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[IMP] Recruitment: Velocity analysis
closes odoo/documentation#14429
X-original-commit: 011a4503eb
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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@@ -393,7 +393,7 @@ appears in the chatter.
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- :doc:`recruitment/refuse_applicant`
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- :doc:`recruitment/applicant_analysis`
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- :doc:`recruitment/source_analysis`
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- :doc:`recruitment/time_in_stage`
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- :doc:`recruitment/velocity_analysis`
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- :doc:`recruitment/team_performance`
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.. toctree::
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@@ -407,5 +407,5 @@ appears in the chatter.
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recruitment/refuse_applicant
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recruitment/applicant_analysis
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recruitment/source_analysis
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recruitment/time_in_stage
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recruitment/velocity_analysis
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recruitment/team_performance
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======================
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Time in stage analysis
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======================
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=================
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Velocity analysis
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=================
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The *Time In Stage Analysis* report provides information on how long applicants stay in each stage
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of the recruitment process. This is important, as every job position has specific :ref:`process
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details <recruitment/new_job_position/edit>` that state the length of time applicants should expect
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to wait between specific stages.
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The *Velocity Analysis* report provides information on how long applicants stay in each stage of the
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recruitment process. This is important, as every job position has specific :ref:`process details
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<recruitment/new_job_position/edit>` that state the length of time applicants should expect to wait
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between specific stages.
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Knowing how long applicants remain in each stage can help highlight possible bottlenecks. Analyzing
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this data allows the recruitment team to assess each stage, identify any issues, and pivot their
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strategies to move applicants through each stage, within the expected time interval.
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Time in stage analysis report
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=============================
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Velocity analysis report
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========================
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To access the report, navigate to :menuselection:`Recruitment app --> Reporting --> Time in Stage
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Analysis`. By default, the report displays data from all job positions, with the stages populating
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To access the report, navigate to :menuselection:`Recruitment app --> Reporting --> Velocity
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Analysis`. By default, the report displays data for all job positions, with the stages populating
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the x-axis, and the number of days populating the y-axis, in a :icon:`fa-line-chart`
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:guilabel:`(Line Chart)`.
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@@ -25,24 +25,23 @@ days.
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Hover over a stage in the line chart to reveal a popover window listing all the job positions within
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it, and the average number of days each job position sits in each stage.
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For a more visually digestible view of the information in the :guilabel:`Time In Stage Analysis`
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report, click the :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` icon in the upper-left corner. This
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displays all the information in a bar chart.
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For a more visually digestible view of the information in the :guilabel:`Velocity Analysis` report,
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click the :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` icon in the upper-left corner. This displays
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all the information in a bar chart.
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In this view, it is easier to visualize the differences between the job positions, regarding how
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long applicants stay in each stage. From this view, recruiters can more easily determine which job
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positions have delays or bottlenecks at certain stages.
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long applicants stay in each stage. From this view, recruiters can determine which job positions
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have delays or bottlenecks at certain stages.
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.. image:: time_in_stage/bar-chart.png
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:align: center
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:alt: The bar chart view of the Time In Stage Analysis report.
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.. image:: velocity_analysis/bar-chart.png
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:alt: The bar chart view of the Velocity Analysis report.
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Use case: comparing times by month
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----------------------------------
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With the :guilabel:`Time In Stage Analysis` report, it is possible to see if there are certain
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months where applicants take longer to be moved through the pipeline. To view this data, switch to
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the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view in the upper-right corner.
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With the :guilabel:`Velocity Analysis` report, it is possible to see if there are certain months
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where applicants take longer to be moved through the pipeline. To view this data, switch to the
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:icon:`oi-view-pivot` :guilabel:`(Pivot)` view in the upper-right corner.
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This presents the data in a detailed pivot table, with the rows representing the different job
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positions, and the columns representing the stages. The average :guilabel:`Days in Stage` populates
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@@ -52,9 +51,8 @@ the various boxes.
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If a field is empty, it indicates no applicant has been in that stage. Instead, all applicants
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moved from a previous stage without being placed in the stage with an empty field.
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.. image:: time_in_stage/time-pivot.png
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:align: center
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:alt: The pivot table view of the Time In Stage Analysis report.
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.. image:: velocity_analysis/time-pivot.png
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:alt: The pivot table view of the Velocity Analysis report.
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Click :icon:`fa-minus-square-o` :guilabel:`Total` above the job position rows to collapse the
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information. Next, click :icon:`fa-plus-square` :guilabel:`Total` again, revealing a drop-down menu.
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@@ -64,8 +62,7 @@ further grouping options. Click :guilabel:`Start Date` from the expanded list.
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After doing so, the data presented is grouped with the various months from the previous 365 days for
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the rows, leaving the :guilabel:`Days In Stage` as the columns.
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.. image:: time_in_stage/time-dates.png
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:align: center
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.. image:: velocity_analysis/time-dates.png
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:alt: The pivot table showing the months averages for times in stage.
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In this example, :guilabel:`July 2024` had the longest time that applicants spent in each stage, on
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