Executive Reports: Template & Explanation

This feature allows you to generate comprehensive reports that display shortlisted candidates along with their details, interview notes, and comments, enabling more informed decision-making. These reports can also be easily shared with consultants for further evaluation. 
 

There are 2 types of reports: Shortlist & Longlist 

•  Shortlist: After candidates apply for a job and interviews are conducted, the next step is to categorize them as "Recommended" or "Not Recommended" based on their suitability for the role. The Shortlist Report compiles all relevant candidates into a detailed document, including interview feedback, recommendations, and candidate details. This report is then shared with stakeholders, providing insights into which candidates are suggested for the next stage of the recruitment process. 
   
• Longlist: The Longlist Report comes at a later stage in the hiring process and provides a comprehensive view of all candidates who have shown interest or declined the position after receiving the Shortlist Report. It captures the final status of each candidate, including those who remain interested, those who have withdrawn, and those who have progressed further in the recruitment process. This report is crucial for tracking the status of each candidate and making final decisions. 
   

How to Use Recruitly's Executive Report Function. Here's a Step-by-Step Guide: 

1. Create a Template: Here are some example templates you can use for generating reports, or feel free to edit them according to your preference: Report Templates. 
2. Create a template with relevant merge tags. Upload it to the system. 
   • Configure Fields:
     • Set up the relevant fields as per your needs. 
     • Select Candidates: Navigate to the pipeline and select the desired candidates. 
     • Auto-population: Recruitly will automatically populate the fields with the corresponding information. 
3.  Create & Generate your report: 
   • Open the Job Card
   • Access the job card for which you want to create the report. 
   • Click on Executive Reports 
   • Navigate to the "Executive Reports" tab. 

Manage Templates: Report Templates (examples) 

Use the "Manage Template" option to add new templates or delete existing ones. 
 

Configure Fields 

Click on "Configure Fields" to add, delete, or edit fields in your longlist and shortlist templates. 
 
 

Board View 

Go to your board view to bulk-select the candidates for your executive report. Click on "Executive Report" 
 
 

Generate Report 

1. Once you click on "Executive Report" and choose the type of report you'd like to generate. You can choose Shortlist or Longlist from the type dropdown.  
2. Give the report a title & then save and add the report.  
    

Edit Summary 

Customize the text in the summary based on the fields you've configured. 
 

Candidate Review

Add candidates to the "Recommended" or "Not Recommended" sections. You can also fill in comments for each. 
 

Individual Fields

Fill in the fields for individual candidates and choose whether they are recommended for the role. 
 

Generate Report

After filling in the details, save the profile and generate your executive report! 
 

This clear, step-by-step process should ensure your report is created smoothly!