Configuring Advanced Analytics

Objective

After completing this lesson, you will be able to configure Advanced Analytics mapping, permissions, and statuses.

Status Mapping

All applicant statuses on the Application Workbench must be mapped. For example, if the customer has multiple disqualification statuses on their talent pipeline, ensure that each is mapped to an Advanced Analytics status, usually "ATS Capture" (which will not display on the reporting). If a status is not mapped when the integration is run, the sync will fail.

Customers can improve their recruiting processes by viewing the candidate progression from visit to apply to hire. They want to know: How long did it take to get through the statuses? Where are the hold-ups in the candidate process?

To assist with this, it’s helpful to map for reporting the minimum number of statuses that will help customers track candidate history. Map the most accurate and initial status that the customer would like to track to. For example, if there are multiple screening statuses (such as "Recruiter Review", "Hiring Manager Review", and so on) map the first one to "Qualified" and the others to "ATS Capture".

Do not include internal logistical steps in the reporting. For example, if the customer has "ScheduleInterview" and "Prepare Offer" statuses, map those statuses to "ATS Capture".

Lastly, be mindful of how the Talent Pipeline is configured. For example, if statuses are grouped together, ensure to map all statuses within the grouping.

Status Mapping Exceptions

Some statuses will not be presented to be mapped for Advanced Analytics. This is expected behavior. The "pre-application" statuses are not mapped, and do not need to have candidates moved into them:

  • Forwarded
  • Invited to Apply

In addition, there are several fields defined internally as "RMK Statuses". Statuses with exactly these names are also not mapped:

  • Unknown
  • Visit
  • Subscribe
  • Apply Started
  • ATS Capture
  • Apply Completed
  • Not Qualified
  • Qualified
  • Qualified: Recruiter Screen
  • Qualified: Business Screen
  • Qualified: Technical Screen
  • Recruiter Interviewed
  • HM Interviewed
  • Interviewed
  • Offer Made
  • Hired
  • Not Hired

Status Mappings in the Advanced Analytics Admin Interface

After setting up the integration, if there are statuses that are not mapped a notification will be triggered. After the data is processed, an Unmapped Statuses email will be sent to the person(s) with the Notify email address on the Integration Settings page. The email contains a spreadsheet listing the statuses that need to be mapped.

Map any statuses that are available to map. Otherwise, the system will be "on hold" and data will not be captured.

If a new status is added to the customer’s applicant status set, the synchronizations will continue to happen, but that ATS data is not loaded. It is critical to map all statuses.

Once mapped, statuses cannot be easily changed. If you make an error during mapping, you will need to do a data purge and reload all of the status data. This is discussed under Data Purge in this lesson.

Status Mappings consist of Customer Status and RMK Status.

Map Statuses

This video demonstrates how to map statuses in Advanced Analytics.

Business Example

Map all of the candidate statuses from the SAP SuccessFactors ATS to Career Site Builder.

Note

Remember that if statuses are populated by noon in the time zone of the data center where the instance is hosted, you will be able to map the statuses after 1:00AM the following day.

Steps

  1. Log in to Command Center and use the Recruiting Advanced Analytics Admin quick link.

  2. Navigate to Status Mappings.

  3. For the first candidate status listed in the Unmapped Statuses column, select the corresponding value from the Recruiting Marketing Status column. The unmapped statuses displayed depend on which statuses contain candidates in your instance.

    Use the following suggestions:

    Table displaying Status Mappings.
  4. Choose Save, and then OK at the confirmation window.

Field Label Customization

Customers may want to change field labels in Advanced Analytics reports. For example, when a job requisition field is mapped to a field with a different name, such as Custom Field 1, this is where you will make the change.

The Field Label Customization Options page with the Facility, Custom 1, Custom 2, Custom 3, and Custom 4 fields highlighted.

Customize Advanced Analytics Field Labels

This video provides a demonstration of how to customize Advanced Analytics field labels.

Business Example

Update any field labels as required for Advanced Analytics reporting.

Steps

  1. Log in to Command Center and use the Recruiting Advanced Analytics Admin quick link.

  2. Navigate to Field Label Customization.

  3. For Custom 1, enter Legal Entity.

  4. For Custom 2, enter Business Unit.

  5. For Custom 3, enter Onsite or Remote.

  6. For Custom 4, enter Req ID.

  7. Choose Save.

Data Purge

Data Purge is used to correct errors. It removes existing information so it can be corrected. All purged data must be completely reloaded.

An ATS Data Purge is used when the customer would like to change their status mappings. You can choose to purge all data, or you can select a starting date from which to purge the data.

Note that you do not need to purge data because existing statuses need to be mapped, only when statuses were mapped incorrectly.

When you run a purge, all statuses will be pulled in the next day (or the day after, depending on cutoff time), regardless of the frequency that is set.

The status activity will be reloaded since the date at the bottom of the Integration Settings page.

ATS and Job Patch Data Purge page with a Purge all data radio button selected.

Purge Data

Follow these instructions if your customer's mapping needs to be reloaded.

Note

Important! If there are multiple years of data, contact Support; do not do a full purge on your own. The data loads in bulk and may load out of order.

Steps

  1. Run a report to determine when the Career Site Builder site went live. Change the time period to Custom and enter a date well before go-live. Filter the report by quarter. In the example shown here, the CSB site went live in Q1 of 2020.

    Data Purge Process
  2. From the Data Purge page, run a full purge of ATS data.

  3. After the next sync is scheduled to run (typically one to two days), look at the Advanced Analytics report to confirm that all data has been purged.

  4. From the Integration Settings page, run Get Data One Time, using a begin date one month before the Career Site Builder site went live. For this example, enter December 1, 2019. Enter today’s date for the end date.

    Get Data One Time checkbox is selected.
  5. After the next sync runs, remap the statuses from the Status Mappings page. (Remember that if your email address is entered for the Notify field, you will receive an email notification that statuses need to be mapped.)

Role-Based Permissions

Functional consultants will complete the setup by granting permission to generate reports. Customers also have the ability to enable their own users.

Users must be set up in Recruiter SSO. There are two levels of permissions:

  • Ability to access reporting in Advanced Analytics
  • Ability to drill into the details (international customers will want to limit this permission if recruiters in one country shouldn't be able to view candidates for jobs in a different country)
Set up Rold-Based Permissions. On the Permission settings page, select the Recruiter RMK SSO Permission, Recruiting Marketing Advanced Analytics Permission, and Access Advanced Analytics with Details checkboxes.

Set Role-Based Permissions for Advanced Analytics

This video will walk you through the process of setting role-based permissions for Advanced Analytics.

Business Example

In this exercise, provide permission for members of the Staffing Department to access reporting in Advanced Analytics, and permission Admins to be able to drill into the details.

Steps

  1. Navigate to Admin CenterManage Permission Roles, select the Administrators role, and then click the Permission button.

    • In the User Permissions section, select Recruiting Permissions on the left, and on the right, select both Recruiting Marketing Advanced Analytics Permission and Access Advanced Analytics with Details.

    • Choose Done and Save Changes.

  2. Repeat these steps for the Staffing role, except do not grant the permission to Access Advanced Analytics with Details.

Customer Handoff

Remember that when you configured the Integration Settings page, in the Notify field, you entered your email address so that after the nightly data sync runs, you will receive an email notification if statuses need to be mapped. After all statuses have been successfully mapped to Advanced Analytics, you will remove your email address from this field and enter the email address(es) for the customer administrator who is to be responsible for monitoring this. Multiple emails and/or email distribution lists can be entered in the Notify field, separated by a semicolon. For example: admin@email.com, hris@email.com (distribution list).

Remind your customer that they do not have access to the backend Recruiting Command Center application. If they change or add statuses to the applicant status set and receive an email about the change, they will need to contact Support to map the new status(es) in Advanced Analytics.

Summary

  • Every Applicant Workbench status must be mapped to an Advanced Analytics status, and unmapped statuses can cause the sync to fail or pause, with any issues sent to the designated notification address.
  • Statuses should be mapped for meaningful reporting rather than internal workflow steps, assigning the first relevant status to a reporting category and routing intermediate steps to ATS Capture, while pre‑application and RMK‑specific statuses remain unmapped.
  • Status mappings are difficult to change once applied, and corrections require an ATS data purge and full reload, so organizations should finalize mappings carefully, assign appropriate user permissions, and update notification recipients to customer administrators.