Using the referral activity report dashboard
This page explains Referral Activity Reports Dashboard and how to use it. The target audience is managers of referral programs, recruiters, implementation partners and solution architects.
The Referral Activity dashboard gives an overall picture of the referred candidates, their positions, and the employees who referred them. It consists of aggregated metrics such as the number of referred applications, unique candidates referred, candidates referred and hired, positions referred per candidate, total referred application ratio, and the percentage of new applicants across the interview stage funnel.
Accessing the dashboard
Users can access and log out of the dashboard by using the following steps:
- Open a supported browser, and go to https://app.eightfold.ai.
- Enter the email address and password for your EF account.
- Click Sign In.
- Go to the Dashboards tab, and select Referral Activity Report.
First time users
If you are a first-time user of the TA Sourcing dashboard, you will need to provision it before you can gain referral activity report insights. Here’s how to provision the dashboard:
- After signing in, go to More -> Admin Console -> Data Warehouse -> Provision Dashboards
- Select Referral activity report to provision and select the Actions menu in the relevant row. Choose ‘Create’ to provision this dashboard.
Once provisioned, the dashboard will appear on the Dashboards tab.
Logging out
To log out of https://app.eightfold.ai, select your user icon at the top-right of the page and then select Logout.
Dashboard features
This section explains the terms used on the Referral Activity Report dashboard page.
When you access the Referral activity report Dashboard, you’ll see a Controls section and several tiles, graphs, and tables, that make up the dashboard. This dashboard gives an overall picture of the Referred Candidates, Positions they are referred to, and the employees who referred them.
It consists of aggregated metrics such as Number of Referred Applications, Unique Candidates Referred, Candidates Referred and Hired, Positions referred Per Candidate, Total Referred Application Ratio and the Percentage of New Applicants across the Interview Stage funnel.
All of these metrics can be analyzed using global filters, such as date ranges, job function, country, and business unit for the position.
The views available in this report include the following:
- Total Number of Applications and Application Referral Ratio By Application Creation Month
- Candidates Referred and the Number of Employees who Referred them By Month
- The average Match Star of the Profiles who were referred
- Interview funnel by Job title
- Interview funnel at the Referrer level
- Detailed view of all the Referred Candidates, the title and the details associated with the Interview stages
The Referral activity report dashboards helps users with the following:
- Understand the number of referrals per employee per month and drill down by country, business unit, job function
- Track Referred Candidates journey across interview stage funnel and drill down by job title, referrer name, country, job function and business unit
- Learn the difference in interview stage conversions across Referred vs Non-Referred Candidates
- Infer the quality of the Referred Candidates with the help of Match Scores
- Help recruiters follow up with the new potential candidates who haven't been reached out yet
Controls
Controls are attributes used for customizing the Referral activity dashboard based on different fields (such as date from, date to, job function, country, and business unit). To better understand the dashboard tiles, it’s important to first understand the Controls section.
To open the Controls section, click anywhere in the section. This will expand the Controls section and show several fields.
In the Controls section, you use the fields as filters to show the information that you want to see in the dashboard.
Date from and Date to
The Date From and Date To fields refers to the time range when the application was submitted which can range from default to the past six months. Change the dates to whatever time frame/range you would like to gather information on. For instance, if you would like to see Referral activity report data for only the last quarter, set the fields as follows: If today’s date is 23/03/2022, then:
Date From: 29/12/2021
Date To: 23/03/2022
This selection will show you Referral activity data from 29/12/2021 to 23/03/2022.
You can also filter the data by selecting various time frames such as previous month, this month, month to date, last six months and next six months as per your requirement.
Job function
Each organization can have a separate set of job functions based on the position. Some examples include account management, sales, engineering, finance, partner sales, and professional services.
Business Unit
This displays a list of different business units associated with a particular position.
Country
This refers to the location associated with the position. Eightfold allows you to filter reports according to country as well, making it easier to analyze areas where a majority of referral activity exists. It lists different countries (like Brazil, Canada, Germany).
Recruiter Name
Recruiter Name will filter all the position related activities for which the person selected in the filter is the recruiter. It does not mean that the recruiter has done all those activities.
Hiring Manager Name
Hiring Manager Name will filter all the position related activities for which the person selected in the filter is the hiring manager. It does not mean that the Hiring Manager has done all those activities.
Applications
The referral activity report allows users to understand the number of unique applications with a referral ; the total application referral ratio by month shows the total number of applications with a referral across all positions and the total number of applications on a monthly basis; the referred applications by referrers which is the number of applications that arrived through referrers; the referred applications by recruiter - job functions show the number of referred applications filtered on the basis of a particular job function associated with the position.
The Referral applications funnel or the interview funnel shows the metrics for all referral new applications vs non referrals (all non referral new applications) in every interview stage. It presents the phone screen percentage or the ratio of the number of phone screened applications to new applications; onsite percentage or the ratio of the number of onsite applications to new applications; offer percentages or the ratio of the number of applications given an offer to new applications; and hired percentages or the ratio of the number of hired applications to new applications.
Candidates
The referral activity report displays a graph of candidates referred and the employees who referred them by month where recruiters can get insights into the details of candidates who were referred and the employees who referred them on a monthly basis. The dashboard also gives users an understanding of the average match scores of a candidate referred, the unique candidates referred (the distinct count of candidates), the unique candidates referred and hired, as well as a view of the average number of positions for which candidates came through referrals with the avg positions candidates referred to data.
The average match scores of a candidate referred is the average of a match score that is obtained for all the referred candidates. This match score refers to every position candidate combination.
Eightfold provides two filters for the referral funnel, where filtering by job title shows candidate count across the interview funnel by recruiter - job title and filtering by the referrer will display the candidate count across the interview funnel by referrer.
The Referral Activity dashboard also provides metrics on all the candidates referred in detail, where choosing the referrer, job title, candidate ID, and potenial candidates to follow up presents an accurate picture of the specific candidates and potential candidates who were referred by a particular referrer for a job position and those that require a follow up.
Eightfold provides a list of categories of potential candidates to follow up which makes it easier for the recruiter to filter out candidates and find the right match quickly. The categories include to be reviewed for those who need some form of review before proceeding; candidate is new for new candidates; match score >=3.5 where the match score of a candidate is greater than 3.5. i.e, candidates inching towards being ideal candidates and having a higher possibility of being hired; phone screen yet to be scheduled for candidates whose phone screening is pending; position still open to show job titles for which candidates can still be approached; yet to accept offer to mark candidates that have still not agreed to be on board; candidates given an offer to show candidates who have been offered a job for a particular position; and finally more than 7 days since candidate given offer shows candidates with whom the offer letter was shared and haven't reverted back for over 7 days.
The days since application date for new applicants shows the difference between the current day and the application date of the new applicant. If the value is 0, it means either that the position is no longer open, or that the candidate is no longer new and has been moved to the next stage.
Interpreting Data – Referral Activity Report Dashboard
How often is data refreshed for the referral activity dashboard?
Is configuration available for Referral Activity Report Dashboard?
With regard to user permissions for data access, are there plans for assigning a filtered view of data on the referral dashboard? For example, a Talent Leader can be granted access to only European Countries, or BU, or combinations of attributes (location, job family, level, etc.).
What can be done when no data is visible in interview stage conversions?
How is the referral data uploaded and set up in the dashboard?