Visual Insights: Diversity dashboard

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Available for User roles Super Admins
Packages All Lever packages

 

The Diversity dashboard and the updated Visual Insights interface will be part of our Winter 2021 release, scheduled for progressive rollout starting mid-January 2022. For information on the Winter 2021 release, keep an eye on our Release Notes.

The Diversity dashboard provides you with a complete picture of your candidate demographics as you strive to foster a diverse and inclusive work environment. The Diversity dashboard is useful for visualizing the breakdown your pipeline and archive based on candidate responses to question on your diversity survey your job postings and surveys. Readers of this article will learn about:

Before proceeding, we recommend reading our Visual Insights: Glossary in order to familiarize yourself with the key terms and concepts used in Visual Insights.

We also suggest reading our help article on Diversity Surveys to make sure you are well-versed on how they are built and configured.

 

Users may notice similarities between the Diversity dashboard and the Equal Opportunity Employment (EEO) dashboard. While the Diversity dashboard can be used to report on candidate responses to any diversity survey questions, the EEO dashboard strictly reports on candidate responses to EEO questions (if enabled). EEO questions can be enabled in any Lever environment, however only U.S. federal contractors are required to collect EEO data for OFCCP compliance. Check out our EEO help article to learn more about the distinction between EEO and general diversity survey questions.

Accessing the Diversity dashboard

To access the Diversity 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 Diversity from the dashboard list.

Navigating the Diversity dashboard

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

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Metric category tabs at the top of the Diversity dashboard

Metric categories

Metrics on the Diversity dashboard are visualized in various types of charts which are organized into different metric categories. Below, you will find a description of each category 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). 

 

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 Diversity dashboard requires that you have an input in the Question filter at all times, as it serves as one of the necessary parameters for most charts in each metric category. Selecting a survey in the Survey name filter will restrict the options in the Question filter to only the questions available in the survey you selected. To generate data in the dashboard, you must click the ⟳ button after selecting a question in the Question filter.

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.

Current pipeline

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

Current pipeline summary

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

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 diversity survey question (set in 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 diversity survey question (set in Question filter)
Unit of measure Percentage
Revealed on hover Stage, diversity group, opportunity count, and percentage of data set

 

Opportunities vs hires

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

Single value charts

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

Single value charts in the Opportunities vs hires metric category

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 diversity question associated with opportunities created within the date range.
Hired responses The count of responses to the diversity question 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 diversity survey question (set in Question filter)
Unit of measure Percentage1
Revealed on hover Diversity 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 diversity survey question (set in Question filter)
Unit of measure Count
Revealed on hover Diversity group, opportunity count, and percentage of data set

 

Hired opportunities

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 diversity survey question (set in Question filter)
Unit of measure Count
Revealed on hover Diversity group, opportunity count, and percentage of data set

 

All opportunities vs hires percentage 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 diversity survey question (set in Question filter), one per chart
Unit of measure Percentage1
Revealed on hover Date interval, diversity 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 diversity survey question (set in Question filter)
Unit of measure Count
Revealed on hover Date interval, diversity 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 diversity survey question (set in Question filter)
Unit of measure Count
Revealed on hover Date interval, diversity group, and percentage of data set

 

Origin of opportunities vs hires

The Origin of opportunities vs hires metric category contains charts that allow you assess the diversity and outcome of candidates based on their method of entry to your recruitment pipeline. This metric category 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 in the Origin of opportunities vs hires metric category

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 diversity survey question (set in Question filter)
Unit of measure Percentage
Revealed on hover Diversity group and percentage of data set

 

Archive stages

The Archive stages metric category 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 diversity survey question (set in Question filter)
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 diversity survey question (set in Question filter)
Unit of measure Percentage
Revealed on hover Stage archived, diversity group, opportunity count, and percentage of data set

 

Archive reasons

The Archive reasons metric category 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 diversity survey question (set in Question filter)
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 diversity survey question (set in Question filter)
Unit of measure Percentage
Revealed on hover Archive reason, diversity group, opportunity count, 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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