Track adoption of strategic recruiting initiatives
Where to go: Insights > Initiatives
Initiatives gives you visibility into how your team is adopting company recruiting strategies, enabling you to view adoption over time and compare adoption between teams and individual interviewers. With this analysis and insight, you can adjust your training strategies accordingly, and course-correct in real time.
Use initiative boards to track all types of recruitment initiatives, including:
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Discussing the company’s culture, including its values, mission, and work environment
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Emphasizing career development opportunities for professional growth
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Addressing the company’s work-life balance policies
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Listing compensation and benefits: salary, bonuses, healthcare plans
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Highlighting the collaborative and supportive nature of the team: teamwork, cross-functional projects, and the opportunity to work with talented individuals
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Avoiding terms related to gender, age, marital status, race, ethnicity, nationality, religion or beliefs, disabilities, stereotypical or biased descriptions
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Adhering to certain interviewing methodologies
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Tracking interviewers' training or certification programs
Initiative boards track how initiatives are being adopted in interviews. Only calls owned by the selected team members are included in the board.
The percentage is calculated as follows:
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Calculate the number of calls hosted by the team or individual interviewer according to the selected time period and the board filters.
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Identify the number of calls in which tracker terms were mentioned.
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Calculate the percentage of calls in which tracker terms were mentioned out of the total number of calls included in the board.
Note
In addition to the filters applied to the board, any filters that are part of the board's trackers are reflected in the results of the calculation.
At the top of the Initiative page, you'll see the name of the initiative board you’re viewing. If you don’t see any initiative boards, you’ll be prompted to build your first one. Anyone can build an initiative board; see this for instructions.
From the menu in the middle of the page, choose which board you want to view. To the right, you can edit the board, create a new one, or delete it.
See team, time and board details
Immediately under the board name, choose which team you want to view, and for what period of time. Choose from preset dates (last 90 days, last 30 days, this month, this week) or set a custom date. The board info label displays how many filters were applied to the board. Hover the label for more information.
Immediately below, see a graph displaying adoption trends and a table displaying stats for teams and individual interviewers.
The graph at the top of the page shows initiative adoption over the specified period. Each line represents one of the board's trackers.
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Choose whether to view results by days, weeks, or months (when period viewed is more than 60 days).
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Hover points in the graph to see specific data for specific dates.
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For boards with multiple trackers:
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Hone in on adoption trends for a specific tracker: Hover over the name of that tracker to dim the other trackers in the graph.
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Remove a specific tracker from the view: Click on the name of the tracker to remove it from the view, so that you can see the other trackers.
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The chart at the bottom of the page shows how initiatives are being adopted by team.
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Each column in the chart represents a tracker.
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The top row shows the team’s average adoption, per tracker.
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Each row after that represents a team or individual. If you see a number beside a person’s name, that indicates that the person manages others. Click on their name to view the individuals on their team. Clicking to view a manager's team changes the results in both the graph and chart.
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The number in each cell shows the percentage of interviews in this period in which tracker terms were mentioned.
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Clicking on an individual interviewer’s adoption calculation opens a panel on the right that displays a list of interviews in which the tracker was mentioned. Each call includes a snippet of the part in which the tracker was mentioned. If it was mentioned multiple times, click on the arrow, or the pin below the snippet, to move between snippets.
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Understanding the colors: The cells are colored according to whether adoption goals were met. Green indicates that the goal was met; red indicates that the goal wasn’t met. Adoption goals may be high or low, depending on the purpose of the tracker. For more, see Adoption goals, below.
The cells in the chart are color-coded according to the adoption goals of the specific tracker.
Goal of high adoption: For example, if you’re introducing a new recruiting methodology, like emphasizing your company's career and professional growth opportunities, your goal would likely be for interviewers to use the new terms in their interviews. You want adoption of this tracker to be high, because you want tracker terms to be used frequently.
When aiming for high adoption, green indicates that the tracker is frequently mentioned, red indicates the tracker is mentioned infrequently.
Goal of low adoption: For example, you might want to make sure interviewers avoid using terms related to gender, age, and marital status. Create a tracker that tracks usage of terms associated with these, and in the board, set the goal for that tracker adoption to be low, because you don’t want tracker terms to be used frequently.
When aiming for low adoption, green indicates that the tracker is infrequently mentioned and red indicates that the tracker is mentioned frequently.
Note
When setting up the initiative board, you set whether you want adoption for a specific tracker to be high or low, and define what percentage is considered high and low.