The Team Leaderboard enables you to better quantify the value of using Beamery to fill vacancies. It provides better visibility into your sourcing team's performance, including for each team member, in order to drive better decision making around resources, remove roadblocks, highlight top sourcers and help forecast for the future.
To navigate to the Team Leaderboard, click on the Reporting module in the sidebar.
The Team Leaderboard has four primary components:
Team Leaderboard Filters
Contacts Added in Date Range
Team Leaderboard Filters
The report can be filtered in four ways:
1. Date range
Select the date range manually, or select pre-set date ranges from the following options: 1 day, 1 week, 1 month, 3 months, 6 months, 1 year, all time
The report is pre-set to the last month to date when you load the report.
Use this dropdown to select a team to report on. Teams created in Company Settings are shown here, in the order shown in Settings.
The report is pre-set to show All Teams, which will also show figures for vacancies assigned to users who are not in teams.
3. Vacancy Stages
You will see three types of Vacancy Stages in this dropdown:
- Default Beamery stages, which are set in Company Settings. Default stages are listed in the order they are shown in Company Settings.
- Historical stages, which are stages that have been removed from Company Settings, but are still available in the database. This is to ensure metrics can be accurately tracked historically. These are listed alphabetically.
- Greenhouse stages, which are only visible to customers with a Greenhouse integration. These are listed alphabetically.
The report is pre-set to display data for just the first vacancy stage, and a maximum of ten vacancy stages can be selected at any one time.
NB: This report does not integrate directly with your ATS. It pulls the information from Vacancies in Beamery for an ATS. Beamery does not receive the position of stages from ATS. In some ATS systems (e.g. Greenhouse) stages are also unique to vacancies and may fall at any position dependent on the vacancy, e.g. ‘Interview’ in a particular vacancy may not mean ‘Interview’ in another vacancy, and can be at a different position. Hence the alphabetical listing.
4. Vacancy Groups
Use the dropdown to select Vacancy Groups to report on. Vacancy Groups created in Company Settings are shown here, in the order shown in Settings. The report is pre-set to no Vacancy Groups, which will also show figures for vacancies not in groups.
The Key Metrics cards show:
- The number of ‘New Candidates’ added to vacancies in the date range selected. This can include contacts that have been added to more than one vacancy, as these are also new candidates, despite being the same contact. For example, if a customer adds one candidate to three vacancies, the number of ‘New Candidates’ will be shown as three.
Note: As the Team Leaderboard focuses on sourcing activity in Beamery, CSV imports will not be included in a user's team leaderboard activity. To report on CSV import activity, use Data Explorer instead.
- The percentage of ‘Prospects to Candidates’. This is the proportion of ‘New Candidates’ who have been added to vacancies in the date range, for the first time since being added to the database. This helps customers to gauge the proportion of new contacts being added to vacancies, versus existing contacts (e.g. Silver Medallists) being put forward for roles.
- Stage-to-stage conversion is based on the number of unique candidates that have 'converted' to the second selected stage, having gone through the first selected stage, during the time period. For example, if you select a time period starting 90 days prior today, and you have the following scenario:
- Stage 1: 100 candidates in this stage within those 90 days
- Stage 2: 50 of the candidates from stage 1 made it through this stage
- Stage 3: 20 candidates have come through this stage having started in stage 1
Conversion of stage 1 to 3 should be 30%
- The percentage change in conversion is based on the change from the previous 'period', such that if the date range selected is the previous month since today (30 days), the percentage change is based on the same stage-to-stage conversion from the month prior (from 60 days ago to 30 days ago). This applies to any stage-to-stage conversions from the dropdowns in each card.
The ‘New Candidates’ card will always be visible in the report. The number and content of the stage-to-stage conversion cards are dependent on the number and order of stages selected in filters:
- When two stages are selected, one conversion card is displayed showing the conversion between stage 1 and stage 2
- When three stages are selected, three conversion cards are shown - the conversion between stages 1 and 2, stages 2 and 3, and stages 1 and 3
- When four stages are selected, four conversion cards are shown - the conversion between stages 1 and 2, stages 2 and 3, stages 3 and 4, and stages 1 and 4
- When five or more stages are selected, four conversion cards are shown - the conversion between stages 1 and 2, stages 2 and 3, stages 3 and 4, and stages 4 and 5
The Key Metrics conversion cards are pre-set to show the first consecutive default stages.
Contacts Added in Date Range
This reports shows the number of contacts added to each stage selected in the filters during the date range defined, as a total number in the chart key, and in a bar chart, broken down by intervals of either Day, Week, Month or Year.
- The chart key figures show the absolute number of contacts added to each stage selected rather than final contacts in the date range. For example, if 10 contacts were added to Stage 1 in the date range, then 5 were moved to Stage 2, and another 5 contacts were added to Stage 1, the number of contacts added for Stage 1 would be shown as 15.
- The bar chart shows all the stages selected in the report filter. You can hide bars by clicking on the relevant stage name in the chart key, and then reveal the bar by clicking back on the stage. You can scroll the bar chart to the right to see all relevant intervals.
- You can select the date interval from the dropdown next to the title. The chart is pre-set to show intervals based on the date range selected:
- For 1 day to 1 month: intervals of days are shown.
Over 1 month up to 6 months: intervals of weeks are shown.
6 months up to 2 years: intervals of months are shown.
2 years and more: intervals of years are shown.
The bar chart will only display bars where there is first and last activity within the date range. For example, for a period of one year, if there were no contacts added in the first three months or the last three months, you will see information for months four to nine.
The Leaderboard shows metrics for the top 100 Beamery users individually, based on the teams selected in the teams report filter.
The ‘Prospect to Candidates’ column format is ‘x / %’, where:
- X is the number of contacts that have become candidates for the first time
- % is the proportion of contacts added to vacancies by the team member for the first time since being added to the database
The format for the stage-to-stage columns is ‘x / %’ where:
- X is the number of contacts that have moved from the former to the latter stage
- % is the conversion of contacts from the former to the latter stage
The Leaderboard is sorted by default by the ‘New Candidates’ column in ascending order. You can click on any column to sort them in ascending or descending order.
You may also choose to display or hide any stage to stage conversions from the ‘Edit Columns’ dropdown next to the title, above the table. You can scroll to the right to view all columns.
The dropdown will show all possible stage-to-stage conversions based on the stages chosen in the stages report filter at the top, and is searchable so you can easily find any stage-to-stage conversion. The Leaderboard is pre-set to show consecutive stage-to-stage conversions for the first vacancy stages.
Note: As the Team Leaderboard focuses on sourcing activity in Beamery, CSV imports will not be included in a user's new candidate's on the Team Leaderboard. To report on CSV import activity, use Data Explorer instead.
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