Guide to Sample Data

Overview

Sample data enables you to maximize your trial by testing Workable recruiting and hr features before trying them on your jobs, candidates, and employees. With sample data enabled, you can:

• edit a job description
• interact with sample candidates using scheduling and commenting features
• onboard sample employees
• explore time-off features
• practice filtering reports

Learn how to enable sample data in your Workable account.

 

Interact with your home page widgets

When the sample data are imported into your account, your home page as a Super Admin will have information in all widgets, including:

• Sample events
• Employees on leave
• Sample to-dos (add evaluations, review time-off requests, sign a document etc)
• Two sample jobs
• Sample employees to be onboarded
• Time-off balances

Take some time to review the widgets to see what you can access and act on.

 

Interact with Recruiting sample data

Edit the job & application form

Access via: Jobs page > Job editor & Application Form 

To edit a job, click the three dots to the right of the job title.

• Make your edits or browse and search over 700 job templates.
• Toggle fields to be mandatory, optional, or not visible to candidates.
• Create application questions under Details. Yes/No questions can be toggled as knock-out questions if the candidates answer No.
• Preview the application form on both mobile and desktop formats.

Communicate with candidates

Access via: Candidate profile > Action bar 

• Click on a candidate at any stage of the hiring pipeline to see the sample candidates. together with some pre-existing activities such as emails, events, Video Interviews, Assessment results, tags, and more.
• Use the action bar to send an email/text or schedule an interview or phone call. None of the messages or events get sent to anybody.
• Use the default templates or learn how to create your own communications templates.

Bonus tip: Integrate your Google or Microsoft 365 account (under Settings > Integrations) to customize email subject lines, view team members’ calendar availability, create meeting links, and utilize our self-schedule feature. 

Evaluate candidates 

Access via: Candidate timeline

Video interviews are available in the phone screen stage of the Director of Finance job. Locate the video icon in the candidate profile.

• Review video interviews.
• Leave your own comments and evaluation.
• Check out the overall scorecard under the Review > Evaluations tab to see what your colleagues thought about the candidate.

Assessments measure abstract reasoning, numerical comprehension, verbal comprehension, attention & focus, and workplace personality.

• Review candidate’s assessments in the Assessment stage of the hiring pipeline.
• Click Detailed breakdown under each assessment to learn more about the candidate's score. Check out how to interpret cognitive and personality assessment results.

 

Interact with HR sample data

Review Employee Management settings

Access via: Settings > Employee Management

Under the Employee Management settings, you will be able to see already generated:

• Entities, locations, and sites
• Onboarding workflows
• Document templates
• Work schedules
• Time off policies
• Holiday calendars

All example settings will have a 'Sample' tag for easy identification. If you modify any of the sample settings, the 'Sample' label will be removed, and these settings won't be deleted when you delete the sample data from your account. However, you can still delete them manually if you wish.

Review the employee directory and org chart

Access via: Employees tab

Under the Employees tab, you will see 73 employees, with 65 already published and the others in various onboarding stages.

• Click on employee profiles in the directory to review their profile and time off information.
  
• Review and expand the org chart 
  
• Check the onboarding dashboard and employees under each of the onboarding statuses.
  

Onboard employees

Access via: Onboarding dashboard > Pending tab OR Home page onboarding widget

Under the onboarding dashboard (or the onboarding widget on your home page) you can start onboarding for sample employees.

If you'd like to preview the onboarding portal as onboardees will see it, preview the onboarding website for your selected onboarding workflow under the Onboarding workflows settings.

Request time off

Access via: Time off tab under your employee profile OR Home page time-off balances widget

Once you enable sample data, an employee profile is created for you with assigned time-off policies, allowing you to test time-off features without additional configuration.

Check your sample balances and request time off from the time off balances widget at the bottom of your home page. Your upcoming time-off requests will appear on the right widget in a list.

 

Interact with reports

Sample reports are static, meaning that if you change any sample candidate or employee data, the sample reports will always remain the same.

If you are using sample data together with 'actual' data, then when you navigate to your Report Center, you will see a toggle to select if you wish to view 'Your reports' or 'Sample reports'.

Review reports of each category:

Recruiting

• Hiring Velocity: spot which stages take the longest and identify bottlenecks to reduce your time to hire.
• Time to hire: quickly view how long it takes from opening the job to hiring someone for it, and how long it takes to hire that person after they applied.
• Productivity: easily view what your team has been doing in Workable.
• Candidate breakdown: view detailed information about all candidates in your pipelines with the option to customize further the data displayed.

Employee Management

• Employee Breakdown: view detailed information about all employees and their field values with the option to customize the data displayed.
• Time-off Balances: view each employee's time-off balance, including the days they've carried over, used or still have available

Payroll

Review the default payroll report and create custom reports based on specific legal entities, departments, etc.