Guide to Reports and Dashboards Supplied with Sage People

Guide to Reports and Dashboards Supplied with Sage People
Guide to Reports and
Dashboards Supplied with
Sage People

Version 22




                 SP-MULTI-ANL-UG-201804--R022.00
Guide to Reports and Dashboards Supplied with Sage People
© Sage 2018. All rights reserved.
This document contains information proprietary to Sage and may not be reproduced, disclosed, or used in
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SP-MULTI-ANL-UG-201804--R022.00




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Guide to Reports and Dashboards Supplied with Sage People
Contents



Contents




About this Guide 4
           Feedback 4

Reports and Dashboards 5

Pre-defined Reports and Dashboards Supplied with HCM 6
           Fairsail Administration 7
           Fairsail Analytics 9
           Fairsail Platform Dashboards 10
           HR Analytics 12
           Performance Management 13
           Salary Planning 14
           Talent Succession Planning 17
           Time Off Management 19
           Training Development 21

Turnover Report 23
           What the Turnover Report Shows 24
           Changing the Time Period 26
           Changing the Data Category 27
           Creating Your Own Data Categories 29
              Example: Group Countries by Region 29
              Example: Exclude Involuntary Leavers 33
              More Example Formulas 37
           Calculations 39
              Example: Turnover Report by Month 40
              Example: Turnover Report by Quarter 43

Pre-defined Reports and Dashboards Supplied with Recruit 44
           Sage People Dashboards (Sage People Recruit) 45
           Sage People Recruit 46

Pre-defined Reports Supplied with Resource Manager 49

Index 50




                                                        © Sage 2018         3
Guide to Reports and Dashboards Supplied with Sage People
About this Guide
This Guide to the Reports and Dashboards supplied with Sage People provides an overview of the
standard reports and dashboards supplied with these Sage People packages:
• Human Capital Management (HCM)
• Recruit
• Resource Manager




Feedback
Feedback from you on our products and on our documentation is important to us. We seek to incorporate your
ideas in future enhancements to our products, and only by understanding your requirements can we hope to
meet or exceed your expectations.
• To provide comments and suggestions on any aspect of Sage People please email us:
   feedback@support.fairsail.com
• To provide specific feedback on our documentation please email our documentation team:
   documentation@fairsail.com
Thank you!




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Guide to Reports and Dashboards Supplied with Sage People
Reports and Dashboards
                                                                                                          Feedback




                                                 Reports and Dashboards
Reports                                                     Dashboards

•   Are available in a range of formats.                    •   Are based on custom reports held in Report Folders.
•   Support multiple objects.                               •   Support up to 20 separate components as graphics.
•   Can be exported to Excel, as data only, or formatted.   •   Use Dashboard Folders to enable sharing.
•   Use Report Folders to enable sharing.                   •   Viewers need access to the Report Folders holding the
                                                                Dashboard component source data.




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Guide to Reports and Dashboards Supplied with Sage People
Pre-defined Reports and Dashboards Supplied with HCM
                                                                                               Feedback




            Pre-defined Reports and Dashboards
                             Supplied with HCM
Sage People HCM includes a number of pre-defined reports and dashboards. You can use these as
configured, or re-configure them to meet your exact requirements.
Reports and dashboards are stored in folders:
• Fairsail Administration (see page 7)
   General reports offering a range of Team Member analysis including headcount, absence and vacation
   statistics, starters and leavers, country, department, and manager breakdowns.
• Fairsail Analytics (see page 9)
   Dashboards supporting Performance Management, Salary Planning, Talent Management, and Training
   and Development.
• Performance Management (see page 13)
   Reporting on Objectives, Performance Reviews, and Targets.
• Salary Planning (see page 14)
   Salary and bonus analysis and projections, compensation and benefits analysis.
• Talent Succession Planning (see page 17)
   Team Member age analysis and a range of reports derived from Talent Plan data, including performance,
   potential, and reasons to leave.
• Time Off Management (see page 19)
   Analysis of vacation, sickness, and other absence.
• Training Development (see page 21)
   Analysis of competencies, skills and development needs for Team Members.
• Turnover Report (see page 23)
   A dedicated report enabling you to analyze employee turnover using a number of different bases.




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Guide to Reports and Dashboards Supplied with Sage People
Pre-defined Reports and Dashboards Supplied with HCM
                                                                                        Fairsail Administration




Fairsail Administration

Report                            Description
Action Emails                     Action Events grouped by Action Event Pattern.
Active Users                      All Active Users in your Org with summary information and last login date and time.
Birthdays in Next 60 Days         Team Member birthdays, listed in date order from today's date.
Departments by HR Manager         HR Departments, grouped by HR Manager.
EEO                               Equal Employment Opportunity monitoring, listing team member details including
                                  gender and ethnicity.
HCM Absence / % of Work Time Absence as a percentage of total time worked by team member, summarized by
                             location or by other Team Member, Employment, Absence, or Activity field.
HCM Absence Cost Accrual          Financial cost of absence by Team Member, summarized by function or by other
                                  Team Member, Employment, Absence, or Activity field.
HCM High Potential w High Risk Team Members who are identified on the Talent Plan with high potential and at high
                               risk of leaving. The report also includes the talent plan assessment of the impact of
                               their loss.
HCM Historic Heads & Leavers      Headcount and leavers per quarter over the last year, summarized by division. The
                                  report also displays Team Member details including:
                                  •   Name.
                                  •   Country of employment.
                                  •   Hire date.
                                  •   End date for leavers.
                                  • Function.
HCM Objective Progress            Team Members with their progress against objectives, summarized by progress
                                  (ongoing on track; ongoing above track; closed achieved and so on) or by other
                                  Objective or Team Member field.
HCM Objectives by Department Team Members with their progress against objectives, summarized by department or
                             by other Objective or Team Member field.
HCM Starters by Location          Team Members starting in the last full calendar year, summarized by location.
HCM Starters by Team              Team Members starting in the last full calendar year, summarized by function.
HCM Summary of Employee           Team Member potential as identified on the Talent Plan, summarized by level of
Potential                         potential within country.
HCM Summary of Loss Impact        Team Member impact of loss as identified on the Talent Plan, summarized by risk of
                                  leaving within impact of loss.
HCM Team Members (By              Team Members summarized by country and including a bar chart. The report
Country)                          displays Team Member details including:
                                  HR Department
                                  •   Employment status.
                                  •   Grade.
                                  •   Manager.
                                  •   Continuous service date.
                                  •   Years employment.
                                  •   Salary information.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                  Fairsail Administration


Report                      Description
HCM Team Members (By        Team Members summarized by function. The report displays Team Member details
Department)                 including:
                            •   Country
                            •   Employment status
                            •   Grade
                            •   Manager
                            •   Continuous service date
                            •   Years employment
                            • Salary information.
HRIS Bradford Score         Team Member's absences with their associated Bradford Scores.
Leavers by Location         Team Members who left your organization in the last year, complete with start and
                            end dates. Summarized by location or by other Team Member or Employment
                            Record field.
Leavers by Team             Team Members who left your organization in the last year, complete with start and
                            end dates. Summarized by function (team) or by other Team Member or Employment
                            Record field.
Login Wall of Shame         Active users who have not logged in in the last 30 days.
Logins in Last 30 Days      Active users who have logged in in the last 30 days.
Managers and Team Members   Team Members summarized by Manager. The report also includes:
                            •   Department
                            •   Team Member email
                            •   Personnel number
                            • Total number reporting to each manager.
User Adoption               Analysis of last login data with name, department, division, and job title, over a time
                            period chosen by you.
Users Cumulative Logins     Total number of logins by User name with department, division, and job title, over a
                            time period chosen by you.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                           Fairsail Analytics




Fairsail Analytics

Dashboard                     Description
Fairsail Adoption Dashboard   A number of indicators of adoption, looking back over the last 30 days and including:
                              •   Number of users logging in, and total number of users.
                              •   Most active and least active users.
                              •   Graphical display of:
                                  o Cumulative logins
                                 o Proportion of users logging in
HR Analytics                  Basic data including:
                              •   Total headcount
                              •   Salary cost
                              •   Headcount and salary cost by:
                                  o Country
                                  o Division
                                  o Number of years service
                                  o Age range
                                 o Gender
Performance Management        Graphical display of performance indicators including:
                              •   Average performance rating by manager.
                              •   Overall performance as a ratings average.
                              •   Number of performance reviews by country.
                              •   Average performance by department.
                              •   Progress against objectives.
                              • Performance ratings.
Salary Planning               Graphical display including:
                              •   Number of Team Members in each salary band.
                              •   Performance rating by salary band.
                              • Projected salary award totals by manager.
Talent Management             Graphical display including:
                              •   Age ranges by number of years employed.
                              •   Number of Team Members with each Talent Plan potential score.
                              •   Number of Team Members in each Talent Plan Reason to Leave category.
                              • Talent Plan potential ratings against performance rating.
Training and Development      Graphical display including numbers of Team Members:
                              •   With each development need.
                              •   With skills in each skill area.
                              •   With each competency.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                               Fairsail Platform Dashboards




Fairsail Platform Dashboards

Dashboard                      Description
Platform HCM - Dashboard       Graphical display of basic data including:
                               •   Current headcount by country and by function.
                               •   Leavers by location and by function.
                               •   Summaries of employee potential and impact of loss, by country, taken from
                                   Talent Plan data.
                               •   Progress of objectives in total and by team.
                               •   High potential employees with a high risk of leaving.
                               • Absence as a percentage of hours worked, by location .
Platform Headcount & Leavers   Graphical display including:
                               •   Total number of employees and annualized turnover rate, by month.
                               •   Headcount summary by division, broken down by quarter over the last year.
                               •   Current headcount by country and by function.
                               •   Leavers summary by division, broken down by quarter over the last year.
                               •   Leavers by location and by function.
                               • Starters by location and by function.
Platform Performance           Graphical display of performance indicators including:
Management
                               •   Average performance rating by manager.
                               •   Overall performance as a ratings average.
                               •   Number of performance reviews by country.
                               •   Average performance by department.
                               •   Progress against objectives.
                               • Performance ratings.
Platform Recruit               Graphical display including:
                               •   Application status.
                               •   Total number of active applications.
                               • Number of active vacancies by vacancy type.
Platform Salary Planning       Graphical display including:
                               •   Number of Team Members in each salary band.
                               •   Performance rating by salary band.
                               • Projected salary award totals by manager.
Platform Talent Management     Graphical display including:
                               •   Age ranges by number of years employed.
                               •   Number of Team Members with each Talent Plan potential score.
                               •   Number of Team Members in each Talent Plan Reason to Leave category.
                               •   Talent Plan potential ratings against performance rating.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                Fairsail Platform Dashboards


Dashboard                     Description
Platform Training and         Graphical display including numbers of Team Members:
Development
                              •   With each development need.
                              •   With skills in each skill area.
                              • With each competency.
Platform Vacation & Absence   Graphical display including:
Management
                              •   Total absence days by location and by function.
                              •   Absence as a percentage of year to date time worked.
                              •   Total vacation days by location and by month.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                            HR Analytics




HR Analytics

Report                       Description
Headcount and Salary         Current headcount and total annual salary in the reporting currency, by country.
                             Includes the percentage of the total headcount in each country.
                             Presented in a table and a graphic.
Headcount by Age Range       Current headcount grouped by age range. Includes the total annual salary by
                             reporting currency, and the percentage of the total headcount in each age range.
                             Presented in a table and a graphic.
Headcount by Country         Current headcount grouped by country. Includes the total annual salary by reporting
                             currency, and the percentage of the total headcount in each country.
                             Presented in a table and a graphic.
Headcount by Division        Current headcount grouped by division. Includes names, job titles, countries, teams,
                             the total annual salary by reporting currency, and the percentage of the total
                             headcount in each division.
                             Includes a graphic with headcount, the total annual salary by reporting currency, and
                             the percentage of the total headcount in each division.
Headcount by Gender          Current headcount grouped by gender. Includes names, job titles, countries,
                             divisions, teams, the total annual salary by reporting currency, and the percentage of
                             the total headcount in each gender.
                             Includes a graphic with headcount, the total annual salary by reporting currency, and
                             the percentage of the total headcount for each gender.
Headcount by Service Years   Current headcount grouped by length of service in years. Includes names, job titles,
                             countries, divisions, teams, employee ages, the total annual salary by reporting
                             currency, and the percentage of the total headcount for each number of years
                             service.
                             Includes a graphic with headcount, the total annual salary by reporting currency, and
                             the percentage of the total headcount for each number of years service.
Point in Time Headcount      Current headcount including all employees who:
                             •   Started before or during the last month.
                             •   Are currently employed or who finished employment in the last month.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                    Performance Management




Performance Management

Report                           Description
Current Performance Review       Performance Reviews analyzed by manager for the most recent completed Team
Bias                             Member reviews. The report uses standard deviation and difference from ideal mean
                                 to reveal overly harsh or overly generous reviews.
Draft Performance Review Bias Performance Reviews analyzed by manager for uncompleted Team Member
                              reviews. The report uses standard deviation and difference from ideal mean to reveal
                              overly harsh or overly generous reviews.
Objectives at risk               Objectives summarized by progress category: ongoing above track; ongoing on
                                 track; ongoing below track; closed completed and so on.
                                 The report includes a bar chart showing progress category broken down by
                                 department.
Objectives by action due         Objectives summarized by action: manager approve or edit; manager review; team
                                 member confirm or edit and so on.
                                 The report includes:
                                 •   Team Member department and manager
                                 •   Objective name.
                                 •   Objective start and end dates.
                                 • Next objective review date.
Performance by Department        Average performance scores drawn from completed performance reviews and
                                 summarized by HR Department.
Performance Review               Current performance review ratings summarized by country. The report shows the
Distribution                     number of Team Members rated in each category from Development Need to
                                 Exceeds Expectations, broken down by country and with the total number of rated
                                 Team Members in each country.
                                 The report includes a bar chart showing rating category by country.
Targets Multicurrency            Sales targets and actuals by Team Member, summarized by manager. The report
                                 includes:
                                 •   Target name.
                                 •   Target currency.
                                 •   Target value for the financial year in local and reporting currencies.
                                 •   Actuals for the year to date in local and reporting currencies.
                                 •   Percentage achieved for the year to date.
                                 •   Progress: above track, on track and so on.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                          Salary Planning




Salary Planning

Report                      Description
Bonus Projection            Projected value of planned bonuses for all Team Members, summarized by
                            manager. The report also displays:
                            •   Current annualized salary.
                            • Bonus percentage.
Compensation and Benefits   Annualized value of Team Members' salary and benefits in your organization's
                            reporting currency. Summarized by country.
                            Individual benefits are listed for each Team Member, along with the value of each
                            benefit, and the total value of all benefits.
Employee Cost By Country    Annualized cost of all Team Members by country in your organization's reporting
                            currency.
                            The report displays for each country:
                            •   Total annual salary.
                            •   Total benefits.
                            • Average per Team Member.
                            The report also displays grand totals for your complete organization.
HCM Salary History          The most recent salary review awarded to each Team Member. The report displays:
                            •   Annual salary in local and reporting currencies.
                            •   Salary record number (linked to the salary record).
                            •   Salary amount following the last salary award, per paid time unit; for hourly paid
                                employees this is an hourly amount. In local and reporting currencies.
                            •   Annualized salary amount following the last salary award, in local and reporting
                                currencies.
                            •   Exchange rate used to convert local to reporting currency.
                            •   Date and time of the last currency recalculation.
                            • Reason for the last salary award.
HCM Team Members (By Sal    Team Member position against salary band as a percentage, summarized by
Band Position)              country. The report displays:
                            •   Work Days Pattern.
                            •   Department.
                            •   Employment status.
                            •   Grade.
                            •   Manager.
                            •   Continuous service date.
                            •   Salary band position as a percentage.
                            •   Years employment.
                            •   Annual salary, in local and reporting currencies.
                            •   Salary currency.
                            • Average salary band position for the country.
                            The report includes a bar chart displaying average salary band percentage by
                            country.

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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                         Salary Planning


Report                      Description
Proposed Salary Increases   Proposed but not yet approved salary increases for all Team Members, summarized
                            by manager. For each Team Member the report displays:
                            •   Name.
                            •   Current salary.
                            •   Proposed increase amount and percentage.
                            •   High projection amount and percentage.
                            • Rationale.
Salary Point in Time        Team Member salaries on a specified date. For today's date configure the filter logic
                            as follows:
                            Filter Logic: 1 AND (2 OR 3)

                            1. Start Date less or equal ""

                            3. Next Start Date equals ""
                            For each Team Member the report displays:
                            •   Name.
                            •   Country and Location.
                            •   HR Department.
                            •   Job Title.
                            •   Employment Status.
                            •   Manager.
                            •   Annual Salary at the date specified.
                            •   Salary Currency.
                            •   Start Date for the salary.
                            •   Next Salary Start Date.
                            • Previous Salary Start Date.
Salary Position in Bands    Team Member distribution by Salary Band, with each Team Member's position
                            indicated by Salary Band Quarter. For each Salary Band the report displays:
                            •   Salary Band Name.
                            •   Number of employees per Salary Band Quarter.
                            •   Total number of employees per Salary Band.
                            •   Team Member Name.
                            •   Salary Currency Name.
                            •   Current Annual Salary in local and reporting currencies.
                            •   Bottom and top values.
                            • Overall grand total number of employees in all salary band quarters.
                            The report includes a bar chart showing employee distribution by Salary Band
                            Quarter within Salary Band.
Salary Position vs.         Team Member numbers allocated to each Salary Band Quarter, broken down by
Performance Rating          Performance Review Rating.
                            The report includes a stacked bar chart.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                            Salary Planning


Report                         Description
Salary Projection Current      Team Member salary projections with current Performance Review Ratings,
Review                         summarized by manager.
                               For each Team Member the report displays:
                               •   Current Salary Start Date.
                               •   Annual Salary.
                               •   Salary Band position as a percentage.
                               •   Performance Rating.
                               •   Low and High Salary Projection Percentages.
                               • Low and High Salary Projection Amounts.
                               The report includes a bar chart showing the total high projection increase amounts
                               per manager.
Time Since Salary Increase v   Number of months since the last salary change for each of the current Talent Plan
Performance                    Performance Rating groups. The report offers full drill down.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                 Talent Succession Planning




Talent Succession Planning

Report                          Description
Age Range of Team Members       Team Members summarized by age range.
                                The report displays the number of Team Members in each 5 year age band: 15 to 19
                                years old, 20 to 24, and so on. Drill down by any Team Member field within age band.
                                The report includes a funnel chart.
Age vs Years Employed           Team Members in each age range, broken down by the number of years they have
                                worked for your organization. Drill down by any Team Member field within age band.
                                The report includes a stacked bar chart.
Talent Plan People to Retain    Team Members identified in the Talent Plan as high performers with high or medium
                                potential, and with a high or medium risk of leaving. For each identified Team
                                Member the report displays:
                                •   Manager.
                                •   Current Talent Plan number, linked to the Talent Plan.
                                •   Current Talent Plan Performance Rating and Potential.
                                •   Current Talent Plan Risk of Leaving.
                                • Assessed Impact of Loss.
                                The report includes a bar chart showing the number of Team Members in each
                                Reason to Leave category.
Talent Plan Performance vs      Number of Team Members displayed in a matrix of potential against performance
Potential                       rating, derived from the Talent Plan. Select high, medium, or low potential and drill
                                down by any Team Member or Talent Plan field.
Talent Plan Reason to Leave by Number of Team Members summarized by manager for each of the Talent Plan
Manager                        Reasons to Leave. Select managers and drill down by any Team Member or Talent
                               Plan field.
Team Members By                 Team Members summarized by average competency assessment score. For each
Competencies                    identified Team Member the report displays:
                                •   Country.
                                •   Team.
                                • Report Line.
                                Select a Team Member and drill down by a range of fields from the Talent Plan,
                                Performance Review, Competency Assessment, Salary, Employment, or Team
                                Member records.
Team Members By                 Team Members summarized by Talent Plan Performance Rating. For each identified
Performance                     Team Member the report displays:
                                •   Country.
                                •   Team.
                                • Report Line.
                                Select a performance rating and drill down by a range of fields from the Talent Plan,
                                Performance Review, Competency Assessment, Salary, Employment, or Team
                                Member records.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                             Talent Succession Planning


Report                      Description
Team Members By Potential   Team Members summarized by Talent Plan Potential. For each identified Team
                            Member the report displays:
                            •   Country.
                            •   Team.
                            • Report Line.
                            Select a potential rating and drill down by a range of fields from the Talent Plan,
                            Performance Review, Competency Assessment, Salary, Employment, or Team
                            Member records.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                    Time Off Management




Time Off Management

Report                        Description
FMLA Balance Remaining        Team Members who have taken FMLA qualifying leave in the last 12 months, with the
                              amount taken and the permitted balance outstanding.
                              Balance outstanding is displayed as a rolling total, typically as a number of hours
                              remaining from the 12 week permitted FMLA total in any rolling 12 month period.
                              You can select Team Members and drill down by a range of Employment Record and
                              Absence fields.
HCM Absence by Location &     Team Member approved absences summarized by location and then by month. For
Month                         each Team Member absence the report displays:
                              •   Team Member full name.
                              •   Country.
                              •   Employment Status.
                              •   Reason for absence.
                              •   End Date.
                              •   Duration.
                              •   HR Department.
                              • Status of the absence request: confirmation that it has been approved.
                              Total durations are displayed for each location and for each month within location.
HCM Absence by Team Member Team Member approved absences. For each absence the report displays:
                              •   Country.
                              •   Employment Status.
                              •   Reason for absence.
                              •   Start Date
                              •   End Date.
                              •   Duration.
                              •   Location.
                              •   HR Department.
                              • Status of the absence request: confirmation that it has been approved.
HCM Absences by Team &        Team Member approved absences summarized by team and then by month. For
Month                         each Team Member absence the report displays:
                              •   Team Member full name.
                              •   Country.
                              •   Employment Status.
                              •   Reason for absence.
                              •   End Date.
                              •   Duration.
                              •   Location
                              • Status of the absence request: confirmation that it has been approved.
                              Total durations are displayed for each team and for each month within team.



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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                   Time Off Management


Report                       Description
HCM Vacation Days by Month   Team Member vacation taken by month, summarized by HR Department. For each
                             vacation month the report displays:
                             •   Team Member full name.
                             •   Country.
                             •   Employment Status.
                             •   Reason.
                             •   End Date.
                             •   Duration.
                             •   Vacation allowance per year.
                             • Status of the vacation request: approved, pending and so on.
                             Total durations are displayed for each HR Department and for each month within HR
                             Department.
                             The report includes a pie chart displaying vacation days taken per month.
HCM Absence                  Team Member approved absences summarized by location. For each absence the
                             report displays:
                             •   Team Member full name.
                             •   HR Department.
                             •   Country.
                             •   Employment Status.
                             •   Reason.
                             •   Start and End Dates.
                             •   Duration.
                             • Status of the absence request: confirmation that it has been approved.
                             Total durations are displayed for each location.
HCM Vacation                 Team Member vacation summarized by location. For each vacation the report
                             displays:
                             •   Team Member full name.
                             •   HR Department.
                             •   Country.
                             •   Employment Status.
                             •   Reason.
                             •   Start and End Dates.
                             •   Duration.
                             •   The Team Member's vacation allowance per year.
                             • Status of the vacation request: approved, pending and so on.
                             Total durations are displayed for each location, and a grand total at the bottom of the
                             report.
                             You can select a location and drill down by Team Member, Employment Record,
                             Absence, or Activities fields.
                             The report includes a pie chart summarizing vacation by location.




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Pre-defined Reports and Dashboards Supplied with HCM
                                                                                      Training Development




Training Development

Report                         Description
Average Competencies           All competencies defined for your organization with average Team Member scores
                               for each.
                               You can select competencies and drill down on competency and competency
                               assessment fields.
                               The report includes a bar chart, showing competency strengths and weaknesses
                               across your organization.
Competency Assessment by       Currently active competency assessments summarized by Action due. Possible
Action Due                     actions include:
                               •   Manager: Start
                               •   Team Member: Start
                               •   Manager: Manager Assessment
                               •   Team Member: Self Assessment
                               •   Manager: Close
                               • Team Member: Close
                               For each assessment the report displays:
                               •   Team Member name.
                               •   Start, Close, and End Dates
                               •   A Team Member Active check box.
                               •   A Manager Active check box.
                               • The number of other assessors active.
                               You can select an Action type and drill down by Competency Assessment or Team
                               Member fields.
Development Needs and Team     Development Needs summarized by area and broken down by item within each area.
Members                        For each item the report displays:
                               •   Team Member names identified with the development need.
                               •   Team Member's Manager.
                               • Team Member's department.
                               You can select an item and drill down by Development Need or Team Member field.
                               The report includes a bar chart showing the number of Team Members with
                               development needs in each area.
Skills and Team Members        All skills defined for your organization summarized by area. For each area the report
                               displays the number of Team Members with skills in that area, and for each skill
                               within area, the number of Team Members with that skill.
                               Each Skill is linked to the Skill Library Item detail page, enabling you to display the list
                               of Team Members with that skill.
                               You can select an area and drill down by Skill or Team Member field.
                               The report includes a bar chart showing the number of Team Members with skills in
                               each area.
Team Members by Competency All competencies defined for your organization with the scores for each Team
Scores                     Member assessed against each competency. Average scores are also displayed for
                           each competency.
                           You can select a competency and drill down by Team Member, Competency,
                           Competency Assessment, Indicator, or Indicator Comment.


                                                   © Sage 2018                                                           21
Pre-defined Reports and Dashboards Supplied with HCM
                                  Training Development




© Sage 2018                                        22
Turnover Report
The Sage People Turnover report provides comprehensive analysis of employee turnover, drawing on team
member data held in Sage People HCM. The default format enables you to display the data using a range of
bases, and you can further customize your analysis by selecting fields from a field set to break the data down
differently.




To display the Turnover report:
1. In WX go to the address bar and enter:
   fhcm2__turnover
   immediately following apex/
   For example:
   https://fhcm2.eu2.visual.force.com/apex/fhcm2__turnover
2. Select Enter.




                                                 © Sage 2018                                               23
Turnover Report
                                    What the Turnover Report Shows




What the Turnover Report Shows




                      © Sage 2018                              24
Turnover Report
              What the Turnover Report Shows




© Sage 2018                              25
Turnover Report
                                                                                  Changing the Time Period




Changing the Time Period




The Turnover report displays a window of data drawn from 12 consecutive time periods, and defaults to
monthly data running back from the most recent complete period. Select the buttons to change the frequency
of the analysis:
• By Quarter
   Displays data for every third month, running back for 12 quarters from the most recently completed 3-month
   period.
   For example, running the report in mid-February 2016 displays data for January 2016, October 2015, and
   so on, back to April 2013.
• By Year
   Displays data for every twelfth month, running back for 12 years from the most recently completed
   12-month period.
   For example, running the report in mid-February 2016 displays data for January 2014, January 2013, and
   so on, back to January 2005.




   Use the scroll buttons to move the
   display window backwards or
   forwards one time period at a time.
   The window remains 12 time periods
   wide:
   Select Now to redisplay the report
   running back from the most recently
   completed time period:




                                                © Sage 2018                                               26
Turnover Report
                                                                                Changing the Data Category




Changing the Data Category




The Turnover report bar chart shows the total number of employees per time period. The data table breaks that
data down by category and displays one row of data for each item in the category, unassigned employees in a
None group at the top, then in alphabetical order from top to bottom:




Select the buttons to change the break down category. By default you can choose from:
• By Basis
   The Team Member's employment basis such as Full Time, Part Time, Hourly, Salaried. Displays the value
   in the Basis field from the Team Member's current Employment Record.
• By Country
   The Country field from the Team Member record.
• By Department
   HR Departments defined for your organization that have employees assigned to them. HR Departments
   with no employees are ignored.
• By Division
   The Division field from the Team Member record.
• By Function
   The Team Member's Job Function: the Function field from the Team Member record.
• By Location
   The Location field from the Team member record.
• By Manager
   The Team Member's current primary manager: the Manager field from the Team Member record.

                                                © Sage 2018                                               27
Turnover Report
                                                                                      Changing the Data Category

• By Team
   The Team field from the Team member record.
You can change the order in which the buttons are displayed, add or remove buttons by using the Turnover
field set on the Team Member object.
In addition to the default category buttons, the Turnover field set includes:

Field                  Description
Age Range              Age, calculated from Birth Date and today's date, rounded down to the last completed whole
                       number multiple of five years. So an Age of 39 years gives an Age Range of 35.
Business               The Business field from the Team member record.
Citizenship            The country from which the Team member claims citizenship. The Citizenship field from the
                       Team member record. Team Members with no entry in this field are returned as Citizenship
                       None.
Employment Status      For example, Active, Temporary, Left. The Employment Status field from the Team
                       Member record.
Ethnicity              The Ethnicity field from the Team Member record. Team Members with no entry in this field
                       are returned as Ethnicity None.
Gender                 The Gender field from the Team Member record. Team Members with no entry in this field
                       are returned as Gender None.
Generation             The Generation field from the Team Member record. Generation uses a formula based on
                       Birth Date to assign employees to generations X, Y, or Z. Team Members with no entry in
                       this field are returned as Generation None.
Grade                  The employment grade the Team Member has in your organization. The Grade field from
                       the Team Member record. Ungraded Team Members are returned as Grade None.
Job Title              The Job Title field from the Team Member record. Team Members with no entry in this field
                       are returned as Job Title None.
Probation Period End The Probation Period End Date field from the Team member record. Team Members with
Date                 no entry in this field are returned as Probation Period End Date None.
Year Employed          The number of years each employee has worked for the organization. The Year Employed
                       field from the Team Member record. Year Employed uses a formula based on the
                       Employment Record Continuous Service Date to calculate the number of years
                       employment.
Years Employed         Employees are classified into five year blocks of completed employment - 0, 5, 10, 15, and
Range                  so on. The Years Employed Range field from the Team Member record. Years Employed
                       Range uses a formula to round the number of years employed down to the last completed
                       whole number multiple of five years.

You can also create your own Data Categories using formula fields (see page 29).




                                                   © Sage 2018                                                      28
Turnover Report
                                                                             Creating Your Own Data Categories




Creating Your Own Data Categories
In addition to the default fields available in the Team Member Turnover Field Set, you can create your own
formula fields to use as Turnover Report data categories. In summary:
1. Create a new Custom Field, typically on the Team Member or Employment Record objects, using the
   Formula Data Type.
   The field is automatically added to the list of fields available for the Turnover Field Set.
2. Edit the Turnover Field Set by dragging and dropping the new field into the Field Set.
   The new field is automatically added as a data category button on the Turnover report.
3. Select the new Data Category button to group data in line with the formula you created.


Example: Group Countries by Region
Purpose
To group employees by geographic region based on the Country field (fHCM2__Country__c) as recorded in
their Team Member records. This example uses the regions:
• APAC (Asia Pacific)
• EMEA (Europe, Middle East, Africa)
• NA (North America)
Team Member records showing countries not assigned to these regions display under the country names.
How
1. Go to Setup > App Setup > Create > Objects.
2. Select the Label for the Team Member object.

3. In Custom Fields &
   Relationships, select
   New:



   Sage People displays the New Custom Field wizard.
4. Select the Formula Data Type:




                                                   © Sage 2018                                               29
Turnover Report
                                                                     Creating Your Own Data Categories

5. Select Next.
6. In Field Label enter Region.
   Sage People automatically completes Field Name with the Field Label you entered.
7. Select the Text Formula Return Type:




8. Select Next.
9. In Region (Text) enter the formula:
   CASE(fHCM2__Country__c ,
                                     "Canada", "NA",
                                     "China", "APAC",
                                     "Denmark", "EMEA",
                                     "France", "EMEA",
                                     "Germany", "EMEA",
                                     "Ireland", "EMEA",
                                     "Singapore", "APAC",
                                     "Sweden", "EMEA",
                                     "UK", "EMEA",
                                     "USA", "NA",
   fHCM2__Country__c)

                                              © Sage 2018                                          30
Turnover Report
                                                                           Creating Your Own Data Categories

10. In Description enter:
   To group Countries by region.
11. In Help Text enter:
   Groups Team Members by geographic region using the Country field.
12. Select Next.
13. Set field-level security for the new field to enable access by users assigned to Profiles you want to be able
    to run the Turnover report.
   Typically, set Fairsail Administrator and Fairsail HR Manager to visible, all other Profiles clear:




14. Select Next.
15. In Add to page layouts, uncheck all Page Layouts unless you want to add the Region field by default to a
    page layout:




16. Select Save.
   Sage People displays the Team Member Custom Object page.
17. Select Field Sets and select Edit for the Turnover Field Set:




                                                  © Sage 2018                                                 31
Turnover Report
                                                                  Creating Your Own Data Categories

18. Drag and drop the Region field into the Field Set:




19. Select Save.
20. Go to the Turnover Report and select By Region:




   The data table displays the newly defined regional grouping:




                                                 © Sage 2018                                    32
Turnover Report
                                                                     Creating Your Own Data Categories

Example: Exclude Involuntary Leavers
Purpose
To exclude involuntary terminations from the Turnover Report based on the Reason For Leaving field
(Reason_For_Leaving__c) as recorded in their Team Member records. This example also excludes Team
Members with either:
• The Job Title Intern
• The Full Name Test
How
1. Go to Setup > App Setup > Create > Objects.
2. Select the Label for the Employment Record object.
3. In Custom Fields & Relationships, select New:




   Sage People displays the New Custom Field wizard.
4. Select the Formula Data Type:




5. Select Next.
6. In Field Label enter Exclude Involuntary.
   Sage People automatically completes Field Name with the Field Label you entered.




                                               © Sage 2018                                           33
Turnover Report
                                                               Creating Your Own Data Categories

7. Select the Text Formula Return Type:




8. Select Next.
9. In Exclude Involuntary (Text) enter the formula:
   IF
         (ISPICKVAL
                            (Reason_For_Leaving__c, "Involuntary")
         || CONTAINS
                            (fHCM2__Team_Member__r.fHCM2__Job_Title__c, "Intern")
         || CONTAINS
                            ( fHCM2__Team_Member__r.fHCM2__Name_Full__c, "Test"),
         "Yes",
         "No")

10. In Description enter:
   To identify Involuntary leavers, interns, and test users.




                                               © Sage 2018                                   34
Turnover Report
                                                                           Creating Your Own Data Categories

11. In Help Text enter:
   Returns Yes if Reason for leaving is Involuntary, Job Title is Intern, or Full Name is Test. Otherwise
   returns No.
12. Select Next.
13. Set field-level security for the new field to enable access by users assigned to Profiles you want to be able
    to run the Turnover report.
   Typically, set Fairsail Administrator and Fairsail HR Manager to visible, all other Profiles clear:




14. Select Next.
15. In Add to page layouts, uncheck all Page Layouts unless you want to add the Region field by default to a
    page layout:




16. Select Save.
   Sage People displays the Team Member Custom Object page.
17. Select Field Sets and select Edit for the Turnover Field Set:




                                                  © Sage 2018                                                 35
Turnover Report
                                                                        Creating Your Own Data Categories

18. In the left panel select Current Employment to display the fields in the Employment Record.
19. Drag and drop the Exclude Involuntary field into the Field Set:




20. Select Save.
21. Go to the Turnover Report and select By Exclude Involuntary:




   The data table displays the newly defined regional grouping:




                                                © Sage 2018                                           36
Turnover Report
                                                                           Creating Your Own Data Categories

More Example Formulas
Follow the steps in the full examples to create a formula field (see page 29). Use the example formulas in this
section to help you create the formula to display the data category you want on the Turnover Report.

Identify Employees in a given Country and Contractors

Purpose
To identify employees in China and all contractors working with Full Time Equivalent values of less than 1.
Special fields
On the Employment Record, two formula fields:
• Include Contractors1
   IF(ISPICKVAL(Contract_Type__c, "Indefinite") && (ISPICKVAL(fHCM2__Basis__c,
   "Contractor")),

   IF(fHCM2__FTE__c >=1,"Include","Exclude"),

   "")

   Evaluates special picklist field Contract Type and generic picklist field Basis to identify Contractors with
   Contract Type Indefinite, then evaluates the FTE values for those contractors.
   Returns Include for those Indefinite Contractors who are full time, and Exclude for those who are less
   than full time. Returns null if those conditions are not met.
• Include Contractors2
   IF(ISPICKVAL(Contract_Type__c, "Definite") && (ISPICKVAL(fHCM2__Basis__c, "Contractor")
   && Contract_Length_Days__c >=90),

   IF(fHCM2__FTE__c >=1,"Include","Exclude"),

   "")

   Evaluates special picklist field Contract Type, generic picklist field Basis, and special field Contract
   Length Days to identify Contractors with Contract Type Definite and a Contract Length of 90 days or
   more, then evaluates the FTE values for those contractors.
   Returns Include for those Definite Contractors with contracts of 90 days or more who are full time, and
   Exclude for those who are less than full time. Returns null if those conditions are not met.
Formula
IF(fHCM2__Country__c = "China" || fHCM2__Current_Employment__r.Include_Contractors1__c
= "Exclude" || fHCM2__Current_Employment__r.Include_Contractors2__c = "Exclude",
"Contract & China", "All Other Employees")

• Evaluates Country and returns Contract & China when Country is China. Returns All Other Employees
  when Country is not China.
• Evaluates Include Contractors1 and returns Contract & China when the value is Exclude. Returns All
  Other Employees when value is not Exclude.
Evaluates Include Contractors2 and returns Contract & China when the value is Exclude. Returns All
Other Employees when value is not Exclude.




                                                 © Sage 2018                                                  37
Turnover Report
                                                                         Creating Your Own Data Categories


Identify Key Talent

Purpose
To identify high value employees using Talent Plan ratings.
Formula
IF(ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Potential__c, "High") ||
ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Performance_Rating__c, "Exceeds
Expectations") ||
(IF(ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Impact_of_Loss__c, "N/A") ||
ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Impact_of_Loss__c, "High") ||
ISPICKVAL(fHCM2__Current_Talent_Plan__r.fHCM2__Impact_of_Loss__c, "Medium"), 0,
VALUE(LEFT(TEXT(fHCM2__Current_Talent_Plan__r.fHCM2__Impact_of_Loss__c),1))) >= 7),
"Key Talent",
"All Others")

• Evaluates Talent Plan Potential rating and returns Key Talent when Potential is High.
• Evaluates Talent Plan Performance Rating and returns Key Talent when Rating is Exceeds
  Expectations.
• Evaluates Talent Plan Impact of Loss and returns Key Talent when Impact of Loss is High, Medium, or
  N/A.
   Early Talent Plans used Impact of Loss text values in the picklist.
• Evaluates Talent Plan Impact of Loss and returns Key Talent when Impact of Loss is 7 or above.
   More recent Talent Plans use a numeric rating from 1 to 9.
Returns All Others when none of evaluated fields returns Key Talent.



Identify Employees in a given Country and Voluntary Leavers

Purpose
To identify employees in India and all voluntary leavers.
Formula
IF(fHCM2__Current_Employment__r.fHCM2__Reason_For_Leaving__c  "Involuntary" ||
fHCM2__Country__c = "India","Voluntary & India","All Others")

• Evaluates Reason For Leaving and returns Voluntary & India when Reason For Leaving is not
  Involuntary.
• Evaluates Country and returns Voluntary & India when Country is India.
Returns All Others when the evaluated fields contain any other values.




                                                 © Sage 2018                                           38
Turnover Report
                                                                                                       Calculations




Calculations
Staff or labor turnover is the rate at which an employer organization loses employees, expressed as a
percentage of headcount and typically annualized. A general form of the calculation of turnover is:




To calculate turnover as displayed in the Turnover Report, Sage People uses:
• Headcount
• New hires during the periods under review - months, quarters, or years.
   A new hire is an employee with a Current Employment Start Date during the period, and no End Date.
• Terminations during the periods under review.
   A termination is an employee with a Current Employment End Date during the period.
The Turnover report displays headcount against annualized turnover for a range of time periods, as well as
turnover figures for each month, quarter, or year.
The formula used to calculate turnover for each period is:


Period turnover % =



where:
         Average Headcount =


         where:

                      Value at end of period =
                      where:

                                New hires
                                All employees with Current Employment Start Date during the month, and no End Date.
                                Terminations
                                All employees with Current Employment End Date during the month.

The formula used to calculate overall turnover is:


Overall turnover % =

where:
         Average Headcount =


         where:

                      Value at end of period =




                                                    © Sage 2018                                                   39
Turnover Report
                                                                                                Calculations

Example: Turnover Report by Month
1. With Sage People WX displayed, go to the address bar and enter:
   turnover
   immediately following apex/
   For example:
   https://fhcm2.eu2.visual.force.com/apex/turnover
2. With the Turnover Report displayed, select By Month.

3. Use the scroll buttons     and         to select the time period you want to display. The chart and data
   table remain 12 months wide.
The example uses data from February 2015 to January 2016.
For each month in the display, the chart shows:
• A total headcount bar.
• An annualized turnover rate line.
Hover to display data values:




                                                  © Sage 2018                                                 40
Turnover Report
                                                                  Calculations

For each month the data table shows:




Monthly turnover figures are not shown on the chart.




                                                © Sage 2018                41
Turnover Report
                                                                                                Calculations

For the overall report the data table shows figures for the whole period:




All annualized turnover data points displayed on the line chart use the same calculation method:
1. Calculate the average headcount over the previous 12 months:
   a. Take the starting headcount 12 months ago.
   b. Calculate the headcount at the end of the 12 month period by adding the total number of new hires and
       subtracting the total number of terminations.
   c. Add the starting headcount and the headcount at the end of the 12 months and divide by 2.
2. Take the total number of terminations in the previous 12 months and divide it by the average headcount
   over the previous 12 months.
3. Multiply the result by 100 to convert it to a percentage.
When repeated for each month through the year the calculation produces a rolling, month by month series of
annualized turnover figures.




                                                  © Sage 2018                                               42
Turnover Report




Example: Turnover Report by Quarter
1. With Sage People WX displayed, go to the address bar and enter:
   turnover
   immediately following apex/
   For example:
   https://fhcm2.eu2.visual.force.com/apex/turnover
2. With the Turnover Report displayed, select By Quarter.

3. Use the scroll buttons       and         to select the time period you want to display. The chart and data
   table remain 12 quarters wide.
The calculation uses the same logic as that for monthly data (see page 40); in place of months, substitute
quarters. Each annualized turnover data point displayed on the line chart use the same calculation method:
1. Calculate the average headcount over the previous 12 quarters:
   a. Take the starting headcount 12 quarters ago.
   b. Calculate the headcount at the end of the 12 quarter period by adding the total number of new hires and
       subtracting the total number of terminations.
   c. Add the starting headcount and the headcount at the end of the 12 quarters and divide by 2.
2. Take the total number of terminations in the previous 12 quarters and divide it by the average headcount
   over the previous 12 quarters.
3. Multiply the result by 100 to convert it to a percentage.
When repeated for each quarter through the year the calculation produces a rolling, quarter by quarter series of
annualized turnover figures.




                                                  © Sage 2018                                                   43
Pre-defined Reports and Dashboards Supplied with Recruit




             Pre-defined Reports and Dashboards
                            Supplied with Recruit
Sage People Recruit includes a number of pre-defined reports and dashboards. You can use these as
configured, or re-configure them to meet your exact requirements.
Sage People Recruit reports and dashboards are stored in folders:
• Sage People Dashboards (Installed Package: Sage People Recruit) (see page 45)
   Dashboards displaying a range of information from Sage People HCM including:
   o Headcount, leavers and starters.
   o Performance management
   o Vacation and absence.

   ...as well as basic Recruit statistics on applications and vacancies, and Resource Planning data including
   salary budgets, employee turnover, and resource needs.
• Sage People Recruit (see page 46)
   Information on vacancies, applications, candidates, assessments, interviews, and more.




                                                © Sage 2018                                                44
Pre-defined Reports and Dashboards Supplied with Recruit
                                                            Sage People Dashboards (Sage People Recruit)




Sage People Dashboards (Sage People Recruit)

Dashboard                     Description
HCM - Dashboard               Graphical display including:
                              •   Current headcount by country and by function.
                              •   Leavers by location and by function.
                              •   Year to date starters by team and by function.
                              •   Total absence days by location and by function.
                              •   High potential employees with a high risk of leaving.
                              •   Summaries of employee potential and impact of loss, by country, taken from
                                  Talent Plan data.
                              • Progress of objectives in total and by team.
HCM - Performance             Graphical display including:
Management
                              •   Progress against objectives for all departments, and by department.
                              •   Summaries of employee potential and impact of loss, by country, taken from
                                  Talent Plan data.
                              • High potential employees with a high risk of leaving.
HCM - Vacation & Absence      Graphical display including:
Management
                              •   Total absence days by location and by function.
                              •   Absence as a percentage of year to date time worked.
                              • Total vacation days by location and by month.
HRIS - Headcounts & Leavers   Graphical display including:
                              •   Total number of employees and annualized turnover rate, by month.
                              •   Headcount summary by division, broken down by quarter over the last year.
                              •   Current headcount by country.
                              •   Leavers summary by division, broken down by quarter over the last year.
                              •   Leavers by location and by function.
                              • Starters by location and by function.
Recruit Dashboard             Graphical display including:
                              •   Application status.
                              •   Total number of active applications.
                              • Number of active vacancies by vacancy type.
Resource Planning             Graphical display including:
                              •   Budgeted salary against actual salary by team and by job title.
                              •   Total number of employees and annualized turnover rate, by month.
                              •   Resource Need status.




                                                 © Sage 2018                                                   45
Pre-defined Reports and Dashboards Supplied with Recruit
                                                                            Sage People Recruit




Sage People Recruit

Report               Description
Aged Applications    All current Applications summarized by Assessor and showing the number of days
                     since the application was last modified. For each Application the report displays:
                     •   Candidate Name. Select to jump to the candidate record.
                     •   Application Number. Select to jump to the application record.
                     •   Vacancy applied for. Select to jump to the vacancy record.
                     •   Days since modification.
                     •   Status of the application: New, ongoing, and so on.
                     • Current Stage. Select to jump to the detail page for the stage.
                     For each assessor the report displays maximum, minimum, and average number of
                     days since last modification.
                     You can select an assessor and drill down by Application fields.
                     The report includes a bar chart showing average days since modification for each
                     assessor.
Application Status   All current Applications summarized by status: new, ongoing, not this vacancy and so
                     on. For each Application the report displays:
                     •   Candidate Name. Select to jump to the candidate record.
                     •   Application Number. Select to jump to the application record.
                     •   Vacancy applied for. Select to jump to the vacancy record.
                     •   Total score achieved by the candidate for all selection criteria.
                     •   Average score achieved by the candidate for selection criteria.
                     •   Rating indicator.
                     • Number of selection criteria assessed at below the level needed for the role.
                     For each status the report displays the number of applications.
                     You can select a status and drill down by Application fields.
                     The report includes a pie chart showing the number of applications by status.
Assessed Criteria    Assessed selection criteria summarized by candidate, and by selection stage within
                     candidate. For each criteria the report displays:
                     •   Assessment stage at which the criteria is measured.
                     •   Average score achieved by the candidate across all selection stages at which the
                         criteria is measured. Highlighted green if on or above the level needed,
                         highlighted red if below the level needed.
                     •   Score for the criteria at each stage.
                     •   Number of scores below the desired level (may not result in rejection).
                     •   Number of scores below the required level (can result in automatic rejection).
                     • Comments.
                     For each candidate the report also displays an overall average score, highlighted
                     green if on or above the level needed, highlighted red if below the level needed.
                     The report includes a bar chart showing shortlisted candidates and the average
                     scores they have achieved for assessed criteria.




                                        © Sage 2018                                                       46
Pre-defined Reports and Dashboards Supplied with Recruit
                                                                                           Sage People Recruit


Report                           Description
Criteria Scores                  Selection criteria used by your organization and the average scores achieved by
                                 candidates across all applications.
                                 You can select criteria and drill down by Application, Criteria Assessment, or Criteria
                                 Library Item field.
                                 The report includes a bar chart showing selection criteria and the average scores
                                 achieved for each.
Interviews                       Interviews scheduled for all dates up to and including today. For each interview the
                                 report displays:
                                 •   Candidate name. Select to jump to the Candidate record.
                                 •   Application number. Select to jump to the Application record.
                                 •   Vacancy name. Select to jump to the Vacancy record.
                                 •   Interview date.
                                 •   Interviewer. Select to jump to the interviewer's user record.
                                 •   Interview location.
                                 • Interview duration.
Recruit Total Applicant Funnel   All current applications summarized by current assessment stage. For each
                                 application the report displays:
                                 •   Application Number. Select to jump to the application.
                                 •   Candidate Name.Select to jump to the candidate.
                                 •   Candidate email. Select to create an email to the candidate's address in your
                                     default email application.
                                 •   Recruiter. Select to jump to the recruiter's user record.
                                 • Status of the application.
                                 For each stage the report displays the total number of applications at that stage.
                                 You can select a stage and drill down by Application or Vacancy fields.
Recruit - Vacancy Type by        Current vacancies summarized by status, and by role type within status.. For each
Status                           vacancy the report displays:
                                 •   Candidate Name. Select to jump to the candidate record.
                                 •   Current assessment stage for each candidate.
                                 •   Vacancy name. Select to jump to the vacancy record.
                                 •   Vacancy location.
                                 • Vacancy status.
                                 You can select a status and drill down by Application or Vacancy fields.
Stages Reached                   Candidates summarized by current stage in the assessment process, and by
                                 vacancy within stage. For each candidate the report displays:
                                 •   Current assessor. Select to jump to the assessor's user record.
                                 •   Candidate name. Select to jump to the candidate record.
                                 •   Application number. Select to jump to the application record.
                                 •   Average score achieved by the candidate.
                                 •   Rating indicator for the candidate.
                                 •   Total score achieved by the candidate.
                                 • Status of the application.
                                 You can select a stage and drill down by Application or Current Stage fields.



                                                       © Sage 2018                                                      47
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