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Track recruiting initiatives

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Jeffrey Aftel
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Where to go: Insights > Initiatives

Are your teams promoting your recruiting initiatives?

Initiatives gives you visibility into the adoption of your recruiting strategies, so you can:

  • See how your recruiting strategies are being adopted by your teams

  • Compare adoption between recruiters and teams

  • View adoption trends over time

  • Assess and adjust your coaching and training strategies so you meet your targets

Examples of initiatives to track

Use initiative boards to track all sorts of initiatives, including:

  • Discussing the company’s culture, including its values, mission, and work environment

  • Emphasizing career development opportunities for professional growth

  • Addressing the company’s work-life balance policies

  • Listing compensation and benefits: salary, bonuses, healthcare plans

  • Highlighting the collaborative and supportive nature of the team: teamwork, cross-functional projects, and the opportunity to work with talented individuals

  • Avoiding terms related to gender, age, marital status, race, ethnicity, nationality, religion or beliefs, disabilities, stereotypical or biased descriptions

  • Adhering to certain interviewing methodologies

  • Tracking interviewers' training or certification programs

Initiative boards

Boards are set up to monitor initiative adoption in calls. We check to see if the initiative is mentioned at any point during a call included in the board, based on the filters. Initiative boards can be created and viewed by anyone in your organization.

Go to Insights Insights > Initiatives to view boards set up by your org. Initiative adoption is measured using trackers that identify words, phrases, and concepts mentioned in calls. Boards display adoption rates for teams and team members, and show how the initiative adoption changed over time.

View initiative adoption

The Initiative adoption tab gives details of how each team or interviewer is adopting your company’s recruiting initiatives.

Gong_Recruiting_Initiatives.png

You can see the following:

  • Adoption per recruiter, hiring manager or team. If the team member is a manager, the number of active interviewers in their team during that time period is displayed next to their name.

  • The average adoption rate (shown in the top row of the table) is the average adoption rate for the total number of calls handled by the team.

  • Trackers with their adoption rate for each team or team member, together with a color code indicating whether adoption is within the target rate. Trackers can be set to aim for either high or low adoption. When aiming for high adoption, green indicates the tracker is being mentioned regularly, and red indicates the tracker isn’t being mentioned enough. When aiming for low adoption, green indicates the tracker is mentioned rarely, while red indicates it is being mentioned too much.

  • Click the adoption percentage to open a panel on the right to display call details and that include a link to the part of the call in which the tracker terms were mentioned.

You can do the following:

  • Select a board: In the list of boards, switch between the different boards available to see adoption for different initiatives.

    Gong_Recruiting_Initiative_Selection.png

  • Change team: In the list of teams, search for and select the hiring manager whose team you want to see.

  • View adoption per recruiter or per team: In the View by drop down, select Teams to view adoption details per team. Select Individuals to view adoption for each individual recruiter in all teams under the selected manager.

  • See the board settings: Click Board settings to see the board details, such as the description and the filters.

  • Delete the board: To delete a board, click at the top right hand corner and select Delete board.

Analyze adoption trends

In the Initiative trends view, see how initiative adoption is trending in calls over time. Each line in the board represents one of the selected trackers.

Gong_Recruiting_Initiative_Trends.png

Filter the time period the board should cover as follows:

  • Initiative adoption tab: Select the time filter you want in the top right corner of the screen. Select Previous week to show data for the previous work week (based on your company settings). Select Previous month to show the previous full calendar month (1st-30/31st).

  • Initiative trends tab:

    1. In the time filter at the top right corner, select whether you want to see weekly or monthly trends. Select Previous week or Previous month if you don't want to see data for the current week or month.

      Note

      The values available in the Show trends filter are based on the setting in this time filter.

    2. In the Show trend over filter at the top right corner of the Initiatives trend tab, select the number of weeks or months you want to see data for.

Create or edit initiative boards

  1. Go to INSIGHTS> Initiatives. Click Edit this board or Create new board.

  2. Give the board a meaningful name that reflects the initiative you want to measure adoption for.

  3. Add a description for the initiative. This is displayed in the Board settings in the initiative board.

  4. Add trackers as follows:

    1. Click Add tracker and select the trackers that tracks mentions relating to this initiative. You can add as many trackers as you want; we recommend adding a maximum of 5 or 6 trackers to each board. To get the most out of the board, the trackers should identify concepts, words and phrases connected to the initiative.

      Note

      Make sure you’ve got trackers that will surface mentions of the initiative. If you’re a business admin, you can build the trackers yourself. If you're not, ask a business admin to help you do it.

    2. Set the tracker thresholds to define the highlighting in the board:

      1. Set the maximum percentage below and above which you want the initiative adoption to be highlighted.

      2. Select whether you aim for high or low adoption of the tracker. If you want your team to mention the tracker term many times, keep the Aim for high adoption setting.

        If you want your team to avoid mentioning the tracker term, select Aim for low adoption. With low adoption, the colors for the below and above thresholds are swapped, so that initiative adoption below the set value will appear in green, while the above value will appear in red.

  5. Click Add filter to add filters so that the board shows data on the calls that you want to focus on. The following built-in filters are available:

    • Call duration: only include calls which lasted within this range of time

    • Direction: only include calls that are inbound, outbound or web conference calls

  6. Click Create board.

Gong_Recruiting_Initiative_Create_Board.png

Note

For a workflow recipe that includes initiative boards, see: Tracking the adoption and performance of strategic initiatives

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