Talent Document Report (BOLD Analyze)

This report populates with available document information including document types and missing document types for talents between a selected date, placement, hire, or paycheck date.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

 

 

Legend

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Filter Panel

talent doc report legend.png
 
 
 

Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type TALENT DOCUMENT
  3. Click on the Talent Document Report
 
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Logic

This report populates with available document information including document types and missing document types for talents between a selected date, placement, hire, or paycheck date.
 
 
 
 

Filter Options

Filter Name Options Description
Division All available Employer List Use this filter to refine Talent's Employers 
Region All available Region List Use this filter to refine Talent's Regions
Office All available Office List Use this filter to refine Talent's Offices
Talent Status All available Talent Statuses List Use this filter to refine Talent's Status
Document Title % Use this filter to refine Talent's Document Tile
Document Type All available Document Type List Use this filter to refine Talent's Document Type
Date Type Document Entered Date
Talent Entered Date
Active Placement
Placement Date
Use this filter to refine Talent's Document by Date Type
Date From   Use this filter to refine Talent's Document falling under the date range as per the date type selected
Date To   Use this filter to refine Talent's Document falling under the date range as per the date type selected
Date Range Options in the dropdown: None, Yesterday, Today, Tomorrow, Last Week,  This Week, Next Month,etc. When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.
 
 
 

Graphs/Widgets

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Field Details

Field Name Description Notes
Talent Employer Talent's Employer  
Talent Region Talent's Region  
Talent Office Talent's Office  
Talent ID Talent ID in Front Office/Bold  
BO Talent ID Talent ID in Back Office/Classic  
Talent Talent's Full Name  
First Name Talent's First Name  
Middle Name Talent's Middle Name  
Last Name Talent's Last Name  
Talent Status Talent's Status  
Address 1 Talent's Address 1  
Address 2 Talent's Address 2  
City Talent's City  
State Talent's State  
Zip Code Talent's Zip Code  
GeoCode Talent's GEO Code  
Phone Talent's Phone  
Email Talent's Email  
Talent Entered Date Talent's Created Date   
Document Title Talent's Document Name  
Document Type Talent's Document Type  
Missing Document

Shows Yes if the document is missing for the talent else shows No.

 
Uploaded Date Talent's Document Uploaded Date  
Uploaded By User who uploaded Talent's Document  
Expiration Date Talent's Expiration Date  
Hide From Applicants Yes/No (Show/Hide from talent View) If 'Show' from Talent View then No and If 'Hide' from Talent View then Yes.
Public or Private Talent's Document Privacy   
 

 

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