[IMP] Recruitment: Update source analysis

closes odoo/documentation#14100

X-original-commit: cad621ad56
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
2025-06-30 21:10:47 +00:00
parent f76dde683a
commit f16a5b72b0
2 changed files with 5 additions and 8 deletions

View File

@@ -23,13 +23,8 @@ This presents the data for the :icon:`fa-filter` :guilabel:`Last 365 Days Applic
Hover the cursor over any column to view the specific numbers fort that column.
.. image:: source_analysis/source-analysis.png
:align: center
:alt: The default bar chart of the source analysis information.
To view more details, view the :guilabel:`Source Analysis` report in a pivot table. To do so, click
the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. The data is presented in
a pivot table, with rows populated by job positions, and columns populated stages.
Source effectiveness report
===========================
@@ -37,12 +32,16 @@ To identify which sources (e.g., job boards, social media, employee referrals, c
produce the most hires, the pivot table view of the :guilabel:`Source Analysis` report can be
configured to display further details.
To view the :guilabel:`Source Analysis` report in a pivot table, click the :icon:`oi-view-pivot`
:guilabel:`(Pivot)` icon in the top-right corner. The data is presented in a pivot table, with rows
populated by job positions, and columns populated by stages.
To expand this chart to show what specific sources the applicants came from, click the
:icon:`fa-plus-square` :guilabel:`Total` box above the columns, to reveal a drop-down menu, and
click :guilabel:`Source`.
Each column is then grouped by the source, such as: :guilabel:`Search engine`, :guilabel:`Facebook`,
:guilabel:`Newsletter`, etc. Each source displays a separate count for :guilabel:`Applicant`,
:guilabel:`LinkedIn`, etc. Each source displays a separate count for :guilabel:`Applicant`,
:guilabel:`Hired`, and :guilabel:`Refused`.
This information, as presented, makes it difficult to view the specific numbers for each source.
@@ -50,7 +49,6 @@ Click the :icon:`fa-exchange` :guilabel:`(Flip axis)` icon, to swap the informat
rows represent the source, and the columns represent the job positions, further divided by stage.
.. image:: source_analysis/source-pivot.png
:align: center
:alt: The axes flipped in the source analysis report, in pivot table view.
In this view, the total number of applicants, hired employees, and refused applicants, are displayed
@@ -73,7 +71,6 @@ Once :guilabel:`Medium` is selected for one source, clicking into another row au
the specific metrics for the mediums for that source.
.. image:: source_analysis/medium.png
:align: center
:alt: The sources rows, expanded to also show the medium for each source.
.. note::

Binary file not shown.

Before

Width:  |  Height:  |  Size: 26 KiB

After

Width:  |  Height:  |  Size: 9.4 KiB