Once all information has been entered, click either Generate Report or Export to Excel. 5

6 Advert Cost Analysis report Unless all costs have been entered for all advert sources, this report may not be of use for cost analysis. It can however still be used to list how many candidates applied for each role - by advert source as well as status. This helps identify which advert sources provide the most successful candidates. Note: In order for the information to generate correctly, ensure criteria is entered in the Offer, Reject and In Progress Status fields using the statuses your organisation uses for candidates at Offer, Reject and In Progress stages. Select the Advert Cost Analysis Report from the list of available reports. Build a candidates by source report Select the required date range, advert sources and job statuses. 6

7 Advert Cost Analysis report continued... Select all statuses that match Offer Status(s), those for Reject Status(s) and the same for In Progress Status(s)'. Under Report Type, select Export or On Screen and group by Advert (for the report to be split by job, use Adverts Per Job). 7

8 Advert Cost Analysis report continued... The Candidates Per Advert Source report displays how many applicants applied from each source, plus the status they reached in the process. The Cost Per Hire report will display the total candidates by advert source, as well as how many were assigned as offer, reject and in progress. 8

9 Agency Analysis report This report shows information around candidates submitted by agencies and how successful their applications were. It provides a high level summary of candidates submitted by agencies, any equal ops and advert information (if used) and a breakdown of when the applications were received. Note: In order for the information to generate correctly, ensure statuses are added in the Offer, Reject and in Progress Status sections with the statuses your organisation uses for candidates at Offer, Reject and in Progress stages. Select the Agency Analysis Report from the list of available reports. Select all statuses that are classed as Offer Status(s), those for Reject Status(s) and the same for In Progress Status(s). 9

10 Agency Analysis report continued... The Summary report displays the number of candidates each agency has submitted by role. The Cost per Hire report displays the number of candidates each agency has submitted by role as well as how many were assigned as offer, reject and in progress. 10

11 Candidate Status report The Candidate Status report shows a snapshot of which status candidates' applications are at. Select the Candidate Status report from the list of available reports. Enter any relevant filter criteria (in line with the guidance under 'tips on using reports'). Once all information has been entered, click either Generate Report or Export to Excel. Note: We recommend using "Application Criteria" (current data snapshot) data snapshot and use the date and status fields. 11

12 Interview Details report The Interview Details report provides a list of which candidates are booked in for an interview along with their contact details. This can be really useful to print out for assessment day registers or to let reception know who to expect that week. Select the Interview Details report from the list of available reports. Enter any relevant filter criteria (in line with the guidance under 'tips on using reports'). Once all information has been entered, click either Generate Report or Export to Excel. 12

13 Application per Week report This report shows how many applications have been received per week for each role. Select the Application per Week report from the list of available reports. Enter any relevant filter criteria (in line with the guidance under 'tips on using reports'). Once all information has been entered, click either Generate Report or Export to Excel. 13

14 Application Workflow report The Application Workflow report displays each status that candidates have reached throughout the recruitment campaign. Think of this report as a recruitment funnel - it displays how many applications got to each stage of the process on a per job basis. For example, there were 17 new applications for a role; 16 were changed to the status of 'under review'; 7 of these were changed to 'rejected after application', 2 withdrew and 1 reached the status of 'hired'. Note: Please be aware that the total number of application status changes will normally exceed the number of applications, as the report displays the number of status changes rather than the number of candidates. Select the Application Workflow report from the list of available reports. Enter any relevant filter criteria (in line with the guidance under 'tips on using reports'). Once all information has been entered, click either Generate Report or Export to Excel. Note: Completed applications displays the number of candidates progressed to offer. 14

15 Vacancy report The name of this report is a little misleading - when this is run, it shows details of the candidates that have been offered or have started in their role rather than a list of live vacancies. You can check the statuses the system is reporting on in System Customisation, Offer Accepted and Started statuses on the Customise tab (Application Statuses). Select the Vacancy Report from the list of available reports. Enter any relevant filter criteria (in line with the guidance under 'Tips on using reports'). Once all information has been entered, click either Generate Report or Export to Excel. Note: Candidates who have passed through both statuses will show an offer date and a start date (these are the dates the candidates were updated to the relevant statuses). If a candidate has only passed through one status then only one date will be displayed. 15

16 Source Tracking report The Source Tracking Report shows where candidates have clicked through from to apply, to help organisations understand which advertising sources provide the best return on investment. Note: This report can be used to its best potential when additional tracking code is set up. If you are unsure how to do this, please discuss with either the Jobtrain support team or your Client Success Manager. Select the Source Tracking Report from the list of available reports. Enter any relevant filter criteria (in line with the guidance under 'tips on using reports'). Once all information has been entered, click either Generate Report or Export to Excel. 16

17 Initial Sift report The Initial Sift Report displays the answers captured on initial sift and assessment forms. This is useful when using external shortlisters who have no access to the Jobtrain system. Select the Initial Sift Report from the list of available reports. Enter any relevant filter criteria (in line with the guidance under 'Tips on Using Reports'). Once all information has been entered, click either Generate Report or Export to Excel. Note: To use this report, you must select a form under the Assessment Form section. 17

18 List of Jobs report This report displays a list of jobs, some top level information about each job and the status each is at. Select the List of Jobs report from the list of available reports. Enter any relevant filter criteria (in line with the guidance under 'Tips on Using Reports'). Once all information has been entered, click either Generate Report or Export to Excel. 18

19 Still have questions? Our support team or your Client Success Manager will be happy to help answer any further questions. Jobtrain.co.uk