Recruiting Workflow Analysis Report

The Recruiting Workflow Analysis Report is designed to display the percentage of applicants moving from each workflow to the next. This report is sometimes useful to compare the performance of recruiters, managers, or locations against each other. This report should be used carefully as the data can be easily misinterpreted. In most cases we recommend using the Recruiting Metrics Report instead.

To access reports go to Admin -> Reports. Reports are typically only available to administrator and recruiter users, but admins can grant/remove access from any user group.

Select one of the reports under Workflow Analysis; you can break down the report by Position, by Recruiter, by Manager, by Location, or by Department.

Select the position(s) to report on. You can select all positions, all open positions, all closed positions, or an individual position. The "Positions containing keyword" field can be used to select multiple positions. For example, "Sales" would select all positions with "Sales" in the title.

Select the location(s) and department(s). These options allow you to generate a "two-dimensional" report. For example. you could select Metrics by Recruiter and then a single location to compare activity by all your recruiters in that location.

Select the date range. For positions the report will contain data on any positions open during that range. For applicants the report will contain data on any applicants active during that range.

This report includes both position and applicant data. You can check off "Show positions data", "Show applicants data", or both.

Click Run Report.

 

The graphical report shows the total number of applicants moved through each workflow step during the selected date range.

The raw data is also displayed in a table format. This data can then be printed or exported to Excel for further data manipulation and graphical reports.

 

The columns of data displayed are as follows:

  1. The report selected (position, recruiter, etc.)
  2. Total number of applicants moved during the date range
  3. Then, for each workflow step:
  4. Total number of applicants moved to that workflow step
  5. The percentage of applicants who moved

In this example Allison Admin moved only 63% of her applicants from New to Resume Screen (the 1st step), Reginald Recruiter moved 75%. If this report was run on open positions the data would make sense, as there are applicants still sitting at New who have not been reviewed. But if the report was run on closed positions it raises the question: why aren't all the applicants being reviewed? There may be a valid reason for this, but the data brings up a reason to ask the question.

Likewise Allison Admin moved 20 applicants to Setup Interview, but only 10 reached the Interview step. Is Allison doing a poor job of scheduling interviews and missing 50% of the applicants?  Again, the data allows you to compare positions, recruiters or managers against each other to see if there are any inefficiencies in your workflow execution.

(In this example chart you'll notice there are a few percentages over 100%. The reason for this is that workflow steps were skipped for a few applicants. In order to have accurate reports you must move your applicants through every workflow step.)

 

You can also save and load your reports. You can load any report saved by yourself or any other user. If you make changes remember to hit Save to save those changes. If you try to save a report you loaded from another user it will not change their report, but instead will save a new report under your name. To create a new report just enter the name in the Save As box and then hit Save.