Custom Reporting

Summary

Administrators can now create custom reports using the AWS Quicksight Reporting tool, available from the Reports page. For more information about AWS Quicksight, see https://aws.amazon.com/quicksight/.

Figure: An Example Custom Reporting Dashboard

Details

The new Custom Reporting feature enables you to create dashboard reports, which can be shared with other users. Dashboards visualize recruiting data, presenting it in graphs and charts, making it easier to evaluate the data. You can build dashboards that allow users to drill down to more detailed information, and also to export the data to a CSV file.

Custom reports are powered by Amazon Quicksight, a powerful and flexible business information reporting tool. Quicksight provides the user interface to create, manage and publish your dashboards. It uses data directly from your PeopleFluent Recruiting account. Data is updated nightly, so you can generate reports that are current through the previous day.

Configuration

By default only administrators have access to Custom Reporting. A new Create / Edit permission for Custom Reports has been added for non-administrator users, which is disabled by default. If enabled then the user can access and use Custom Reporting. Non-administrator users can not delete custom reports.

The permission toggle is in Company Roles, under the General section.

Figure: Custom Reporting Permissions Selector

To view and configure custom reports, click Custom Reports on the Reporting / Analytics page (see below).

Figure: Click to Open the Custom Reports Dashboards

Dashboards and Analyses

Dashboards contain one or more analyses. An Analysis is a chart, graph, table or other data visualization. Analyses are, in turn, based on datasets, which retrieve the data from the Recruiting database or other sources. Think of analyses and datasets as libraries of reusable dashboard components. To build a Custom Reporting dashboard you configure the analyses you want to show on a dashboard, and then configure the Dashboard.

Custom Reporting dashboards, analyses and datasets are accessed from the menu on the left.

Figure: Click Dashboards to view existing dashboards

Figure: Click Analyses to view existing existing analyses

You can select one or more visual types to display on an analysis sheet. You then drag the data fields you want to show into each visual. The fields available depend on the dataset you use.

Figure: Editing an Analysis

Datasets

Data is organized into three datasets:

• Candidates: Current data on all candidates, including only basic information about positions they are associated with
• Positions: Current data on all positions
• All Data & Activity: All data on both candidates and positions, including how they relate and interact

Events

The changes and activity PeopleFluent Recruiting records about how you work with candidates and positions are tracked as events, for reporting purposes. When working with data in Custom Reporting, all events are included — you can use filters to group data by the criteria you need, so the information or changes you’re examining are summarized correctly.

The following events are currently recorded:

• Candidate Added
• Candidate Status Updated
• Position Added
• Questionnaire Response

Filters

You can use filters to include or exclude events and data, to refine your reports as needed.

Candidate Compare Permission

Summary

A new position role permission, Candidate Compare, has been added to PeopleFluent Recuitment.

Details

The Candidate Compare permission governs whether users can access the compare candidates feature which can be found on the Pipeline and Candidates view of a given position.  You can access this permission by going to the Company Settings / Permissions page and creating or selecting a position role. The new permission is located in the Candidate Details section.

Figure: Candidate Compare permission on the Position Roles page

Figure: Compare Candidate feature on the Pipeline view of a Position

Figure: Compare Candidate feature on the Candidates view of a Position

New Task Permissions

Summary

Two new permissions have been added to the Company Roles permissions page: Tasks (Others) and Tasks (Personal).

Details

These new permissions govern whether the user has the ability to create tasks for other users as well as themselves. The tasks covered by the new permissions are general tasks in the system and are not associated with a particular position. You can access the permissions from the Company Roles Permissions page.

Enabling these permissions allows you to create tasks from several locations in the application as shown below.

Figure: Tasks creation button on navigation panel

Figure: Tasks creation button on the Tasks page

Position Reference ID

Summary

Positions now have a new field called Reference ID. 

Details

Reference ID is a system generated number that will automatically be applied to positions as they are created. It is unique for each position, and its value increases by one for each new position that is created. This field will also be applied to Pools.  

You can also designate the starting value for the Reference ID. For example you can specify the first position created to have a Reference ID of 5,000 and positions created subsequently will have Reference ID values increasing from that designated start value. Please contact customer support for more details.  

You can view the Position Reference ID in various areas of PeopleFluent Recruiting, including:

• Edit Position page
• At the top of the Positions pipeline view 
• My Positions/All Positions panel on the My Dashboard page
• Column on the Positions/Pools table and Candidates table

You can search for positions using the Reference ID value in both the universal search in the navigation bar, as well as the filter by text field in the Positions/Pools table. The Reference ID has also been added to the GET Position List and GET Position APIs. 

Figure: Reference ID on the Edit Position page

Figure: Reference ID on top of the Position pipeline view

Figure: Reference ID column in the Positions / Pools table

Figure: Reference ID on My Dashboard page

Position Published Dates

Summary

Two existing position fields, First Publish Date and Last Publish Date, have been enabled for display in the application and are also accessible via APIs. 

Details

First Publish Date is the date when a position is first set to an Active state.

Last Publish Date is the last date when a position was set to an Active state. For example, a certain position is set to Active on 2/1/22 then set to Draft on 2/5/22 and finally set to Active again on 2/10/22. In this scenario the Last Publish Date would be 2/10/22. 

These fields can now be viewed as columns on the Positions/Pools table. They are also available via the GET Position API.