Summit 2013 - Beg2: Reporting 101 - Laying the Foundation


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New to Jobvite reporting? This beginner-level session covers the building blocks necessary to setting up and using key reports in Jobvite—all of which are vital to improving your ability to make strategic decisions. You’ll learn directly from a Jobvite reporting expert on ways to leverage your reporting dashboard and create standard reports. You’ll also learn how to schedule, export and filter reports after you’ve created them. We’ll wrap the session with tips on evolving your reporting strategy going forward, so you can apply data effectively to improve your recruiting efforts.

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  • Trick: Be sure to set date to a manageable timeframe so to speed up time of report run and amount of data Ask audience for a metric they try and track frequently and then find it in standard reports
  • Summit 2013 - Beg2: Reporting 101 - Laying the Foundation

    1. 1. Jobvite Reporting 101: Laying theFoundation with Standard ReportsRebecca MeissnerJobvite | Sr. Product Manager
    2. 2. Agenda• Reports Dashboards• Standard ReportsScheduling ReportsExporting to Excel• Custom ReportsRequisition/Candidate FieldsGrouping and Filtering• Tips and Tricks• Questions?
    3. 3. Report DashboardsSource TrackingHow are your jobs performing? What are your clicks to apply?Applicant SourcesFrom where are your top candidates applying? Where shouldyour recruiters be posting your jobs?Career Site MetricsHow many visitors are coming to your career site? How many ofthose are applying?Contact SourceWhere are your contacts coming from? What are the most effectivesourcing platforms?
    4. 4. Standard ReportingUse Jobvite standard reporting templates to trackinformation core to the recruiting process, suchas sourcing activity, candidate activity, jobactivity, and compliance information.Example questions answered using standard reports:1. How many candidates do I have in each step of the workflow?Candidate Activity Report2. How can I get a list of all referral candidates that have acceptedoffers?Employee Referrals Report
    5. 5. Standard Reports - SchedulingScheduling Reports in 5 easy steps:1. Generate a report.2. Select “Schedule Report”3. Set a title and select recipients(Trick: Hiring Managers can be selected so to be kept inthe loop on requisition & candidate activity!)4. Add a standard message to accompany yourreport5. Select “Schedule Report” and you’re doneWhat are the benefits?Save time, communicate quickly, and monitor recruiting activityconsistently.
    6. 6. Standard Reports – Exporting DataAll Jobvite standard reports can be exportedto Excel so to be easily manipulated ordistributed.To export data, select the “Export to Excel” button inthe upper left corner once a report is generated.
    7. 7. Custom ReportsCandidate Fields:Contact information, activity logs, sources, and workflow stepsassociated with ONE applicant, not a group of applicants.Requisition Fields:Description details, workflow counts, and internal personsassociated with ONE requisition.Trick: When building reports first think of what you want your“row” value to be. Start there when selecting your columns. Inmost cases, they’ll be candidate names or titles of requisitions.
    8. 8. How well do you know your fields?Is this field name associated with a candidateor requisition field?...DispositionTime to FillStart DateDate InterviewEEO CategoryHiring ManagerCandidateRequisitionCandidateRequisitionRequisition/CandidateRequisition
    9. 9. Custom Reports – Filter/Group?When should I filter?Filters help users to cut down the number of rowsshown on a report.Most common filters: Candidate & Requisition Status, StartDate, Location, Created On DateWhen should I group?Grouping should be used to automatically aggregatecolumn information by row.Most common grouping fields: Requisition Title, Location, HiringManager Name, Source, Source Type
    10. 10. Tips & Tricks1. Identify metrics typically asked of you from executives andschedule reports to be delivered to them on a regular basisso to keep them informed.2. Customize pre-designed templates by copying their columncontent into a custom report and adding additional columnsand filters.3. Know your fields! Building custom reports will be easier ifyou know what each of them means specific to yourcompany.4. For difficult calculations, export data to Excel to easily addadvanced calculations.5. Leverage dashboards to quickly get a snapshot of whereyour best applicants are coming from. This will tell youwhere to focus your effort when sourcing for newcandidates.
    11. 11. Questions?
    12. 12. Thank You!Rebecca MeissnerJobvite | Sr. Product Manager