Hi A***,
Great questions,here’s how we manage both:
1. Training & Guardrails for Manager-Built Filters
• Role-Based Permissions: Only hiring managers and above have access to create or modify shared filters. Recruiters maintain “admin” rights to review and approve any new views.
• Naming Conventions & Documentation: We provide a simple guide on filter naming (e.g., Dept,Role,Metric,Date) to ensure consistency. Every new filter must follow that template.
• Hands-On Workshops: During platform roll-out, we run 30-minute, role-specific training sessions where managers build filters together, review best practices and cover data-security protocols.
• Quick-Reference Cheat Sheet: A one-pager showing “do’s and don’ts,” approved data fields and instructions for saving, sharing or exporting filters.
• Audit Logs & Quarterly Reviews: All filter creations, edits and exports are logged. Every quarter, the TA lead and IT audit shared views to retire outdated ones and ensure compliance.
2. Typical Weekly Summary Template for Leadership
We package the data into a concise email every Monday morning. Key sections include:
• Executive Dashboard (top-line metrics)
, Total Open Roles vs. Target
, Average Days Open vs. Goal (36 days)
, Overall Candidate NPS Score (week-over-week trend)
• Recruitment Highlights
, Roles Closed Under Target (with days-to-fill)
, Roles Trending Behind Target (with root-cause notes)
• Pipeline Health
, Number of Active Candidates by Stage (sourcing, screening, interviewing, offer)
, Source Mix Breakdown (L***n, referrals, programmatic, etc.)
• Risk & Action Items
, Critical Vacancies (e.g., >50 days open)
, Resource Needs (additional requisitions, pipelining events)
, Next Steps (manager coaching, referral drives, targeted campaigns)
Each section is a tight table,think 6,8 rows max,followed by a 2,3-line narrative highlighting wins and immediate priorities. The goal is to give leadership clarity in under five minutes.
Let me know if you’d like me to pull a mock-up or dive into any detail on Thursday’s call at 2 PM ET!
, J***