2Onboarding Standard Content
Onboarding Standard Content
Sample Dashboard
Onboarding - In Progress
The dashboard shows counts of processes and tasks, and also includes metrics on how long tasks and processes have been open. There is also a detailed table that shows a list of currently in progress processes and the task currently being completed with a flag indicating whether the process is in the red status.
Component
Onboarding - Process In Progress Summary
Displays the number of submission transition processes that are in progress, by a variety of dimensions.
Onboarding Process In Progress
![Image showing a pie chart](images/onboardingproccessinprogresssummary.png)
Report Columns
Name | Syntax |
---|---|
Dimensions | See View By: Dimensions |
# Processes | "Submission Transitions Process Counts"."# Submission Transitions Processes" |
View By: Dimensions
Name | Syntax |
---|---|
Organization | "Requisition Organization"."Organization Level1 Name" |
Country | "Requisition Primary Location"."Location Level1 Name" |
Category | "Requisition Job Field"."Job Field Level1 Name" |
Department | "Requisition Department"."Department Name" |
Hiring Manager | "Requisition Hiring Manager"."Hiring Manager Name" |
Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Owner | "Submission Transitions Process"."Submission Transitions Process Owner Full Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Completion | CASE WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 25 Then '0-25%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 50 THEN '25-50%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 75 Then '50-75%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 100 Then '75-100%' END || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Days In Progress | "Submission Transitions Process"."Submission Transitions Process Days In Progress" + "Requisition Identification"."# Openings" - "Requisition Identification"."# Openings" |
View Configurations
Name | Additional Information |
---|---|
Pie | Slice Size: # Processes Slices: Dimension |
Table | Columns and Measures: Dimension, # Processes |
Report Filters
Name |
---|
Submission Transitions Process Name (BL) is not null |
Submission Transitions Process Type is equal to / is in New Hire |
Submission Transitions Process Current Status is equal to / is in In Progress |
Onboarding - Dashboard Prompt Listener |
Onboarding - Tasks In Progress Summary
Displays the number of submission transition process tasks that are in progress, by a variety of dimensions.
Onboarding Tasks In Progress
![Image showing a mixed column/line chart](images/onboardingtasksinprogresssummary.png)
Report Columns
Name | Syntax |
---|---|
Dimensions | See View By: Dimension |
Avg Days In Progress | AVG(TIMESTAMPDIFF(SQL_TSI_DAY, "Submission Transitions Process"."Submission Transitions Task Assignment Date" , CURRENT_TIMESTAMP)) |
# Tasks | "Submission Transitions Process Counts"."# Submission Transitions Tasks" |
View By: Dimensions
Name | Syntax |
---|---|
Organization | "Requisition Organization"."Organization Level1 Name" |
Country | "Requisition Primary Location"."Location Level1 Name" |
Category | "Requisition Job Field"."Job Field Level1 Name" |
Department | "Requisition Department"."Department Name" |
Hiring Manager | "Requisition Hiring Manager"."Hiring Manager Name" |
Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Owner | "Submission Transitions Process"."Submission Transitions Process Owner Full Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Health Is Red | "Submission Transitions Process"."Submission Transitions Process Progression Health Is Red" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Completion | CASE WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 25 Then '0-25%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 50 THEN '25-50%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 75 Then '50-75%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 100 Then '75-100%' END || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Days In Progress | "Submission Transitions Process"."Submission Transitions Process Days In Progress" + "Requisition Identification"."# Openings" - "Requisition Identification"."# Openings" |
Task Name | "Submission Transitions Process"."Submission Transitions Task Name (BL)" || REPLACE("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Assignee | "Submission Transitions Process"."Submission Transitions Task Assignee Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Type | "Submission Transitions Process"."Submission Transitions Task Type" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Is Overdue | "Submission Transitions Process"."Submission Transitions Task Is Overdue" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Days In Progress | TIMESTAMPDIFF(SQL_TSI_DAY, "Submission Transitions Process"."Submission Transitions Task Assignment Date", CURRENT_TIMESTAMP) + "Requisition Identification"."# Openings" - "Requisition Identification"."# Openings" |
View Configurations
Name | Additional Information |
---|---|
Pie | Slice Size: # Tasks Pies: Dimension |
Column-Line | Bars: # Tasks Lines: Avg Days In Progress Group By: Dimension |
Report Filters
Name |
---|
Submission Transitions Task Current Status is equal to / is in In progress |
Submission Transitions Process Type is equal to / is in New Hire |
Onboarding - Dashboard Prompt Listener |
Onboarding - Processes In Progress Analysis
Onboarding Process/Task Analysis
The analysis consists of two charts.
The chart on the left displays # of processes, average percent complete and days in progress by a variety of dimensions,
The chart on the right chart displays # tasks, task days in progress and process days in progress by a variety of dimensions.
The column selector allows you to toggle the dimension for both charts at once.![Image showing a bubble chart](images/onboardingprocessinprogressanalysis.png)
Report Columns
Name | Syntax |
---|---|
Dimensions | See View By: Dimension |
Process Days In Progress | "Submission Transitions Process Time"."Average Submission Transitions Process Days In Progress" |
Task Days In Progress | AVG(TIMESTAMPDIFF(SQL_TSI_DAY, "Submission Transitions Process"."Submission Transitions Task Assignment Date" , CURRENT_TIMESTAMP)) |
Avg Process Percent Complete | avg("Submission Transitions Process"."Submission Transitions Process Percent Complete") |
Task ID | "Submission Transitions Process"."Submission Transitions Task Name (BL)" || ' - ' || CAST("Submission General Info"."Submission Identifier" AS CHARACTER) || ' - ' || CAST("Submission Transitions Process"."Submission Transitions Task Creation Date" AS CHARACTER) |
# Tasks | "Submission Transitions Process Counts"."# Submission Transitions Tasks" |
# Processes | "Submission Transitions Process Counts"."# Submission Transitions Processes" |
View By: Dimensions
Name | Syntax |
---|---|
Organization | "Requisition Organization"."Organization Level1 Name" |
Country | "Requisition Primary Location"."Location Level1 Name" |
Category | "Requisition Job Field"."Job Field Level1 Name" |
Department | "Requisition Department"."Department Name" |
Hiring Manager | "Requisition Hiring Manager"."Hiring Manager Name" |
Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Owner | "Submission Transitions Process"."Submission Transitions Process Owner Full Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Health Is Red | "Submission Transitions Process"."Submission Transitions Process Progression Health Is Red" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Completion | CASE WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 25 Then '0-25%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 50 THEN '25-50%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 75 Then '50-75%' WHEN "Submission Transitions Process"."Submission Transitions Process Percent Complete" < 100 Then '75-100%' END || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Name | "Submission Transitions Process"."Submission Transitions Task Name (BL)" || REPLACE("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Assignee | "Submission Transitions Process"."Submission Transitions Task Assignee Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Type | "Submission Transitions Process"."Submission Transitions Task Type" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Is Overdue | "Submission Transitions Process"."Submission Transitions Task Is Overdue" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
View Configurations
Name | Additional Information |
---|---|
Bubble | Horizontal Axis: Process Days In Progress XY (Vertical Axis): Avg Process Percent Complete XY (Bubble Size): # Processes Vary Color By: Dimension |
Scatter | Horizontal Axis: Task Days In Progress XY (Vertical Axis): Process Days In Progress Vary Color By: Dimension |
Report Filters
Name |
---|
Submission Transitions Task Current Status is equal to / is in In progress |
Submission Transitions Process Type is equal to / is in New Hire |
Onboarding - Dashboard Prompt Listener |
Onboarding - Processes In Progress List
This table displays summary information about the currently in progress tasks and processes by new hire.
Onboarding Process/Task Analysis
Report Columns
Name | Syntax |
---|---|
Req. Identifier | "Requisition Identification"."Req. Identifier" |
Candidate Identifier | "Candidate Identification"."Candidate Identifier" |
Name | "Candidate Identification"."Name" |
Submission Transitions Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" |
Submission Transitions Process Percent Complete | "Submission Transitions Process"."Submission Transitions Process Percent Complete" |
Process Days In Progress | "Submission Transitions Process"."Submission Transitions Process Days In Progress" |
Submission Transitions Process Progression Health Is Red | "Submission Transitions Process"."Submission Transitions Process Progression Health Is Red"
Note: A conditiontal format is set on this field. If process is red a red flag is displayed, if process is not red a green flag is displayed.
|
Submission Transitions Task Name (BL) | "Submission Transitions Process"."Submission Transitions Task Name (BL)" |
Task Overdue Days | TIMESTAMPDIFF(SQL_TSI_DAY, "Submission Transitions Process"."Submission Transitions Task Due Date", CURRENT_TIMESTAMP) |
Submission Transitions Task Assignee Name | "Submission Transitions Process"."Submission Transitions Task Assignee Name" |
Submission Transitions Task Assignee Department | "Submission Transitions Process"."Submission Transitions Task Assignee Department" |
Submission Transitions Task Due Date | "Submission Transitions Process"."Submission Transitions Task Due Date" |
Hiring Manager Name | "Requisition Hiring Manager"."Hiring Manager Name" |
Report Filters
Name |
---|
Submission Transitions Process Current Status is equal to / is in In progress |
Submission Transitions Process Current Task is equal to / is in In progress |
Onboarding - Dashboard Prompt Listener |
Onboarding - Completed
The dashboard page shows metrics on completed processes and tasks such as the number of processes completed compared to the number of processes canceled and counts on how many tasks in a process were overdue. The metrics can help you identify areas for improvement in your onboarding processes.
![Image showing a dashboard](images/onboardingcompletededitsmall.png)
Component
Onboarding - Process Completed Summary
This chart shows a trend of completed and canceled processes.
Onboarding Processes Completed / Canceled
![Image showing a column chart](images/onboardingprocesscompletedsummary.png)
Report Columns
Name | Syntax |
---|---|
Dimensions | See View By: Dimension |
# Completed | FILTER("Submission Transitions Process Counts"."# Submission Transitions Processes" USING ("Submission Transitions Process"."Submission Transitions Process Current Status"='Completed')) |
# Canceled | FILTER("Submission Transitions Process Counts"."# Submission Transitions Processes" USING ("Submission Transitions Process"."Submission Transitions Process Current Status"='Canceled')) |
View By: Dimensions
Name | Syntax |
---|---|
Organization | "Requisition Organization"."Organization Level1 Name" |
Country | "Requisition Primary Location"."Location Level1 Name" |
Category | "Requisition Job Field"."Job Field Level1 Name" |
Department | "Requisition Department"."Department Name" |
Hiring Manager | "Requisition Hiring Manager"."Hiring Manager Name" |
Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Owner | "Submission Transitions Process"."Submission Transitions Process Owner Full Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Complete Period | EVALUATE('TO_CHAR(%1,%2)' AS CHARACTER,"Submission Transitions Process"."Submission Transitions Process End Date",'YYYY-MM') |
View Configurations
Name | Additional Information |
---|---|
Table | Columns and Measures: Dimension, # Complete, # Canceled |
Column-Line | Bars: # Canceled, # Complete Group By: Dimension |
Report Filters
Name |
---|
Submission Transitions Task Current Status is equal to / is in Canceled; Completed |
Submission Transitions Process Type is equal to / is in New Hire |
Submission Transitions Process Name (BL) is not null |
Onboarding - Dashboard Prompt Listener |
Onboarding - Tasks Completed Summary
This chart shows the number of tasks completed on time compared to the number of tasks that were completed late.
Onboarding Tasks Completed
![Image showing a column chart](images/onboardingtaskscompletedsummary.png)
Report Columns
Name | Syntax |
---|---|
Dimensions | See View By: Dimension |
# Tasks On Time | FILTER("Submission Transitions Process Counts"."# Submission Transitions Tasks" USING ("Submission Transitions Process"."Submission Transitions Step End Date" <= "Submission Transitions Process"."Submission Transitions Task Due Date")) |
# Tasks Late | FILTER("Submission Transitions Process Counts"."# Submission Transitions Tasks" USING ("Submission Transitions Process"."Submission Transitions Step End Date" > "Submission Transitions Process"."Submission Transitions Task Due Date")) |
View By: Dimensions
Name | Syntax |
---|---|
Organization | "Requisition Organization"."Organization Level1 Name" |
Country | "Requisition Primary Location"."Location Level1 Name" |
Category | "Requisition Job Field"."Job Field Level1 Name" |
Department | "Requisition Department"."Department Name" |
Hiring Manager | "Requisition Hiring Manager"."Hiring Manager Name" |
Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Owner | "Submission Transitions Process"."Submission Transitions Process Owner Full Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Name | "Submission Transitions Process"."Submission Transitions Task Name (BL)" || REPLACE("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Assignee | "Submission Transitions Process"."Submission Transitions Task Assignee Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Assignee Department | "Submission Transitions Process"."Submission Transitions Task Assignee Department" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Type | "Submission Transitions Process"."Submission Transitions Task Type" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Complete Period | EVALUATE('TO_CHAR(%1,%2)' AS CHARACTER,"Submission Transitions Process"."Submission Transitions Process End Date",'YYYY-MM') || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
View Configurations
Name | Additional Information |
---|---|
Column | Bars: # Tasks On Time, # Tasks Late Group By: Dimension |
Table | Columns and Measures: Dimension, # Tasks On Time, # Tasks Late |
Report Filters
Name |
---|
Submission Transitions Task Current Status is equal to / is in Completed |
Submission Transitions Process Current Status is equal to / is in Completed |
Submission Transitions Process Type is equal to / is in New Hire |
Onboarding - Dashboard Prompt Listener |
Onboarding - Process Completed Time
This chart shows total time to complete the process for all users who completed it, and also shows the average and median time it took users to complete the processes.
Time To Complete Processes
![Image showing a mixed column/line chart](images/onboardingprocesscompletiontime.png)
Report Columns
Name | Syntax |
---|---|
Dimensions | See View By: Dimension |
Median Completion Time | MEDIAN("Submission Transitions Process"."Submission Transitions Process Days To Complete") |
Total Time Spent In Process | SUM("Submission Transitions Process"."Submission Transitions Process Days To Complete") |
# Submission Transition Processes | "Submission Transitions Process Counts"."# Submission Transitions Processes" |
Avg. Completion Time | "Submission Transitions Process Time"."Average Submission Transitions Process Days To Complete" |
View By: Dimensions
Name | Syntax |
---|---|
Organization | "Requisition Organization"."Organization Level1 Name" |
Country | "Requisition Primary Location"."Location Level1 Name" |
Category | "Requisition Job Field"."Job Field Level1 Name" |
Department | "Requisition Department"."Department Name" |
Hiring Manager | "Requisition Hiring Manager"."Hiring Manager Name" |
Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Owner | "Submission Transitions Process"."Submission Transitions Process Owner Full Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Complete Period | EVALUATE('TO_CHAR(%1,%2)' AS CHARACTER,"Submission Transitions Process"."Submission Transitions Process End Date",'YYYY-MM') |
View Configurations
Name | Additional Information |
---|---|
Table | Columns and Measures: Dimension, # Processes, Total Time Spent In Process, Avg. Completion Time, Median Completion Time |
Column-Line | Bars: Total Time Spent In Process Lines: Avg. Completion Time, Median Completion Time Group By: Dimension |
Report Filters
Name |
---|
Submission Transitions Task Current Status is equal to / is in Completed |
Submission Transitions Process Type is equal to / is in New Hire |
Submission Transitions Process Name (BL) is not null |
Onboarding - Dashboard Prompt Listener |
Onboarding - Tasks Completed Time
This chart shows the number of tasks that have been completed, as well as the expected completion time and the average completion time in days.
Time To Complete Tasks
![Image showing a mixed column/line chart](images/onboardingtaskscompletedtime.png)
Report Columns
Name | Syntax |
---|---|
Dimensions | See View By: Dimension |
Submission Transitions Task Name (BL) | "Submission Transitions Process"."Submission Transitions Task Name (BL)" |
Avg Completion Days | AVG(TIMESTAMPDIFF(SQL_TSI_DAY, "Submission Transitions Process"."Submission Transitions Task Assignment Date" , "Submission Transitions Process"."Submission Transitions Step End Date")) |
Avg Expected Days | AVG(TIMESTAMPDIFF(SQL_TSI_DAY, "Submission Transitions Process"."Submission Transitions Task Assignment Date" , "Submission Transitions Process"."Submission Transitions Task Due Date")) |
# Tasks | "Submission Transitions Process Counts"."# Submission Transitions Tasks" |
Total Time Spent | SUM(TIMESTAMPDIFF(SQL_TSI_DAY, "Submission Transitions Process"."Submission Transitions Task Assignment Date" , "Submission Transitions Process"."Submission Transitions Step End Date")) |
View By: Dimensions
Name | Syntax |
---|---|
Organization | "Requisition Organization"."Organization Level1 Name" |
Country | "Requisition Primary Location"."Location Level1 Name" |
Category | "Requisition Job Field"."Job Field Level1 Name" |
Department | "Requisition Department"."Department Name" |
Hiring Manager | "Requisition Hiring Manager"."Hiring Manager Name" |
Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Owner | "Submission Transitions Process"."Submission Transitions Process Owner Full Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Name | "Submission Transitions Process"."Submission Transitions Task Name (BL)" || REPLACE("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Assignee | "Submission Transitions Process"."Submission Transitions Task Assignee Name" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Assignee Department | "Submission Transitions Process"."Submission Transitions Task Assignee Department" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Task Type | "Submission Transitions Process"."Submission Transitions Task Type" || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
Process Complete Period | EVALUATE('TO_CHAR(%1,%2)' AS CHARACTER,"Submission Transitions Process"."Submission Transitions Process End Date",'YYYY-MM') || Replace("Requisition Identification"."Req. Identifier","Requisition Identification"."Req. Identifier",'') |
View Configurations
Name | Additional Information |
---|---|
Table | Columns and Measures: Dimension, # Tasks, Avg Completion Days, Avg Expected Days, Total Time Spent |
Column-Line | Bars: # Tasks Lines: Avg Completion Days, Avg Expected Days Group By: Dimension |
Stacked Total Time By Task | Bars: Total Time Spent Vary Color By: Submission Transitions Task Name (BL) Group By: Dimension |
Report Filters
Name |
---|
Submission Transitions Task Current Status is equal to / is in Completed |
Submission Transitions Process Type is equal to / is in New Hire |
Submission Transitions Process Current Status is equal to / is in Completed |
Onboarding - Dashboard Prompt Listener |
Dashboard Prompts
Onboarding - Dashboard Prompt
Name | Location |
---|---|
Location (1) | "Requisition Primary Location"."Location Level1 Name" |
Location (2) | "Requisition Primary Location"."Location Level2 Name" Location 2 is limited by Location 1 selections. |
Process Name | "Submission Transitions Process"."Submission Transitions Process Name (BL)" |
Organization (1) | "Requisition Organization"."Organization Level1 Name" |
Organization (2) | "Requisition Organization"."Organization Level2 Name" Organization (2) is limited by Organization (1) selections. |
Process Owner | "Submission Transitions Process"."Submission Transitions Process Owner Full Name" |
Requisition | "Requisition Identification"."Req. Identifier" |
Recruiter | "Requisition Recruiter"."Recruiter Name" Recruiter is limited by the value of all prompts. |
Task Name | "Submission Transitions Process"."Submission Transitions Task Name (BL)" |
Department | "Requisition Department"."Department Name" |
H. Manager | "Requisition Hiring Manager"."Hiring Manager Name" |
Job Field 1 | "Requisition Job Field"."Job Field Level1 Name" |
Hire Start Date | EVALUATE('TO_CHAR(%1,%2)' AS CHARACTER,"Submission Dates"."Hire Start Date",'YYYY-MM') By default the last year rolling is selected. |
Task Is Overdue | "Submission Transitions Process"."Submission Transitions Task Is Overdue" |
Onboarding - Dashboard Prompt Date Ranges - In Progress
Name | Location |
---|---|
Process Start Date | "Submission Transitions Process"."Submission Transitions Process Start Date" |
Task Assigned Date | "Submission Transitions Process"."Submission Transitions Task Assignment Date" |
Process Latest Change Date | "Submission Transitions Process"."Submission Transitions Process Latest Status Change Date" |
Task Due Date | "Submission Transitions Process"."Submission Transitions Task Due Date" |
Onboarding - Dashboard Prompt Date Ranges - Completed
Name | Location |
---|---|
Process Start Date | "Submission Transitions Process"."Submission Transitions Process Start Date" |
Process End Date | "Submission Transitions Process"."Submission Transitions Process End Date" |
Saved Filters
Onboarding - Dashboard Prompt Listener
Name |
---|
Recruiter Name is prompted |
"Requisition Primary Location"."Location Level1 Name" is prompted |
"Requisition Primary Location"."Location Level2 Name" is prompted |
"Requisition Job Field"."Job Field Level1 Name" is prompted |
"Requisition Job Field"."Job Field Level2 Name" is prompted |
"Requisition Primary Location"."Location Level1 Name" is prompted |
"Requisition Primary Location"."Location Level2 Name" is prompted |
Department Name is prompted |
Hiring Manager Name is prompted |
Req. Identifier is prompted |
Submission Transitions Process Name (BL) is prompted |
Submission Transitions Process Start Date is prompted |
Submission Transitions Process Latest Status Change Date is prompted |
Submission Transitions Task Assignment Date is prompted |
Submission Transitions Task Due Date is prompted |
Submission Transitions Process Owner Full Name is prompted |
Submission Transitions Task Name (BL) is prompted |
Submission Transitions Task Assignee Name is prompted |
EVALUATE('TO_CHAR(%1,%2)' AS CHARACTER,"Submission Dates"."Hire Start Date",'YYYY-MM') is prompted |
Submission Transitions Task Is Overdue is prompted |
Submission Transitions Process End Date is prompted |
Standard Reports
Onboarding Process Details
This report provides a summary of all onboarding processes and their associated steps.
Report Columns
Report Prompts
All report prompts are optional.
Name | Description |
---|---|
Transitions Prompts | |
Process Start Date | Filters the report based on whether the process start date is between two selected dates. |
Process End Date | Filters the report based on whether the process end date is between two selected dates. |
Task Due Date | Filters the report based on whether the task due date is between two selected dates. |
Step Start Date | Filters the report based on whether the step start date is between two selected dates. |
Step Due Date | Filters the report based on whether the step due date is between two selected dates. |
Step End Date | Filters the report based on whether the step end date is between two selected dates. |
Process Name (BL) | Filters the report based on whether the process name is in the list of values selected. |
Process Current Status | Filters the report based on whether the process current status is in the list of values selected. |
Step Name (BL) | Filters the report based on whether the step name is in the list of values selected. |
Task Name (BL) | Filters the report based on whether the task name is in the list of values selected. |
Task Current Status | Filters the report based on whether the task current status is in the list of values selected. |
Task Owner Name | Filters the report based on whether the task owner name is in the list of values selected. |
Process Health Is Red | Filters the report based on whether process progression health is red indicator is in the list of values selected. |
Step Is Overdue | Filters the report based on whether step is overdue indicator is in the list of values selected. |
Report Prompts | |
Submission Current Status Start Date | Filters the report based on whether the submission current status start date is between two selected dates. |
Submission Created Date | Filters the report based on whether the submission created date is between two selected dates. |
Hired Candidate Start Date | Filters the report based on whether the hired start date is between two selected dates. If the hire start date is null the offer actual start date is used. |
Hired Date | Filters the report based on whether the hired date is between two selected dates. |
Offer Accepted Date | Filters the report based on whether the offer accepted date is between two selected dates. |
Ref. Status Name | Filters the report based on whether the current status reference name is in the list of values selected. |
Workflow Name | Filters the report based on whether the current workflow name is in the list of values selected. |
Step Name | Filters the report based on whether the current step name is in the list of values selected. If the workflow name filter is being used, only the steps in the selected workflow will be available. |
Status Name | Filters the report based on whether the current status name is in the list of values selected. If the step name filter is being used, only the statuses in the filtered steps will be available. |
Organization (Level 1) | Filters the report based on whether the organization level1 name is in the list of values selected. |
Organization (Level 2) | Filters the report based on whether the organization level2 name is in the list of values selected. If the Organization (Level 1) filter is being used, only the child organizations in organization level2 will be available. |
Organization (Level 3) | Filters the report based on whether the organization level3 name is in the list of values selected. If the Organization (Level 2) filter is being used, only the child organizations in organization level3 will be available. |
Organization (Level 4) | Filters the report based on whether the organization level4 name is in the list of values selected. If the Organization (Level 3) filter is being used, only the child organizations in organization level4 will be available. |
Location (Level 1) | Filters the report based on whether the location level1 name is in the list of values selected. |
Location (Level 2) | Filters the report based on whether the location level2 name is in the list of values selected. If the Location (Level 1) filter is being used, only the child locations in location level2 will be available. |
Location (Level 3) | Filters the report based on whether the location level3 name is in the list of values selected. If the Location (Level 2) filter is being used, only the child locations in location level3 will be available. |
Location (Level 4) | Filters the report based on whether the location level4 name is in the list of values selected. If the Location (Level 3) filter is being used, only the child locations in location level4 will be available. |
Job Field (Level 1) | Filters the report based on whether the job field level1 name is in the list of values selected. |
Job Field (Level 2) | Filters the report based on whether the job field level2 name is in the list of values selected. If the Job Field (Level 1) filter is being used, only the child job fields in job field level2 will be available. |
Job Field (Level 3) | Filters the report based on whether the job field level3 name is in the list of values selected. If the Job Field (Level 2) filter is being used, only the child job fields in job field level3 will be available. |
Job Field (Level 4) | Filters the report based on whether the job field level4 name is in the list of values selected. If the Job Field (Level 3) filter is being used, only the child job fields in job field level4 will be available. |
Recruiter Name | Filters the report based on whether the recruiter name is in the list of values selected. |
Hiring Manager Name | Filters the report based on whether the hiring manager name is in the list of values selected. |
Req. Identifier | Filters the report based on whether the req. identifier is in the list of values selected. |
Req. Title | Filters the report based on whether the req. title is in the list of values selected. |
Requisition Status | Filters the report based on whether the current status is in the list of values selected |
Submission Is Internal | Filters the report based on whether the submission is internal indicator is in the list of values selected. |
Report Filters
Filter | Description |
---|---|
Current Status Start Date is prompted | This is a listener for a prompt. |
Submission Created Date is prompted | This is a listener for a prompt. |
Submission Completed Date is prompted | This is a listener for a prompt. |
Latest Filled Date is prompted | This is a listener for a prompt. |
Current Reference Status Name is prompted | This is a listener for a prompt. |
Current Workflow Name is prompmted | This is a listener for a prompt. |
Current Step Name is prompted | This is a listener for a prompt. |
Current Status Name is prompted | This is a listener for a prompt. |
Organization Level1 Name is prompted | This is a listener for a prompt. |
Organization Level2 Name is prompted | This is a listener for a prompt. |
Organization Level3 Name is prompted | This is a listener for a prompt. |
Organization Level4 Name is prompted | This is a listener for a prompt. |
IFNULL("Submission Dates"."Hire Start Date","Submission Dates"."Offer Actual Start Date") | This is a listener for a prompt. When the prompt is set this value filters on the Hire Start Date. If hire start date is null it filters on the Offer Actual Start Date. |
Location Level1 Name is prompted | This is a listener for a prompt. |
Location Level2 Name is prompted | This is a listener for a prompt. |
Location Level31 Name is prompted | This is a listener for a prompt. |
Location Level4 Name is prompted | This is a listener for a prompt. |
Job Field1 Name is prompted | This is a listener for a prompt. |
Job Field2 Name is prompted | This is a listener for a prompt. |
Job Field3 Name is prompted | This is a listener for a prompt. |
Job Field4 Name is prompted | This is a listener for a prompt. |
Recruiter Name is prompted | This is a listener for a prompt. |
Hiring Manager Name is prompted | This is a listener for a prompt. |
Req. Identifier is prompted | This is a listener for a prompt. |
Title (BL) is prompted | This is a listener for a prompt. |
Is Ace is prompted | This is a listener for a prompt. |
Minimum Requirements Met is prompted | This is a listener for a prompt. |
Submission Is Internal is prompted | This is a listener for a prompt. |
Submission Is Completed is prompted | This is a listener for a prompt. |
Current Status is prompted | This is a listener for a prompt. |
Last Position Accepted Date is prompted | This is a listener for a prompt. |
Hired Date is prompted | This is a listener for a prompt. |
Offer Accepted Date is prompted | This is a listener for a prompt. |
First Sourced After Latest Approval Date is prompted | This is a listener for a prompt. |
Submission Transition Process Name (BL) is not null | Filter to ensure only records with onboarding processes are returned. |
Submission Transition Process Name (BL) is prompted | This is a listener for a prompt. |
Submission Transition Process Current Status is prompted | This is a listener for a prompt. |
Submission Transition Process Start Date is prompted | This is a listener for a prompt. |
Submission Transition Process End Date is prompted | This is a listener for a prompt. |
Submission Transition Process Progression Health Is Red is prompted | This is a listener for a prompt. |
Submission Transition Step Start Date is prompted | This is a listener for a prompt. |
Submission Transition Step End Date is prompted | This is a listener for a prompt. |
Submission Transition Step Due Date is prompted | This is a listener for a prompt. |
Submission Transition Task Name (BL) is prompted | This is a listener for a prompt. |
Submission Transition Task Owner Name is prompted | This is a listener for a prompt. |
Submission Transition Task Current Status is prompted | This is a listener for a prompt. |
Submission Transition Task Due Date is prompted | This is a listener for a prompt. |
Submission Transition Process Code is not null | Filter to ensure only records with onboarding processes are returned. |
Onboarding Process Summary
This report provides a summary of all onboarding processes.
Report Columns
Report Prompts
All report prompts are optional.
Name | Description |
---|---|
Transitions Prompts | |
Process Start Date | Filters the report based on whether the process start date is between two selected dates. |
Process End Date | Filters the report based on whether the process end date is between two selected dates. |
Process Name (BL) | Filters the report based on whether the process name is in the list of values selected. |
Process Current Status | Filters the report based on whether the process current status is in the list of values selected. |
Process Owner Full Name | Filters the report based on whether the process owner full name is in the list of values selected. |
Process Progression Health Is Red | Filters the report based on whether process progression health is red indicator is in the list of values selected. |
Report Prompts | |
Submission Current Status Start Date | Filters the report based on whether the submission current status start date is between two selected dates. |
Submission Created Date | Filters the report based on whether the submission created date is between two selected dates. |
Hired Candidate Start Date | Filters the report based on whether the hired start date is between two selected dates. If the hire start date is null the offer actual start date is used. |
Hired Date | Filters the report based on whether the hired date is between two selected dates. |
Offer Accepted Date | Filters the report based on whether the offer accepted date is between two selected dates. |
Ref. Status Name | Filters the report based on whether the current status reference name is in the list of values selected. |
Workflow Name | Filters the report based on whether the current workflow name is in the list of values selected. |
Step Name | Filters the report based on whether the current step name is in the list of values selected. If the workflow name filter is being used, only the steps in the selected workflow will be available. |
Status Name | Filters the report based on whether the current status name is in the list of values selected. If the step name filter is being used, only the statuses in the filtered steps will be available. |
Organization (Level 1) | Filters the report based on whether the organization level1 name is in the list of values selected. |
Organization (Level 2) | Filters the report based on whether the organization level2 name is in the list of values selected. If the Organization (Level 1) filter is being used, only the child organizations in organization level2 will be available. |
Organization (Level 3) | Filters the report based on whether the organization level3 name is in the list of values selected. If the Organization (Level 2) filter is being used, only the child organizations in organization level3 will be available. |
Organization (Level 4) | Filters the report based on whether the organization level4 name is in the list of values selected. If the Organization (Level 3) filter is being used, only the child organizations in organization level4 will be available. |
Location (Level 1) | Filters the report based on whether the location level1 name is in the list of values selected. |
Location (Level 2) | Filters the report based on whether the location level2 name is in the list of values selected. If the Location (Level 1) filter is being used, only the child locations in location level2 will be available. |
Location (Level 3) | Filters the report based on whether the location level3 name is in the list of values selected. If the Location (Level 2) filter is being used, only the child locations in location level3 will be available. |
Location (Level 4) | Filters the report based on whether the location level4 name is in the list of values selected. If the Location (Level 3) filter is being used, only the child locations in location level4 will be available. |
Job Field (Level 1) | Filters the report based on whether the job field level1 name is in the list of values selected. |
Job Field (Level 2) | Filters the report based on whether the job field level2 name is in the list of values selected. If the Job Field (Level 1) filter is being used, only the child job fields in job field level2 will be available. |
Job Field (Level 3) | Filters the report based on whether the job field level3 name is in the list of values selected. If the Job Field (Level 2) filter is being used, only the child job fields in job field level3 will be available. |
Job Field (Level 4) | Filters the report based on whether the job field level4 name is in the list of values selected. If the Job Field (Level 3) filter is being used, only the child job fields in job field level4 will be available. |
Recruiter Name | Filters the report based on whether the recruiter name is in the list of values selected. |
Hiring Manager Name | Filters the report based on whether the hiring manager name is in the list of values selected. |
Req. Identifier | Filters the report based on whether the req. identifier is in the list of values selected. |
Req. Title | Filters the report based on whether the req. title is in the list of values selected. |
Requisition Status | Filters the report based on whether the current status is in the list of values selected |
Submission Is Internal | Filters the report based on whether the submission is internal indicator is in the list of values selected. |
Report Filters
Filter | Description |
---|---|
Current Status Start Date is prompted | This is a listener for a prompt. |
Submission Created Date is prompted | This is a listener for a prompt. |
Submission Completed Date is prompted | This is a listener for a prompt. |
Latest Filled Date is prompted | This is a listener for a prompt. |
Current Reference Status Name is prompted | This is a listener for a prompt. |
Current Workflow Name is prompmted | This is a listener for a prompt. |
Current Step Name is prompted | This is a listener for a prompt. |
Current Status Name is prompted | This is a listener for a prompt. |
Organization Level1 Name is prompted | This is a listener for a prompt. |
Organization Level2 Name is prompted | This is a listener for a prompt. |
Organization Level3 Name is prompted | This is a listener for a prompt. |
Organization Level4 Name is prompted | This is a listener for a prompt. |
IFNULL("Submission Dates"."Hire Start Date","Submission Dates"."Offer Actual Start Date") | This is a listener for a prompt. When the prompt is set this value filters on the Hire Start Date. If hire start date is null it filters on the Offer Actual Start Date. |
Location Level1 Name is prompted | This is a listener for a prompt. |
Location Level2 Name is prompted | This is a listener for a prompt. |
Location Level31 Name is prompted | This is a listener for a prompt. |
Location Level4 Name is prompted | This is a listener for a prompt. |
Job Field1 Name is prompted | This is a listener for a prompt. |
Job Field2 Name is prompted | This is a listener for a prompt. |
Job Field3 Name is prompted | This is a listener for a prompt. |
Job Field4 Name is prompted | This is a listener for a prompt. |
Recruiter Name is prompted | This is a listener for a prompt. |
Hiring Manager Name is prompted | This is a listener for a prompt. |
Req. Identifier is prompted | This is a listener for a prompt. |
Title (BL) is prompted | This is a listener for a prompt. |
Is Ace is prompted | This is a listener for a prompt. |
Minimum Requirements Met is prompted | This is a listener for a prompt. |
Submission Is Internal is prompted | This is a listener for a prompt. |
Submission Is Completed is prompted | This is a listener for a prompt. |
Current Status is prompted | This is a listener for a prompt. |
Last Position Accepted Date is prompted | This is a listener for a prompt. |
Hired Date is prompted | This is a listener for a prompt. |
Offer Accepted Date is prompted | This is a listener for a prompt. |
First Sourced After Latest Approval Date is prompted | This is a listener for a prompt. |
Submission Transition Process Code is not null | Filter to ensure only records with onboarding processes are returned. |