ClearInsights: Recruiting Prebuilt Liveboards Overview

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ClearInsights Prebuilt Liveboards allow users to create dynamic and customizable dashboards. Prebuilt Liveboards collect related charts, tables, and headlines into a cohesive and engaging data story, empowering users to explore and present their Recruiting data insights effectively. In this article, we dive into the Recruiting Liveboards available.

In this article:
Recruiting Prebuilt Liveboards Overview
Include In Reporting Option
Troubleshooting
F.A.Q.
Additional Resources

Available Recruiting Prebuilt Liveboards:
AI Notetaker | AI Sourcing |  Application Question Data | Application Completion Rate
Candidate Data | Candidate Flow Log | Career Site Visitors | Current Pipeline |
EEOFunnel Analysis | Gender Diversity-Pipeline | Interview + Time-to-Feeback |
Offer Letter Data | Offer Letter Process Visibility | Open Requisitions | Recruiter Activity |
Requisition Data | Recruiting Benchmark | Requisition Volume | Scorecard Analytics
Source of Candidates & Hires | Time to Fill | Time to Hire | Virtual Recruiter | Workflow Stage Analysis |

Recruiting Prebuilt Liveboards Overview

Prebuilt Liveboards are tailored to specific business needs, offering key performance indicators (KPIs) and metrics that help you monitor metrics across your business in real-time. By leveraging these Liveboards, you'll gain actionable insights to inform your decision-making and drive growth.


Considerations

  • Recruiting prebuilt livveboards and CI Max data refreshes every 10-15 minutes. Exclusions:
    • 3-6 hour refresh: Requisition Volume, Virtual Recruiter
    • Once daily: Recruiter Activity
  • When a filter shows "(Select) on the Liveboard or “0 selected” from the modal, it means no values are excluded—functionally equivalent to “all selected.”

In order to have the most accurate liveboard on data points like Time to Hire and Time to Fill:

  • Actions must be taken (ex: workflow stages are updated) on candidate profiles as soon as those stage changes occur with the candidates. This will ensure your data is a great representation of what is actually occurring within your organization: where you are achieving your goals and where there is room for improvement.
  • Candidates are included in the Liveboard only after completing at least one step of the application. If a candidate starts an application (apply date) but abandons it, they will not appear in the Liveboard. If they return later and complete a step, they will then appear—using their original apply date.

Include in Reporting

When setting up custom fields, users need to specify which, if any, custom requisition or candidate fields are displayed in these liveboards. This is done in Setup > Custom Fields, and selecting the type of Custom Field. When going to edit a field, check the box (Y) for Reporting next to the custom fields you want to be included.
 Include.png

 

  1. Once you add custom fields to reporting, you can add them to a prebuilt Liveboard. The reporting database will update with these fields added. Initially, this database sync can take a few hours to incorporate new data points. Prior to that, you might see values of N/A in the report.
  2. Custom fields are included in the Filters and in the ending report Table.

Please note:

Multi-select custom fields are not supported at this time. A custom report would need to be developed for you. Please connect with your Customer Success Manager should you feel you need a custom report built.


Available Recruiting Liveboards

Custom Fields

In order to add Custom Fields, the prebuilt liveboard must be duplicated.

AI Notetaker*

Must be using AI Notetaker

The AI Notetaker Prebuilt Liveboard measures credit usage, interview coverage, time savings, and feedback speed. These insights help you understand value and identify opportunities to optimize usage.

Attributes Available
Interview Schedule Id Interview Date UTC Interviewer Interviewer Requisition Association Interviewer Organization Role
Interview Type Interview Duration Interview Method Interview Channel Interview Status
Scorecard Completed Time to Feedback AI Notetaker Enabled Interview Link Requisition Title
Requisition Role Requisition Department Requisition Office Candidate Candidate Link
Macro Stage (Current) Stage (Current) *can include Candidate Custom Fields and Requisition Custom Fields
 

AI Sourcing*

Must be using AI-Assisted Candidate Sourcing

The AI Sourcing Prebuilt liveboard provides metrics for prospects and candidates that have been sourced with our AI Sourcing (Cold Prospects) tool. It counts totals rather than uniques, meaning if an externally sourced prospect is sent to multiple requisitions, they are counted for each one. 

Attributes Available
Date Added Prospect Name Prospect State Prospect City Prospect Zip Code
Prospect Email Prospect Phone Workflow Type (Historical) Workflow Stage (Historical) Date Entered Workflow Stage (Historical)
Requisition Title Requisition ID Requisition Status Recruiter Assigned to Requisition Hiring Manager Assigned to Requisition
Requisition Role *can include Candidate Custom Fields and Requisition Custom Fields
 

Application Question Data

The Application Question Data includes basic information about the candidate and the requisitions. Filters can be applied for specific questions, roles, candidates, and time frames. The following application question types can be included: Text Input, Text Area, Radio Buttons, Dropdown, and Date/Time.

Attributes Available
Candidate Name Daily Apply Date Requisition Title Requisition ID Requisition Role
Recruiter Hiring Manager Department Requisition Office Requisition Posted Locations
Macro Stage Stage *can include Candidate and Application Question Custom Fields

Application Completion Rate

The Application Completion Rate liveboard will display:

  • Total number of active candidates who began an application during the date range selected.
  • Number of candidates who completed their application.
  • Number of candidates who did not complete their application and the completion rate.
  • The completion rate is calculated as the percentage of active candidates who completed their application.

The Application Completion Pre-Built Liveboard would be helpful when answering: Is my application doing a good job of ensuring I have the proper data to make an initial evaluation of a candidate?

Attributes Available
Candidate Name Candidate Source Requisition Role Department Requisition Office
Requisition Title Daily Apply Date Requisition ID Application Status Stage
Application Completion Rate *can include Candidate Custom Fields and Requisition Custom Fields
 

Candidate Data

Candidate data provides an overview of all candidates and where each candidate lives within their respective candidacies across requisitions. Candidate-specific time to hire and time to fill information is visible, as well as many requisition data points.

Attributes Available
Candidate ID Candidate Name Candidate Email  Candidate Phone Candidate Grade
Requisition Title Requisition Posted Locations Requisition ID Requisition Role Recruiter
Hiring Manager Candidate Source Candidate Source Detail  Requisition Office Department
EEO Type Budgeted Type Macro Stage Stage Current
Daily Entered Stage Date Daily Apply Date Daily Time-to-Fill Start Date Daily Hire Date Candidate Gender (Pre-Offer)
Candidate Race (Pre-Offer) Candidate Disability Status (Pre-Offer) Candidate Veteran Status (Pre-Offer) Average Time-to-Fill (Days) Average Time-to-Hire (Days)
*can include Candidate Custom Fields and Requisition Custom Fields

Candidate Flow Log

The Candidate Flow Log Liveboard looks at the number of candidates for a given period and breaks them down by gender, race/ethnicity, veteran status, and disability status.

Attributes Available
Candidate Candidate Link Candidate Grade Apply Date Requisition Title
Requisition Office EEO Type Custom Requisition ID Candidate Applied Locations Application Status
Candidate Race (Pre-Offer) Candidate Gender (Pre-Offer) Candidate Veteran Status (Pre-Offer) Candidate Disability Status (Pre-Offer)  
*can include Candidate Custom Fields and Requisition Custom Fields

Career Site Visitors

Career Site Visitors liveboard displays the breakdown over time of your career site visitors, and how many visitors were visiting on a desktop vs a mobile device.

**Custom fields are not available.

Attributes Available
Monthly Career Site Visitors Date (Year and Month) Total Career Site Visitors Mobile Visitors Non-Mobile Visitors

Current Pipeline

The Current Pipeline Liveboard will display on active applicants (other than New Applicants) that are currently in your workflow stages.

Attributes Available
Candidate Link Candidate Name Requisition Link Requisition Title Requisition ID
Requisition Status Requisition Posted Locations Daily Apply Date Candidate Grade Candidate Source
Macro Stage Stage Current Monthly Entered Stage Date Recruiter
Hiring Manager Requisition Office Department *can include Candidate Custom Fields and Requisition Custom Fields
 

EEO Liveboard

The EEO Liveboard will give you the ability to see hired versus dispositioned candidates, percent gender, race, veteran status, and disability status. The default workflow stages selected are hired and dispositioned, but these can be changed via the filters. Liveboard data is based on the application dates of the candidates in question.

Attributes Available
Candidate ID Candidate Name Source Daily Apply Date Daily Hire Date
Requisition Title Recruiter EEO Type Requisition ID Internal Requisition ID
Daily Date Requisition Opened Daily Date Requisition Closed Department Requisition Office Macro Stage
Stage Daily Entered Stage Date Candidate Race (Pre-Offer) Candidate Gender (Pre-Offer) Candidate Veteran Status (Pre-Offer)
Candidate Disability Status (Pre-Offer) Application Status Requisition Role *can include Candidate Custom Fields and Requisition Custom Fields

Funnel Analysis

The Funnel Analysis Liveboard displays the time to hire by role and how long on average a candidate spends in each macro stage. It also shows the number of candidates that are needed at each stage of the hiring process to yield one hire. These can all be filtered by role.

The Funnel Analysis Liveboard would be helpful when answering: How efficient is our hiring process in terms of time?

Attributes Available
Candidate Candidate Link Requisition Title Requisition ID Candidate Grade
Daily Apply Date Candidate Source Macro Stage Stage Current Stage
Daily Entered Stage Date Recruiter Hiring Manager *can include Candidate Custom Fields and Requisition Custom Fields

Gender Diversity- Pipeline

The Gender Diversity-Pipeline displays the number of candidates by gender per "macro" workflow stage for all requisitions (open and closed).

Attributes Available
Requisition Title Requisition ID Total Candidates Female/Male Not Specified
*can include Candidate Custom Fields and Requisition Custom Fields

Interviews + Time-to-Feedback

Attributes Available
Candidate Name Candidate Source Requisition Role Department Requisition Office
Requisition Title Daily Apply Date Requisition ID Application Status Stage
Application Completion Rate *can include Candidate Custom Fields and Requisition Custom Fields
 

Offer Letter Data

The Offer Letter Data Liveboard allows Recruiters and Admins to access a full set of information about offer letters. Insight from the offer process by understanding which offers are being authored, accepted, and rejected. 

Attributes Available
Candidate Name Candidate Link Requisition ID Requisition Title Requisition Link
Requisition Role Recruiter Hiring Manager Department Requisition Office
Offer Pay Rate Amount Offer Pay Rate Type Offer Status Daily Date Offer Letter Created Daily Date Offer Letter Approved
Daily Date Offer Sent Daily Date Offer Completed Average Offer Approval Time (Hrs) Averate Offer Approved to Sent Time (hrs) Average Offer Acceptance Time (hrs)
Offer Letter ID Candidate ID *can include Offer Letter Custom Fields and Candidate Custom Fields
 

Offer Letter Process Visibility

The Offer Letter Process Visibility Pre-Built Liveboard provides process visibility to Offer Letter Admins.

Attributes Available
Candidate Name Requisition ID Requisition Title Requisition Role Recruiter
Hiring Manager Department Requisition Office Offer Pay Rate Amount Offer Pay Rate Type
Offer Status Daily Date Offer Letter Created Daily Date Offer Letter Approved Daily Date Offer Sent Daily Date Offer Completed
Stage Average Offer Approval Time (Hrs) Average Offer Approved to Sent Time (Hrs) Average Offer Acceptance Time (Hrs)  
  *can include Offer Letter Custom Fields and Candidate Custom Fields

Open Requisitions

The Open Requisitions Liveboard displays an overview of what is happening with your currently open requisitions, broken down by requisition. Used by ClearCompany admins and recruiters to see a holistic view of all requisitions outside of the requisition dashboard.

Attributes Available
Requisition ID Requisition Title Recruiter Hiring Manager Requisition Office
Department Requisition Posted Locations Requisition Status Posting Status (Internal) Posting Status (Public)
Budgeted Type Daily Date Req Opened Number of Opening Remaining Openings Requisition Open Days
Total Candidates New Applicants Screening Interviewing Offer
Hired Dispositioned *can include Requisition Custom Fields only
 

Recruiter Activity

The Recruiter Activity Liveboard displays a quick overview of recent candidate processing activities on a recruiter-by-recruiter basis. Covers what types of actions were taken and how many actions were taken, as well as the number of candidates that were recently interacted with.

**Custom fields are not available.

Attributes Available
Recruiter Status Candidate Activity Requisition Activity

Recruiting Benchmark

The ClearInsights Max Recruiting Benchmarks Prebuild Liveboard helps you view how your labor demand and supply compare to the industry and the U.S. Market by analyzing over 90 million data points. The benchmarking liveboards are divided into four sections. 

  • Sections 1-2 compare your labor supply and demand to industry and U.S. market benchmarks. 
  • Section 3 presents your raw labor supply and demand data. 
  • Section 4 compares your relative labor demand to industry and the U.S. market for a specific week. With most of the charts, you can toggle on/off to show either the industry and/or the U.S. Market.

**Custom fields are not available.


Requisition Data

The Requisition Data Liveboard provides a top-down view of key requisition information, both historic and current. You can quickly see where you stand in each requisition against requisition hiring goals.

Attributes Available
Requisition ID Internal Requisition ID Requisition Title Requisition Role Requisition Status
Posting Status (Public) Posting Status (Internal) Hiring Manager Recruiter Department
Requisition Posted Locations Requisition Office Daily Date Requisition Opened Daily Date Requisition Closed EEO Type
Budgeted Type Requisition Salary Range Min Requisition Salary Range Max Requisition Salary Type Daily Desired Start Date
Replacing Requisition Active Sponsorship Requisition Furthest Stage Reached Average Requisition Open Days Total Number of Openings
Remaining Openings  Total Count of Active Candidates Total Count Candidate ID *can include Requisition Custom Fields only

Requisition Volume

The Requisition Volume Liveboard will help organizations better understand the number of requisitions their company has been creating. You can drill down by recruiter, month, and status.

Attributes Available
Requisition Role Requisition ID Requisition Title Recruiter Hiring Manager 
Department Requisition Office Requisition Posted Locations Requisition Status Daily Date Requisition Opened
Daily Date Requisition Closed Total Number of Openings Total Requisition Open Days *can include Requisition Custom Fields only
 

Scorecard Analytics

The Scorecard Analytics Liveboard displays candidate scorecards for the last 90 days (by default) and how they vary by role. There is the ability to select a candidate and see how they perform relative to the average for different role competencies or compared to the interviewer's average.

The Scorecard Analysis Liveboard would be helpful when answering: Is my organization filling out scorecards across all roles?

Attributes Available
Candidate Name Interviewer Requisition Role Requisition Office Department
Scorecard Status Daily Date Scorecard Completed Scorecard Type Average Scorecard Average Score Average Scorecard Final Score
*can include Candidate Custom Fields and Requisition Custom Fields

Source of Candidates & Hires

The Source of Candidates & Hires Liveboards displays the breakdown of hires by source for the last 90 days (by default) and how it varies by role as well as over time.

Candidate Sourcing Attributes Available

Attributes Available

Candidate Name Requisition Title Requisition ID Average Requisition Open Days Candidate Source
Candidate Source Detail Requisition Role Department Requisition Office Recruiter
Stage (Current) Budgeted Type Daily Apply Date Candidate Grade Candidate Gender (Pre-Offer)
Candidate Race (Pre-Offer) *can include Candidate Custom Fields and Requisition Custom Fields

Hire Sourcing Attributes Available

Attributes Available

Candidate Requisition Title Requisition ID Candidate Source Candidate Source Detail
Requisition Role Department Requisition Office Recruiter Stage (Current)
Budgeted Type Daily Hire Date *can include Candidate Custom Fields and Requisition Custom Fields

Time to Fill

The Time to Fill Liveboard covers the time it takes you to fill your positions as determined by your unique account settings.

Start Dates Option End Dates Option
  • Requisition open date
  • Requisition started approval date
  • Requisition approved
  • Requisition publicly posted
  • Candidate entered hired macro stage
  • Candidate hire date
  • Candidate offer letter acceptance date
    • To view your designated parameters, navigate to Tools - Setup - Recruiting Setup - Requisitions.
    • If multiple openings exist on one requisition, each individual opening’s time to fill will appear in reporting.
Attributes Available
Requisition Title Requisition Role Requisition ID Daily Date Requisition Opened Daily Date Requisition Closed
Daily Time to Fill- Start Date Daily Time to Fill End Date Average Time to Fill (Days) Total Number of Openings Department
Requisition Office Hiring Manager Recruiter Candidate Source  
*can include Candidate Custom Fields and Requisition Custom Fields

Time to Hire

Time to hire Liveboard represents the number of days between the moment a candidate is approached and the moment the candidate accepts the job. In other words, it measures the time it takes for someone to move through the hiring process once they’ve applied. Time to hire provides a solid indication of how the recruitment team is performing with quality candidates. Since only hired candidates are evaluated in this metric, it is a measure of your recruiting efficiency with high-quality candidates.

It is not a measure of the job market at that location or for a particular role - the Time to Fill is a better metric to take those into account.

The Time to Hire Liveboard would be helpful when answering: Once we have defined a quality candidate, how long does it take to move them through the hiring process?

Attributes Available
Candidate Name Candidate Grade Requisition Role Requisition Title Requisition ID
Department Requisition Office Hiring Manager Recruiter Daily Apply Date
Daily Hired Date Average Time to Hire (Days) Candidate Source *can include Candidate Custom Fields and Requisition Custom Fields

Virtual Recruiter*

Must be using AI-Assisted Virtual Recruiter for Career Sites.

The Virtual Recruiter tracks unique candidates sourced from the Virtual Recruiter or Career Sites, offering insights into lead generation performance. Candidates forwarded to other requisitions are not counted, ensuring an accurate comparison between them.

Attributes Available
Candidate Name Candidate Source Requisition Role Department Requisition Office
Requisition Title Daily Apply Date Requisition ID Application Status Stage
Application Completion Rate *can include Candidate Custom Fields and Requisition Custom Fields
 

Workflow Stage Analysis

Workflow Stage Analysis shows the unique number of candidates per workflow type as well as the unique candidates and average days since applied per individual workflow.

Attributes Available
Stage Order Stage Unique Candidates Average Days Since Applied Total Count Entered Stage Date

*can include Candidate Custom Fields Only


Troubleshooting

If encountering a blank screen after logging in or when accessing specific reports, try the following troubleshooting steps:

  • Clear your browser's cache and cookies
  • Use an incognito or private browsing window
  • Try accessing the page from a different browser, such as Chrome or Mozilla Firefox.
  • If the blank screen occurs while viewing reports, it may be due to large data volumes; consider reducing the date range or adding filters to manage the data size.

F.A.Q.

To report Time-to-Fill accurately, what should we do after we’ve met the planned number of hires on a requisition but need more?

It depends on how you want to measure:

  • Track all hires together (planned + unplanned): keep using the same requisition so they share one Time-to-Fill.
  • Track planned vs. unplanned separately: open a new requisition for the additional hires.
  • Note on historical data: changing the Time-to-Fill start event to Open Date will affect past results. It generally shortens Time-to-Fill, and any records where the Open Date is after the fill date are excluded (to avoid negative values).
If I update the start date setting for the TTF report, how long will it take to reflect the change in the report and related graphics?

It depends on the number of candidates in the organization, but it should be less than an hour.

What is the impact of deleting a hiring workflow stage?

Deleting a workflow stage does not affect historical data. The workflow history for candidates who were in those stages should remain intact.


Additional Resources

ClearInsights: Talent Acquisition Data & Attributes
ClearInsights: Talent Development Data & Attributes

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