Recruiting Planner

this document reviews how to create and configure the recruiting planner template report the recruiting planner is available on the legacy plus, plus and enterprise plans foundations legacy plus plus enterprise ❌ ✅ ✅ ✅ recruiting planner overview the recruiting planner template report allows you to plan required recruiting activities based on historical performance, input headcount goals, and a hiring date range (e g this quarter) ashby will then compute the total available time available to achieve your target headcount hires while incorporating the customizable passthrough rates to summarize the total number of activities at each stage required to hit those goals additionally, the overall goals will be presented as a weekly pace of events to better understand the required weekly efforts tutorial configure the recruiting planner to create a new recruiting planner report navigate to reports > templates or reports > report builder if you are using the new report builder layout select the recruiting planner option enter the number of hires you are looking to make, the positions being hired for and the target timeframe in the i need field click get started when creating your recruiting planner, ashby will automatically pull historical data to generate historical passthrough rate baselines if the data pulled is too sparse or not available, you will see a warning and you can either manually set the passthrough values or change the data window (i e a larger historical timeframe or broader department inclusion, etc) a recruiting planner table will then be generated for you based on the targets set, showing you the overall and weekly numbers for activities in each stage group, broken down by the contributing plans the recruiting planner defaults to selecting the last 6 months of historical data to generate representative passthrough rates for your organization if you wish to customize the passthrough rate, then you can customize the passthrough rate data by editing your targets editing your targets and timeframe on the recruiting planner you can amend your timeframe and targets using the left hand menu of the recruiting plan to adjust the timeframe, click on the current time frame within the during section you can then adjust your timeframe accordingly for your targets once you’ve adjusted and saved your timeframe, the recruiting plan and your targets will adapt to the new timeline if you’d like to adjust a target, click on the hires target within the targets section on the left hand menu on the edit target menu, you can adjust the hire target, the positions being hired for, the target name and the passthrough rate data being used to calculate your activity recommendations within the recruiting planner within the passthrough rates field, you can click the arrow to view the calculations being made and adjust the data used you can either amend the simple filters used to generate the provided passthrough rates (positions hired for and timeframe) or manually update the passthrough rates within each stage show advanced filters will allow you to add advanced filters for both your target (in terms of positions being hired for) and for your passthrough rate historical data so you can fine tune further if needed click save to confirm your target changes and the recruiting planner will update accordingly if you’d prefer to switch back to simple filters, click switch to simple , then save your changes by clicking save on the original menu please note that all advanced filters will need to be removed before you are able to switch back to simple filters adding a new target if you’d like to add an additional target to your recruiting planner, click + add target you will then be prompted to fill out the hire target, the positions you are hiring for and the passthrough rate data being used you will also have the option to use advanced filters to refine your target as needed once you’ve configured your target, click add target to add it to your recruiting planner view time elapsed and progress to goal the progress across plans is tracked and presented against goal per stage group once configured hovering over the progress column will provide additional information on time elapsed and your progress to meet your targets if you’d like to hide specific stage groups or metrics within your recruiting planner, click the eye icon you can then opt to show or hide stage groups or metrics so only the data most relevant to you and your team is displayed on the recruiting planner in terms of metrics, you can hide the overall, weekly, progress and/or forecast columns as needed recruiting planner visualizations the recruiting planner presents a detailed summary in the plan table however, there are various manners of visualizing your overall plan and progress towards the final hiring targets each visualization option suits a different manner of reviewing goals and progress and is briefly summarized below you can click the summary dropdown to switch between visualization options within your recruiting planner some visualization options that are common to chart types are conditional color formatting specify pacing targets to color code your results in a red yellow green format to adjust the thresholds on your color coding, click the cog icon above your recruiting planner summary hover over customize colors and then adjust the within x of pace field accordingly progress tracking enable progress tracking to show overall progress in each stage make sure you’ve configured your progress tracking as outlined above forecasting enable the forecasting option to extrapolate the likely hiring outcomes by the end of your plan period this forecast is based on extrapolating your rate of hiring and the remaining time in your plan plan table the plan table visualization summarizes your recruiting planner results in a dense table format you can further adjust this table by hiding stage groups and other plan summary columns, as well as including forecasts, progress tracking and conditional color formatting in the above chart you can see the timeframe and elapsed time for your plan duration based on the current date the targets set with headcount summary progress tracking and color coded pacing an estimated forecast on the hiring outcome at the end of the plan period stage progress chart the stage progress chart aims to show the progress for each stage group for each individual plan this chart can show results on an absolute count basis, or a percent progress basis this visualization can aid immediate visual insight into which parts of the funnel are proceeding at what rate in this example, you can see that the analytics plan is trailing at the top of funnel stages, but that onsites, offers and hiring outcomes have turned out well and are leading expectations in the above chart you can see each individual plan the individual stage groups, which can be toggled on/off or hidden entirely as an option the percent progress against the planned goal plan progress chart the plan progress chart provides quick and immediate access to a view that focuses on hiring targets and outcomes when the optional forecast is turned on, the end of plan outcome is summarized by showing likely hires and the likely deficit against plan, if any in the above chart you can see each individual hiring target the forecasted “expected hires” at end of plan per target the forecasted “expected deficit” at end of plan per target the current hires made to date per target progress over time chart this view is provided for teams looking to analyze their progress over time against a hiring target the total hiring target is taken and presented as a linear goal over the specified plan period an optional forecast can be included, as well as options to view these results on a weekly, monthly or quarterly time basis in the above chart you can see the total, cumulative hires made at a point in time the linearized total headcount goal over time the optional forecast line showing the likely outcome at the end of plan pace to goal chart another, intuitive way of summarizing all progress is to use a pace to goal chart this shows the percent progress against the target against the percent time elapsed for the plan duration this allows for a quick visual assessment of which plans are on track or off track as paced against time elapsed for example, in the below chart it can quickly be seen that the analytics plan is roughly on target and will likely end at 92% of plan, while the marketing plan is severely behind targets and likely to end at only 65% of plan in the above chart you can see a visual indication of the time elapsed the progress at present with conditional color coding for each target the forecasted end of plan outcome shown in a lighter tone for each target the total blended progress and forecast across all targets faq how is the expected deficit calculated on the plan progress chart? for the expected deficit metric, ashby takes the current forecast for the end of period outcome and then compares that against the plan target/targets to estimate where you will be once the time period is complete as an example, if you have a target of 10 hires over a quarter, halfway through the quarter you may only have made 5 hires, but if at your rate you expect to complete 10 hires based on our forecast then by the end of quarter the expected deficit is 0, (so you hit your target) however, if your rates are lagging and halfway through the quarter the estimate is you may make only 8 hires by the end of the period, the expected deficit will be 2 (i e 8 hires out of 10 targeted)