[IMP] Recruitment: Update team performance analysis

closes #14008

X-original-commit: 14c9ff8
Signed-off-by: Lara Martini (larm) <[email protected]>

Author: larm-odoo

content/applications/hr/recruitment/team_performance.rst

@@ -1,6 +1,6 @@
-==========================
-Team performance reporting
-==========================
+================
+Team performance
+================
 
 The *Team Performance* report in the **Recruitment** app shows how many applicants each recruiter is
 managing.
@@ -15,7 +15,7 @@ To access the *Team Performance* report, navigate to :menuselection:`Recruitment
 --> Team Performance`.
 
 The number of :guilabel:`In Progress`, :guilabel:`Hired`, and :guilabel:`Refused` applicants for
-each recruiter is displayed in the :icon:`fa-area-chart` :guilabel:`(Graph)` view.
+each recruiter is displayed in a default :icon:`fa-area-chart` :guilabel:`(Graph)` view.
 
 The information shown is for the :icon:`fa-filter` :guilabel:`Last 365 Days Applicant` default
 filter, as displayed in the search bar.
@@ -24,7 +24,6 @@ Hover the cursor over any column to view a popover window, displaying the specif
 column.
 
 .. image:: team_performance/team-performance.png
-   :align: center
    :alt: The default bar chart of the team performance report.
 
 Pivot table view
@@ -34,24 +33,24 @@ For a more detailed view of the information in the :guilabel:`Team Performance`
 :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner. This displays all the
 information in a pivot table.
 
-In this view, the job positions are displayed in the rows, while the columns display the total
-number of applicants. The applicants are further organized by :guilabel:`# Applicant` (in process),
-:guilabel:`# Hired`, and :guilabel:`# Refused`.
+In this view, the job positions populate the rows, while the columns populate the number of
+applicants. The first column, :guilabel:`Applicant`, is the total number of applicants across all
+stages for that job position. The subsequent columns display the total applicants that have been
+:guilabel:`Hired`, :guilabel:`Refused`, and :guilabel:`In Progress` for each job position.
 
 The displayed information can be modified, if desired.
 
-In this example, there are 19 total applicants. Out of those 19, eight have been hired, and three
-refused.
+In this example, there are 20 total applicants. Out of those 20, eight have been hired, five have
+been refused, and seven are still in the recruitment process.
 
 From the data presented, the :guilabel:`Experienced Developer` job position is the most successful.
-This job position has the highest number of total applicants, as well as the most hires. In
-addition, the :guilabel:`Experienced Developer` has the least amount of refused applicants.
+This job position has one of the highest number of total applicants (tied with the
+:guilabel:`Marketing and Community Manager` position), as well as the most hires.
 
-This pivot table also shows that the :guilabel:`Chief Executive Officer` position is the hardest to
-fill, as it has the fewest total applicants.
+This pivot table also shows that the :guilabel:`Quality Control Inspector` position is the hardest
+to fill, as it has the fewest total applicants.
 
 .. image:: team_performance/team-perf-pivot.png
-   :align: center
    :alt: The detailed pivot table view.
 
 Use case: recruiter performance over time
@@ -62,34 +61,31 @@ information, begin with the :guilabel:`Team Performance` report in the :icon:`oi
 :guilabel:`(Pivot)` view.
 
 Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, revealing a
-drop-down menu. Click :guilabel:`Add Custom Group` :icon:`oi-caret-down` at the bottom of the
+drop-down menu. Click :guilabel:`Add Custom Group` :icon:`fa-caret-down` at the bottom of the
 :icon:`oi-group` :guilabel:`Group By` column, then click :guilabel:`Recruiter`. Click away from the
 drop-down menu to close it. Now, each row on the table represents a recruiter.
 
 .. image:: team_performance/by-recruiter.png
-   :align: center
    :alt: The pivot table now displaying the recruiters in the rows.
 
 To compare the team's performance over different time periods, click the :icon:`fa-caret-down`
-:guilabel:`(down arrow)` in the search bar. Click :guilabel:`Start Date` :icon:`fa-caret-down` in
-the :icon:`fa-filter` :guilabel:`Filters` column, revealing various time periods to select.
+:guilabel:`(down arrow)` in the search bar. Click :guilabel:`Application Date` :icon:`fa-caret-down`
+in the :icon:`fa-filter` :guilabel:`Filters` column, revealing various time periods to select.
 
 In this example, the desired data is the comparison between the team's performance in the third
 quarter (June - August) and the second quarter (April - July). To do so, click :guilabel:`Q3`. Once
-clicked, the current year is also ticked. In this example, it is :guilabel:`2024`.
+clicked, the current year is also ticked. In this example, it is :guilabel:`2025`.
 
 After making this selection, a :icon:`fa-adjust` :guilabel:`Comparison` column appears. Click
 :guilabel:`Start Date: Previous Period` to compare the third quarter with the second quarter, for
 the various recruiters.
 
 .. image:: team_performance/compare.png
-   :align: center
    :alt: A comparison table of recruiter totals of Q2 and Q3.
 
-From this report, several things can be extrapolated: the total number of applicants increased, the
-number of hired applicants remained the same, while the number of refused applicants decreased.
+From this report, some things can be extrapolated: the total number of applicants, the number of
+hired applicants, the number of refused applicants, and the number of applicants still in the
+recruitment pipeline all increased.
 
-Additionally, :guilabel:`Jane Jobs` had the highest increase in number of applicants during the
-third quarter, but her number of hired applicants went down :guilabel:`67%`. The recruiter with the
-best overall numbers was :guilabel:`Rose Recruiter`, who had both their active applicants and hired
-applicants, increase in the third quarter, while their refused applicants went down.
+Additionally, :guilabel:`Maggie Davidsons` had the highest increase in number of hired applicants
+during the third quarter, while their number of refused applicants went down.