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How Overview reports work

Summary
Plumm Hire Overview is the hiring dashboard that provides hiring metrics, charts, and report cards. Select a report, apply filters, run the report, and export the results when required.


In this article

• Before you begin
• Opening Overview
• Viewing dashboard cards
• Running a report
• Understanding each report
• Frequently Asked Questions (FAQ)


Before you begin

To use Overview reports, you need:

  • Hire included in your organisation’s contract.
  • View Overview permission.

Important notes:

  • Open Overview from the Hire sidebar.
  • The page title is:
    • Overview
  • The inner menu title is:
    • Hire
  • You can also open the same page using:
    • /hire/reports
  • /hire/reports is not a separate menu item.

If a chart has no data:

  • Plumm shows:
    • Nothing to show here yet.

Opening Overview

Open the Hire Overview dashboard:

  • Log in to Plumm.
  • Open the 9-dot menu. The control label is Apps.
  • Under PRODUCT SUITE, select Hire.
  • Select Overview.

Viewing dashboard cards

Overview includes dashboard cards that provide hiring insights.

Total Active Jobs

  • Shows the total number of active jobs.
  • Tooltip:
    • Total number of active jobs.

Additional details:

  • Can show an increase this week with a percentage.

Total Applicants

  • Shows the total number of applicants.
  • Includes rejected and deleted candidates.

Tooltip:

  • Total number of applicants, including rejected and deleted candidates.

Additional details:

  • Can show an increase this week with a percentage.

Offers Sent

  • Shows offers made to candidates.
  • Displays interview-to-offer conversion rate.

Additional metric:

  • Interview to offer rate.

Candidate Hired

  • Tracks the number of successful hires.
  • Shows offer-to-hire conversion rates.

Additional metric:

  • Applicant to hire rate.

Sources

  • Displays recruitment channels.
  • Shows the number of candidates from each source.

Phases

  • Shows the ratio of scheduled or sent items compared with completed or accepted items.

Includes:

  • Screenings
  • Interviews
  • Offers
  • Contracts

Gender

  • Shows applicant gender distribution for diversity insights.

Available gender values:

  • Male
  • Female
  • Non-Binary
  • Not Listed
  • Transgender

Locations

  • Shows applicant distribution by location.

Tooltip:

  • View applicants distribution by location. Hover for the details.

Reports

  • Displays available user reports.

Running a report

Generate report results:

  • Select a report card.
  • Apply the required filters.
  • Select Run.

When no filters are selected:

  • Empty grids show:
    • Select fields and click 'Run' to generate the {report name}.

After running:

  • The report results appear.
  • Select the Export icon to download the report.

If there is no data:

  • Plumm shows:
    • Nothing to show here yet.

Understanding each report

Job Wise Report

  • Shows candidate details and progress through different hiring stages.

Screening Report

  • Provides screening schedules and statuses.

Available filters include:

  • Scheduled
  • Completed

Additional details:

  • Scheduled By
  • Scheduled On

Interview Report

  • Shows interviews and outcomes across hiring stages.

Status filters:

  • Booked
  • Completed
  • Cancelled
  • Moved

Offer/Contract Report

  • Shows offer and contract documents sent to candidates and their statuses.

Status filters:

  • Sent
  • Signed
  • Cancelled

Type filters:

  • Manual
  • Esign Template

Additional columns include:

  • Sent On
  • Sent By
  • Candidate Signed On

All Job Report

  • Provides a consolidated view of job postings, job details, statuses, and applicants.

Job status filters:

  • Archived
  • Paused
  • Active
  • Deactivated
  • Draft

Includes:

  • Auto Reject Enabled

All Candidate Report

  • Provides candidate status tracking and hiring progress details.

Candidate status filters include:

  • Cancelled Offer
  • Scheduled Screening
  • New
  • Booked Interview
  • Sent Contract
  • Sent Offer
  • Completed Screening
  • Cancelled Contract
  • Completed Interview
  • Hired
  • Rejected
  • Signed Offer
  • Cancelled Interview
  • Signed Contract
  • Moved

Frequently Asked Questions (FAQ)

  • Is /hire/reports a different page?
    No. It opens the same Overview page, including the Reports section.
  • Why does Total Applicants include rejected candidates?
    The Total Applicants tooltip includes rejected and deleted candidates.
  • Can I export Overview charts?
    Export is available on report grids after selecting Run. The Jobs list does not have an Export option.
  • Who can open Overview?
    You need View Overview permission, and Hire must be included in your organisation’s contract.