Jobvite Reporting 101: Laying the Foundation with Standard ReportsRebecca MeissnerJobvite | Sr. Product Manager

Agenda

• Reports Dashboards• Standard Reports

Scheduling ReportsExporting to Excel

• Custom ReportsRequisition/Candidate FieldsGrouping and Filtering

• Tips and Tricks• Questions?

Report Dashboards

Source TrackingHow are your jobs performing? What are your clicks to apply?

Applicant SourcesFrom where are your top candidates applying? Where should your recruiters be posting your jobs?

Career Site MetricsHow many visitors are coming to your career site? How many of those are applying?

Contact SourceWhere are your contacts coming from? What are the most effective sourcing platforms?

Standard Reporting

Use Jobvite standard reporting templates to track information core to the recruiting process, such as sourcing activity, candidate activity, job activity, and compliance information.

Example questions answered using standard reports:

1. How many candidates do I have in each step of the workflow?

Candidate Activity Report

2. How can I get a list of all referral candidates that have accepted offers?

Employee Referrals Report

Standard Reports - Scheduling

Scheduling Reports in 5 easy steps:1. Generate a report.2. Select “Schedule Report”3. Set a title and select recipients

(Trick: Hiring Managers can be selected so to be kept in the loop on requisition & candidate activity!)

4. Add a standard message to accompany your report

5. Select “Schedule Report” and you’re done

What are the benefits?Save time, communicate quickly, and monitor recruiting

activity consistently.

Standard Reports – Exporting Data

All Jobvite standard reports can be exported to Excel so to be easily manipulated or distributed.

To export data, select the “Export to Excel” button in the upper left corner once a report is

generated.

Custom Reports

Candidate Fields:Contact information, activity logs, sources, and workflow steps associated with ONE applicant, not a group of applicants.

Requisition Fields:Description details, workflow counts, and internal persons associated with ONE requisition.

Trick: When building reports first think of what you want your “row” value to be. Start there when selecting your columns. In most cases, they’ll be candidate names or

titles of requisitions.

How well do you know your fields?

Is this field name associated with a candidate or requisition field?...

Disposition

Time to Fill

Start Date

Date Interview

EEO Category

Hiring Manager

Candidate

Requisition

Candidate

Requisition

Requisition/CandidateRequisition

Custom Reports – Filter/Group?

When should I filter?Filters help users to cut down the number of rows shown on a report.

Most common filters: Candidate & Requisition Status, Start Date, Location, Created On Date

When should I group?Grouping should be used to automatically aggregate column information by row.

Most common grouping fields: Requisition Title, Location, Hiring Manager Name, Source, Source Type

Tips & Tricks

1. Identify metrics typically asked of you from executives and schedule reports to be delivered to them on a regular basis so to keep them informed.

2. Customize pre-designed templates by copying their column content into a custom report and adding additional columns and filters.

3. Know your fields! Building custom reports will be easier if you know what each of them means specific to your company.

4. For difficult calculations, export data to Excel to easily add advanced calculations.

5. Leverage dashboards to quickly get a snapshot of where your best applicants are coming from. This will tell you where to focus your effort when sourcing for new candidates.

Questions?

Thank You!Rebecca MeissnerJobvite | Sr. Product Manager