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[IMP] Referrals - Update Employee Referral Analysis

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closes odoo/documentation#16387

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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larm-odoo
2026-02-12 18:05:09 -05:00
parent 5034837b6e
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1 changed files with 13 additions and 12 deletions
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content/applications/hr/referrals/referral_analysis.rst
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@@ -1,10 +1,11 @@
========================
Referral analysis report
========================
===========================
Employees referral analysis
===========================
The reporting function in the **Referrals** app helps recruiters and managers learn where applicants
are applying from, when referred by a current employee. Additionally, the reporting feature shows
the number of applicants hired, refused, and still in the recruitment pipeline, for each medium.
The *Employees Referral Analysis* report in the **Referrals** app helps recruiters and managers
learn where applicants are applying from, when referred by a current employee. Additionally, the
*Employees Referral Analysis* report shows the number of applicants hired, refused, and still in the
recruitment pipeline, for each medium.
.. important::
Only users with *Administrator* rights for the **Recruitment** app have access to the reporting
@@ -14,8 +15,8 @@ Employees referral analysis report
==================================
To access the *Employees Referral Analysis* report, navigate to :menuselection:`Referrals app -->
Reporting`. This loads the :guilabel:`Employees Referral Analysis` report, in a default
:icon:`fa-bar-chart` :guilabel:`Bar Chart`.
Reporting --> Referral Analysis`. This loads the :guilabel:`Employees Referral Analysis` report in a
default :icon:`fa-bar-chart` :guilabel:`Bar Chart`.
The graph is presented in a :icon:`fa-database` :guilabel:`Stacked` view, with the number of
referrals on the y-axis, and the source, referred to as the :guilabel:`Medium`, of the applicant
@@ -51,11 +52,11 @@ upper-right corner. Next, remove the current filter in the search bar.
Click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar to reveal a drop-down
menu. Click :guilabel:`Date` in the :icon:`fa-filter` :guilabel:`Filters` column, revealing a
drop-down menu of available time periods, and click the current year (in this example,
:guilabel:`2024`).
:guilabel:`2024`), then click away to close the window.
Next, click :guilabel:`Measures` :icon:`fa-caret-down`, then deselect :guilabel:`Earned Points` and
:guilabel:`Employee Referral Refused` to hide those metrics. Click anywhere on the screen to close
the drop-down menu.
Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the upper-left corner, then
deselect :guilabel:`Earned Points` and :guilabel:`Employee Referral Refused` to hide those metrics.
Click anywhere on the screen to close the drop-down menu.
The information displayed shows how many total applicants each employee referred, and how many of
those applicants were hired, for the current year.