Workflow Reports

Gain important insight into the effectiveness of your recruiting process with Workflow Reports.

Based on how candidates are moving through your Workflow stages, these three realtime reports offer unique data sets for each Workflow template or job-specific Workflow in your account. 

Note that Workflow Reports are only available to JazzHR Pro or Plus customers with the Advanced Reporting bundle.

Each of the following Workflow Reports provides different insight into your pipeline:

  1. Candidate Pipeline 
  2. Pipeline Conversion 
  3. Pipeline Speed 

Confused on something? Review our frequently asked questions.

Candidate Pipeline

This report shows the number of candidates currently in any Workflow stage and the average number of days candidates spend in each stage. Use this report to identify bottlenecks in your recruiting process.

Looking for historical data instead? Run the Pipeline Conversion or Pipeline Speed Report.

To run the Candidate Pipeline Report:

  1. Click Reports.
  2. In the upper-left-hand corner, click the drop-down next to Workflow.
  3. Click Candidate Pipeline.
  4. Filter by any of the following: Job, Workflow, Jo Department, Job Status
  5. Keep filters clear for a full-account snapshot.

The below data will be broken out by Workflow (template or job-specific ). Click on the candidate count numbers at the top or within each Workflow to drill into the specific candidates occupying that stage. Leverage this functionality to analyze and compare time data points (e.g. time in stage compared to date applied).

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To export the Candidate Pipeline Report:

  • Click Export Report in the upper-right-hand corner.
  • Select Export Raw Data (CSV) to export all data, including candidate-specific information.
  • Select Export Formatted Report (CSV) to export just the candidate count numbers.

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Pipeline Conversion

This report shows how candidates moved through your Workflow stages during a specified date range. Specifically, this data provides conversion rates in the context of candidates that exited the Workflow stages shown in the report. 

Use this report to identify important trends in your recruiting process, such as when candidates are dropping out.

To run the Pipeline Conversion Report:

  1. Click Reports.
  2. In the upper-left-hand corner, click the drop-down next to Workflow.
  3. Click Pipeline Conversion.
  4. Filter by any of the following: Job, Workflow, Jo Department, Job Status, Activity Date
  5. Click Apply.

The resulting data will be broken out by Workflow (template or job-specific ). Click on the candidate count numbers next to each conversion rate to drill into the specific candidates who have passed through that stage. Note that the final steps (i.e. Hired and Not Hired) represent candidates moved into those steps.2018-12-26_16.43.48_2.gif

In the below example, one conclusion we can draw is that the overwhelming majority of candidates are moved to a Not Hired status following the interview process. 

Pipeline Speed

This report shows the average time candidates spend/have spent in each active stage (i.e. before they are marked as "Hired" or "Not Hired") of your Workflows.

Use this report to create benchmarks and measure improvement over time.

Note that this report should not be confused with Time to Fill or Time to Hire because it is not calculating cumulative time spent in the process. 

To run the Pipeline Speed Report:

  1. Click Reports.
  2. In the upper-left-hand corner, click the drop-down next to Workflow.
  3. Click Pipeline Speed.
  4. Filter by any of the following: Job, Workflow, Jo Department, Job Status, Activity Date
  5. Click Apply.

The resulting data will be broken out by Workflow (template or job-specific ). Click on the candidate count numbers next to each Average Time to drill into the specific candidates who have passed through that stage. Note that candidates who have never been moved out of the New stage won't show up on this report, as they've had no pipeline activity

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The below example shows metrics from one quarter.  The Average Time per stage data could be used to try to streamline the process. For example, based on the below data, a goal could be to shorten the time spent in an Interview stage (in order to move more candidates through the pipeline).

 

Frequently Asked Questions

Where can I find more information about each data point on any of the three reports?

Hover over the (info) icon for additional context on each data point. Still have questions? Let us know, and we'll be happy to help!

What does the chart icon (next to Activity Date) on the Pipeline Conversion and Pipeline Speed reports represent?

The "Pipeline Conversion" and "Pipeline Speed" reports both include a visual representation of your Workflow activity over time. To view this, click the chart icon next to "Activity Date", highlight the range of activity you'd like to view and click Apply.

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Peaks in this chart represent increased candidate movement through your various workflow stages, while dips indicate less activity.

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