Using your Account Insights page

Account Insights is your new reporting hub in CareerPlug, helping you understand your account's performance at a glance. You can see how well you're engaging with applicants, how fast you're hiring, which steps of your hiring process can be improved, metrics on job activity and hiring trends, and more.

To access your Account Insights page, click the Insights tab in your top navigation bar.

In this article:

• Viewing your Classic Reports
• Applying filters to find new insights
• Viewing reports
• Hiring Funnel Overview
• Hiring Process Activity
• Interview Conversion Rate
• Reviewed and Unreviewed Applicants
• Time to Contact, Time to Interview Scheduled, and Time to Hire
• Interviews Scheduled
• Source Analysis
• Hiring Trends
• Job Activity
• Exporting reports

Viewing your Classic Reports

In addition to your new Account Insights, you can continue using your existing Classic Reports. You can access these by clicking the View Classic Reports button in the top right corner of your Account Insights page.

Classic Reports include 6 prebuilt reports for you to use to visualize valuable information about your applicants and user activity, as well as another tab to create, customize, and run Excel reports.

There are a couple of reports exclusive to Classic Reports that you'll want to take advantage of, such as the Applicant Detail report — which tells you how many active (and inactive) applicants are in each step of your hiring process — and the User Activity report — which allows you to track the activity of other users in your CareerPlug account.

Applying filters to find insights

Date Filter

You can adjust the date filter for the entire page by clicking the funnel icon in the top right corner of the screen.

By default, your Account Insights dashboard will show data for the Previous Month.

If you want to change the Date Range or interval of measurement (Graph By), click the down-arrow icon next to the date filter and use either of the drop-down menus to select a different option.

Key Filters

To apply a key filter to your Insights page, click the Location Name Filter or District Name Filter box.

In the Location Name Filter pop-up, click the down arrow icon and select whichever location data you want to appear on your Insights page. You can select as many or as few as you'd like.

When you're done, click the Apply button.

Viewing reports

Hover over the title of a report to see a description and any important notes.

You can also click on the report's name to open up a report view (which also includes a description of the report).

Hiring Funnel Overview

These two reports will tell you how your account engages with applicants — by location — over a fixed date range.

Hiring Funnel, by Location - Previous Month and Last 14 Days

For the Previous Month — or the Last 14 Days (on the below chart) — you can see the following job and applicant data for each of your locations:

• Active job count
• # of jobs created
• # of applicants
• # of applicants contacted
• # of applicants with interviews scheduled
• # of applicants hired

Important considerations:

• Deleted locations will continue to appear in the Hiring Funnel report, with your account name in place of a location name.
  • The Location Number column/cell for deleted locations will populate with "Removed."
• Both Hiring Funnel reports are excluded from the date range filter on your Account Insights page; they will always display data from the previous month and last 14 days respectively.

Hiring Process Activity

The Hiring Process Activity funnel offers 4 pieces of information to help you understand how your account has engaged with applicants over the entire span of your account.

The Hiring Process Activity funnel tells you:

• Total # of applicants
• Total # of applicants who received initial contact from you ("first time communication")
• Total # of applicants who scheduled a first interview with you
• Total # of applicants hired

Important considerations:

• Total # of applicants
  • Includes all applicants, regardless of applicant status.
• Total # of applicants - First Contact
  

  • Includes applicants who were first contacted during the selected time period, regardless of when the applicant applied.

  • First Contact = the first time communication was sent to an applicant via Autopilot, an Invite/Schedule Interview message template, or any ad-hoc email/text sent in a CareerPlug account.

• Total # of applicants - First Interview Scheduled
  
  • Measures total applicants who scheduled their first interview during the selected time period, regardless of when the applicant applied.

  • First Interview Scheduled = an interview scheduled via Autopilot or a Schedule Interview message template sent via text/email from a CareerPlug account.

  • While one applicant can have many interviews, this card measures the number of applicants interviewed, not the total # of interviews scheduled.

• Total # of applicants - Hired

  • If you only move an applicant into the Hire hiring step, they are not yet considered hired, and will not populate in this report. You must click the Hire button to mark an applicant as hired.

  • The total applicants hired can include applicants who applied outside of your selected time period. The selected time period only refers to the applicant's hire date.

Interview Conversion Rate

The Conversions chart will tell you how many applicants who were contacted converted to a scheduled interview over the last 12 months.

Important considerations:

• This chart is further subdivided by whether applicants were contacted via standard outreach vs. Autopilot — which cuts interview scheduling time by up to 91% and gets you up to 8x more interviews scheduled — to allow you to compare conversions across two outreach methods.
• This chart is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.

Reviewed and Unreviewed Applicants

This section will tell you:

• The total applicants who applied in the selected timeframe that are considered 'reviewed.'
• The total applicants who applied in the selected timeframe that are considered 'unreviewed.'
• The percentage of who applied in the selected timeframe that are considered 'unreviewed.'

Important considerations:

• This data is excluded from the date range filter on your Account Insights page; it will always display data from the last month.

Time to Contact, Time to Interview Scheduled, and Time to Hire

According to our most recent Candidate Experience Report, applicants consider prompt and frequent communication with their potential employer to be a major positive factor in the candidate experience. We strongly suggest responding to applicants immediately after they apply for your best hiring results and you can use these charts to evaluate how quickly you're contacting applicants.

This section will tell you:

• The average time from when an applicant applied to when they received their first contact, for applicants created in the time period selected.
• The average time from when each applicant applied to when they received their first scheduled interview, for applicants created in the time period selected.
• The average time from when an applicant applied to when they were hired, for applicants created in the time period selected.

Important considerations:

• This data is excluded from the date range filter on your Account Insights page; it will always display data from the last month.
• If you only move an applicant into the Hire hiring step, they are not yet considered hired, and will not populate in this report. You must click the Hire button to mark an applicant as hired.

Interviews Scheduled

This section will tell you the number of interviews scheduled by the type of interview scheduled and by interview status (scheduled, canceled).

Important considerations:

• This chart is further subdivided by whether applicants were contacted via standard outreach vs. Autopilot — which cuts interview scheduling time by up to 91% and gets you up to 8x more interviews scheduled — to allow you to compare the # of interviews scheduled across two outreach methods.
• A canceled interview is defined as a previously scheduled interview that was canceled.
• This data is excluded from the date range filter on your Account Insights page; it will always display data from the last month.

Source Analysis

The Source Analysis chart will tell you where you are finding quality applicants.

Source Analysis is divided into two measures:

• % of Applicants by Source
• % of Applicants Hired by Source

Important considerations:

• This data is excluded from the date range filter on your Account Insights page; it will always display data from the last month.
• Includes applicants hired in the filtered date range.
• If you only move an applicant into the Hire hiring step, they are not yet considered hired, and will not populate in this report. You must click the Hire button to mark an applicant as hired.
• The total applicants hired can include applicants who applied outside of your selected date range. The selected date range only refers to the applicants hire date.

Hiring Trends

The Hiring Trends section will show you the following activity over the last 12 months:

• Total # of Applicants, by Month

  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.

    • Chart excludes applicants that applied in the current month.

• Total # of Applicants Contacted, by Month

  • The total number of applicants contacted in the last 12 months, listed by the month they were first contacted.
  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.
    • Chart excludes applicants that were contacted in the current month.

• Total # of Applicants with Interviews Scheduled, by Month

  • The total number of applicants that scheduled a first interview in the last 12 months, listed by the month they scheduled their first interview.

  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.
    • Chart excludes applicants that scheduled their first interview in the current month.
    • While one applicant can have many interviews, this card measures the number of applicants interviewed, not the total # of interviews scheduled.

• Total # of Applicants Hired, by Month

  • The total number of applicants hired in the last 12 months, listed by the month they were hired.

  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.
    • Chart excludes applicants that were hired in the current month.
    • If you only move an applicant into the Hire hiring step, they are not yet considered hired, and will not populate in this report. You must click the Hire button to mark an applicant as hired.
    • The total applicants hired can include applicants who applied outside of the last 12 months. The selected date range only refers to the applicants hire date.

• Time to Contact, by Month

  • The average time from when an applicant applied to when they received their first contact, for applicants created in the last 12 months. 

  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.
    • Averages are listed by the month in which applicants applied. Excludes applicants that applied in the current month.
    • Because applicants can be contacted a number of months after the month in which they initially applied, a particular month's average can change over time.

• Time to Interviews Scheduled, by Month

  • The average time from when an applicant applied to when they scheduled their first interview, for applicants created in the last 12 months.

  • Important considerations:

    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.
    • Averages are listed by the month in which applicants applied. Excludes applicants that applied in the current month.
    • Applicants are grouped into months based on the month the applicant applied.
    • Because applicants can have an interview scheduled a number of months after the month in which they initially applied, a particular month's average can change over time.

• Time to Hire, by Month

  • The average time from when an applicant applied to when they were hired, for applicants created in the last 12 months.

  • Important considerations:

    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.

    • Averages are listed by the month in which applicants applied. Excludes applicants that applied in the current month.

    • If you only move an applicant into the Hire hiring step, they are not yet considered hired, and will not populate in this report. You must click the Hire button to mark an applicant as hired.

    • Because applicants can be hired a number of months after the month in which they initially applied, a particular month's average can change over time.

Job Activity 

The Job Activity section will show you the volume and performance of jobs in your account.

• Jobs Created
  • The number of jobs that were newly created (not refreshed) in the selected time period
  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last month.

    • Includes all newly created jobs, regardless of their current or past job status.

• Active Jobs
  • Jobs that are currently active, regardless of when the job was created.
  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will only display a current snapshot of active jobs.
    • Will not include jobs that were previously active, and have since changed status.

• Jobs Created - Last 12 Months (by Month)
  • The number of jobs that were newly created (not refreshed) during each month of the last 12 months
  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last 12 months.
    • Excludes jobs that were created in the current month.
    • Includes all newly created jobs, regardless of their current or past job status.

• Click to Apply Rate
  • Number of unique applicants that click on a job and resulted in an applicant out of total job clicks created during the selected time period
  • Important considerations:
    • This card is excluded from the date range filter on your Account Insights page; it will always display data from the last month.
    • Includes applicants that visited a job during the selected time period.
    • A Click = every visit to the job apply page. This includes whether the job apply page is visited directly (from your Careers Page) or whether the job description "loads" on a job board partner site (such as Indeed.com).

Exporting your reports

You can export your Account Insights in one of two formats: PowerPoint or PDF.

To export your Account Insights, click the share icon in the upper right corner of the page and select either Export as PowerPoint or Export as PDF.

The corresponding file will be delivered to the downloads of your browser.