[IMP] Recruitment: Update applicant analysis
closes odoo/documentation#13978
X-original-commit: 36bb2a039e
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
@@ -391,8 +391,8 @@ appears in the chatter.
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- :doc:`recruitment/schedule_interviews`
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- :doc:`recruitment/offer_job_positions`
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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/recruitment_analysis`
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- :doc:`recruitment/time_in_stage`
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- :doc:`recruitment/team_performance`
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@@ -405,7 +405,7 @@ appears in the chatter.
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recruitment/schedule_interviews
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recruitment/offer_job_positions
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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/recruitment_analysis
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recruitment/time_in_stage
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recruitment/team_performance
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90
content/applications/hr/recruitment/applicant_analysis.rst
Normal file
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==================
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Applicant analysis
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==================
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The *Applicant Analysis* report allows recruiting departments to see which job positions have the
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most applicants, which have the most referrals, and how long it takes for applicants to move through
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the pipeline.
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Knowing how many applicants each specific job position has, along with statistics about how many are
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hired and refused, can provide valuable insights. This information can assist the recruiting team to
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pivot their strategies to acquire the most desirable candidates.
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Applicant analysis report
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=========================
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Start by navigating to :menuselection:`Recruitment app --> Reporting --> Applicant Analysis`. This
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presents a line chart of all applicants for the last year.
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Three separate color-coded metrics are presented: :guilabel:`In Progress`, :guilabel:`Hired`, and
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:guilabel:`Refused`.
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Hover the cursor over a month of the chart, and a pop-up window appears, displaying the specific
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numbers for that month.
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.. image:: applicant_analysis/line-chart.png
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:alt: The default Applicant Analysis report.
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Pivot table view
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----------------
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For a more detailed view of the information in the :guilabel:`Applicant Analysis` report, click the
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:icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the
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information in a pivot table.
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In this view, the job positions are displayed in the rows, and the columns display the total numbers
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of applicants, including how many of those applicants were hired or refused, and who is still in the
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recruitment process. The displayed information can be modified, if desired.
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In this example, there are 18 total applicants. Out of that, six have been hired, two have been
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refused, and ten are still in the recruitment pipeline. The :guilabel:`Experienced Developer`
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position has six total applicants, three of which were hired, one refused, and to still in progress.
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.. image:: applicant_analysis/pivot-view.png
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:alt: The detailed pivot table view.
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Use case: applicants with referrals
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To get a better understanding of how effective the company's :doc:`referral program <../referrals>`
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is, the :guilabel:`Applicant Analysis` report can be modified to show how many applicants were
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referred by current employees.
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From the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view of the :guilabel:`Applicant Analysis`
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report, first click the :guilabel:`Measures` button to reveal a drop-down menu of options.
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Click both :guilabel:`Has Referrer` and :guilabel:`Count`, to activate those two measures. Then,
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click :guilabel:`Applicant`, :guilabel:`Hired`, :guilabel:`In Progress` and :guilabel:`Refused` to
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deactivate those default measures.
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Now, the column displays the number of applicants that came from a referral in the :guilabel:`Has
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Referrer` column, and the total number of applicants in the :guilabel:`Count` column.
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.. image:: applicant_analysis/referral.png
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:alt: The detailed pivot table view displaying the number of referrals and the total applicants.
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In this example, the :guilabel:`Experienced Developer` and :guilabel:`Interior Designer` job
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positions both have applicants from referrals, while the rest do not have any referrals.
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Hired through referrals
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***********************
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It is possible to modify this report even further to see how many referred applicants end up being
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hired.
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To view this data, click on a :icon:`fa-plus-square` :guilabel:`[job position]` row, which reveals a
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drop-down menu. Then, click :guilabel:`State` to show the various states applicants are currently
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in.
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.. note::
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Only states that have applicants in them are shown for each job position. If a state does **not**
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have any applicants, it does not appear in the list.
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To expand the other rows, and display the various states, click on the :icon:`fa-plus-square`
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:guilabel:`[job position]` button.
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.. image:: applicant_analysis/state.png
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:alt: The detailed pivot table view displaying applicants hired through referrals.
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Both the :guilabel:`Experienced Developer` and :guilabel:`Interior Designer` roles yielded one
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referral hire each, confirming that developers and designers generate the highest-success referrals.
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content/applications/hr/recruitment/applicant_analysis/state.png
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@@ -1,101 +0,0 @@
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====================
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Recruitment analysis
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====================
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The *Recruitment Analysis* report allows recruiting departments to see which job positions have
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the most applicants, which have the most referrals, and how long it takes for applicants to move
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through the pipeline.
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Knowing how many applicants each specific job position has, along with statistics about how many are
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hired and refused, can provide valuable insights. This information can assist the recruiting team to
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pivot their strategies to acquire the most desirable candidates.
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Recruitment analysis report
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===========================
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Start by navigating to :menuselection:`Recruitment app --> Reporting --> Recruitment Analysis`.
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This presents a line chart of all applicants for the last year.
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Three separate color-coded metrics are presented: :guilabel:`In Progress`, :guilabel:`Hired`, and
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:guilabel:`Refused`.
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Hover the cursor over a month of the chart, and a pop-up window appears, displaying the specific
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numbers for that month.
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.. image:: recruitment_analysis/line-chart.png
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:align: center
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:alt: The default Recruitment Analysis report.
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Pivot table view
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----------------
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For a more detailed view of the information in the :guilabel:`Recruitment Analysis` report, click
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the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the
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information in a pivot table.
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|
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In this view, the job positions are displayed in the rows, and the columns display the total numbers
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of applicants, including how many of those applicants were hired or refused. The displayed
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information can be modified, if desired.
|
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|
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In this example, there are 17 total applicants. Out of that, three have been hired, and four
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refused. The :guilabel:`Experienced Developer` position has eight total applicants, two of which
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were hired, and two were refused.
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.. image:: recruitment_analysis/pivot-view.png
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:align: center
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:alt: The detailed pivot table view.
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Use case: applicants with referrals
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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|
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To get a better understanding of how effective the company's :doc:`referral program <../referrals>`
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is, the :guilabel:`Recruitment Analysis` report can be modified to show how many applicants were
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referred by current employees.
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From the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view of the :guilabel:`Recruitment Analysis`
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report, first click the :guilabel:`Measures` button to reveal a drop-down menu of options.
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Click both :guilabel:`Has Referrer` and :guilabel:`Count`, to activate those two measures. Then,
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click :guilabel:`# Applicant`, :guilabel:`# Hired`, and :guilabel:`# Refused` to deactivate those
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default measures.
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Now, the column displays the number of applicants that came from a referral in the :guilabel:`Has
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Referrer` column, and the total number of applicants in the :guilabel:`Count` column.
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.. image:: recruitment_analysis/referral.png
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:align: center
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:alt: The detailed pivot table view displaying the number of referrals and the total applicants.
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In this example, the :guilabel:`Experienced Developer` job position has the most applicants from
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referrals. Out of the eight applicants, six have applied through a referral from a current employee.
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Meanwhile, the :guilabel:`Marketing and Community Manager` job position has the least amount of
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referrals out of the total applicants, only one out of six.
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Hired through referrals
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***********************
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It is possible to modify this report even further to see how many referred applicants end up being
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hired.
|
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|
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To view this data, click on a :icon:`fa-plus-square` :guilabel:`[job position]` row, which reveals a
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drop-down menu. Then, click :guilabel:`State` to show the various states applicants are currently
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in.
|
||||
|
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.. note::
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Only states that have applicants in them are shown for each job position. If a state does **not**
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have any applicants, it does not appear in the list.
|
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|
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To expand the other rows, and display the various states, click on the :icon:`fa-plus-square`
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:guilabel:`[job position]` button.
|
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|
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.. image:: recruitment_analysis/state.png
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:align: center
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:alt: The detailed pivot table view displaying applicants hired through referrals.
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|
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In this example, the :guilabel:`Experienced Developer` job position is the most successful in terms
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of referrals. Both of the hired employees came from internal referrals. Meanwhile, there have been
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no hired employees for the :guilabel:`Chief Executive Officer` position, and the only hired employee
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for the :guilabel:`Marketing and Community Manager` was not referred by an employee.
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In this scenario, it is possible to determine that the current software developers are providing the
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most referrals, with the highest success rate.
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