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