Odoo Spreadsheet Dashboard HR Referral - Employee Referral Dashboard
Analyze employee referral program with visual dashboards
The Spreadsheet Dashboard HR Referral module provides in-depth analytics dashboards for employee referral programs in Odoo. This module aggregates data from HR Referral to create visual reports on referral volume, conversion rates and program effectiveness.
With interactive charts, pivot tables and KPI dashboards, the module helps HR track employee referral performance, successful hire rates, bonus costs and referral program ROI.
Basic Dashboard Terminology
HR Referral Dashboard Terms
| English | Vietnamese | Description |
|---|---|---|
| Referral Dashboard | Dashboard giới thiệu | Referral analytics control panel |
| Total Referrals | Số lượng giới thiệu | Total candidates referred |
| Conversion Rate | Tỷ lệ chuyển đổi | Referral to hire conversion rate |
| Referral Bonus | Thưởng giới thiệu | Bonus for referrer |
| Employee Performance | Hiệu suất nhân viên | Referrals per employee |
| Successful Hires | Tuyển dụng thành công | Candidates hired |
| Program ROI | ROI chương trình | Program return on investment |
| Time to Hire | Thời gian tuyển dụng | Time from referral to hire |
Dashboard Types
HR Referral Dashboards
| English | Vietnamese | Description |
|---|---|---|
| Referral Overview | Tổng quan referral | Program overview dashboard |
| Employee Performance | Hiệu suất nhân viên | Referral analysis by employee |
| Conversion Analysis | Tỷ lệ chuyển đổi | Success rate analysis |
| Bonus & Cost | Thưởng và chi phí | Bonus and cost tracking |
| Referral Trends | Xu hướng giới thiệu | Trends over time |
| Program ROI | ROI chương trình | Program effectiveness and benefits |
Main Menu Structure
The Spreadsheet Dashboard HR Referral module is organized by groups:
Steps
1. Referral Overview Dashboard: Overview of referral program
2. Employee Performance: Employee referral performance analysis
3. Conversion Analytics: Conversion rate and success metrics
4. Bonus Tracking: Track bonuses and program costs
5. Recruitment Pipeline: Recruitment funnel from referrals
6. Custom Dashboards: Create custom dashboards as needed
Basic Workflow
HR referral dashboard usage workflow:
Steps
1. Access dashboard from Spreadsheet or HR Referral menu
2. Select time period and department to analyze
3. View key KPIs: total referrals, conversion rate, bonus
4. Analyze referral performance by employee
5. Track recruitment pipeline from referrals
6. Evaluate ROI and program effectiveness
Key Features
Key points
• Real-time dashboard updates with new referrals
• KPI cards display total referrals, conversion rate, bonus paid
• Referral trend charts over time
• Multi-dimensional pivot table analysis by employee, position, department
• Leaderboard of top referring employees
• Conversion funnel from referral to hired
• Cost analysis and ROI calculation
• Comparison with other recruitment sources
Important KPIs
HR Referral KPIs
| KPI | Description |
|---|---|
| Total Referrals | Total candidates referred |
| Active Referrals | Referrals in progress |
| Successful Hires | Candidates hired |
| Conversion Rate | Conversion rate to hire |
| Average Time to Hire | Average time to hire |
| Total Bonus Paid | Total bonus paid out |
| Cost per Hire | Cost per candidate hired |
| Program ROI | Program return on investment |
User Groups
User Permissions
| Group | Permissions |
|---|---|
| Employee | View personal dashboard, own referrals |
| HR Recruiter | View all referrals, manage pipeline |
| HR Manager | View overall dashboard, analyze effectiveness |
| Finance Manager | Track bonus, costs, program ROI |
Integration with Other Modules
Spreadsheet Dashboard HR Referral integrates with:
Key points
• HR Referral: Referral data, bonus, status
• HR Recruitment: Candidates, job positions, applications
• HR: Employee information, departments
• Accounting: Bonus payments, recruitment costs
• CRM: Candidate source tracking and marketing
Real-world Scenarios
Common use cases:
Key points
• Track referral program effectiveness over time
• Identify employees with most successful referrals
• Compare conversion rates between departments
• Calculate ROI to decide program budget
• Analyze time to hire from referrals
• Evaluate recruitment cost vs other channels
Best Practices
Steps
1. Set up dashboards with KPIs aligned to recruitment goals
2. Track conversion rate to improve referral quality
3. Create leaderboard to encourage employee participation
4. Analyze time to hire to optimize process
5. Compare ROI with other recruitment sources
6. Review regularly to adjust bonus policy
7. Share dashboard with team for transparency
System Requirements
To use the Spreadsheet Dashboard HR Referral module:
Steps
1. Install spreadsheet_dashboard module
2. Install hr_referral module
3. Configure referral bonus policy
4. Set up job positions and recruitment workflow
5. Configure dashboard access permissions for users
6. Ensure referral and recruitment data is synchronized