Visual Insights: Requisitions dashboard

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Available for User roles Super Admin, Admin
Packages LeverTRM for Enterprise or Advanced HR add-on

The Requisitions dashboard provides visibility into your progress toward achieving your headcount goals. The Requisitions dashboard is useful for gauging requisition volume and measuring time to fill open headcounts. Readers of this article will learn about:

As you are reading, refer to our LeverTRM Glossary for definitions of the key terms and concepts used in this article.

 

The Requisitions dashboard is only available with the LeverTRM for Enterprise package and/or Advanced HR.

Accessing the Requisitions dashboard

To access the Requisitions dashboard:

  • Navigate to Reports and click the Preview Visual Insights button.

Close up of arrow pointing to Preview Visual Insights button at the top of reports menu.

  • Click the bar graph icon in the left-side navigation.
  • Select Requisitions from the dashboard list.

Metrics

Metrics on the Requisitions dashboard are visualized in different types of charts. Below, you will find a description of each chart and how its metrics are calculated. Note that each metric listed is sensitive to the values in the filters above the dashboard. Also 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.

Filters can be be mixed and matched to hone in on specific data sets on any given dashboard. 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 Requisitions dashboard requires that you have an input in the Headcount grouped by filter at all times. This filter only affects the Headcount status summary chart on this dashboard.

 

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

Single value charts

These metrics can be found in the tiles arranged at the top of the Requisitions dashboard. 

Single value charts on the Requisitions dashboard

Open requisitions The count of open requisitions as of the end of the date range.
Open headcount

The count of open headcount across all open requisitions, calculated as:

  [Total headcount across open requisitions as of the end of the date range] minus [Total # of opportunities archived as 'Hired' against open requisitions as of the end of the date range]  

 

Requisitions with infinite headcount are excluded from this calculation.

Closed requisitions The count of requisitions manually closed and/or filled within the date range. Requisitions are counted more than once if closed and/or filled multiple times within the date range.
Avg. time to fill

The average number of days it takes to close/fill a requisition, calculated as:

  [Sum of days between requisition creation and close within the date range]  
  [Total # of requisitions closed within the date range]  

 

The operator 'and' is used inclusively in the numerator of this calculation, meaning requisition creation and requisition close/fill both must have occurred within the date range. Note that the time measured from the point of requisition creation includes any time the requisition spent pending approval.

Avg. time to first hire

The average number of days to make a first hire against a requisition, calculated as:

  [Sum of days between requisition creation and first hire within the date range]  
  [Total # of requisitions created and first hires within the date range]  

 

The operator 'and' is used inclusively in this calculation, meaning requisition creation and first hire both must have occurred within the date range. Note that the time measured from the point of requisition creation includes any time the requisition spent pending approval.

Requisition events over time

This chart is allows you to assess the volume and status of requisitions over time.

Requisitions events over time chart

Chart type Stacked column chart
Data set Requisition status changes within the date range1
Primary grouping Date interval (week or month as per Date interval filter)
Secondary grouping Status (Draft, Pending, On Hold, Rejected, Open, or Closed)
Unit of measure Count
Revealed on hover Date interval and requisition status
 
  • (1) Each change in status is counted as a unique requisition event. Requisitions will be counted once for every time they change status within the date range.

Requisitions by status

This chart provides you a breakdown of requisitions based on their status so you can monitor for an even balance of open, paused, and fulfilled headcount.

Requisitions by status chart

Chart type Bar chart
Data set Requisitions in existence as of end of date range
Grouped by Status as of end of date range1
Unit of measure Count
Revealed on hover Status and requisition count
 
  • (1) Requisitions are counted as 'Closed' if they are closed after the start of the date range.

Requisitions by age

This chart is allows you to monitor for stale unfulfilled headcount by showing you how long requisitions have been open. 

Requisitions by age chart

Chart type Bar chart
Data set Open requisitions as of end of date range1
Grouped by Numbers of days open (0-30, 31-60, 61-90, 90+)
Unit of measure Count
Revealed on hover Range of days spent open (0-30, 31-60, 61-90, 90+) and requisition count
 
  • (1) Requisitions created prior to the date range are included in this data set. 

Headcount status summary

This chart is shows the distribution of headcount based on requisition status across different groupings such as owner, team, or posting.

Screen_Shot_2021-12-21_at_5.44.30_PM.png

Chart type Stacked bar chart
Data set Headcount for requisitions in existence as of end of date range1
Primary grouping Parameter in Headcount grouped by filter (to a maximum of 25 groupings)2
Secondary grouping Status as of end of date range3
Unit of measure Count
Revealed on hover Primary group, requisition status and count
 
  • (1) Requisitions with infinite headcount are excluded from this dataset.
  • (2) Top 25 primary groupings based on requisition volume. Primary groupings outside of the top 25 can be revealed by applying additional filters.
  • (3) Requisitions are counted as 'Closed' if they were closed after the start of the date range.

 

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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