Native Dashboard Product Setup
WHAT'S INCLUDED
Analytics product setup defines how Eightfold reads your stages and requisition statuses, which drives the numbers on your analytics dashboards. It has two setup steps, Configure stages and Configure metrics, followed by Review Health. See Analytics Product Setup configuration doc for more info. You set the start date and end stages for Time to fill, and the end stages for Time to hire. You choose which statuses count as open and which count as closed. When setup is complete, one button refreshes your dashboards with the new configuration.
WHY IT MATTERS
- Time to fill starts from the date your organization uses, such as when the position opened or was approved, so the number matches how your team defines a filled role.
- Time to hire runs from application submission to the offer or hire stage you choose, so you can report candidate speed and requisition speed as two separate numbers.
- Review Health shows the health of your setup as percentages, so you find a setup problem before it reaches a dashboard.
FEATURE DETAILS
Who can access | Admins with analytics configuration access set up stages and metrics. Recruiting Managers and TA Leaders see the results on their analytics dashboards. |
Feature type | Default Off (Self-Setup) |
Requirements | - An ATS integration that supplies stage and requisition data. - Every Eightfold standard stage group mapped, in funnel order, before Configure stages can be saved. - A data warehouse refresh after setup changes. Dashboards update within 48 hours of a refresh, and a new refresh can start once every 48 hours. |
GETTING STARTED
Admins: In Admin Console, go to Product Setup and select Set up under Analytics. See Analytics Product Setup configuration doc. Complete Configure stages first, because the Time to fill and Time to hire settings use your stage groups. Then complete Configure metrics and Review Health. When both setup steps are complete, select Refresh data warehouse on the setup home page.
End users: No action needed. Dashboard numbers follow the new configuration after an admin saves it and the data refresh finishes.
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