Overview
The Common Reports article identifies the most commonly requested searches and include this report type. To learn how to run searches and reports in the iCIMS system, see Creating a Job Search. To learn how to save a report for future use, see Saving Search & Output Templates.
Open Jobs Assigned to Hiring Manager
Helpful Hint: When creating a search, it is helpful to first come up with a clear idea for your report. Think about which jobs you want to report on (the “Which Jobs”), what details you want to know about them (the “What”), and how you want to organize the information (the “How”) - and be as specific as possible. The more specific you are with your idea, the easier it will be to break it down into these sections, which will help you choose the right Keywords and Filters (for “Which Jobs”), Columns (for “What”), and/or Grouping and Sorting (for “How”) for your report. This three-section concept is used below to create a Jobs Assigned to Recruiter or Hiring Manager report.
Scenario: You want to create a report of open jobs assigned to a hiring manager to display on the hiring manager's dashboard. You have multiple hiring manager fields on your Job profiles, and you want to make sure all jobs belonging to a hiring manager are included in the report, regardless of which field the manager is listed in.
1. Break your report idea down into the three sections to help determine the best way to create your search:
- Which jobs are you reporting about? Using filters, you can narrow down your results to open jobs that belong to a given hiring manager.
- What do you want to know about them? No specific columns are required for a successful search.
- How would you like this information organized? No specific group-bys or sort-bys are required for a successful search.
2. To create your search inside the iCIMS system, from the top menu bar, select
Search > Job. "Which Jobs", the "What", and the "How" directly correlate with the three sections (A, B, and C, respectively) outlined in the below image.
A. Keywords and Filters: Which jobs are you reporting about?
To search for open jobs, add a filter to Job Folder. To search for all jobs assigned to a hiring manager, add a filter for both Hiring Manager and Secondary Hiring Manager.
- Keywords: N/A for this report.
- Filters:
1. Click Add Filter and add Job Folder. The selection path is Detail Tab > Job Folder.
2. From the list to the right of the added filter, select Approved.
- Tip: Depending upon your system's configuration, your open job folder may have a different name or you may have multiple open job folders. Select the appropriate folder(s) from the list; to select multiple folders, hold down the Ctrl (or Cmd) key and make your selections.
3. Click Add Subgroup. A new box will be added to the search form containing the sentence "And match all of the following." Click the "all" dropdown and select any.
- Tip: Filter subgroups allow you to introduce AND/OR logic into your reports. For example, in this report, we want to see all jobs that are open AND have a hiring manager listed in either the Hiring Manager OR Secondary Hiring Manager field. For more information on subgroups, see Introduction to Searching & Reporting: Filters & Subgroups.
4. Inside the subgroup box, select the Add Filter (green plus sign) icon and add Hiring Manager. The selection path is Detail Tab > Hiring Manager. From the list to the right of the added filter, select – Myself –.
5. Select the Add Filter (green plus sign) icon again and add Secondary Hiring Manager. The selection path is Detail Tab > Secondary Hiring Manager. From the list to the right of added filter, select – Myself –.
- Tips:
- If you are presented with a text box instead of a list of names, typing in @userID will result in the same functionality as choosing – Myself –.
- The – Myself – option enables you to create dynamic searches that are tailored to the logged-in user, as the system automatically replaces – Myself – with that individual. Dynamic searches allow a single search template to be added to multiple users' dashboards, automatically creating a unique report for each individual. For more information on adding a report to a dashboard, see Adding and Editing Panels and Widgets.
B. Columns: What do you want to know about these jobs?
No particular columns are required for a successful search. Add any job information columns as needed for your report.
C. Group Results By and Sort Results By: How would you like this information organized?
No specific group-bys or sort-bys are required for a successful search. Add any group-bys or sort-bys as needed for your report.