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48 changes: 22 additions & 26 deletions content/applications/hr/recruitment/team_performance.rst
Original file line number Diff line number Diff line change
@@ -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.
Expand All @@ -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.
Expand All @@ -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
Expand All @@ -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
This pivot table also shows that the :guilabel:`Quality Control Inspetor` 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
Expand All @@ -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.
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