The Placement 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 Placement Analysis Dashboard

What data is included? Placements

Who should use it? Recruiting Managers

When to use it? Weekly

Why use it?

• Monitor Placement creation as well as which placements are starting and ending in the coming months.

• Inspect the placements being added to see where the team should focus.

• Review starting and ending placements to confirm there is a healthy split between them.

• Evaluate coaching opportunities for candidates and job order owners based on their recent placements.

Deployment Considerations and Best Practices

• Know the employment types a client uses for Permanent and Contract

  • By default, this report will use just use “Contract,” “Contract To Hire,” and “Payroll” for Contract and “Permanent” and “Direct Hire” for Perm, so any others will need to be added

  • Additionally, for the final row, it may make sense to split the row to look at Contract Placements Added and Permanent Placements Added

• Know how far out clients want to look at contract placements

  • This will help determine if This Month, Next Month, and Next Quarter are appropriate time frames

Usage by Persona

For Recruiting Managers

When: Weekly

How: Review active contract placements, to confirm there is a healthy number of “starting” contracts compared to “ending.” Look through placement breakdowns by owners and accounts to find coaching opportunities for the team.

Pre-req Training

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 Placement Analysis Dashboard

The following rows and cards make up the template of reports we consider best practice for a Placement 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 Placement Analysis Dashboard open in another window as you walk through this guide.

Row 1: How many contract placements are starting soon?

• Contract Placements Starting This Month (Headline)

   

• Contract Placements Starting Next Month (Headline)

   

• Contract Placements Starting Next Quarter (Headline)

Row 2: How many contract placements are ending soon?

• Contract Placements Ending This Month (Headline)

   

• Contract Placements Ending Next Month (Headline)

   

• Contract Placements Ending Next Quarter (Headline)

Row 3: How many placements are being added by owner?

• Placements Added Month Over Month By Candidate Owner (Bar Chart)

   

• Placements Added Month Over Month By Job Order Owner (Bar Chart)

Row 4: With which accounts are we successfully placing candidates?

• Permanent Placements Added This Year By Account (Bar Chart)

   

• Contract Placements Added This Year By Account (Bar Chart)

Row 5: How many placements are being created overall?

• Placements Added This Month (Headline)

   

• Placements Added This Quarter (Headline)

   

• Placements Added This Year (Headline)

How did we build this dashboard template for you?

The Placement 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.

Dashboard Configuration

• Base Template - Generic Placement Dashboard

• Content Type - Placements

• Filters - Hierarchy, Placement 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.