Overview
Gem Admins can now create custom groupings of ATS fields of the same type in Team Settings to customize reporting for their team’s unique needs.
Eligibility
All Getting started with Talent Compass-supported ATSs (Greenhouse, Lever, SmartRecruiters, SuccessFactors, and Workday) are eligible for Custom Groupings.
Gem Admins: How to Create and Manage Custom Groupings
As a Gem Admin , you can create and manage Custom Groupings under Team Settings > Customization > Custom Groupings.
You can even create Custom Groupings for Race/Ethnicity, Gender, and Race/Ethnicity x Gender.
Gem Users: How to Use Custom Groupings
As a Gem User, you may want to use Custom Groupings when you want to see the passthrough rates by your company’s business units, but they are different from your ATS. Your Gem admin will create a new Custom Grouping from the ATS field “department” and match the appropriate department to the bucket for each (example: EPD to represent Product, Engineering, Design). Moving forward, you will be able to filter by, group by, and breakdown by this Custom Grouping.
As a Gem User, you can find custom groupings as options in:
- Dashboards
Dashboard widget
Dashboard widget filter
Dashboard widget by group
In Pipeline Analytics: Overview for use with Filter by, Group by, andBreakdown
Pipeline Analytics ‘Filter by’:
Pipeline Analytics ‘Group by’:
Pipeline Analytics ‘Breakdown’:
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.