A new feature is available from the Analytics tab: SmartAnalytics.
SmartAnalytics, powered by Visier, allows SmartRecruiters' users (T&C Region) to tell stories with data through powerful analytics and visualizations. Users can create compelling dashboard analyses and Guidebooks to answer vital business questions, explore trends, answer "What-if" scenarios, conduct cohort analysis, and much more.
What are the main features of SmartAnalytics?
SmartAnalytics provides embedded analytics in the SmartRecruiters core platform along with the following features:
- Filters, assumptions, and scenarios to any chart or analysis
- Export data from “View details” as an XLSX file for viewing outside the application
- Export an analysis as a static PDF file for viewing outside the application
- Export an analysis or visualization as a PowerPoint file for viewing outside the application
- Access the Guidebook room with four pre-built Guidebooks (Candidate Pipeline, Hiring Plan, Hiring Success, and Sourcing) and view seven prebuilt dashboards with the ability to filter by multiple attributes and customize the data ranges
- Access the view details visual to see the individuals that make an analysis population and their attributes
How to use Guidebooks ?
The Guidebooks Room is where you can view curated content created by SmartRecruiters leveraging your data grouped into meaningful themes. The content within a guidebook is a collection of related topics and analyses that provide insight into business questions and workforce data.
Explore the Guidebook room which includes out-of-the-box topics, pre-built dashboards, and analyses.
Guidebook Types :
There are four Guidebooks with child topics:
1. Candidate Pipeline Guidebook
Topics
- Candidate Pipeline Overview
- Recruitment Process Efficiencies
Metrics captured in the Guidebook
- Average Time as Candidate
- Current Applications
- Active Requisitions in Period
- Average Candidate Process in time
- Candidates in the Hired Stage
- Stagnant Candidates (Days Stagnant)
- Trend Active Candidates in Period
- Drivers of Candidate Success Rate
- Pipeline Funnel of Active Candidates
- Time to Success (available but not working (data is not populating))
- Time to Fill
- Time in Current Stage (Candidate Process)
- Candidate success rate (Candidate Process)
- Time to Complete "New" Stage
- Time to Complete "Screened" Stage
- Time to Complete Interview Stage
- Time to Complete Offer Stage (Candidate Process)
- New Candidates in Periods vs. Stage Conversion rate
- Trend of Average Time in Candidate Stage
- Average Time in Candidate Process Stage
- Pipeline of Active Candidates
2. Hiring Plan Guidebook
Topics
- Requisition Overview
- Requisition Fulfillment Efficiency
Metrics captured in the Guidebook
- Active Requisitions
- Requisitions Filled
- Requisitions canceled
- Requisitions on Hold
- Active Requisitions by Stage
- Trend of Active Requisitions by Stage
- Requisitions Pipeline
- Total positions by requisition status
- Total positions by Location
- Trend of time in the current Stage by Requisition Status
- Trend breakdown of Candidates Active in Period by Requisitions > Requisitions Status
- Trend of Requisitions Filled in Period by Open Requisitions
- Contribution to Requisitions Active in Period by Requisitions status
- Pipeline Funnel of Candidates for Active Requisitions based on the Period of Candidate process
3. Hiring Success
Topics
- Hiring Success Overview
Metrics captured in the Guidebook
- Candidate Hire stages in Period
- Drivers of Candidate Success
- Candidate hire events in Period
- Trend of hire events in Period
4. Sourcing
Topics
- Source Performance Comparison
- Source Performance Optimization
Metrics captured in the Guidebook
- Hires by sources
- Time to Complete Sourcing Stage
- Carrousel:
- Candidate conversion rate by Source Type
- Candidate Conversion Rate Applied Staged by Source
- Candidate Conversion Rate from Screened Stage by Source
- Candidate Conversion Rate from Interview Stage by Source
- Breakdown of Candidates Active in Period by Source
- Breakdown of Candidates (% of Total) by Source
- Trend of New Candidates by Application Source Name
- Trend breakdown of New Candidates in Period by Source Subtype
- Trend of New Candidates in Period vs. Stage Conversion Rate
- 12-Month Trends by Source Type, Sub-Type and Source
Set on “My Board”
To Set your favorite dashboard as My Board, click on the 3 dots menu on the top right of the dashboard and select "Set as Home". You will find your favorite Analysis in "My Boards" on the Navigation Bar.
Help Content
There are several helpful resources embedded throughout SmartAnalytics. Just hover over the Help button to view descriptions that provide quick reference information for metrics, charts, features, and more, as shown in the following screenshot. The help button can be found on the cards.
Also, the help button can be found in the drill-down data visualizations to help define certain metrics and visualization types.
Drilling-down in a visualization
When opening guidebooks and subsequently an analysis, you can view additional details on the right-hand side when you click on the widget. There is an “About” tab. Here you will find information about how the visualization is calculated and more interesting insights.
Modifying Date Range
Change the time context by using the Time picker in the chart toolbar, which is located at the top of the charts. Please notice that modifications to the date range are not saved and will not be shown in the dashboards.
In the Time picker, you'll find options to change the granularity, time period, and time window for your charts.
1. Time granularity: Select the granularity at which to view your data.
2. Time window picker: Select the number of periods to display on the chart. Some of the pickers can be customized.
3. Time window: Shows the number of periods displayed on the chart. You can drag the edges of the box to extend or reduce your time window.
4. Time period: Drag and slide the time window along the timeline to select the time period or range of periods that you want to analyze. You can also move the selection by clicking on a time period.
Time granularity
The granularity of your chart adjusts the frequency at which results are calculated and shown. For example, you can choose to switch your granularity from a monthly to a quarterly view. This means the results are shown for the selected quarters. It's easy to analyze trends over long periods, but sometimes you need to analyze data at a more granular level such as daily to answer your questions.
Time window
The time window determines the range of time (number of time periods) that is displayed on the chart. For example, if you set the granularity to months and the time window to 6, you'll see six months of data displayed on the chart. The time window option is only available for time-based visuals.
Time period
Choose a time period to filter the data to a specific point in time or a time range. The time period is inclusive, so selecting a range from March 2023 to March 2024 includes data from March 1st, 2023 up to the most complete date as of March 31st, 2024.
Downloading a Dashboard
On the navigation bar, click Guidebooks.
1. In the Guidebooks list, select the topic/dashboard you want to export.
2. In the upper-right corner, click the Download button
3. To download the entire analysis as a PDF file, click Download analysis as PDF.
- The download is a copy of what your analysis looks like when presented in full screen and includes all headers, text, visuals, and links. The default orientation of the PDF is landscape.
- To download the entire analysis as a PPTX file, click Download analysis as PowerPoint (.pptx). The download is a copy of what your analysis looks like when presented in full screen and includes all headers, text, visuals, and links. Text included in the visual title, analysis context, and Info panel can be edited in the file.
4. To download the visuals in an analysis as a PPTX file, click Download visuals as PowerPoint. The visuals will look as they appear when viewed in full screen, for example, when you select a chart card in an analysis. Text included in the visual title, analysis context, and Info panel can be edited in the file.
FAQs :
Q: Are there specific browsers I should be using?
A: Yes, although SmartRecruiters supports Chrome, Firefox, Edge, and Safari, to maintain the highest quality experience Chrome or Edge browsers or Safari on mobile devices should be preferred.
Q: Are there other language options available?
A: Yes, we provide supported language options for English, French-Canadian, Spanish-Mexico, German, and Portuguese -Portugal. The language setting for SmartAnalytics is correlated to the language enabled on your web browser. Update the language on your web browser to update the language in SmartAnalytics.
Q: How often is the data refreshed in SmartAnalytics?
A: We have daily refreshes of the data in SmartAnalytics so any changes in SmartRecruit should be reflected in SmartAnalytics in no more than 24 hours later.
Q: Can I compare the data from SmartAnalytics to the current dashboards? Why am I seeing some discrepancies?
A: Although SmartAnalytics leverages the data in SmartRecruit, as does the current dashboards, the data models are quite different. This means that some of the logic and calculations are different and may attribute to small but visible data discrepancies. This is why we urge users to not compare the data sets between the current dashboards and SmartAnalytics.