The Job Order Analysis Dashboard has been created and configured for you right out of the box, so your Recruiting Managers have a built-in dashboard based on best practices, utilizing your data.
About the Job Order Analysis Dashboard
What data is included? Job Orders
Who should use it? Recruiting Managers
When to use it? Weekly
Why use it?
Monitor Job Order creation as well as open Job Orders to understand the profile of what is being worked.
Inspect the breakdowns to confirm there is a healthy split amongst employees, accounts, etc.
Determine if there are Job Orders that have been open for long periods of time.
Ensure all employees have a healthy split of Job Orders to work.
Review the recently created Job Orders to evaluate if there are any large changes in the number being added.
Deployment Considerations and Best Practices
Know how long the client often keeps Job Orders open - are 3 and 6 months good look back periods?
Know if the isOpen field is the correct source of truth. If not, how do they determine if a Job Order is open or closed?
Know if there are any specific fields by which the client often breaks down their Job Orders to create separate pivots if needed
Usage by Persona
For Recruiting Managers
How: Review the incoming Job Orders, as well as what is currently open, to confirm there is a healthy number of Job Orders available to be worked. Review the breakdown by employment type to understand the types of Job Orders currently being worked.
Copying and Editing Cards
You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!
The Job Order Analysis Dashboard
The following rows and cards make up the template of reports we consider best practice for a Job Order Analysis Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.
We recommend having your Job Order Analysis Dashboard open in another window as you walk through this guide.
Row 1: What Job Orders are being created?
Job Orders Created This Month (Headline)
Job Orders Created This Quarter (Headline)
Job Orders Created This Year (Headline)
Row 2: What kind of Job Orders are being created?
Job Orders Created This Year By Employment Type (Line Chart)
Job Orders Created This Year By Owner By Employment Type (Bar Chart)
Row 3: How old are our open Job Orders?
Open Job Orders (Headline)
Open Job Orders Created More Than 3 Months Ago (Headline)
Open Job Orders Created More Than 6 Months Ago (Headline)
Row 4: Who owns our open job Orders? What statuses are they in?
Open Job Order By Status By Employment Type (Bar Chart)
Open Job Order by Owner by Employment Type (Bar Chart
Row 5: What Accounts and Market are we currently working with?
Open Job Order by Account by Employment Type (Bar Chart)
Open Job Order by Created Date by Employment Type (Bar Chart)
How did we build this dashboard template for you?
The Job Order Analysis Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.
Base Template - Generic Job Order Dashboard
Content Type - Job Order
Filters - Hierarchy, Job Order fields
Filters on Report Drills
Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!
If you run into any issues, please contact support.
Please sign in to leave a comment.