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.