Generating Reports in Advanced Analytics

Objectives

After completing this lesson, you will be able to:
  • Use Advanced Analytics to evaluate trends in source performance.
  • Generate full line-of-sight reports, and drill into details.
  • Apply use cases to analyze your own recruiting data.
  • Enable the desired columns for your reports, and describe what each measures.
  • Generate the other available report types.
  • Show trends using graphics, enable Advanced Options, and export the data to a spreadsheet.

Reasons to use Advanced Analytics?

Advanced Analytics supports data-driven recruitment marketing. By tracking, measuring, and analyzing the effectiveness of recruiting efforts, recruitment marketing is turning talent acquisition into a data-driven function that consistently and predictably drives more qualified candidates into the hiring funnel.

We market jobs through many different channels, and we need to see which channels are effective at bringing qualified applicants to your Career Site Builder career site. Customers use the information from Advanced Analytics to understand candidate behavior, from first visit to final hire. You can leverage data about sites that drive traffic to your CSB career site to understand which sites result in the "best quality candidates." For example, if your career site gets a lot of visits from a particular source, but no hires, that tells us that you’re not getting interested and qualified candidates from that source. The goal is for visits to convert to actual hires.

Advanced Analytics is not part of SAP SuccessFactors Workforce Analytics. There are plans to eventually move this data to the SAP Analytics Cloud (SAC).

Reports Generation

Advanced Analytics is embedded within SAP SuccessFactors Recruiting. When a permissioned user navigates to RecruitingAdvanced Analytics, the default view displays your sourcing data in an unfiltered state. You can customize your view of the data set by selecting the Time Period at the top, using the drill path on the left to filter the data, selecting the columns that you want to display from the Display options, and view the trends using the graphics icons at the far right. The data can also be exported to a csv file.

A screenshot of the Advanced Analytics section in Recruiting: Among other options, it includes a Time Period dropdown, a list of data under Source Type, and an option to select Display Options.

Note

All of the examples shown in this document are from a test instance. Advanced Analytics is only enabled on Production instances, which contain much richer data. Please see the Key Source Type Definitions table at the end of this section for a listing of Source Types that you are more likely to see in your environment.

Drill Path

The fields that you would like to report on must be included on your job requisition template, populated on your requisitions, and mapped to Career Site Builder and Advanced Analytics. Some commonly used fields are shown in the screen capture below.

A dropdown menu with options for commonly used fields shows Source Type, Source Engine, Campaign Tag, Category, Department, Brand, Job Title, Requisition #, and others related to job listings.

Customers often include fields such as Category, Department, Cost Center, Business Unit, Brand, Facility and Recruiter. Please see the section Job Data Formatting and Job Distribution for more information about data fields to include and how they are mapped to Career Site Builder and Advanced Analytics. Note that if you see "Undefined" in your reports, that just means that data is not related to a specific job requisition.

In the 2H 2020, Brand was added as a standard filter field for Advanced Analytics. If you already had a custom field for brand information in Advanced Analytics that uses the label Brand, the 2H 2020 update can result in two Advanced Analytics filters named Brand. Although both filters work correctly, you can avoid having two filters with the same label by submitting a ticket or working with a partner to rename your existing custom Brand field. If you choose not to change this, note the location of the new Brand filter, as it appears at the bottom of the filter list in Advanced Analytics.

The default report displays Source Type, which represents categories of sources, defined in the Key Source Type Definitions table later in this section. Many users prefer to filter by Source Engine, which is a listing of each specific source, such as LinkedIn, CareerBuilder, or Monster. A source engine can range from a large job board to a small local online newspaper. For example, to see what the source engine "RCM Invite to Apply" rolls up into, click on it and select Source Type, as shown below.

A screenshot shows that RCM Invite to Apply is selected, which triggers an options menu including Source Type.

For this example, the Source Type is Email.

A screenshot showing Email listed under Source Type

Change the drill path from the dropdown arrows. You can continue to filter the results, if desired.

A screenshot of Advanced Analytics showing dropdown arrows indicating next to Source Type: Direct, Source Type: Category, and the Human Resources category.

Common Use Cases

For a Project Manager opening, am I seeing better candidates through my sourcing efforts or via my job postings on Indeed and LinkedIn? You can review sources for particular job roles.

It is often helpful to select a filter field, such as Job Title or Job City, and then further filter by Source Engine. So if you are opening a new Project Manager position, you can filter by the Job Title and then by Source Engine to see which sources brought in the best candidates the last time this job was posted.

A screenshot showing the Project Manager option selected under Job Title and then Source Engine selected from a list of optionsD

Or it may be difficult to hire candidates in a particular location. First filter by city and then by Source Engine to see which sources have been most effective in the past.

A screenshot shows the results of a search filtered by Job City. Search Engine is then selected from a dropdown menu linked to the No Location results.

Note

No Location is a grouping for candidate activity that cannot be linked to a job with a valid location. The following are situations in which No Location is assigned:

  • Candidate activity is not associated with a specific job. When a candidate lands on a home page, content page, or category page, the candidate's visit or subscribe record will not be tied to a specific job because they landed on a page that includes multiple jobs.
  • Jobs do not have a valid location. The location data (city, state, and country/region) imported into Recruiting is missing, incomplete, or does not follow formatting standards.
  • Job data is loaded to Recruiting with a Requisition ID that does not match a job.

And how do you know which universities you’re most effective at recruiting from? You can go back to last year’s data and see where you were most effective at recruiting for internship positions. Where did the most qualified candidates come from? Were they from a specific university? From a specific job board? From an email campaign?

Some customers report by recruiter or hiring manager. But remember that there can be a lot of other variables at play, so it’s best to look for recruiters who have a low drop-off rate and find out why candidates are completing those applications. Do these jobs use different job requisition and application templates with fewer questions? Or maybe the recruiters with low drop-off rates are posting to more effective job boards?

Remember that Advanced Analytics is tuned for source effectiveness. When measuring on other fields, such as Recruiters, remember that the tool wasn’t specifically designed for that purpose.

To view trending data, you can filter by Month or Quarter. When you see spikes, it’s a clue that there was something going on during that period. In this example, perhaps there was a Campaign during March.

T A screenshot of the results, filtered by month with, for example, 3 under Month Number and 49 under Visit.

You can continue to drill in to Source Engine to see where those visits were coming from.

A screenshot showing the search results for Month Number 3 according to where the visitors came from.

What if a candidate is forwarded to a requisition and then invited to apply: what source is tracked when they apply? The source will vary depending on the way the candidate is forwarded/directed to apply. When a candidate is forwarded to a requisition, the leading practice is to invite them to apply. So the source would depend on whichever source is used to direct them to apply; it could be email, through SAP SuccessFactors Recruiting functionality, and so on.

Campaign Tags

Campaign tags are an excellent way to filter reports in Advanced Analytics. This allows you to segment data coming from a particular source, for example, activity from LinkedIn. For this example you would start filtering on Source Engine (LinkedIn), and continue to filter using the Campaign tag.

A screenshot showing the results of a search filtered by the Campaign tag

Generating reports using Campaign tags provides customers with a great tool to track your recruitment marketing effectiveness. Campaign tags can also be created for Data Capture Forms, enabled through Candidate Relationship Management, which is a feature set within SAP SuccessFactors Recruiting. Note that for Data Capture Forms, Advanced Analytics will only track the initial visit.

Remember that Campaign tags are created from the Source Tracker tool. See the section Applying Source Tracking for details.

Report Columns

As you will see in the next section about implementing Advanced Analytics, the candidate statuses in SAP SuccessFactors Recruiting are mapped to five statuses in Advanced Analytics: Applications Completed, Qualified, Interviews, Offers, and Hires.

These are the standard columns for a Browse report in Advanced Analytics:

Screenshot of a Browse report in Advanced Analytics

Visits, Subscriptions and Applications Started are captured from activities on the CSB career site. These are also available to view from Source Reports, under RecruitingSource Tracking.

Applications Completed, Qualified, Interviews, Offers, and Hires relate to candidate statuses in the SAP SuccessFactors Recruiting applicant tracking system (ATS). These Advanced Analytics statuses are populated when the Recruiting data is synced on the schedule defined by you.

Data MeasuresDescription
VisitsVisits occur when a candidate passes from a source to your Career Site Builder career site. They are recorded each time this line is crossed. Visits are not recorded when the candidate navigates to different pages within SAP SuccessFactors Recruiting.
SubscriptionsSubscriptions are when candidates "join your talent community," which is the same as creating an account and having a Candidate Profile created within SAP SuccessFactors Recruiting. This occurs when a candidate signs up for job alert emails from your CSB career site, or when they complete the Create an Account page during the process of applying for a job. A candidate only joins your talent community once.
Applications StartedAn apply start happens when a candidate clicks on the Apply Now button on your CSB career site. If a candidate applies for multiple jobs during the same session, multiple Applications Started are counted. If they apply to the same job multiple times, however, it is only counted as one.
Visits ConversionCalculates visit conversion rate. See more information below.
Applications CompletedApply completes happen when a candidate submits an application for a job. Depending on where you are looking in Advanced Analytics, Applications Completed may or may not include candidates that did not come to you via your CSB career site.
Application Completion ConversionHow many applications were converted to what? See more information below.
QualifiedQualifieds are applicants that pass the initial screening for a job they applied to. Similar to Applications Completed and other measures, Qualified happens in the SAP SuccessFactors Recruiting applicant tracking system (ATS).
InterviewsAn Interview equates to an Interview status being recorded in the SAP SuccessFactors Recruiting ATS for a candidate. Even if a candidate goes through multiple rounds of interviews, only one is recorded in Advanced Analytics per candidate per job.
OffersIf an offer is extended to a candidate and you track Offers in the SAP SuccessFactors Recruiting ATS separately from Hires, it is included in your Offers number. If you do not track Offers separately from Hires, Advanced Analytics will use your number of Hires as the number of Offers as well.
HiresHires are those candidates who receive a Hired status in the SAP SuccessFactors Recruiting ATS. If your hire count is lower in Advanced Analytics than you expect, a possible cause is that you are changing the hired candidate email addresses in the ATS.
Source CostCalculates the cost of sourcing through your job board contracts and paid campaigns to promote your jobs.
Cost / VisitCalculates cost per visit based on sourcing data.
Cost / ApplyCalculates the cost to application based on sourcing data.

Visits Conversion displays the percentage of visitors that began applying for a job (clicked the Apply Now button). A Visits Conversion of 8-9% is a great benchmark to strive for, but will depend on industry and job type. Visits Conversion benchmarks will vary by Source Type. For example, a strong conversion rate on CareerBuilder would be 30-40%, as those candidates are actively looking for jobs on a job board like that. Whereas Facebook tends to have a much lower Visits Conversion rate, as candidates may find jobs on Facebook, but may not be actively looking for new opportunities while on a social network site like Facebook. Before posting a job, remember to look at where the applications came from the last time that job was open.

Application Completion Conversion displays the percentage of Applications Started that were converted to Applications Completed. For example, if 10 visitors start an application and 7 complete it, the apply conversion is 70%. (Subtract that from 100 to get the drop-off rate, in this case, 30%.) An Application Completion Conversion of 70-80% is a common benchmark for customers. Conversion rates in that range or above are considered a strong application conversion rate.

If the Application Completion Conversion rate is low, look at the specific Job Title or Category or other filter to understand the results. For example, is there a Department that works closely with the government and requires a lot of specific fields to be completed on the application? Or is there a job application that is really long? Or could it be that the candidates for that type of position are less motivated?

Be aware that, in addition to viewing all of these data measures by Source Type, you can view their averages by selecting Display options > Show averages (see below). This provides you with averages for each column, rather than by source type, and lets you see the average number of visits per hire, application starts per hire, application completions per hire, qualified persons per hire, interviews per hire, offers per hire, and hires per hire. Knowing what these averages look like is important because not all sources are created equal, and the average column shows you the averages across all dimensions.

From Display Options, you can also select Show browser default columns (shown in the screen capture from Report Columns above) or Customize (select which columns you would like to see on the report).

A screenshot showing a list of options to select under Display options

Other Report Types

In addition to the standard Browser reporting, other options are available.

To see which candidates "dropped off" (did not complete the application), you can compare Apply Completes with Apply Starts. Click on the links in the reports to get candidate details. Note that to view candidate details, the user must have the permission Access Advanced Analytics with Details.

Detail Query Tool

The Detail Query Tool is an even better choice for reporting on drop-off, because you can select multiple statuses at once.

Screenshot of the Detail Query Tool in Advanced Analytics

You can filter for candidates that don’t appear twice and reach out to the candidates who did not complete the application. You can also start with a Job Title or other field.

A screenshot of Detail Query Tool showing that Apply Started and Apply Complete are selected from a list of options to filter the results

Note that the Detail Query Tool report can be slow and only shows the first 10,000 rows; be sure to filter on the time period. To access the Detail Query Tool, the user must have the permission Access Advanced Analytics with Details.

Applicant Conversion Report

The Applicant Conversion Report allows customers to view various conversion rates by source type. It also does a nice job of summarizing drop-off information by Source Engine, Job Title, and so on. Additional statistics in this report include the number of qualified candidates, the number of candidates who were interviewed, who were given offers, and who were hired.

Screenshot of the Applicant Conversion Report

Another Application Conversion Report example:

Screenshot of a sample Application Conversion Report
Screenshot of a sample Application Conversion Report

Average Report

The goal of the Average Report is to show the average numbers for each step of the funnel and to be able to filter the results. For example, in the past how many Visits per Hire did it take to get a hire? Access the Show Averages report from Display optionsShow averages.

A screenshot of Advanced options shows Show averages selected under Display options.
A data table shows various recruitment metrics

You can filter by Job Title, Department, or other field. Is there a role that the company hires for monthly, for example, Store Manager at a retail company with a lot of stores? You'll be able to see how many Visits per Hire or Apply Completes per Hire were required in the past to get a hire.

Go a step further and look at it by Source. If you see that your Career Site (corporate site) is bringing in candidates at a much lower rate of Interviews per Hire than the rest of the sources, that’s a good indicator that your corporate site is a great source for bringing in qualified candidates.

View Source Costs

Direct costs to hire can be loaded into the system. For example, you can include the cost from a job board to post a certain number of job slots or job credits. This allows customers to view the cost of sourcing a candidate from each individual source. For example, if a particular source costs USD 1000 more than any other source, you may want to start posting on some less expensive sources before going to that one.

We find that sources such as email, which is free, are often very effective at bringing in qualified applicants. Also Employee Referral can be very effective; though this may have a cost associated with it, if you are rewarding employees for their referrals.

Cost information cannot be loaded directly. Submit a support ticket for assistance. You will need to provide cost data broken out by vendor, product, annual cost, and start/end dates. Keep in mind that we are only able to load cost against sources where there is traffic captured in the analytics. So if you attempt to load the cost for an offline source or something that doesn’t show up in Advanced Analytics, it will not display.

After your cost data is available in the system, enable the Source Cost field from Display OptionsCustomize. You can also display the Cost/Apply and Cost/Visit columns.

A screenshot shows a list of options to select under Displayed Columns including Cost Apply, Cost Visit , and Source Cost options.

More Useful Reports

The Professional Services Advanced Analytics Team recommends the following reports. Some examples were provided previously.

  • Source Trends over time - How has Indeed performed over the past year? How does the performance look this year over last?
  • Performance by Source - Where am I getting the most applicants from? Where am I getting those most qualified applicants from? Which source is driving the highest rate of qualified candidates?
  • Reports by Job Requisition Fields - You can run reports by Category, Recruiter, Sourcer, Business Unit, Department, and others. Are Engineering jobs a good fit for LinkedIn? Where am I getting the most qualified candidates for Customer Service roles? I’m having a tough time filling a role in a hard-to-fill market. What is currently working and what isn’t?
  • Return on Investment of Paid Sources - Running reports of your paid sources side by side will allow you to measure which sources are giving you the best return on investment. The Cost/Visit and Cost/Apply fields are key.
  • Candidate Detail Reports – Advanced Analytics allows users who have the Access Advanced Analytics with Details permission to drill down into the candidate details. For example, if you’ve brought in 43 qualified candidates from Monster PPC this month, you can see who those qualified candidates are.
  • Applicant Conversion Reporting - Are your talent community members starting a lot of applications but not finishing them? Do you have high applicant drop off? Do candidates typically apply to more jobs once they reach SuccessFactors, or is it common practice to move them to different requisitions than the ones that they initially started applying to?
  • The Candidate Journey – Advanced Analytics tracks two points of entry into your Recruiting platform, allowing you to track the source where the candidate originally joined your talent community from as well as the source they most recently applied from. Candidate Detail reports allow you to see the full activity of a candidate in Recruiting. This level of detail can track the candidate journey from months or even years prior.

Trends using Graphics

In this example, we have filtered by Year to see the data over time.

A screenshot of search results data ina table form with an the option to select an icon next to each row to view the results graphically.

Click on the graphic icon at the right to view this visually.

A screenshot showing data displayed in a graph.

Scroll down to see the other measures over time. You can also switch to Year over Year. Click the Full Screen Mode button to expand the display.

A screenshot showing a graph with the Year over Year display option selected

Advanced Options

Additional options can be selected before generating the report.

A screenshot showing options to select under Advanced options.

For example, customers may want to view "What are all of my hires?" and "What are my hires tracked through SAP SuccessFactors Recruiting?" You may want to view data by the Current Referrer (groups Applications Started by the source that referred the applicant, based on the visit) or by the Original Referrer (groups Applications Started by the source used when the applicant first joined the Talent Community).

To compare SAP SuccessFactors Recruiting-only conversions to the full ATS activity, use these options:

  • Display only RMK-matched records
  • Current Referrer
  • Only show Recruiting Marketing-initiated applications

Exportation of Data to a Spreadsheet

Click the Export icon at the left to save the data in a spreadsheet. The file is exported as a csv file, but may not be comma-separated. Save the file to your drive, open Excel (or other spreadsheet program) and then open the file. Excel, for example, will present a Text Import Wizard. See the screen captures for the steps to follow.

Screeenshot of the Text Import Wizard with Delimited selected for type of file
A screenshot showing a list of options under Delimiters

Hosted or Integrated Implementations

In a Hosted Career Site Builder implementation, when a candidate visits the company’s corporate site and selects Careers (or similar link), they are directed to the Career Site Builder site. All information regarding available jobs and additional information pertaining to employment (benefits, culture, and so on) are displayed on the site.

For an Integrated implementation, the customer maintains their own career site, and SAP maintains pages in parallel to provide an integrated experience at a page level basis. The customer manages their own content and assets, and when the candidate is ready to search, apply for a position, or join the talent community, they move to the Career Site Builder career site.

There’s not a real difference in reporting between the two implementation options, provided that the posted link goes to the job on the Career Site Builder career site, not to the career site that the customer hosts. Because only the last site that the candidate visited is tracked, if the customer posts a job on LinkedIn that links to their corporate career site (not to the CSB career site), then the customer’s site is tracked in Advanced Analytics rather than LinkedIn.

Key Source Type Definitions Table

Refer to the Source Types listed in the table below to understand your results.

TermDefinition
AlumniAlumni-specific social networks or any online source used for alumni recruiting
ATS ProspectingSource Engines including Xpten & E-Rec
Banner CampaignCustom banner campaigns across targeted advertising networks
Blogs ATS ProspectingAll large blog networks are categorized under the blog source type. No tracking codes are needed for standard blog traffic that is driven through the Recruiting platform.
Career SiteCareer Site is primarily the traffic coming into the career site from the customer's corporate site domain.
Custom CampaignsThe custom campaign type is used for vanity URLs or other campaigns that can’t be categorized by other source types. Use campaign names to differentiate between multiple custom campaigns.
DirectDirect is when a candidate has entered a specific page on the career site but there is no properly tracked source to reference by referring URL (for example, Indeed.com) or hardcoded source tracking (utm_source=LinkedIn). Typically, this happens when a candidate copy/pastes a URL into a new browser session, bookmarks a page to return to, or the referring URL was blocked by a browser (incognito mode for privacy).
Email

Email alerts sent from Career Site Builder are automatically tagged with accurate URL source tracking. Custom email campaigns and email signature tracking need to be manually set up for each URL using Source Tracker.

  • Email Campaign = Client sends a Candidate Relationship Management email campaign and specifies the source with a code.
  • Email Signature = Client recruiter includes a link in email for candidates to respond.
  • Email Subscription = Email alerts from candidates clicking through to view jobs.

Online Email = Candidate clicking to the link from their online email (Gmail, and so on). Traffic is associated with "Online Email" when a URL is emailed to a candidate without proper URL tracking parameters.

Employee Referral MarketingTraffic will be associated with "Employee Referral Marketing" when candidates click on links generated by the Employee Referral Marketing program.
eNewspaperNewspapers that have an online presence are categorized as "eNewspaper." Many of these sources may also be news aggregators that have advertising areas. Some of these eNewspapers also have job board sections.
EventsThe "Events" source type is used for conferences, job fairs, or any offline networking event.
Industry GroupsAssociations or industry online communities where the primary purpose is professional development and networking. These sites also include a "Jobs" section on their sites as a service to their members— as opposed to a job board (niche or major) where the primary purpose of the site is job postings or content.
Imported Talent Community MembersImported Talent Community members are candidates who are in a client’s talent community but who do not have any referring information.
Job AggregatorsSearch engines specifically for jobs. Job aggregators scrape and capture job listings from a broad list of employers and other major sources, and compile them into one search system. As a general rule, clients don’t post jobs individually to these sites. Job aggregators typically have "organic" free sections as well as a sponsored "pay per click" section.
Job Board - MajorMajor Job Boards include Monster, CareerBuilder, Dice and The Ladders. Some boards are further delineated to indicate products, for example, Monster CAN and CAN-Direct).
Job Board - NicheThe primary purpose of Niche Job Boards is job postings and content (versus an Industry Group). The Niche Job Board source type is comprised of any job boards not included in the Job Board - Major source type listed above.
MediaOffline media including billboards, radio, television, etc. (provided that they are given appropriate tracking URLs) should be associated with the "Media" source type.
MobileAny traffic that is generated through CSB mobile websites will be tagged as "Mobile".
MonsterMonster comprises its own Source Type due to the large number of subsites, country specific breakouts, and so on.
OFCCPAllows for the customer to utilize different OFCCP compliance partners (Direct Employers, Maximus, Local Job Network, and America's Job Exchange) whereby jobs are distributed to state/local workforce centers and boards via these channels. Many of these sites are "offline" and may not send candidates directly to the nearby location rather than back to the CSB career site, so online responses and traffic are only visible through this tracking.
Online MagazineSources that act as online news aggregators or standard magazines.
OtherTraffic from any interactive source that is not presently categorized and indexed in the referral sourcing system will show up as "Other." SAP SuccessFactors Recruiting currently has mapped over 4,500 sources by their referral URL.
Pay Per ClickAny pay per click sources that are used as part of SAP SuccessFactors Recruiting or client driven campaigns. All pay-per-click sources included in a Recruiting campaign will automatically have proper source tracking.
PrintThe "Print" referral type includes a number of offline sources including business cards, direct mail, journal publications, or newspapers.
QR CodesA QR Code is a matrix barcode (or two-dimensional code) readable by QR scanners and mobile phones with a camera. The information encoded can be text, URL, or other data.
RSSThis source type is used when a candidate was originally sent to a job listing on the native SAP SuccessFactors Recruiting career site (created in Admin CenterManage Recruiting Sites) and was then redirected to the job on the Career Site Builder career site. This is a poor practice which eliminates the proper source of where the candidate came from.
RCM RedirectRCM Redirect refers to when an external candidate is within the RCM environment (applying for a job, updating job alerts/resume/profile, and so on) and then clicks on the wrapping header to leave RCM to go back to Career Site Builder.
Search EngineSites that index websites and provide relevant results when users perform searches based on specified keywords. Although search engine is a general class of programs, the term is often used to specifically describe systems like Google, Yahoo, and Bing that enable users to search for documents and web pages on the Internet. SAP SuccessFactors Recruiting will automatically categorize all traffic from major search engines.
Social NetworkSocial networks are online services, platforms, or sites that help people with shared interests and activities to network and build social relations. A network service consists of a user profile, social links, and a variety of additional services. We are continuously adding new social networks to our database.
SourcingA manual source used by recruiting teams to accurately tag candidates when searching online databases or social networks, such as resume database mining (CV licenses). Recruiters can track from which source the candidates were originally found when they directly email candidates with job opportunities.
UniversityUniversity and college career sites with URL addresses currently indexed in the SAP SuccessFactors Recruiting database. Additional higher education sites are reviewed and added regularly. URL tracking codes may not be required for many of the university sites, but are recommended for accurate tracking.