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                    Analytics FAQs

                    scheduleLast updated on November 13, 2026

                    Can you share dashboards with others in an organization like a manager and limit the data that they see?

                    You can control the users seeing the dashboard but the data limitation is something we are currently working on but we don't have a precise ETA.

                    Can you give view only access to dashboards without allowing the end user to edit the dashboards?

                    Yes, you can. You have a separate permission for the Dashboard Authoring Console.

                    If we need a field that is not in the dataset we are working with, can we add it?

                    For creating your own custom reports, refer to this Documentation: Creating your own views in dashboard authoring console.

                    We are required to hide Diversity information from users. What is the best way to hide that section on a dashboard without impacting the other sections?

                    You can disable the diversity inference. That way, the tiles related to diversity will not load.

                    This new TA Leader Dashboard, we have to add it ourselves to see it?

                    TA Leaders will be available in your admin console and you can always provision it.

                    Are those 5 stages able to be changed?

                    You can change it but your dashboards need to be customized accordingly by your team.

                    What happens if you need to filter the data across an entire organization or multiple organizations?

                    Check if this organization info is available in any of the fields already reported (example: business_unit, job_function, supervisory_org). If not, you can add this field as a custom field.

                    How to add a custom field info is available here: Creating your own views in dashboard authoring console.

                    How long does it take for the direct query related visuals to load?

                    It depends on the size of the dataset. But in general, it takes around 1 minute 30 seconds to load and the loading time will decrease. If you keep loading the same tab again and again since the output of the queries will be cached.

                    Is a Data driven dashboard based on our Success Factors/Navigator?

                    The core data of position, application, employee related data comes from your ATS and if positions are created within EF, that will also be included.

                    Can you disable inference, but see diversity data that is not inferred?

                    In the dashboards, you can't see it. However, this data is available in the backend.

                    Is TA leader only authorized for Admin Console or the recruiters can also use the same?

                    You can give the permission perm_manage_taleaders_dashboard to the relevant roles in order to control the access.

                    Can we provide recruiters access to view the dashboards only, without giving them full access to alter the dashboard?

                    Yes, that's right. This can be achieved by not giving access to the Dashboard Authoring Console.

                    Does this stage mapping go to each dashboard or just the diversity dashboard?

                    All dashboards.

                    Are the EF Stages configurable? Can we define these here or are they dependent on config somewhere else?

                    Yes, they are configurable! However, all the formulas in the dashboards are based on the EF standard stage groups. Hence, if you are changing the stage group names, relevant changes need to be done in the formulas present in the Dashboard too.

                    For example: For Hired candidates, we count the candidates who have been advanced to the 'hired' stage. The formula looks like this: distinct_countIf(candidate_id, stage_group = 'hired').

                    Now, if you change the stage_group associated with 'hired' to anything else, you should make the relevant changes in the formula above as well.

                    Could you order the dashboard view list?

                    You can order it by sending a request to your Customer Success Manager.

                    How to Navigate to the TA Leaders Dashboards?

                    You go to the Insights > TA Leaders will be available if the dashboard is provisioned and your role has the permission perm_manage_taleaders_dashboard.

                    Otherwise, you need to go to Admin Console > Datawarehouse and Dashboards > Provision and click on 'Create' and request your admin to add this access to your relevant role.

                    Please clarify who is creating these dashboards, will the recruiters do this or is this being done behind the scenes?

                    The Product Analytics team creates the Standard Dashboards after interviewing several potential end users.

                    How did you get to the TA Leaders dashboard?

                    You go to the Insights > TA Leaders will be available if the dashboard is provisioned. Otherwise, you need to go to Admin Console > Datawarehouse and Dashboards > Provision and click on 'Create' by clicking on the pencil icon near TA leaders Dashboard.

                    Also, you would need perm_manage_taleaders_dashboard permission given to your role to view the dashboard.

                    Can you drill into the numbers for more details?

                    Yes, you can. You will have access to the raw data.

                    How are average days to hire calculated?

                    Days between Application date and Hired date.

                    Will our pipeline of candidates stay with us only or it will be shared with others (organization)?

                    Depends on who has access to the dashboards We currently don't have data within the dashboard restricted to users but we are planning to implement that soon. We don't have a definite ETA though.

                    Which report can provide below data:

                    1. How many resources have updated their skills in Eightfold?

                    2. How many resources have uploaded a resume in Eightfold?"

                    Resume upload is available in the TM usage dashboard. Skills update info, is available as raw data.

                    Do we have any data table regarding the Leads mentioned by AI (Strong matches/Good matches) which eventually gets interviewed/hired. Intent is to know how reliable is the AI matching?

                    At an application level, we have the match score stored. AT a lead level, it's hard to store the data since it's dynamic.

                    Can we provide access to HR site managers/ HR business partners so that they can see data just for their business?

                    Currently, we don't have this ability but we are working towards it. We don't have a definite ETA though.

                    How does it know who is hired through the talent network?

                    Talent Network hires refers to hires who are repeat applicants with the oldest application being at least 28 days apart from the current one. Referral/ Internal Hires are excluded from this set in the TA Outcomes as well as the TA Leaders Dashboard.

                    From a data standpoint, this is available in the application table. We can identify these applications with the help of the 'in_talent_network' column (is_referral and is_internal helps in identifying referred applications and internal applicants respectively).

                    Are the filters in the Highlight tab in the TA leaders dashboard fixed?

                    No, it can be modified based on your use case.

                    Do these graphs have drill down functionality? Can you click on any of the data points to drill down further and see who the hires are?

                    In this dashboard, it's not readily available since it's meant for TA leaders but you can customize the dashboard by creating an extra table with the candidate information in it.

                    We report by Fiscal Quarters which don't line up with calendar months. Are we able to import a fiscal calendar that can be used as a filter?

                    You can change this by customizing the dashboard (more info here: Change Calendar to Fiscal Year).

                    Do the declined reasons show the client's rejection reasons?

                    Yes it does. If in case this is empty in your dashboard, you can backfill these rejection reasons by importing raw data against the applications. Contact your Customer Success Manager for more information.

                    Where can we find documentation that explains what each dashboard covers and how the data is calculated for each section?

                    Here is the place where you will start finding this information: Eightfold dashboard tutorials.

                    Where does the candidate select the reasons for declining offer? Does that need to be set up by us or is it integral to Eightfold?

                    If you are using EF for Offer Decline reasons, it will come from EF. The reasons are configurable if it's from EF. If the rejection reasons happen outside EF, then these reasons need to be manually imported. Contact your Customer Success Manager for more information.

                    If we have ‘multiple ats stages’ included in one of the "5 Eightfold" stages, does the reporting for a candidate only count once?

                    Yes, it's a unique count of candidates across the stages.

                    Can we get row level details kind of drill reports from where we can download data of candidates in excel or csv?

                    Since this dashboard is for TA Leaders, we don't show a detailed report. But you can customize the dashboard based on your use case. We also have a Recruiter Effectiveness dashboard in the pipeline which will show details of all the candidates.

                    The order of metrics in the funnel looks a bit odd, Offered > Hired , but it shows the reverse, could you clarify?

                    Yes, it depends on your Org. Offers > Hires for most of the customers and also it depends on the date field linked to the visual.

                    If you are just looking at data at a point in time, then Hires can be greater than Offers (for example, today we could have advanced 5 candidates to the Hired stage and given Offer to 3 candidates).

                    If the application date is linked to the visual, then the funnel will represent the among the applications submitted within a date range, what does the funnel look like. In this case, Offers <= Hired (if all your stages are correctly mapped to the respective stage groups).

                    Can you splice the data by location, business site, city, state, country, and region?

                    Yes, you can (more details here: Using tables as visuals).

                    Can you splice the data by a supervisory organization or management hierarchy?

                    Yes, you can (more details here: Using tables as visuals).

                    Is there a way to turn off the inferred diversity for the purpose of these reports?

                    Just for this report is not possible as of today. Feel free to create an ER for us if this is important to you.

                    How can we download the raw data behind these dashboards to quality check what we're seeing is correct on the backend and trust that it's mapped correctly?

                    Data behind the scenes is accessible via the Dashboard Authoring Console. You can always pull in the columns you need, create a table, and verify the data.

                    If you want to export from a particular tabular view within the dashboard, see Exporting data from visuals.

                    Candidates who are not disclosing their gender/ethnicity are those considered in this calculation?

                    Let us know if inference should be turned off for these applicants. By default, if EF is able to infer the gender/ethnicity with the data available, it will go ahead and infer and store the values. If you don't want this behavior, you can let us know and we will turn off this behavior.

                    Whom do I contact, when I click on TA Leaders Dashboard it is blank, nothing is showing?

                    Generally, it takes a couple of minutes to load, if it's your first time loading it especially because we are using 'Direct query'. The query loading time is generally the reason for the delay.

                    What happens if you want other calculations? Time to kick off hire and not hire date?

                    Yes, you can edit formulas if you have access to the Dashboard Authoring Console. (More info about calculation in quicksight: link).

                    Where are all of these data coming from? How are these data collected?

                    Details available in this video from 6:03.

                    Are there metrics on how long hires remain on the job after being hired?

                    We don't report on this today but this is available in the 'employee table' (from redshift) and can be identified using employee_hire_date and termination_date.

                    Your view of "other views" shows breakout by hiring manager, but mine is showing Job Function. How would I change to hiring manager?

                    Select ‘View Data By' in the controls section.

                    How to access the Insights home page?

                    If you don't have the insights tab, please Contact your Customer Success Manager to make it available (or) let your Eightfold point of contact know about it. In general, It's available in your admin console -> Datawarehouse & Dashboards.

                    If the dashboard is not provisioned already, you can provision it by yourself by clicking on the 'pencil' icon near your dashboard and clicking on 'create' later.

                    What about if you want to see the entire management chain? I have to select all the hiring managers?

                    Yes, 'select all' is a default option.

                    What is ATS ?

                    Applicant Tracking System.

                    Can we also create dashboard around internal submissions and self-nominations by internal employees? How do we create that?

                    Yes, you can create your own dashboard based on internal application submissions. This detail is available in the application table with the help of the is_internal column.

                    Documentation on Dashboard Customizations: Getting started with the dashboard authoring console.

                    Also, Please refer to Dashboard Authoring Console : session 1 and session 2 to learn more about how to import your interested tables and create your own dashboard.

                    How can we track sources from within the Eightfold Talent Communities?

                    We do have data for identifying applicants who are part of the Communities. It's not part of this dashboard, there is a separate dashboard for Communities, you could refer to that.

                    How do we enable the source analytics v2 dashboard?

                    You go to the Insights > Sourcing Analytics will be available if the dashboard is provisioned.

                    Otherwise, you need to go to Admin Console > Datawarehouse and Dashboards > Provision and click on 'Create' by clicking on the pencil icon near the Sourcing Analytics dashboard.

                    Also, you would need perm_manage_sourceanalytics_dashboard permission given to your role to view the dashboard.

                    Is the default setting for the tool to provide inferred gender data for those who responded "prefer not to say"?

                    Everyone who has declared 'preferred not to say' EF will not infer. Also, our Inferred data will give the first priority to Self Declared and if that's not available, then EF infers (if the candidate has not selected 'prefer not to say).

                    If inferences on gender/ethnicity are turned off, data will not be displayed even if gender and ethnicity are self-reported by a candidate?

                    Yes, as of today this is not possible but raw data for self declared gender/ethnicity is available in the dataset powering the dashboard and you can customize the dashboard using this data.

                    Will we be able to save any of this information so we can rerun without entering the criteria?

                    Unfortunately today, you can't save filters. It's a Quicksight limitation.

                    How do you infer gender and diversity?

                    Gender and Ethnicity Inference uses the candidate profile information such as name, location, education, experience, and spoken languages to infer. Our algorithm is trained using profiles that self-declare their gender and ethnicity. We don’t do facial analysis. US Veteran status is inferred based on work experience in the US military.

                    Gender prediction is Female or Male. Ethnicity prediction is Asian, Black or African American, Hispanic or Latino, or White. Our data does not contain sufficient information to accurately predict non-binary gender and two or more races when not provided. The candidate’s self-declared ethnicity will prevail and not be overwritten.

                    What is redshift?

                    It is the datawarehouse that Eightfold uses. Amazon Redshift is a data warehouse product that forms part of the larger cloud-computing platform Amazon Web Services. It is built on top of technology from the massive parallel processing data warehouse company ParAccel, to handle large-scale data sets and database migrations.

                    How do we know what permissions we have?

                    In Admin Console, under "provisioning" on the left side, you will see 'Manage Users' which will help you know the 'role' associated with your email_id, and 'Permissions & Roles' will tell you about all the permissions associated with your role.

                    Do we have the ability to generate calculated fields?

                    Yes, as long as you have access to the Dashboard Authoring Console, you have all the access to edit.

                    Does the Administrator have the Rights to add any additional columns?

                    For the standard redshift tables - no; but you can add your 'custom fields' to your custom datasets. Please see this documentation: Creating and adding custom fields to standard dashboards.

                    Do you have best practices related to naming conventions for datasets, analyses, and dashboards?

                    Dashboard Naming convention - The name of the dashboard should reflect the use case of the dashboard clearly If there is more than one user editing the dashboard, try to name your Analyses with your name so that we don't mess with each other's analysis.

                    • Remove the columns not used in the dashboard.
                    • Name all your columns in lowercase for easy readability.
                    Who all will have access to the Auth Console?

                    Anyone with the 'Author Dashboard' (or 'perm_author_dashboard') permission. 'Admins' by default have this perm. Check permissions in 'Admin Console' > 'Provisioning' > 'Permission & Roles'.

                    How do you create time range controls for dashboards?

                    You can find out more in this documentation here Adding a date range in a QuickSight Analysis.

                    Where can we find this dictionary?

                    You can find the documentation here: QuickSight datasets and Redshift tables data dictionary.

                    How do we access the dataset dictionary?

                    You can find the documentation here QuickSight datasets and Redshift tables data dictionary.

                    Any possibilities to download the complete applicants against the JOB ID or Event (Campaign)?

                    Downloading data for a job id is possible using the Data Hub which is Eightfold's feature to allow retrieving data from your Eightfold Instance.

                    How to add name or email id to User analytics?

                    You can join the profile table (which has both the name and email_id) to this table using profile_id.

                    Does Profile_ID apply to both candidates and employees?

                    Yes. But if the same person was a candidate and now an employee, they might have different profile_id when in different stages.

                    What field is the date from and date to based on?

                    That varies based on the data/table. e.g., for 'application' data it could be 'application date' or 'stage date'; for 'server log' or 'user analytics' data, it is the user activity date.

                    For the event field for example, if we need to edit the event/stages to fit our business, we can click those three dots and edit and change the calc so the events are named what we want them to be named?

                    To rename the 'events' you can create a new calculated field and map each event name to the customized name for your company' using the 'ifelse' function.

                    How to add a Filter that's not shown on the list?

                    You can find the documentation here: Adding filter controls to analysis sheets.

                    For the date range, what if you want the user to select the time versus pre-selecting it on the filters? How does that work?

                    There will always be a pre-selected date range but the user can adjust the date range to whatever they want.

                    What if you're not familiar with SQL but want to combine data sets?

                    We encourage customers who don't have SQL experts to get help from partners like Deloitte, and nformal. Do contact your Eightfold point of contact for more information.

                    What will be the process to add a new column in the database? could be custom or field coming from ATS?

                    Yes, you can add custom fields, please see this documentation: Creating and adding custom fields to standard dashboards.

                    Can we copy and adapt according to our needs to the calculated fields? =Event, for example?

                    Yes, you can build a new calculated field and map your event names to the ones you want using the 'ifelse' function.

                    How do I get to the dashboard console?

                    You probably don't have the permission to access it yet. Please contact your admin and ask for 'Author Dashboard' permission.

                    Will Eightfold be moving away from SQL for customer user interface reporting?

                    The 'dashboard authoring console' is a user interface reporting. The reason why SQL is introduced here is that if you want to build custom datasets, certain SQL will be used. Still, for most of the customization the use of SQL will not be a lot. Eightfold is exploring other user-friendly interfaces too.

                    Can you define more so what the impact of control versus parameter versus filter? How do they impact the data differently?

                    That is indeed a touch one, you can also check out the AWS Quicksight documentations:

                    • filters: Filtering data in Amazon QuickSight
                    • controls: Adding filter controls to analysis sheets
                    • parameters: Setting up parameters in Amazon QuickSight
                    Are my parameters only usable in my instance? Or can a whole team use the same parameter?

                    The whole team can use the same parameter. essentially your whole team is sharing this instance.

                    Are these edits aligned to just this particular user?

                    No, all other users who have access to the Dashboard Authoring Console can see each other's edits. essentially your whole team (who have access to DAC) is sharing this instance.

                    What is typical lag time when refreshing/filtering on dashboards?

                    Usually just a few seconds. That depends on the size of your dataset.

                    If we need a field that is not in the dataset we are working with, can we add it?

                    Yes, you can add custom fields, please follow this documentation: Creating and adding custom fields to standard dashboards.

                    If I need help to set-up a dashboard where can I ask anything?

                    We encourage customers who need help in customization to get help from partners like Deloitte, and nformal. Do contact your Eightfold point of contact for more information.

                    Where can we access the Eightfold data dictionary listing table names and field names that need to be used in queries?

                    You can find the documentation here: QuickSight datasets and Redshift tables data dictionary.

                    Is it possible for example to fetch fields from HRIS systems (like SAP SuccessFactors Recruiting) to complement my dashboards in 8F?

                    Yes, you can add custom fields, please follow this documentation: Creating and adding custom fields to standard dashboards.

                    Can you confirm my understanding regarding refresh frequencies is correct. For standard provisioned dashboards, the refresh happens every 24 hours. any datasets for dashboards we create as custom from redshift min refresh is every 3 hrs?

                    In Quicksight we have 2 types of dataset refresh method:

                    1. SPICE: SPICE datasets will refresh every 24 hours. All OLD dashboards (not 'Dashboard 2.0' dashboards that started to release this year) use SPICE datasets.
                    2. Direct query: will refresh every 3 hours. All 'dashboard 2.0' dashboard will use Direct Query.

                    As for the custom datasets you create, you can choose whether you want to do SPICE or Direct Query.

                    What is the advantage of creating a new dataset vs selecting existing datasets? Also, how much storage are we allotted and how can we make sure that dashboards or datasets we create don't take up much bandwidth?

                    Usually people create new datasets only when the existing datasets do not have certain columns that they need (usually the 'custom fields' specific to your company), or you have a special angle that you want to report on so you want to join 2 datasets together.

                    What is the difference between spice and direct query?

                    In Quicksight we have 2 types of dataset refresh method:

                    1. SPICE: SPICE datasets will refresh every 24 hours. All OLD dashboards (not 'Dashboard 2.0' dashboards that started to release this year) use SPICE datasets.
                    2. Direct query: will refresh every 3 hours. All 'dashboard 2.0' dashboard will use Direct Query.
                    When creating a new dataset would you ever use any of these other sources? Or always redshift?

                    We always use redshift but you can connect to other data sources if needed. We haven't experimented with other data sources.

                    When selecting SPICE and then changing it to hourly, wouldn't that be the same as a direct query? Can you explain the use case of why a user would want to use each?

                    Technically yes, but using SPICE and refresh hourly would create an unnecessary burden of data usage in your instance, so we do not recommend that. We recommend using SPICE only for every day/week or on-demand refresh.

                    Where can we access the Dashboard Authoring Console tutorial videos?

                    You can find documentations here: Dashboard authoring console overview.

                    You can also refer to these Analytics sessions by registering with your official email id:

                    DAC training part 1: Dashboard Authoring Console

                    DAC training part 2: Creating Datasets for Dashboard Authoring Console

                    Are SQL courses available on mindtickle?

                    It might not be available in Mindtickle but we strongly recommend this 3rd party online tutorial on Mode: The SQL Tutorial for Data Analysis.

                    Diversity inference - if I say I'm female but the system infers I'm male, Are both data points represented?

                    No. ‘Female’ will be displayed. If there is already self-reported gender, the system will not make further inference.

                    ‘Diversity inference’ turned on:

                    • If the candidate has self-reported data: Show self-reported data.
                    • If the candidate does not have self-reported data: The system will make an inference and then show inferred data.

                    ‘Diversity inference’ turned off:

                    • No diversity data is shown on dashboards. No self-reported or inference diversity data will be shown on the dashboards.
                    If we turn off diversity inference then no self-reported diversity data is shown in those dashboards?

                    Yes, no self-reported diversity data is shown in those dashboards.

                    There were responses to select all managers or select individual managers. What about if I just want to view specific verticals within the organization? e.g., I only want to view data for CX and that management chain?

                    Usually, there is a ‘business unit’ and ‘job function’ filter to filter for CX, etc. If you want any other field to be added from your ATS, you will have to create a custom field request for your field to be added to the dashboard. See Creating and adding custom fields to standard dashboards.

                    The stages need to be mapped to 5 within 8F. So if you have 3 interview stages will map to the 1 interview stage?

                    Yes, that’s correct.

                    If you want totally different mapping:

                    1. Create relevant stage mapping in diversity_dashboard_config (this config is common for all analytical dashboards with interview stage groups).
                    2. Refresh data warehouse data using this link and wait for the refresh to get completed.

                    How to check if your new mapping got updated:

                    1. Open your relevant dashboard where you want this change to be seen.
                    2. Search for columns ‘stage_group’ and ‘stage’.
                    3. Create a tabular view with these 2 columns.
                    4. Verify if your new stages are mapped to the relevant stage groups.

                    Create a custom dashboard with your formulas customized for the new stage groups.

                    What about using a different calculation of time to hire? Instead of a hire date, is it kicking off the hiring process?

                    Yes, you can change the calculation based on your use case by creating a copy of the dashboard and customizing it.

                    For example, if the current formula for days to hire is dateDiff (application_ts, stage_ts, "DD"),

                    In your custom dashboard, you can change it to: dateDiff (application_ts, kicking_off_hire_date, "DD"), provided kicking_off_hire_date is available in your ATS and it is pulled into EF using the custom fields method (Creating and adding custom fields to standard dashboards).

                    Do diversity metrics only include ethnicity and gender? What about race, disability?

                    Race is included in Ethnicity.

                    Disability is not reported in the ‘Quicksight dashboards’ but reported in the ‘Diversity dashboard’ Using the diversity dashboard.

                    The raw data however will be available via Data Hub, Talent Lake, Data Warehouse as well as the redshift tables which can be accessed from Dashboard Authoring Console.

                    For ethnicity, are they showing people in the US only? How are non US people represented in the ethnicity data?

                    Showing people in all countries, and the US diversity classification is applied to them as well.

                    Are there plans to create a more user-friendly interface when creating/editing reports?

                    We do plan to have better interfaces (like other BI tools) but we don’t have a solid ETA for the same.

                    Are all reports available for Refresh on Demand? Seems like Refresh on Demand (3 hrs) vs. A 24 standard turn around would be preferred?

                    If you are referring to ‘Refresh’ available in the Admin console, yes it is available for all the Quicksight Dashboards.

                    Note: You can see information on data flow into the dashboards Overview of the Data Flow into the Dashboards.

                    For the ‘generation I’ quicksight dashboard the refresh frequency is about every 24 hours; for the ‘Dashboard 2.0’ it’s about 3 hours.

                    Is there an opportunity to have key fields refresh more frequently than 24 hours, and leave others on the standard refresh cycle?

                    No, there is not. All dashboards and fields run on the same sync schedule.

                    Can we report out on the fiscal calendar vs months?

                    At this time we do not support this on standard dashboard functionality. You can accomplish this by creating a custom dashboard with the following formula Change Calendar to Fiscal Year, though quite cumbersome. Although the YoY and QoQ data is based on the calendar year, you can adjust the dates on any of the dashboards to get the raw data for that time period.

                    Can the Eightfold provide use cases and purpose for each dashboard you all provide?

                    Please find detailed information and tutorials for all of our dashboards Eightfold dashboard tutorials.

                    What data cleaning and data manipulations are being done to go from production data to Redshift?

                    Some important steps performed while moving production data to Redshift:

                    • Standardizing field names and transforming some fields to have more end-user friendly names.
                    • Moving semi-structured data into SUPER columns in Redshift.
                    • Denormalizing some of the data so that all relevant data are available to analyze without the overhead of too many joins.
                    • Data format conversions to make sure data is stored in the most apt format for redshift as well as applying the best compression techniques to allow for greater data throughput and query performance.
                    What are the use cases for querying data from the data hub?

                    It helps in quick data pulls for the data which is not present in the dashboards.

                    If you have enabled Data Warehouse, it allows for periodic data generation based on predefined queries and export of the same using SFTP or Email.

                    It also helps you get a quick preview into the data model and underlying data that powers the tables/dashboards.

                    How are custom fields represented in the Data Dictionary? Are they automatically populated, is that something each person has to manually add?

                    Custom fields are not represented in the Data Dictionary, b/c they are specific only to this customer, while Data Dictionary is applicable for all customers.

                    How do you balance the load of data storage for each customer?

                    Currently, it is shared across customers. Some customers might use more storage than others based on their data size. We have built up our architecture to scale seamlessly while still being able to support an increasing load of queries.

                    Is there any concern on latency with data set sizes as we’re thinking about Eightfold as a reporting platform?

                    The datasets with relatively large size comparatively take more time to get refreshed than the smaller ones. Example: datasets with server_log data will take more time to get refreshed and pulled compared to the other datasets.Most of our existing and newly-created datasets that power our dashboards are based on Quicksight’s Direct Query paradigm to ensure freshness of data.

                    Do we report on time taken to calibrate?

                    No, we don't report on it on standard dashboards. However this can be calculated using the column in positions table called as confirm_calibration_ts and the creation_ts (date on which a position was created).

                    Do survey data capture the survey participant's email?

                    Not always; certain survey types capture email (for example, CareerHub experience, PCS post apply survey) and some surveys do not capture email (for example, post interview experience survey).

                    Is it possible to remove all diversity metrics in the TA Leaders and Sourcing Analytics dashboards?

                    If the customer wants to remove the diversity tabs, they will have to create a custom dashboard (a copy of the standard dashboard) and remove those tabs. Caveat: The custom dashboard would stop receiving any updates we make to the standard dashboards.

                    How to add dashboard permission for a role?

                    Navigate to Admin Console > Provisioning > Permission & Roles. Go to the role you want to add permission to and add in the Role attributes. You can find about each dashboard's permission in Provisioning dashboards tutorial.

                    Visuals in dashboard or analysis in the Author Console is not showing any data, but show a message 'This visual has pending updates'.

                    Click 'Update' button on the top left to update/refresh the Author Console data.

                    In the Talent Analytics Dashboard, what does Emails sent, opened and replied mean?

                    • Emails sent means the number of unique candidates contacted.
                    • Opened means the number of unique candidates who opened the email.
                    • Replied means the number of unique candidates who responded.
                    Does the source value from the applicant self-report source question drop down in PCS application form get directly pulled into the analytics table?

                    1. It depends on the implementation.
                    2. After the self-reported source is collected on PCS, PCS will write this source along with the application to your ATS, either as the 'source_type' or the 'source_name' (depending on your implementation set up).
                    3. Then Eightfold will sync this data back into our analytics data.
                    4. On the other hand, Eightfold PCS collects the utm_source from the URL, after mapped to the ATS source codes, it will also get written to ATS and then synced back to analytics data if the implementation set it up that way.
                    When will be the source_name be empty in the application table or the Source Analytics Dashboard?

                    There could be several scenarios like,

                    • During implementation, Eightfold did not sync the source_name data from ATS.
                    • During implementation, source data collected on PCS is not written to ATS.
                    • PCS could not track any source of the visitor (for example, there is no utm_source in the URL).
                    What happens when the utm source mapping is not set up by the customer in Talent Experience > Career Site & Referrals > Application Flow > Source Tracking?

                    • Eightfold PCS will not be able to write the proper source codes to ATS. ATS may receive all application sources as all blank or all 'Eightfold'.
                    • However if customer enables 'free text referrer mapping', we can skip the whole source mapping and send the raw utm_source to ATS directly.
                    What happens if there is no utm_source in the URL (or 'src'/'source' parameters, which are interchangable with 'utm_source')?

                    If the website from which the candidate is coming from has the http referrer enabled, the websites will communicate with each other and Eightfold UTM source tracking can detect the website from which they are coming from.

                    What happens when the customer does not have a 'source' question to let the applicant self-report their source in the PCS Application form?

                    In this case, we completely rely on the Eightfold UTM source tracking.

                    Do we have best practices to follow for source tracking?

                    Yes, kindly check out Source tracking implementation checklist and configuration in PCS documentation.

                    Can the source_name and utm_source be different in the Source Analytics Dashboard or the application_source analytics table?

                    Yes, it can be different when the applicant enters the source as 'LinkedIn' in the self-report source question in the PCS application form, but last touch (or the last website from which the candidate is redirected) of the candidate is actually coming from Indeed.

                    How to set up the utm paramaters?

                    • The utm parameters in the URL are set up at the job board (for example, LinkedIn, Indeed)
                    • The PCS 'job feeds' feature can help you add utm parameters when you feed jobs into the job board as well. Read Set up XML feeds to post jobs to Job Boards in PCS for more details.
                    Whom should we get help from in order to set up the source tracking?

                    • Kindly read PCS source tracking overview for details.
                    • If you have specific questions, you can submit a ticket to the support team.
                    Why do I see 'Unknown' source in the Source Analytics Dashboard?

                    First of all, there are always a certain percentage of ‘Unknown’ sources for each customer. 15% is an arbitrary threshold - if lower than 15%, it is still considered as ‘normal’; if higher than 15%, there could be tracking or config issues.

                    Position location data - why location showing different values in the UI and in the dashboards?

                    One possibility is since we process the position location data we sync from ATS by converting the location to a standard form (geocode) and then extracting the city from it. For example, if the location we sync from ATS is "Woodridge, Illinois, USA", it would keep being "Woodridge, IL, US"; but if it is "Woodridge, Illinois, USA 60517" then it becomes "Downers Grove, IL, US", because that is the location corresponding to 60517.

                    How do I provision a new dashboard?

                    1. Check if your group id is included in the dashboard gate. For example, add '{your group id}:1' to projectmarketplace_dashboard_gate config if this dashboard is not enabled for all group ids yet.
                    2. Admin Console > Datawarehouse and Dashboards > Provision and click on 'Create' by clicking on the edit icon near the dashboard you want to provision.
                    3. Add related dashboard access permission to the role who should have access to this dashboard.
                    Can I limit dashboard access to specific email accounts?

                    Yes. Admin Console > Data Warehouse & Dashboards > Provision Dashboard > Quicksight Dashboard > (next to each Dashboard Name) Actions > Access Control > Submit > Add the email accounts. Kindly note that this is an 'allow list', once set up, only the user emails that are included in the list will have access to view the dashboard. Even if a user is an admin, if they are not added to the list, they will not be able to view the dashboard.

                    Why is there a discrepancy between what we show in TM usage and admin console for users who have claimed a profile?

                    TM usage dashboard only includes employees who have logged into Career Hub. So it could be lower than the total number of employee profiles. Also Admin Console could include employees who have been 'deactivated' or 'need invite'.

                    How to debug Survey Dashboard in general?

                    • Go into the Dashboard Console and locate the related analysis of this dashboard and understand what each visual is about - what metric is this, how is it calculated. e.g. 'Candidate Experience Score (NPS)' is calculated using rating
                    • Check the actual survey to see what type of questions are on the survey. e.g. in this survey https://stage.eightfold.ai/survey/z2ybmdGVV/employee_experience_survey?domain=eaton.com there is no NPS rating questions
                    • Use related documentation to find out more
                      • Surveys within Eightfold: Introduction to surveys, what survey types/survey questions are available, etc.
                      • Configuring surveys: How to configure surveys, how to interpret survey data for different survey types
                      • Additionally: Survey Analytics Dashboard documentation
                    What is there survey participants but 'Candidate Experience Score (NPS)' shows 'No data'?

                    If there is no NPS rating quetions in the survey, there will not be NPS metrics. Use related documentation to find out more:

                    • Surveys within Eightfold: Introduction to surveys, what survey types/survey questions are available, and so on.
                    • Configuring surveys: How to configure surveys, how to interpret survey data for different survey types.
                    • Additionally: Survey Analytics Dashboard documentation.
                    Why is the calibration dashboard total number of positions not matching the Positions UI?

                    The total number of positions in Positions UI does not have any default filters. However, Calibration dashboard shows only those positions created within the last 36 months, position_type = ATS and non confidential positions. Some of the filters available in Calibration dashboard are not the same as the ones available in Positions UI (for example, 'well_calibrated' filter is available in Positions UI vs not available in Calibration dashboard).

                    How does Eightfold source tracking work?

                    • PCS source tracking documentation
                    • Source tracking implementation checklist and configuration
                    • Source Analytics Dashboard documentation
                    • How to debug the Source Analytics Dashboard
                    How to connect to Redshift within the Dashboard Authoring Console, when you are not able to find it under Datasets > New Dataset > Sources?

                    The below videos can help to connect to Redshift in this scenario:

                    • How to Connect to Redshift using Talent Lake credentials (Part 1)
                    • How to Connect to Redshift using Talent Lake credentials (Part 2)
                    Can data be filtered by specific requisitions?

                    Yes. There is a raw data table that consists of requisition_id data.

                    Do we need to change the controls or datasets to change the 'export' data at the bottom of the table?

                    Yes, you can limit the raw data table export using the filters/controls available at the top of the page.

                    Is the Eightfold Chrome extension available for customers who use PCS?

                    The Eightfold Chrome extension is not available for customers who use PCS, as it is a separate product. It is for recruiters to source candidates from LinkedIn.

                    Can we hide information from dashboard tiles?

                    Yes. The template is not directly editable, however, you can create a copy and remove the info before publishing the dashboard.

                    Are the dashboard metrics visible if applicants apply through Workday?

                    The metrics visible, even if the applicants apply through Workday.

                    Active sourcing employee is showing 176 but in the visual underneath it states 166 - Is it normal that the numbers don't match?

                    The visual on top is active users within the selected date range, the visual below is 'all-time' data.

                    Can the dashboards be viewed on a different device?

                    The dashboards can be viewed only on a desktop.

                    Are Match Scores included in any of the metrics? If so, can they be hidden?

                    No, we don't have match scores in the current visuals. If needed, you can hide them by creating a copy and removing those visuals from the copy.

                    Do we have a drill down option in a section? For example, if we want to further drill down information of Active Sourcing Employees?

                    The controls/filters at the top of the section should allow you to slice the data further. If you want to go even deeper, we recommend using the Data Hub.

                    We have some custom log in groups that include recruiters and/or sourcers. Would those be included or are these just the standard log in groups?

                    Any user logging into Eightfold and using the sourcing features is counted.

                    Is 'Sourcing' defined as importing resumes in the dashboard?

                    'Sourcing' takes into account multiple sources - Import Resume, Import using Chrome Extension, Recruiting events, and referrals.

                    Is there a way to add the interviewed stage on the Overview section?

                    You can do this by copying the dashboard and customizing it yourself.

                    Can the sourcing data pull in the self declared source which the candidate selects on Smart Apply?

                    No. The TA usage dashboard focuses on the usage of the recruiters, not the information of the candidates. You can find candidate gender in the Source Analytics Dashboard. However, the dashboard by default only shows Eightfold inferred genders - so you will also need to utilize Data Hub - 'profile' table to get the self declared gender.

                    Does active sourcing employees have unique or duplicate numbers?

                    The active sourcing employees consists of unique numbers.

                    Where can we see the internal job posting's dashboards?

                    Internal jobs are not treated differently from external posted jobs - meaning the data for these are available in all dashboards if the metrics are applicable. However, there might not be sourcing activities for internal jobs.

                    Can we see Rehire data?

                    Currently, we don't have 'rehire' metrics within the dashboards.

                    Is the source of how applicants get to the PCS tracked? If so, are there any metrics on these dashboards?

                    The Traffic sources tabs can be used as the source of tracking the applicants to the PCS.

                    Can 'Average days to advance' value be added on the current custom funnel effectiveness dashboard?

                    You can use the time_to_interview dataset for this. You can add this to your custom dashboard and create the calculated fields.

                    What type of feedback is included in the feedback summary?

                    All types of feedbacks are included in the feedback summary.

                    Is there a way to deep dive into the stalled applicants so that we can see in which positions they are sitting and which candidates are concerned?

                    You can always download the raw data and filter for these stalled applicants. Feel free to raise an ER for if you would like to see a detailed view with more candidate details.

                    Is it possible to add controls tied to some of our position custom fields?

                    Yes. Note that you would have to create a custom dashboard with custom dataset for the same. A dataset with the custom field will have to be added to the standard dataset associated with this dashboard.

                    Can every recruiter in a company see each other's data? Or is this view open only to the recruitment managers?

                    As of now, whoever has access to the dashboard would be able to see all the info. We are working towards giving user level access for dashboards.

                    In Eightfold, if we are moving candidates to offer stage or marking them as hired, then from where is this data flowing?

                    If you are advancing candidates to hired or offer stage in Eightfold, we just get the data from your ATS and the date associated with those stages.

                    What is the difference between the terms 'Career Hub' and 'Jobs Marketplace'?

                    Jobs Marketplace, along with your TM profile, Course Marketplace and Project Marketplace are sections within the Career Hub platform available within TM.

                    How to proceed when the recruiter and hiring manager names is missing for a position_id in the analytics table or quicksight dashboard?

                    Follow these steps if the recruiter and hiring manager names are missing for a position_id:

                    1. Check if the recruiter and hiring manager are available for this position in the Positions page. If they are not available, inform the relevant team and get them added to the position.
                    2. If they are available, create a ticket for the CI team to fix the issue.
                    3. Once the issue is fixed, refresh the analytics tables and the QuickSight datasets.
                    How to enable the Analytics QuickSight Dashboard 2.0?

                    Follow these steps to enable the Analytics QuickSight Dashboard 2.0:

                    1. Ensure that the relevant gates are enabled, or contact the CI-Data analytics team.
                    2. Ensure that the relevant permissions are added to the Admin role.
                    3. Provision the dashboard from the Admin Console.
                    Does the redirect functionality work for analytics tab?

                    The analytics tab in the position pipeline is designed to provide a pipeline overview. You can view the info graphs for gender by selecting that particular gender at the top right of the cards (if gender is applicable); however, the redirect functionality is not supported. All tabs except the analytics tab would fetch the data based on the data filter defined in the configuration and user filters for that tab. In the case of analytics, visualization takes place based on configuration by using the raw data from the backend, then info graphs are generated and rendered. This means the data for analytics tab is coming directly from the backend rather than other tabs, although the data will be the same everywhere. For redirect functionality to work, there should be a separate page to render the list of applications or the raw data, and for this, we have the Dashboards (Insights) module in Eightfold where you can use the standard dashboard or create a custom dashboard with the desired filters from the raw data. Admin can help you with contacts who can provide you with access.

                    #diversity #diversity inferencing #datasets #redshift #dashboard #analytics questions

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