This article explains how to work with some tabs in Advanced Analytics module in Recruiting Marketing.
SuccessFactors Recruiting Marketing
Visualize Tab Overview
The Visualize tab in Advanced Analytics provides you with six configurable overview graphs. These graphs provide trend and summary views of sourcing results. Graphs can be exported for use in presentations and the supporting data can be exported to Excel for analysis. Tips for interpreting each graph can be found below it.
Visualize Graph Options:
Single Measure Trend: Displays results for a single measure over time. Users can select which measure to analyze, whether to group results by month or quarter, time frame, and an optional filter.
Source Summary: Displays summary results for a single measure grouped by source. Users can select which measure to analyze, the time period, an optional filter, and whether to use original or current referrer source. Users can also drill down into the chart for source engine level detail.
Source Stacked Trend: Displays results for a single measure over time, grouped by key source channels. Users can select which measure to analyze, whether to group results by month or quarter, time frame, an optional filter, and whether to use original or current referrer source.
Source Line Trend: Displays results for a single measure over time, with individual lines for each key source channel. Users can select which measure to analyze, whether to group results by month or quarter, time frame, an optional filter, and whether to use original or current referrer source.
Two Measure Compare: Displays results of two measures over time. Measure one is shown as bars. Measure two is shown as a trend line. Users can select which measures to analyze whether to group results by month or quarter, time frame, and an optional filter.
Year Over Year: Compares a single measure over two years of time. Year one is shown in blue, year two in orange. Users can select which measure to analyze and an optional filter.
Ask Tab Overview
The Ask tab in Advanced Analytics presents reports in response to key sourcing questions. The user chooses a question from the drop down list, clicks “Ask,” and the relevant results load into the frame below. Tips for interpreting each report can be found at the bottom of the frame, along with a link to the next question.
Browse Tab Overview
The Browse Report in Advanced Analytics provides summary and detail Full Line of Sight results, connecting RMK platform data with candidate outcomes in the ATS and associated source costs. Results can be organized by a variety of dimensions, including source, campaign, job groupings, time, and geography.
The data is presented in a drill down report with four levels of dimensional detail. Controls at the top allow the user to select the drill down path (predefined or customizable) as well as the desired time range, original or current source perspective, and whether to include applicant status results that do not match back to the RMK platform.
All primary Full Line of Sight measures are presented in this report, from Visit to Hire to Source Cost. Conversion and Yield metrics like Visit to Apply Start, Apply Start to Apply Complete, Apply Complete to Hire, Cost per Visit, and Cost per Hire are included. In addition, the user can drill into candidate level detail for all measures from Subscribe to Hire.
The Browse report is presented in three sections to emphasize the different sources of the data. Data from the RMK platform is presented in Orange. Data from the client Applicant Tracking System (ATS) is presented in Blue. Source cost information is presented in Green.
Data from the Browse tab can be exported to Excel using the Excel link at the bottom of each report.
Using the Browse Tab:
The top portion of the Browse tab allows the user to select the data to be included in the report.
Additional sorting, filtering, and grouping can be done in the report data itself using the triangle menu controls in the column headers.
Choosing a Drill Path:
Users can click on row labels in on the left side of the report to drill down into greater detail. The desired drill path can be selected in two ways.
1. Choose a predefined path through the data. By default the results will be summarize first by Source Types. Clicking on a particular Source Type will show the Source Engine level results within that category. For example, clicking on Search Engine on the left side of the report will show results for Google, Bing, etc. At the Source Engine level the user can further drill into Job Category results like “Finance” and from there into specific requisition titles like “Analyst”. Other common drill paths can be found in the upper left drill down menu:
2. Alternatively, the user can click on the Customize button in the upper right. This will update the top portion of the report to a view that allows the user to choose each level of the report desired for their analysis.
Referring Source (Current or Original):
The user can also choose a perspective for analyzing the referring source of applies. Current Referrer is shown by default. This means that Apply Starts are grouped by the source that referred candidates for each particular apply. Switching the perspective to Original Referrer will credit all of a candidate’s applies to the source that first referred that candidate, i.e. the source they used when they joined talent community. For example if a candidate initially joined talent community from CareerBuilder, but returned for a later apply from a talent community email, then that second apply will have a current referrer of Email and an original referrer of CareerBuilder.
In the corresponding Applicant Status data, the current referring source is determined by matching the candidate and job back to an Apply Start on the RMK platform. If there is no candidate – job match in the Apply Starts, then the original referring source is used in place of current referring source.
The user can choose whether to analyze their results by Current Referrer or Original Referrer using the dropdown menu at the top of the report:
Calendar controls allow the user to choose the date range to be included in the report.
Year and Month Number dimensions are also available as part of the report drill path. It is recommended that the user include Year along with Month Number for date ranges that span multiple years. This is to ensure that the results from the same month – but two different years – are not combined. For example, if the report is run by Month Number only for 2010 – 2011, the results will have data from January 2010 and January 2011 grouped into one row.
Limiting / Expanding the Applicant Status (ATS) data in the report:
Applicant status data from the client ATS does not always match back to the RMK platform results completely. One major case of this is candidates in the client ATS whose email addresses do not match back to talent community. Clients are encouraged to route as much of their candidate activity through the RMK platform in order to maximize their source tracking data. Nevertheless, there are always candidates in the ATS who do not match back to talent community. A small percentage of these stem from candidates who use different emails on the business card and in the ATS. Others simply applied directly into the ATS, without passing through the RMK platform. This candidate data is included in our upload process and grouped from a source perspective into a row called “No Type” or “No Source” depending on the level of detail.
Additionally, a candidate might start one apply on the RMK platform, cross over into the client ATS, and then apply for 2 additional jobs in the ATS. These additional ATS applies will not have matching Apply Starts on the RMK platform. When the user would like to only see ATS activity that ties back to a particular apply start (i.e. matches on both person and job) then the dropdown to "Include Additional ATS Applies" can be changed to "Only Show J2W Initiated Applies (Drop Off)". The primary benefit of this is to reduce the Apply Conversion metric down to the true drop off rate (at a transactional level) between the RMK platform and the ATS. This answers the question: What percentage of the Apply Starts on the RMK platform have matching Apply Competes in the ATS?
By default, all Applicant Status data that ties back to a talent community member is included in this report, even if the talent community member did not start an apply to that particular job on the RMK platform. This is to avoid understating key measures like Hires by Source because candidates are often steered to new positions after reaching the ATS or being contacted by a recruiter.
Accessing Candidate Detail:
A key feature of the Browse report is the ability to drill into candidate level detail from the summary counts provided in the report. This can be done by clicking on the underlined counts in the report itself.
This will cause a short menu to appear. Choose Active Report to see candidate detail in a new window or choose Excel to download the results directly to Excel for further analysis. From the detail report click on any candidate's email address or any job title from a detail report to view the full history for either.
Run Tab Overview
The Run tab in Advanced Analytics provides access to a menu or supplemental reports. These reports were may have been found as individual tabs in previous releases of the analytics suite. Users choose a report from the drop down menu and click run. The report will load into the frame below. Some reports have additional menu pages which instructions that load prior to the results.
Run Tab Reports:
Detail Query Tool: This new report delivers a query interface for accessing detailed candidate and job level data. If you know what you’re looking for and would rather not spend time navigating through Browse, this report is a good alternative. While the options and the output of this report are much the same as drilling to detail in Browse, there are some differences as well:
- You can pull multiple statuses at one time using this report.
- You can also apply up to four multi‐select filters.
Basic Title Search: Allows users to search across client results for hits on jobs with a given key word in the title. For example, searching for “Software Engineer” will show all activity in the network by source for jobs that contain “Software Engineer” in the title. Note: the report does not provide a valid perspective on the hiring funnel or candidate quality. Its usefulness is limited to identifying potential sources for consideration.
Client Comparison: Allows users to export source funnel results for multiple clients. Each client’s results are displayed in separate columns, allow for side by side comparison.
Daily Traffic (Direct and Other): Displays daily counts for Visits, Subscribers and Apply Starts, along with the percentage of each that is Direct and Other.
Drop Off Detail Report: Highlights candidates who have registered an Apply Start for a job on the client’s recruitment marketing platform, but who have not completed the apply in the applicant tracking system. These candidates are potential targets for follow up sourcing because they have expressed some interest in the job, but not formally applied. Results are shown by job which users can choose by Requisition ID, Title, or Keyword.
Job Count: Totals the number of posted jobs for a given client during a period of time. Note: An improved version of this functionality is now available on the Ask tab under “What kind of jobs am I posting?”.
Media Campaign Report: A tool for exporting full line of sight data by selectable “By” fields for use in Monthly media campaign reporting.
Quarterly Trend Report: Displays results by Source Type across quarters. Users can drill into source type groupings for source engine level detail and export the results to Excel for further analysis.
Job Segment Sonar: The Segment Sonar is a new report that allows you to compare a particular job from a client to the whole of any segment that the job belongs to. It is to internal SuccessFactors logins only. It resembles a sonar in that you’re pinging a job against a segment to see what sources are out there that generate applies for similar jobs.
Subscriber Conversion: Allows the user to measure the progress of a group of talent community members through time. The talent community member group is identified based on the date of talent community join.
Suspicious Changes: Allows the user to check for large increases or decreases in activity for a given source. Note: An improved version of this functionality is now available on the Ask tab under “Which of my sources are changing the most?”
Talent Community Aging: Allows the user to run a talent community aging report by client. This report totals up the number of Apply Starts in a given period of time, and groups them into buckets based on the amount of time the candidate had been in talent community before generating the Apply Start.
Threshold Report: This new report provides you with detailed data related to the “Threshold” between your RMK platform and your applicant tracking system. It replaces the “Drop‐off Detail Report” with a more flexible, intuitive, and powerful tool. Uses for this report include:
- It can be used to generate a list of drop‐offs.
o Drop‐offs are candidates who started an apply in your RMK but did not complete the apply in your ATS.
o You can view candidates who dropped off on a particular job or you can view candidates who dropped off completely by never completing an apply in your ATS.
o You might want to use the data provided in this report to try to re‐engage these candidates that dropped off.
- You can view a blend of candidates who dropped off and those who proceeded further in the hiring process.
- It allows you to see a summary of the number of jobs applied for by candidate.
Note 2234847: About Recruiting Marketing Advanced Analytics
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