Visual Insights: Equal Opportunity Employment (EEO) dashboard

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Available for Roles Super Admin
Permissions • View Visual Insights reports > Equal Opportunity Employment dashboard
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

The Equal Employment Opportunity (EEO) dashboard provides you with a complete picture of your candidate demographics as you strive to foster a diverse and inclusive work environment. The EEO dashboard is useful for visualizing the breakdown your pipeline and archive based on candidate responses to the EEO questions on your job postings and surveys. As you are reading, refer to our LeverTRM Glossary for definitions of the key terms and concepts used in this article.


Accessing the EEO dashboard

To access the EEO dashboard:

  • Navigate to Visual Insights via the platform header

Close up of platform header with Visual Insights tab selected.

  • Click the chevron (>) on the left side of the page
  • Click Dashboards and select EEO from the expanded menu

Navigating the EEO dashboard

The EEO dashboard is segmented into the pages, each containing charts that will give you insight into a different dimension of your EEO data. Move through the pages by selecting the tabs running along the top of the dashboard.

Metric category tabs on EEO dashboard

Page tabs at the top of the EEO dashboard

Metrics on the EEO dashboard

Metrics on the EEO dashboard are visualized in various types of charts which are organized into pages. Below, you will find a description of each page as well as the charts they contain and how the metrics on each chart are calculated.

Note that each metric listed is sensitive to the values in the filters at the top of the dashboard (as well as the stage selection filter in the upper left of the dashboard, where applicable). Once you have selected or input values to the filters, you must click the ⟳ button to apply the filters to the data on the dashboard. It may take a few seconds for the dashboard to refresh with your applied filters. For a more detailed description of how filters work in Visual Insights, refer to our help article on dashboard filters.

 

The EEO dashboard requires that you have an input in the EEO question filter at all times, as it serves as one of the necessary parameters for most charts on each page. 

 

If you want to review insights into candidate diversity relative to volume of your entire recruitment pipeline set the Submitted EEO response? filter to 'Any option.'

Keep in mind that data associated with confidential job postings is excluded from the charts. You can export the data from any chart by hovering over the top-right corner, clicking the ⠇icon, and selecting Download data.

 

The colors used on all Visual Insights charts are ADA compliant for red, green, and blue color blindness as well as monochromacy.

Current pipeline

The Current pipeline pages contains charts that show the overall diversity of your pipeline within the date range.

Current pipeline summary

This chart allows you to view the overall composition of diversity in your recruitment pipeline.

Current pipeline summary table

Chart type Table
Data set Active (non-archived) opportunities within the date range
Primary grouping Stage (filtered by Select stage menu left of the table)
Secondary grouping Response to EEO question
In this secondary grouping, the group 'EEO not provided' is a measure of candidates that did not respond to the EEO survey at all. This group can appear as a column in the table if the Submitted EEO response? filter is set to 'Any option' or 'No.' The group 'No response' is a measure of candidates that answered one or more questions on the EEO survey but not the question selected in the EEO question filter. This group can appear as a column in the table if the Submitted EEO response? filter is set to 'Any option' or 'Yes.' The group 'Decline to self-identify' is a measure of candidates that selected the decline to self-identify option in response to the question in the EEO question filter. 
Unit of measure Count or percentage (controlled by Count or percent selector)
Revealed on hover N/A

 

Response percentage by current stage

This chart shows you the proportional composition of diversity across your entire recruitment pipeline.

Chart type Stacked bar chart
Data set Active (non-archived) opportunities within the date range
Primary grouping Stage
Secondary grouping Response to EEO question
Unit of measure Percentage
Revealed on hover Stage, EEO group, opportunity count, and percentage of data set

 

Opportunities vs hires

The Opportunities vs hires page contains charts that allow you gauge the diversity of the hires your recruitment team is making relative to the total diversity of your pipeline.

KPI tiles

These metrics can be found in the tiles arranged along the top of the Opportunities vs hires page.

KPI tiles on the Opportunities vs hires page

Opportunities The count of all opportunities created within the date range.
Hires The count of all opportunities archived as 'Hired' within the date range.
Total responses The count of responses to EEO questions associated with opportunities created within the date range.
Hired responses The count of responses to EEO questions associated with opportunities archived as 'Hired' within the date range.

 

All opportunities vs hires

This chart allows you to see whether the diversity among hired candidates reflects the composition of diversity in the pipeline.

All opportunities vs hires chart

Chart type Column chart
Primary data set Opportunities created within the date range
Secondary data set Opportunities created with the date range and archived as 'Hired'
Grouped by Response to EEO question
Unit of measure Percentage
Revealed on hover EEO group and percentage of data set

 

All opportunities

This chart allows you to gauge the volume of diversity in your recruitment pipeline.

All opportunities chart

Chart type Column chart
Data set Opportunities created within the date range
Grouped by Response to EEO question
Unit of measure Count
Revealed on hover EEO group, opportunity count, and percentage of data set

 

Opportunities hired

This chart allows you to gauge the volume of diversity among hired candidates.

Hired opportunities chart

Chart type Column chart
Data set Opportunities created within the date range and archived as 'Hired'
Grouped by Response to EEO question
Unit of measure Count
Revealed on hover EEO group, opportunity count, and percentage of data set

 

All opportunities vs hires over time

These charts allows you to see whether the diversity among hired candidates reflects the composition of diversity in the pipeline over time.

All opportunities vs hires over time chart

Chart type Line charts
Primary data set Opportunities created within the date range
Secondary data set Opportunities created within the date rage and archived as 'Hired'
Primary grouping Date interval (day, week, month, or quarter as per Date interval filter)
Secondary grouping Response to EEO question (one per chart)
Unit of measure Percentage1
Revealed on hover Date interval, EEO group, and percentage of data set

 

All opportunities over time

This chart allows you to gauge the volume of diversity in your recruitment pipeline over time.

All opportunities over time chart

Chart type Column chart
Data set Opportunities created within the date range
Primary grouping Date interval (day, week, month, or quarter as per Date interval filter)
Secondary grouping Response to EEO question
Unit of measure Count
Revealed on hover Date interval, EEO group, and percentage of data set

 

Hired opportunities over time

This chart allows you to gauge the volume of diversity among hired candidates over time.

Hired opportunities over time chart

Chart type Column chart
Data set Opportunities created within the date range and archived as 'Hired'
Primary grouping Date interval (day, week, month, or quarter as per Date interval filter)
Secondary grouping Response to EEO question
Unit of measure Count
Revealed on hover Date interval, EEO group, and percentage of data set

 

Origin of opportunities vs hires

The Origin of opportunities vs hires page contains charts that allow you assess the diversity and outcome of candidates based on their method of entry to your recruitment pipeline. This page contains six charts, one for each pre-defined Origin in Lever (Applied, Sourced, Referred, Internal, Agency, and University). Each chart is the same type and draws from the same data sets.

An example of one of the charts on the Origin of opportunities vs hires page

Chart type Column charts
Primary data set Opportunities created within the date range
Secondary data set Opportunities created within the date rage and archived as 'Hired'
Grouping Response to EEO question
Unit of measure Percentage
Revealed on hover EEO group and percentage of data set

 

Archive stages

The Archive stages page contains charts that breakdown diversity trends among candidates based on where in the pipeline their opportunities were archived.

Archive stage summary

This chart is allows you to view the overall composition of diversity among archived candidates based on the stage at which they were archived.

Archive stage summary table

Chart type Table
Data set Opportunities archived within the date range
Primary grouping Stage archived (filtered by Select stage menu left of the table)
Secondary grouping Response to EEO question
Unit of measure Count or percentage (controlled by Count or percent selector)
Revealed on hover N/A

 

Response percentage by archive stage

This chart shows you the proportional composition of diversity among archived candidates across all stages.

Response percentage by archive stage chart

Chart type Stacked bar chart
Data set Opportunities archived within the date range
Primary grouping Stage archived
Secondary grouping Response to EEO question
Unit of measure Percentage
Revealed on hover Stage archived, EEO group, opportunity count, and percentage of data set

 

Archive reasons

The Archive reasons page contains charts that breakdown diversity trends among candidates with archived opportunities based on the reason they were archived.

Archive reason summary 

This chart is allows you to view the overall composition of diversity among archived candidates based on the reason they were archived.

Archive reason summary table

Chart type Table
Data set Opportunities archived within the date range
Primary grouping Archive reason
Secondary grouping Response to EEO question
Unit of measure Count or percentage (controlled by Count or percent selector)
Revealed on hover N/A

 

Response percentage by archive reason

This chart shows you the proportional composition of diversity among archived candidates across all archive reasons.

Response percentage by archive reason chart

Chart type Stacked bar chart
Data set Opportunities archived within the date range
Primary grouping Archive reason
Secondary grouping Response to EEO question
Unit of measure Percentage
Revealed on hover Archive reason, EEO group, opportunity count, and percentage of data set

 

Race

The Race page contains charts that allow you gauge the racial diversity of the hires your recruitment team is making relative to the total racial diversity of your pipeline. Note, upon navigation to this page the EEO question filter will default to 'Race' as it is the only available option.

KPI tiles

These metrics can be found in the tiles arranged along the top of the Race page.

KPI tiles on the Race page

Opportunities The count of all opportunities created within the date range.
Hires The count of all opportunities archived as 'Hired' within the date range.
Total responses The count of responses to the 'Race' EEO question associated with opportunities created within the date range.
Hired responses The count of responses to 'Race' EEO question associated with opportunities archived as 'Hired' within the date range.

 

Response percentage for all opportunities

This chart shows you the overall composition of racial diversity across all candidates both active and archived.

Response percentage for all opportunities chart

Chart type Pie chart
Data set Opportunities created within the date range
Grouped by Response to 'Race' EEO question
Unit of measure Percentage of data set
Revealed on hover EEO 'Race' group, opportunity count

 

Opportunities vs hires response percentage

This chart allows you to see if the racial diversity of hired candidates reflects the composition of racial diversity in the pipeline.

Opportunities vs hires response percentage chart

Chart type Bar chart
Primary data set Opportunities created within the date range
Secondary data set Opportunities created within the date range and archived as 'Hired'
Grouped by Response to 'Race' EEO question
Unit of measure Percentage of data set
Revealed on hover EEO 'Race' group and percentage of data set

 

Opportunities responses

This chart allows you to gauge the volume of racial diversity in your recruitment pipeline.

Opportunities responses chart

Chart type Bar chart
Data set Opportunities created within the date range
Grouped by Response to 'Race' EEO question
Unit of measure Count
Revealed on hover EEO 'Race' group, opportunity count

 

Hired responses

This chart allows you to gauge the volume of racial diversity among hired candidates.

Hired responses chart

Chart type Bar chart
Data set Opportunities created within the date range and archived as 'Hired'
Grouped by Response to 'Race' EEO question
Unit of measure Count
Revealed on hover EEO 'Race' group, opportunity count

 

Opportunities response percentage over time

This chart shows you the composition of racial diversity in your recruitment pipeline over time.

Opportunities response percentage over time chart

Chart type Line chart
Data set Opportunities created within the date range
Primary grouping Date interval (day, week, month, or quarter as per Date interval filter)
Secondary grouping Response to EEO question
Unit of measure Percentage of data set
Revealed on hover Date interval, EEO 'Race' group, and percentage of data set

 

Hired response percentage over time

This chart shows you the composition of racial diversity among hired candidates over time.

Hired response percentage over time chart

Chart type Line chart
Data set Opportunities created within the date range and archived as 'Hired'
Primary grouping Date interval (day, week, month, or quarter as per Date interval filter)
Secondary grouping Response to EEO question
Unit of measure Percentage of data set
Revealed on hover Date interval, EEO 'Race' group, and percentage of data set

 

 

Click the colored dots along the bottom of multi-value charts to add or remove individual groups from the visualization. Hold the Alt key (or the Option key on a Mac) when clicking a dot to filter for that group only.
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