This report shows a breakdown of CVs and Interviews (of a Client) by Region, Office, Team and Consultant. It finds all Speculative CVs Sent, CVs Sent, Speculative Interviews and arranged Client Interviews (Internal Interviews are not included) created in the date range entered.
The report can compare the user's activity against their targets.
Targets should be set against activities to allow actuals to be reported against targets. Please contact your Adapt representative for more information on targets.
To run the report:
Click on the report name to launch the input screen.
Enter the criteria for the report (mandatory fields are highlighted in red).
Choose to filter by:
Owner of Progress Record - This is populated from the logged in user who creates the Progress record (such as Shortlist, arrange an Interview, Send CV etc.) against the Job. This is the existing functionality in Adapt.
Owner of Job Record - Use this filter to show the activities by the Job Owning Consultant. Note: This is set when using the 'On Behalf Of' feature in Adapt.
Select the required format.
Click Confirm to run the report.
Note: For the date range entered, the start date will need to be a Monday and the end date a Sunday. This is so the system can calculate the weeks / months and quarters correctly.
You can Filter by:
Progress record (owning) Region
Progress record (owning) Office
Progress record (owning) Team
Progress record (owning) Consultant
Client
Activity (Mandatory - choose: All, Clients Interview booked, CVs sent, Speculative CVs sent, Speculative Interviews)
Target period (defines against which period of target activity e.g. Quarterly, Monthly should be compared). If this used Target data will be shown. If not used, no target data will be shown.
You can choose to Group the report presentation by:
Client
Consultant
You can Sort by (defines first sorting order):
Candidate
Client
Job Title
Note: To check the progress record Owning Region, Office, Team and Consultant, check the General page of the Progress record.
If the report is run without any grouping, a graph for all teams is produced showing their speculative CVs sent, CVs sent, Client Interviews Arranged and Speculative Interviews created in the entered date range, followed by a breakdown of the Team totals by Consultant.
Note: When using the filter Owner of Job Record, Spec CVs Sent and Speculative Interviews arranged cannot have a Job Owner (as they are speculative) and are therefore labelled as such on the report - These are filtered by the user who arranged the Speculative Interview/Sent the CV, not by record ownership.
Users wanting to see Job activity by the user who ran the activity or by the user it was attributed to, can use the new Job Activity By User Report.
The report then shows:
For each Speculative CV Sent:
Details of the Client, Contact, Candidate, Consultant and the date the Spec CV was sent.
For each CV Sent
Details of the JobId, Job Title, Client, Contact, Candidate, Consultant, the date the CV was sent and the Last Progress Stage
For each Interview Arranged
Details of the Job ID, Job Title, Client, Contact, Candidate, Interview Stage, Consultant, the date the Interview was booked, whether the Interview was attended, whether Candidate feedback has been recorded and whether Client feedback has been recorded.
For each Speculative Interview arranged
Details of the Client, Contact, Candidate, Speculative Interview Stage, Consultant, the date the Interview was booked, whether the Interview was attended, whether Candidate feedback has been recorded and whether Client feedback has been recorded.
The Grand Totals displayed at the end of the report show:
Total Spec CVs Sent
Total CVs Sent
All Interviews
Total 1st Interviews
Total 2nd Interviews
Total 3rd Interviews
Total 4th Interviews
Total 5th Interviews
Total Telephone Interviews
Total Video Calls
Total Speculative Interviews
Example Speculative CVs Sent page:
The grouping can give you 2 different pictures of information. In this example we will group by ‘Client’ and the report shows the following format:
A graph for all teams is produced showing their Speculative CVs Sent, CVs Sent, Speculative Interviews and arranged Client Interviews created in the entered date range, followed by a breakdown of the Team totals by Consultant (as above).
The report then shows For Each Client:
For each of their Speculative CVs Sent:
Details of the Client, Contact, Candidate, Consultant and the date the Spec CV was sent.
For each of their CVs Sent
Details of the JobId, Job Title, Client, Contact, Candidate, Consultant, the date the CV was sent and the Last Progress Stage
For each of their Interviews Arranged
Details of the JobId, Job Title,Client, Contact, Candidate, Interview Stage, Consultant, the date the Interview was booked, whether the Interview was attended, whether Candidate feedback has been recorded and whether Client feedback has been recorded.
For each Speculative Interview arranged
Details of the Client, Contact, Candidate, Speculative Interview Stage, Consultant, the date the Interview was booked, whether the Interview was attended, whether Candidate feedback has been recorded and whether Client feedback has been recorded.
Followed by the Grand Totals for each Client of
Spec CVs Sent
CVs Sent
All Interviews
1st Interviews
2nd Interviews
3rd Interviews
4th Interviews
5th Interviews
Telephone Interviews
Total Video Calls
Total Speculative Interviews
To look at Actual vs Target information users can filter by Team or Consultant. Select a Target period for the report (e.g. Yearly) and a Consultant (in this example OVoloshenko) and the report will present:
A graph for the owning team of OVoloshenko (in this case QA Team) showing their Speculative CVs Sent, CVs Sent, Client Interviews Arranged and Speculative Interviews created in the entered date range, followed by a graph per consultant in QA Team showing Actual vs Target of Speculative CVs Sent, CVs Sent, Client Interviews Arranged and Speculative Interviews created in the entered date range, followed by:
For Each Consultant:
For each of their Speculative CVs Sent:
Details of the Client, Contact, Candidate, Consultant and the date the Spec CV was sent.
For each of their CVs Sent:
Details of the JobId, Job Title, Client, Contact, Candidate, Consultant, the date the CV was sent and the Last Progress Stage
For each of their Interviews Arranged:
Details of the JobId, Job Title, Client, Contact, Candidate, Interview Stage, Consultant, the date the Interview was booked, whether the Interview was attended, whether Candidate feedback has been recorded and whether Client feedback has been recorded.
For each Speculative Interview arranged
Details of the Client, Contact, Candidate, Speculative Interview Stage, Consultant, the date the Interview was booked, whether the Interview was attended, whether Candidate feedback has been recorded and whether Client feedback has been recorded.
Followed by a Report Summary of all totals.
Note: You cannot get Target information by Office or Region.