[IMP] Recruitment: Update applicant analysis

closes odoo/documentation#13978

X-original-commit: 36bb2a039e
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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larm-odoo
2025-06-30 22:00:47 +00:00
parent 4c6f219c36
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- :doc:`recruitment/schedule_interviews`
- :doc:`recruitment/offer_job_positions`
- :doc:`recruitment/refuse_applicant`
- :doc:`recruitment/applicant_analysis`
- :doc:`recruitment/source_analysis`
- :doc:`recruitment/recruitment_analysis`
- :doc:`recruitment/time_in_stage`
- :doc:`recruitment/team_performance`
@@ -405,7 +405,7 @@ appears in the chatter.
recruitment/schedule_interviews
recruitment/offer_job_positions
recruitment/refuse_applicant
recruitment/applicant_analysis
recruitment/source_analysis
recruitment/recruitment_analysis
recruitment/time_in_stage
recruitment/team_performance

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==================
Applicant analysis
==================
The *Applicant Analysis* report allows recruiting departments to see which job positions have the
most applicants, which have the most referrals, and how long it takes for applicants to move through
the pipeline.
Knowing how many applicants each specific job position has, along with statistics about how many are
hired and refused, can provide valuable insights. This information can assist the recruiting team to
pivot their strategies to acquire the most desirable candidates.
Applicant analysis report
=========================
Start by navigating to :menuselection:`Recruitment app --> Reporting --> Applicant Analysis`. This
presents a line chart of all applicants for the last year.
Three separate color-coded metrics are presented: :guilabel:`In Progress`, :guilabel:`Hired`, and
:guilabel:`Refused`.
Hover the cursor over a month of the chart, and a pop-up window appears, displaying the specific
numbers for that month.
.. image:: applicant_analysis/line-chart.png
:alt: The default Applicant Analysis report.
Pivot table view
----------------
For a more detailed view of the information in the :guilabel:`Applicant Analysis` report, click the
:icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the
information in a pivot table.
In this view, the job positions are displayed in the rows, and the columns display the total numbers
of applicants, including how many of those applicants were hired or refused, and who is still in the
recruitment process. The displayed information can be modified, if desired.
In this example, there are 18 total applicants. Out of that, six have been hired, two have been
refused, and ten are still in the recruitment pipeline. The :guilabel:`Experienced Developer`
position has six total applicants, three of which were hired, one refused, and to still in progress.
.. image:: applicant_analysis/pivot-view.png
:alt: The detailed pivot table view.
Use case: applicants with referrals
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To get a better understanding of how effective the company's :doc:`referral program <../referrals>`
is, the :guilabel:`Applicant Analysis` report can be modified to show how many applicants were
referred by current employees.
From the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view of the :guilabel:`Applicant Analysis`
report, first click the :guilabel:`Measures` button to reveal a drop-down menu of options.
Click both :guilabel:`Has Referrer` and :guilabel:`Count`, to activate those two measures. Then,
click :guilabel:`Applicant`, :guilabel:`Hired`, :guilabel:`In Progress` and :guilabel:`Refused` to
deactivate those default measures.
Now, the column displays the number of applicants that came from a referral in the :guilabel:`Has
Referrer` column, and the total number of applicants in the :guilabel:`Count` column.
.. image:: applicant_analysis/referral.png
:alt: The detailed pivot table view displaying the number of referrals and the total applicants.
In this example, the :guilabel:`Experienced Developer` and :guilabel:`Interior Designer` job
positions both have applicants from referrals, while the rest do not have any referrals.
Hired through referrals
***********************
It is possible to modify this report even further to see how many referred applicants end up being
hired.
To view this data, click on a :icon:`fa-plus-square` :guilabel:`[job position]` row, which reveals a
drop-down menu. Then, click :guilabel:`State` to show the various states applicants are currently
in.
.. note::
Only states that have applicants in them are shown for each job position. If a state does **not**
have any applicants, it does not appear in the list.
To expand the other rows, and display the various states, click on the :icon:`fa-plus-square`
:guilabel:`[job position]` button.
.. image:: applicant_analysis/state.png
:alt: The detailed pivot table view displaying applicants hired through referrals.
Both the :guilabel:`Experienced Developer` and :guilabel:`Interior Designer` roles yielded one
referral hire each, confirming that developers and designers generate the highest-success referrals.

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====================
Recruitment analysis
====================
The *Recruitment Analysis* report allows recruiting departments to see which job positions have
the most applicants, which have the most referrals, and how long it takes for applicants to move
through the pipeline.
Knowing how many applicants each specific job position has, along with statistics about how many are
hired and refused, can provide valuable insights. This information can assist the recruiting team to
pivot their strategies to acquire the most desirable candidates.
Recruitment analysis report
===========================
Start by navigating to :menuselection:`Recruitment app --> Reporting --> Recruitment Analysis`.
This presents a line chart of all applicants for the last year.
Three separate color-coded metrics are presented: :guilabel:`In Progress`, :guilabel:`Hired`, and
:guilabel:`Refused`.
Hover the cursor over a month of the chart, and a pop-up window appears, displaying the specific
numbers for that month.
.. image:: recruitment_analysis/line-chart.png
:align: center
:alt: The default Recruitment Analysis report.
Pivot table view
----------------
For a more detailed view of the information in the :guilabel:`Recruitment Analysis` report, click
the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the
information in a pivot table.
In this view, the job positions are displayed in the rows, and the columns display the total numbers
of applicants, including how many of those applicants were hired or refused. The displayed
information can be modified, if desired.
In this example, there are 17 total applicants. Out of that, three have been hired, and four
refused. The :guilabel:`Experienced Developer` position has eight total applicants, two of which
were hired, and two were refused.
.. image:: recruitment_analysis/pivot-view.png
:align: center
:alt: The detailed pivot table view.
Use case: applicants with referrals
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To get a better understanding of how effective the company's :doc:`referral program <../referrals>`
is, the :guilabel:`Recruitment Analysis` report can be modified to show how many applicants were
referred by current employees.
From the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view of the :guilabel:`Recruitment Analysis`
report, first click the :guilabel:`Measures` button to reveal a drop-down menu of options.
Click both :guilabel:`Has Referrer` and :guilabel:`Count`, to activate those two measures. Then,
click :guilabel:`# Applicant`, :guilabel:`# Hired`, and :guilabel:`# Refused` to deactivate those
default measures.
Now, the column displays the number of applicants that came from a referral in the :guilabel:`Has
Referrer` column, and the total number of applicants in the :guilabel:`Count` column.
.. image:: recruitment_analysis/referral.png
:align: center
:alt: The detailed pivot table view displaying the number of referrals and the total applicants.
In this example, the :guilabel:`Experienced Developer` job position has the most applicants from
referrals. Out of the eight applicants, six have applied through a referral from a current employee.
Meanwhile, the :guilabel:`Marketing and Community Manager` job position has the least amount of
referrals out of the total applicants, only one out of six.
Hired through referrals
***********************
It is possible to modify this report even further to see how many referred applicants end up being
hired.
To view this data, click on a :icon:`fa-plus-square` :guilabel:`[job position]` row, which reveals a
drop-down menu. Then, click :guilabel:`State` to show the various states applicants are currently
in.
.. note::
Only states that have applicants in them are shown for each job position. If a state does **not**
have any applicants, it does not appear in the list.
To expand the other rows, and display the various states, click on the :icon:`fa-plus-square`
:guilabel:`[job position]` button.
.. image:: recruitment_analysis/state.png
:align: center
:alt: The detailed pivot table view displaying applicants hired through referrals.
In this example, the :guilabel:`Experienced Developer` job position is the most successful in terms
of referrals. Both of the hired employees came from internal referrals. Meanwhile, there have been
no hired employees for the :guilabel:`Chief Executive Officer` position, and the only hired employee
for the :guilabel:`Marketing and Community Manager` was not referred by an employee.
In this scenario, it is possible to determine that the current software developers are providing the
most referrals, with the highest success rate.

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