diff --git a/content/applications/hr/referrals/referral_analysis.rst b/content/applications/hr/referrals/referral_analysis.rst index 47a730d201..fa81ee10c1 100644 --- a/content/applications/hr/referrals/referral_analysis.rst +++ b/content/applications/hr/referrals/referral_analysis.rst @@ -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.