There are 19 different types of widgets available, each with their own pro's and con's.
If you'd like some inspiration on the types of Metrics and Widgets that can be created, check out our Recruitment Metrics Cookbook. Otherwise read on to learn more about each widget type.
Charts
Area Chart
Great for comparing data or looking at trends over time, the Area chart gives you a visual representation helping you to analyse and report as required. As an Area chart has an axis, you also benefit from having two group by options, helping you to look more closely at your data.
Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Area Charts have two group by options, which means you can see bits of information - i.e activity dates and user associations. Use Other to select any other details from your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the curvature on the report, the title and the direction.
Once you are happy with the settings, click Save.
Bar Chart
Easy to understand, easy to configure, easy to export - the bar chart can bring a simplicity to your analytics, which can especially effective when sharing with other stake holders.
Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Bar Charts have two group by options, which means you can see two bits of information - i.e. activity dates and user associations. Use Other to select any other details from your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the the tile, the direction and decide on whether to show the values for each bar.
Once you are finished, click Save.
Doughnut Chart
An unhealthy take on the pie chart, the doughnut gives you great visibility of percentages and data as proportion of the whole.
Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by, based on the information you want to know about your selected record type. Doughnuts / Pie Charts can be especially effective for tracking application source as you can see the value and the percentage of the whole all at once, meaning you can actively compare one source to another.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the title, the label format and the small value grouping mode.
🤓 Tip - The small value grouping has two options available - either using a small value threshold, which will group any options with less than the set value together or using TopN, which will show the highest value number of segments you select, before showing the rest as one collective group.
Once you are finished, click Save.
Funnel Chart
Ideal for tracking progression through stages, the Funnel Chart will help you identify any bottleneck in your process or understand the flow throughput of your recruitment workflow.
Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by, based on the information you want to know about your selected record type. Try selecting workflow stage to track progression through the recruitment workflow.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the title, the label format and the chart type.
🤓 Tip - This chart type can be displayed as a Funnel, which shows data as it progresses based on the order of your group by, or Pyramid, which orders the data from the lowest value to the highest, in the shape of a pyramid.
Once you are finished, click Save.
Line Chart
Perfect for tracking trends and cycles over time, the line chart comes with two group by options to help you analyse your data.
Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Line Charts have two group by options, which means you can see multiple bits of information - i.e. activity dates and user associations. Use Other to select any other details from your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the the tile, the direction and decide on whether a smooth or stepped line works best for you.
Once you are finished, click Save.
Pie Chart
The Pie Chart focuses on the percentage of a whole, rather than totals so that you can compare performance regardless on the scale.
Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by, based on the information you want to know about your selected record type. Doughnuts / Pie Charts can be especially effective for tracking application source as you can see the value and the percentage of the whole all at once, meaning you can actively compare one source to another.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the title, the label format and the small value grouping mode.
Once you are finished, click Save.
Rankings
Similar to a bar chart, Rankings allow you to closely compare performance data, essentially creating league tables. This can be particularly effective at comparing user activity during a set period.
Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by based on the sets you wish to compare, selecting from data ranges, users assigned or any other information relating to your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, including the the tile, the direction and the order by, which If set to Total - Descending will create a league table effect with the best performing at the top of the chart.
Once you are happy with the settings, click Save.
Ratio Chart
Ratios are a classic recruitment KPI and you can now add them to your dashboard. Ratio charts, which can also be configured to display as a percentage, meaning you can see in real time how many applications it takes to get an interview or which job boards are providing the highest rate of quality candidates or even drill into your ED&I reporting.
Select your Record Type, which allows you to focus on one area of the system.
Pick the Metric you wish to use to measure.
We then set the group by, which is the detail that will be displayed on the widget.
The Ratio By option is then how you get the calculation, allowing you to compare the data from the metric to a smaller subset. Here you can ratio against a User or by selecting a field after picking Other. Once you have selected the field, you can then pick the attribute to ratio against.
You can then add filters for specific users or activity within a specific date range.
Ratio Charts can then be given a title, as well as determining the Chart type. The default is as a snapstat, which will show a list of values but you can also use Area, Line or Bar charts
You can also chose to include labels for each value, as well pick the chart colour, the order by and the draw mode - either ratio or percentage.
The final setting is the precision, which will allow you to include up to two decimal places before clicking Save to confirm.
🤓 Tip - Try picking a metric for all applications, then grouping by Source with Details, before Ratio'ing based on workflow stage - Offers & Hires. This will create a widget to show you how many applications from each source go on to reach the placement stage and therefore helps you identify your top sources of hire based on Quality, rather than just Quantity.
Experiment with different options to find out what suits your needs.
SnapStat
Snapstats are often the quickest and easiest way to display information on your dashboard. These allow you to create filtered and ordered lists of info, ideal for quick reference or easy navigation into the rest of the system.
Select your Record Type, which allows you to focus on one area of the system.
Select your Metric you wish to use to measure.
Set the group by based on the details that wish to see, selecting from data ranges, users assigned or any other information relating to your record type.
Apply a filter, based on either the date range or the users assigned to the records.
Update the display settings, pick a colour, change the display order or even add prefixes / suffixes for additional context.
🤓 Tip - SnapStats have two group-by options, giving you the facility to quickly drill-down to the detail and reduce the total number of widgets on your dashboard.
Once you are happy with the settings, click Save.
Leaderboard Snapstats
By creating Leaderboards, you can highlight all of your best performing users, vacancies or sources across your business, with the added benefit of Gold / Silver / Bronze awards for those at the top.
To configure this, select either Leaderboard - Scrollable or Leaderboard - Expanded within the draw mode of the Snapstat configuration.
Once set to a Leaderboard draw mode, you will see that the Snapstat no longer shows a total at the top of the widget, as well as the additional award icons. By being permanently expanded, you can always see the performance across the data set.
Avatar Snapstats
Avatar Snapstats will now happen automatically, whenever you group the widget by the User - User Display Name. As part of this, the Avatar for the user will be displayed on the Snapstat to help further personalise the information displayed.
Headlines
You can also configure your Snapstats to display as a single headline stat - or Headlines - by choosing to not select a group by option.
When you do this and save the widget, the data is displayed centrally as a headline, to help promote key statistics and metrics.
Targets
Leader board
Great for comparing user performance, the Leader board allows you to track output against specific KPIs across your team. To use this widget though, you first need to allow targets to your team members, so that you can monitor the performance against the target. To learn more about creating Target Templates, please see this article.
Start by selecting the users to include in the widget, as this will drive the available targets to display.
Chose the appropriate target
Apply a date filter, based on the target interval to focus on a specific week / month etc.
Finalise the widget with a title, the chart direction and the order by settings.
Once you are happy with the settings, click Save.
Team Trends
Similar to the leader board, the team trend allows you to compare user performance - however, as a trend, this allows you to show the progress over time based on multiple target intervals (so several weeks or months etc).
Start by selecting the users to include in the widget, as this will drive the available targets to display.
Chose the appropriate target
Apply a date range, based on the target interval to focus on a date range, which can include multiple intervals.
Finalise the widget with a title, the chart direction and the order by settings.
Once you are happy with the settings, click Save.
User Gauge
The user gauge is effective for tracking your won performance or focusing on the performance of a specific user. This allows you to track against a target for a set interval (This / Last Month, This / Last Week).
Start by selecting the user to focus on in the widget, which will drive the available targets to display.
Chose the appropriate target to measure.
Apply a date filter based on a specific interval - Last / This / Next etc.
Finalise the widget with a title, before clicking Save to confirm.
User Trend
Similar to the User Gauge, the User Trend focuses on a specific individuals performance, but allows you to look at it over time. This can be particularly useful for tracking a users growth in performance during a certain period, regardless of the target interval.
Start by selecting the user to focus on in the widget, which will drive the available targets to display.
Chose the appropriate target to measure.
Apply a date filter based on either a specific period or a rolling date range, which can include multiple target intervals.
Finalise the widget with a title, before clicking Save to confirm.
Once you are happy with the settings, click Save.
Other
Actions
Get an insight into your upcoming calendar with the Actions widget, helping you to organise, plan ahead and ensure that you have all the feedback recorded from recent activity.
Start with giving the widget a title, as well as determining the order of the activity flow - oldest or newest first.
Apply a date range for the activity, which allows you to use rolling date ranges. This can be particularly effective for upcoming interviews over the next 14 days etc.
Specify which action types to include, which allows you to have specific widgets for different types of interview or use one to track them all.
Filter on which User activity to include, based on either logged in users or specific people.
The Look for Selected Users option will then take your user filter above any apply it to either actions specifically or vacancies.
Specify whether to include incomplete or complete actions, as well as arranging, confirmed or declined. Setting incomplete here creates a to do list action plan, which means tat once they are complete and the feedback recorded, they will disappear from the widget.
Once configured, click Save to add to the dashboard.
EployMail
Eploymail synchronises your mailbox with Eploy, showing correspondence against candidates and contacts, whilst the Eploymail widget gives you access to these emails on your Dashboard.
When it comes to setting up your widget, all you need to do is give the mailbox a title, determine how you would like to view the emails (oldest or newest first) and pick the specific mailbox / folder to show. Once configured, click save to add the widget to the dashboard.
🤓 Tip - Clicking the + in the top right hand corner of the widget will open a new email message, meaning you can send emails straight from your Dashboard!
HTML
HTML widgets allow you to really personalist your Dashboards by adding text, images and embedded videos to your dashboards.
Use HTML widgets to:
Create Headings for groups of widgets
Add explanatory text or instructions onto Dashboards - super useful where you need to ensure specific process steps are carried out outside of Eploy
Embed training videos into your dashboard - handy for Hiring Managers who may not use the Hiring Manager portal often and need just in time refreshers on process steps
Adding Images
If you would like to embed an image, you first need to save it locally before using Attach image files. Here, you can upload the image and then use the '+' icon to insert into the content of the widget. Once inserted, you can then drag from the edge of the image to resize as required.
Embedding Videos
For videos, you don't need to have these saved locally or try to upload them to Eploy to display; you can actually embed them using an Embed Code.
📌 Note you'll need ensure your video is hosted in a location where a username and password isn't needed i.e. on a video sharing platform such as YouTube, Vimeo or Wistia. You'll also need to ensure you're using the Embed URL for the video, not a normal sharing URL.
Once you have the embed code, start the process of creating the HTML widget. Click the HTML tab at the bottom of the edit frame and paste your embed code here. Do not add your embed code in the main Design view - all this will do is display the code, not the video.
Having added your HTML, return to the Design tab to continue designing your widget.
My Filters
The query builder and advanced filter are great tools for talent pooling and searching within your data base and the My Filters widget makes it even easier for you to use these saved searches.
Add the widget by selecting the query type, as well as giving it a name to help you identify the saved queries involved. Pick the queries to show and click Add. You can then re-order how they display within the widget before clicking Save.
My Groups
Groups are a key talent pooling and resourcing tool on Eploy, so why not add them to your dashboard for easy access? Use My Groups to display your key lists within Eploy, allowing navigation straight from your dashboard.
Simply add a title, select the groups to include after the record type and drag / drop to change the order. Once configured, click Save to add to the dashboard.
Workflow
Workflow Widgets are the simplest way of managing your recruitment pipeline, from the dashboard. Allowing you to group per workflow or per vacancy, you can quickly show all the applications per stage / status & use this to drive your activity. Just click through the widget to access all the applications within your pipeline.
Give the widget a name, which will be visible on the dashboard.
Determine whether to display in simple (per stage) or detailed (per status).
Specify which stages / statuses you want to see - you can pick your entire pipeline to show all on one widget, or identify key stages in the process. You can also choose to view Active Applications only.
Group either by Workflow or Vacancy, based on whether the screening and review process is different per role or not. If not, you can group by workflow and see at each stage across your entire pipeline.
Indicate whether you should be taken to the Pipeline or Tab view when clicking on an item
Specify which Vacancies you'd like to see applications for:
All Live Vacancies
My Live Vacancies
All Vacancies
My Vacancies
Selected Vacancies (opens a vacancy picker)
Finally, pick a colour for your widget
🤓 Tip - The workflow widget is particularly effective for Hiring Managers, allowing you to present clearly a 'To Do' list of activity, with the added benefit of being able to navigate from the dashboard to the outstanding records. Try adding one to your Hiring Manager dashboard to encourage engagement with the portal and the recruitment journey.
📌 Note - The workflow widget will only display data for Live (Active) Vacancies. If you're planning on using this type of widget to track progress through Onboarding or to serve as a reminder to Reject candidates once the position has been filled, please bear in mind that once all of the Positions available on a given Vacancy have been filled, the Vacancy will be marked as Placed, and will therefore no longer be Active, meaning it will no longer show in this widget. In these circumstances, we'd recommend using a SnapStat instead.