[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>
This commit is contained in:
larm-odoo
2025-07-07 16:18:21 +00:00
parent 8801b888ed
commit 638afb1887
6 changed files with 26 additions and 29 deletions

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- :doc:`recruitment/refuse_applicant`
- :doc:`recruitment/applicant_analysis`
- :doc:`recruitment/source_analysis`
- :doc:`recruitment/time_in_stage`
- :doc:`recruitment/velocity_analysis`
- :doc:`recruitment/team_performance`
.. toctree::
@@ -407,5 +407,5 @@ appears in the chatter.
recruitment/refuse_applicant
recruitment/applicant_analysis
recruitment/source_analysis
recruitment/time_in_stage
recruitment/velocity_analysis
recruitment/team_performance

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

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