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[IMP] Recruitment: Update source analysis #13884

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13 changes: 5 additions & 8 deletions content/applications/hr/recruitment/source_analysis.rst
Original file line number Diff line number Diff line change
Expand Up @@ -23,34 +23,32 @@ This presents the data for the :icon:`fa-filter` :guilabel:`Last 365 Days Applic
Hover the cursor over any column to view the specific numbers fort that column.

.. image:: source_analysis/source-analysis.png
:align: center
:alt: The default bar chart of the source analysis information.

To view more details, view the :guilabel:`Source Analysis` report in a pivot table. To do so, click
the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. The data is presented in
a pivot table, with rows populated by job positions, and columns populated stages.

Source effectiveness report
===========================

To identify which sources (e.g., job boards, social media, employee referrals, company website)
produce the most hires, the pivot table view of the :guilabel:`Source Analysis` report can be
configured to display further details.

To view the :guilabel:`Source Analysis` report in a pivot table, click the :icon:`oi-view-pivot`
:guilabel:`(Pivot)` icon in the top-right corner. The data is presented in a pivot table, with rows
populated by job positions, and columns populated by stages.

To expand this chart to show what specific sources the applicants came from, click the
:icon:`fa-plus-square` :guilabel:`Total` box above the columns, to reveal a drop-down menu, and
click :guilabel:`Source`.

Each column is then grouped by the source, such as: :guilabel:`Search engine`, :guilabel:`Facebook`,
:guilabel:`Newsletter`, etc. Each source displays a separate count for :guilabel:`Applicant`,
:guilabel:`LinkedIn`, etc. Each source displays a separate count for :guilabel:`Applicant`,
:guilabel:`Hired`, and :guilabel:`Refused`.

This information, as presented, makes it difficult to view the specific numbers for each source.
Click the :icon:`fa-exchange` :guilabel:`(Flip axis)` icon, to swap the information. After that, the
rows represent the source, and the columns represent the job positions, further divided by stage.

.. image:: source_analysis/source-pivot.png
:align: center
:alt: The axes flipped in the source analysis report, in pivot table view.

In this view, the total number of applicants, hired employees, and refused applicants, are displayed
Expand All @@ -73,7 +71,6 @@ Once :guilabel:`Medium` is selected for one source, clicking into another row au
the specific metrics for the mediums for that source.

.. image:: source_analysis/medium.png
:align: center
:alt: The sources rows, expanded to also show the medium for each source.

.. note::
Expand Down
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