Visual Insights: Candidate Experience Surveys dashboard

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Available for User roles Super Admin
Packages LeverTRM for Enterprise and/or Advanced Automation add-on

 

The Candidate Experience Surveys dashboard will be part of our Spring 2022 product release, scheduled for progressive rollout starting mid-May 2022. For more information on the Spring 2022 release, keep an eye on our Product Release Notes.

The Candidate Experience Surveys dashboard provides you with aggregate insights into the sentiment of candidates that move through our talent acquisition pipeline. This dashboard allows to run qualitative assessments of your recruitment procedures so you can ensure that your processes are resulting in the best experience possible for candidates. 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. For information on how to set up the Candidate Experience Survey in your Lever environment, check out our Candidate Experience Survey help article.

Accessing the Candidate Experience Surveys dashboard

To access the Candidate Experience Surveys 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 Candidate Experience Surveys from the dashboard list.

Navigating the Candidate Experience Surveys dashboard

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

Page tabs on the Candidate Experience Surveys dashboard

Pages on the Candidate Experience Surveys dashboard

Metrics on the Candidate Experience Surveys dashboard are visualized in various types of charts which are organized into different 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. 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 colors used on all Visual Insights charts are ADA compliant for red, green, and blue color blindness as well as monochromacy.

Survey Ratings

The Survey Ratings page contains charts that show high-level statistics related to candidate satisfaction and survey completion in order to provide you with an understanding of how candidates feel about your recruitment processes.

Single value charts

These metrics can be found in the tiles arranged in the upper-left of the Survey Ratings page.

Single value charts on the Survey Ratings page.

Total responded The count of responses to surveys sent within the date range.
Total responded hired The count of responses to surveys sent within the date range from candidates associated with opportunities archived as 'Hired.'
Overall average satisfaction rating

The average satisfaction rating based on responses to surveys sent within the date range, calculated as:

  [Sum of overall average ratings on responded surveys]  
  [# of responded surveys]  

 

Average satisfaction rating by question

This table deconstructs the value on the 'Overall average satisfaction rating' single-value chart by showing the average satisfaction rating for each question on the Candidate Experience Survey, allowing you to zero in on candidate sentiment toward specific aspects of your recruitment processes.

Average satisfaction rating by question table

Average ratings for each question are calculated as:

  [Sum of ratings for the question on responded surveys sent within the date range]  
  [# of responded surveys sent within the date range]  

 

Survey status over time

This chart allows you to gauge the volume of completed and pending surveys over a given period of time, providing context for other metrics on the dashboard.

Survey status over time chart

Chart type Stacked column chart
Data set Surveys sent within the date range
Grouped by Date interval (day, week, month, or quarter, as per Date interval filter)
Unit of measure Count
Revealed on hover Date interval, status, and survey count

 

Completion rate over time

This chart allows you to measure the volume of completed surveys relative to the total number of surveys sent over a given period of time. Use this metric to evaluate whether changes you have made to your Candidate Experience Survey have impacted completion rates.

Completion rate over time chart

Chart type Line chart
Primary data set Surveys sent within the date range
Secondary data set Completed surveys sent within the date range
Grouped by Date interval (day, week, month, or quarter, as per Date interval filter)
Unit of measure Percentage
Revealed on hover Date interval and completion rate

 

Question average rating over time

This table further deconstructs the values on the 'Average satisfaction rating by question' table by showing the average satisfaction rating for each question on the Candidate Experience Survey distributed over time. Use this table to identify points in time within the date range where candidate sentiment on specific questions may have shifted in order to further refine your recruitment processes.

Question average rating over time table

Average ratings for each question are calculated as:

  [Sum of ratings for the question on responded survey sent within the date interval]  
  [# of responded surveys sent within the date interval]  

 

Response ratings by question

These charts further deconstruct the values on the 'Average satisfaction rating by question' table by showing the distribution of responses across response options for each question on the Candidate Experience Survey. Use these charts to asses whether questions are yielding polarizing or middling responses.

Response ratings by question charts

Chart type Column charts
Data set Responses to completed surveys sent within the date range
Primary grouping Survey question (one per chart)
Secondary grouping Survey question response option
Unit of measure Count
Revealed on hover Survey question, response option, and count

 

Response rating pivot

This table further deconstructs the values on the 'Average satisfaction rating by question' table by allowing you to view the average satisfaction rating for each question on the Candidate Experience Survey distributed across the following dimensions: posting, opportunity owner, team, department, posting location, origin, or source. Use this table to make process optimizations based on trends in candidate sentiment broken down by variables such as the roles they are applying for or where they are located.

Response rating pivot table

Average ratings for each question are calculated as:

  [Sum of ratings for the question on responded survey sent within the date range to candidates whose opportunities are associated with the parameter in the Survey grouped by filter]  
  [# of responded surveys sent within the date range to candidates whose opportunities are associated with the parameter in the Survey grouped by filter]  

 

 

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.

All Responses

The table on the All Responses page of the dashboard allows you to see details of all surveys sent within the date range, consisting of:

  • Opportunity ID
  • Posting
  • Department
  • Team
  • Job location
  • Posting owner
  • Posting hiring manager
  • Origin
  • Source
  • Question text
  • Ratings and paragraph responses

Use the dashboard filters to zero in on details for responses to specific questions or other subsets of surveys.

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