diff --git a/content/applications/hr/recruitment/team_performance.rst b/content/applications/hr/recruitment/team_performance.rst index 22ae69bb6e..2a65dd604e 100644 --- a/content/applications/hr/recruitment/team_performance.rst +++ b/content/applications/hr/recruitment/team_performance.rst @@ -1,6 +1,6 @@ -========================== -Team performance reporting -========================== +================ +Team performance +================ The *Team Performance* report in the **Recruitment** app shows how many applicants each recruiter is managing. @@ -15,7 +15,7 @@ To access the *Team Performance* report, navigate to :menuselection:`Recruitment --> Team Performance`. The number of :guilabel:`In Progress`, :guilabel:`Hired`, and :guilabel:`Refused` applicants for -each recruiter is displayed in the :icon:`fa-area-chart` :guilabel:`(Graph)` view. +each recruiter is displayed in a default :icon:`fa-area-chart` :guilabel:`(Graph)` view. The information shown is for the :icon:`fa-filter` :guilabel:`Last 365 Days Applicant` default filter, as displayed in the search bar. @@ -24,7 +24,6 @@ Hover the cursor over any column to view a popover window, displaying the specif column. .. image:: team_performance/team-performance.png - :align: center :alt: The default bar chart of the team performance report. Pivot table view @@ -34,24 +33,24 @@ For a more detailed view of the information in the :guilabel:`Team Performance` :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the information in a pivot table. -In this view, the job positions are displayed in the rows, while the columns display the total -number of applicants. The applicants are further organized by :guilabel:`# Applicant` (in process), -:guilabel:`# Hired`, and :guilabel:`# Refused`. +In this view, the job positions populate the rows, while the columns populate the number of +applicants. The first column, :guilabel:`Applicant`, is the total number of applicants across all +stages for that job position. The subsequent columns display the total applicants that have been +:guilabel:`Hired`, :guilabel:`Refused`, and :guilabel:`In Progress` for each job position. The displayed information can be modified, if desired. -In this example, there are 19 total applicants. Out of those 19, eight have been hired, and three -refused. +In this example, there are 20 total applicants. Out of those 20, eight have been hired, five have +been refused, and seven are still in the recruitment process. From the data presented, the :guilabel:`Experienced Developer` job position is the most successful. -This job position has the highest number of total applicants, as well as the most hires. In -addition, the :guilabel:`Experienced Developer` has the least amount of refused applicants. +This job position has one of the highest number of total applicants (tied with the +:guilabel:`Marketing and Community Manager` position), as well as the most hires. -This pivot table also shows that the :guilabel:`Chief Executive Officer` position is the hardest to -fill, as it has the fewest total applicants. +This pivot table also shows that the :guilabel:`Quality Control Inspector` position is the hardest +to fill, as it has the fewest total applicants. .. image:: team_performance/team-perf-pivot.png - :align: center :alt: The detailed pivot table view. Use case: recruiter performance over time @@ -62,34 +61,31 @@ information, begin with the :guilabel:`Team Performance` report in the :icon:`oi :guilabel:`(Pivot)` view. Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, revealing a -drop-down menu. Click :guilabel:`Add Custom Group` :icon:`oi-caret-down` at the bottom of the +drop-down menu. Click :guilabel:`Add Custom Group` :icon:`fa-caret-down` at the bottom of the :icon:`oi-group` :guilabel:`Group By` column, then click :guilabel:`Recruiter`. Click away from the drop-down menu to close it. Now, each row on the table represents a recruiter. .. image:: team_performance/by-recruiter.png - :align: center :alt: The pivot table now displaying the recruiters in the rows. To compare the team's performance over different time periods, click the :icon:`fa-caret-down` -:guilabel:`(down arrow)` in the search bar. Click :guilabel:`Start Date` :icon:`fa-caret-down` in -the :icon:`fa-filter` :guilabel:`Filters` column, revealing various time periods to select. +:guilabel:`(down arrow)` in the search bar. Click :guilabel:`Application Date` :icon:`fa-caret-down` +in the :icon:`fa-filter` :guilabel:`Filters` column, revealing various time periods to select. In this example, the desired data is the comparison between the team's performance in the third quarter (June - August) and the second quarter (April - July). To do so, click :guilabel:`Q3`. Once -clicked, the current year is also ticked. In this example, it is :guilabel:`2024`. +clicked, the current year is also ticked. In this example, it is :guilabel:`2025`. After making this selection, a :icon:`fa-adjust` :guilabel:`Comparison` column appears. Click :guilabel:`Start Date: Previous Period` to compare the third quarter with the second quarter, for the various recruiters. .. image:: team_performance/compare.png - :align: center :alt: A comparison table of recruiter totals of Q2 and Q3. -From this report, several things can be extrapolated: the total number of applicants increased, the -number of hired applicants remained the same, while the number of refused applicants decreased. +From this report, some things can be extrapolated: the total number of applicants, the number of +hired applicants, the number of refused applicants, and the number of applicants still in the +recruitment pipeline all increased. -Additionally, :guilabel:`Jane Jobs` had the highest increase in number of applicants during the -third quarter, but her number of hired applicants went down :guilabel:`67%`. The recruiter with the -best overall numbers was :guilabel:`Rose Recruiter`, who had both their active applicants and hired -applicants, increase in the third quarter, while their refused applicants went down. +Additionally, :guilabel:`Maggie Davidsons` had the highest increase in number of hired applicants +during the third quarter, while their number of refused applicants went down. diff --git a/content/applications/hr/recruitment/team_performance/by-recruiter.png b/content/applications/hr/recruitment/team_performance/by-recruiter.png index b98b8b51fc..c7323a7f0f 100644 Binary files a/content/applications/hr/recruitment/team_performance/by-recruiter.png and b/content/applications/hr/recruitment/team_performance/by-recruiter.png differ diff --git a/content/applications/hr/recruitment/team_performance/compare.png b/content/applications/hr/recruitment/team_performance/compare.png index 2da27a8202..1545a30d0d 100644 Binary files a/content/applications/hr/recruitment/team_performance/compare.png and b/content/applications/hr/recruitment/team_performance/compare.png differ diff --git a/content/applications/hr/recruitment/team_performance/team-perf-pivot.png b/content/applications/hr/recruitment/team_performance/team-perf-pivot.png index da295b01e3..1c6c99cd3d 100644 Binary files a/content/applications/hr/recruitment/team_performance/team-perf-pivot.png and b/content/applications/hr/recruitment/team_performance/team-perf-pivot.png differ diff --git a/content/applications/hr/recruitment/team_performance/team-performance.png b/content/applications/hr/recruitment/team_performance/team-performance.png index 65cc589949..aba08353e5 100644 Binary files a/content/applications/hr/recruitment/team_performance/team-performance.png and b/content/applications/hr/recruitment/team_performance/team-performance.png differ