Visual Insights Knowledge Series

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As we continue to prioritize and improve Visual Insights, please note that some of the content included in this knowledge series may look different from what is currently available in Lever. For up to date resources, please refer to our help section on Visual Insights.

Visual Insights, Lever's next-generation analytics engine, will become the default in-app reporting interface with the Summer 2022 Product Release. With Visual Insights, talent teams can accurately measure the efficacy of their recruitment processes across a wide array of dimensions in order to drive toward optimization. You are invited to attend a four-part Visual Insights webinar series that will showcase the power and scope of this new analytics offering. Each session focuses on a different way in which to use Visual Insights depending on your role or objective, and includes both guided demonstrations of Visual Insights as well as live Q&As with Lever's product experts. Descriptions and registration links for each session can be found below.

If you are new to Visual Insights, consider registering for our monthly Introduction to Visual Insights instructional webinar. Visit our LeverTRM webinars page to sign up. Alternatively, refer to the following help articles:

Note that each webinar in the series has been designed as a standalone session. No session serves as a prerequisite for another. You are welcome to attend any or all sessions based on your interest and familiarity with Visual Insights. Each session will be recorded and sent to registrants, so we recommend registering even if you are unable to attend. Prior to attending the sessions in the Knowledge Series, be sure to read our Visual Insights FAQ.

Understanding Visual Insights for Talent Leaders and Talent Operations

This session consists of a tour of some of the most popular dashboards available in Visual Insights and covers basics for circulating reports and drilling down into key metrics.

Date: Wednesday, July 20th at 10:00 AM PT / 1:00 PM ET
Session length: 60 minutes
Recording link: https://lever.wistia.com/medias/n6ouqxs32d
(you can download a copy of the slides presented in this webinar at the bottom of this page)

Video timestamps
  • 12:47 - Live demonstration starts
  • 14:40 - Overview dashboard & bookmarking
  • 17:07 - Sharing dashboards
  • 18:19 - Requisitions dashboard
  • 22:59 - Pipeline dashboard
  • 28:00 - Postings dashboard
  • 31:00 - Sources dashboard
  • 34:54 - Offers dashboard
  • 41:32 - Interview dashboard
  • 47:33 - Recruiter Operations Team dashboards
  • 51:07 - Diversity dashboard
  • 54:28 - Talent Acquisition dashboard
  • 56:30 - Time to hire and Time to fill configuration wizards

Understanding Visual Insights for Recruiters and Hiring Managers

This session includes a detailed walkthrough of the Recruiter Operations dashboard as well as a tutorial on how to use Visual Insights to make data-driven recruitment decisions. This session also covers basic Visual Insights functions including filtering, drilling down, bookmarking, and sharing.

Date: Tuesday, July 26th at 10:00 AM PT / 1:00 PM ET
Session length: 60 minutes
Recording link: https://lever.wistia.com/medias/stl6xpxqv2
(you can download a copy of the slides presented in this webinar at the bottom of this page)

Video timestamps
  • 10:44 - Live demonstration starts
  • 13:25 - Recruiter Operations - Current operations dashboard
  • 19:21 - Recruiter Operations - Interviews dashboard
  • 21:13 - Recruiter Operations - Performance dashboard
  • 23:32 - Hiring Manager - Postings dashboard
  • 28:24 - Hiring Manager - Pipeline dashboard

Leveraging Benchmark and DEI Data to Build Recruitment Strategies

Without the right data, it can be difficult to build strategies to improve the effectiveness of your recruiting process. Whether your goal is to improve the overall efficiency of your process or build DEI strategies that support an inclusive hiring process, Visual Insights can help. In this session, we will be covering two important dashboards that will help you identify improvement opportunities for your TA team.

  • Talent Benchmarks Dashboard: Understand how your team’s KPIs like 'Time to Hire' compares to other companies so you can leverage that data to prioritize how you can improve your process.
  • Diversity & EEO Dashboards: Built from the data you collect in your automated Diversity and/or EEO surveys, these dashboards will help you track DEI at the top of the funnel and understand if there is potential unconscious bias within your process.

Date: Tuesday, August 16th at 10:00 AM PT / 1:00 PM ET
Session length: 60 minutes
Recording link: https://lever.wistia.com/medias/elmrne7j2e
(you can download a copy of the slides presented in this webinar at the bottom of this page)

Video timestamps
  • 7:03 - Live demonstration starts
  • 9:19 - EEO dashboard
  • 11:40 - Diversity dashboard
  • 13:31 - Filtering for department-level trends
  • 14:55 - Diversity by candidate origin
  • 16:50 - Diversity among archived candidates
  • 19:23 - Talent Acquisition Benchmarks dashboard

Introduction to Advanced Analytics and Data Explorer

This session will focus on the expanded Visual Insights feature set available with Lever's Advanced Analytics add-on, including the custom report builder known as Data Explorer. Along the way, you will learn about the talent acquisition challenges that Advanced Analytics has been tailored to solve.

Date: Tuesday, August 23rd at 10:00 AM PT / 1:00 PM ET
Session length: 60 minutes
Recording link: https://lever.wistia.com/medias/2jbd5kn9ki
(you can download a copy of the slides presented in this webinar at the bottom of this page)

Video timestamps
  • 5:59 - Live demonstration starts
  • 7:02 - Recruiter Operations - Current Operations Team View dashboard
  • 16:32 - Recruiter Operations - Interviews & Feedback dashboards
  • 19:15 - Recruiter Operations - Performance dashboards
  • 23:40 - Hiring Manager - Pipeline dashboard
  • 28:52 - Offers - Approvals & Revisions dashboard
  • 34:13 - Data Explorer
  • 40:02 - Saving Looks and building custom dashboards
  • 44:07 - Reporting on custom offer fields
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