Recruitment Performance, Reporting and Planning Officer

Job summary

Discover a career in your hands at HMRC. Whether you're seeking purpose, growth, or a workplace that gives you a true sense of belonging, hear from some of our employees as they share their story about what it’s really like to work at HMRC.

Visit our YouTube channel to watch the full series and come and discover your potential.

Unity Business Services Recruitment Team deliver recruitment campaigns on behalf of HMRC.

Our vision is to use the most innovative and creative methods to reshape recruitment and reduce the time it takes to hire, to help HMRC deliver critical front-line services to the public.

We work with vacancy holders to deliver each stage of the recruitment process, and lead on an ambitious programme of work to transform recruitment on behalf of HMRC.

We are seeking a Recruitment Performance, Reporting and Planning Officer to support with the development of data processes, designed to enhance planning, reporting and delivery across all recruitment teams.

Job description

This is a data-focused role within recruitment, requiring advanced analytical skills and experience in reporting tools such as Power Bi, Excel and Power Apps. The successful candidate will be expected to deliver high-quality recruitment reports and data insights to support strategic decision-making.

Your expertise in data analysis and reporting will be essential as you work with recruitment teams to build their data capabilities. You'll work on multiple projects, maintain data accuracy, and provide insights which will be used to support senior leaders. Using Power Platforms (Power BI, Power Automate, Power Apps), advanced Excel functions and automation, you'll be responsible for providing high-quality recruitment reporting to a range of stakeholders.

You’ll be supporting with the teams three main priorities:

1. Providing UBS Recruitment Teams with team level data requests
2. Producing KPI metrics and supporting the Data Manager with business level data and analysis
3. Supporting the Senior Recruitment Analyst to produce meaningful forecasting insights

This will require:

A data professional with proven experience in a similar role, designing new reporting metrics, analysing data and producing reports at varying rates of complexity.

An understanding of the different recruitment processes across each team to make recommendations for data collation and reporting. This will require:

• Strong collaboration skills and the ability to work to deadlines, maintaining and analysing recruitment data and ensuring accuracy
• Excellent organisational skills with the ability to be proactive and work independently to ensure outputs are delivered as required
• Ability to manage ad-hoc data requests and regular reporting tasks related to UBS recruitment and related projects

The role requires someone who is confident working with data, enjoys problem-solving, and can translate complex information into clear, actionable insights.

Person specification

In this role you will be required to:

• Provide direct support to the HO Recruitment Reporting & Planning Managers, including the implementation of new ways of collating, storing and analysing data
  
  
• Deliver complex reporting and analysis, accurately and to deadline
  
  
• Respond to stakeholders requests for data, understanding and clarifying their requirements and finding the most relevant data sources and formats
  
  
• Support continuous improvement by identifying opportunities to streamline reporting processes and enhance data quality
  
  
• Share knowledge to support recruitment teams in their use of data and the importance of maintaining accurate records
  
  
• Promote confidence in managing change and forecasting, while role-modelling Civil Service values and behaviours

Essential Criteria

We are looking for:

• Proven experience in data analysis, insight generation and reporting across varied datasets
  
  
• Experience of building and maintaining Power Bi dashboards to support operational and strategic decision-making
  
  
• Knowledge and experience of Power Apps and Power Automate
  
  
• Strong written, analytical, numerical and problem-solving skills, with the ability to identify and implement solutions to meet a brief
  
  
• Proficiency in Microsoft Excel, including advanced formulas, pivot tables and data transformation tools
  
  
• Experience of producing, analysing and reporting on recruitment or HR data
  
  
• Ability to independently manage workload, prioritise effectively, and take ownership of delivery
  
  
• Strong decision-making skills to evaluate and respond to data and reporting requests
  
  
• Excellent stakeholder engagement and customer service skills, with the ability to build strong working relationships at all levels

Desirable Criteria

• Experience in public sector recruitment
  
  
• Experience of recruitment processes
  
  
• Ability to extract data from an applicant tracking system (ATS)
  
  
• Understanding of data governance, data quality principles, or mailbox/data management practices
  
  
• Experience in Power Platform (Power BI, Automate, and/or Apps)
  
  

Transitional Sites Information

If your location preference is for the following site, it’s important to note that this is not long-term site for HMRC and we will require you to move to a new building in the future, subject to our location strategy and the applicable employee policies at that time.

For more information on where you might be working, review this information on our locations (opens in a new window)

This site is:

• Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle

You will be given more information about what this means at the job offer stage.

Behaviours

We'll assess you against these behaviours during the selection process:

• Managing a Quality Service

Technical skills

We'll assess you against these technical skills during the selection process:

• In no more than 250 words, describe a data project that you led on, detailing all of the steps you took to produce a successful and accurate outcome.

Benefits

Alongside your salary of £31,096, HM Revenue and Customs contributes £9,008 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides.

HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.

We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.

• Pension - We make contributions to our colleagues’ Alpha pension equal to at least 28.97% of their salary.
• Family friendly policies.
• Personal support.
• Coaching and development.

To find out more about HMRC benefits and find out what it’s really like to work for HMRChear from our insiders or visitThinking of joining the Civil Service

Things you need to know

Artificial intelligence

Artificial intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance (opens in a new window) for more information on appropriate and inappropriate use.

Selection process details

This vacancy is using Success Profiles (opens in a new window), and will assess your Behaviours, Strengths, Experience and Technical skills.

How to Apply

As part of the application process, you will be asked to provide the following:

• A name-blind CV including your job history and previous experiences. Your CV should cover up to your last 5 roles, detailing your responsibilities and key achievements (max 100 words per role).
  
  
• A 500-word Personal Statement. Your Personal Statement should clearly demonstrate how your skills and experience meet the essential criteria.
  
  
• A 250-word statements addressing the Technical Skills required for this role. In no more than 250 words, describe a data project that you led on, detailing all of the steps you took to produce a successful and accurate outcome.

Please evidence any Desirable Criteria where applicable (up to 250 words max). This is not essential for the role but may be considered by the vacancy holder where candidates have the same score at interview.

Further details around what this will entail are listed on the application form.

After submission of the first stage of your application, you will be invited to complete a Civil Service Numerical Test. If you successfully pass the test, you will be invited to complete the final stage of the application.

Please complete the online tests as soon as possible (within 24-48 hours is recommended) and ensure you allow sufficient time to complete and submit the final stage of your application after submitting your online test.

The deadline for both the test and the application is 23/06/2026 at 23:55.

Sift

In the event of a large number of applications being received, an initial sift may be held on your personal statement.

At full sift your CV, Personal Statement and your technical statement will be assessed, with the successful candidates being invited to interview.

We may also raise the score required at any stage of the process if we receive a high number of applications.

Interview

During the panel interview, your experience, behaviours and strengths will be assessed, in order to determine your suitability for the role, as well as to explore what you enjoy, and what motivates you.

This is an example of a strengths-based question

“It is often said that the customer's needs should come first. To what extent do you agree or disagree with this statement?”

There is no expectation or requirement for you to prepare for the strengths-based questions in advance of the interview, though you may find it helpful to spend some time reflecting on what you enjoy doing and what you do well.

Interviews will take place via video link. Sift and interview dates to be confirmed.

Eligibility

Please take extra care to tick the correct boxes in the eligibility sections of your application form. Mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we may not be able to reopen your application for you. If you do make a mistake with your eligibility form, or have withdrawn yourself in error and need your application reinstated whilst the campaign is still live, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk – Use the subject line to insert appropriate wording for example – ‘Please re-open my application – [insert vacancy ref] & vacancy closing date [insert date]’.

To check that you are eligible to apply for this role, please review the eligibility information before submitting your application.

Exceptionally, candidates who are not successful at this grade may be considered for appointment to similar roles at a lower grade where the eligibility criteria are met. If this applies, we will contact you directly.

Sponsorship

We have assessed this role against both Home Office and HMRC criteria and we are unable to offer sponsorship for a Skilled Worker Visa. This means the vacancy is not open to applicants who require visa sponsorship

The HMRC app can help you with your application

The HMRC app can provide you with your past 5 years' employment history, making the process of filling in your application quicker and easier.

If successful in your application, you will need your National Insurance number for the onboarding process.

Download the HMRC app now and save your National Insurance number to your digital phone wallet.

How to download the HMRC app and sign up for an account

Download the free HMRC app from the App Store or Google Play store.

If you have an HMRC online account already, sign straight in using your ID and password. If not, you can prove your identity by answering some questions or providing your photo ID.

You’ll then be able to access the app quickly and easily by signing in using a 6-digit PIN, your fingerprint, or facial recognition.

You can find guidance for technical issues on GOV.UK: Technical support with HMRC online services.

Reserve List

A reserve list may be held for up to 12 months from which further appointments may be made for the same or similar roles – if this applies to you, we’ll let you know via your Civil Service Jobs account.

Merit List

After interview, a single merit list will be created, and you will only be considered for posts in locations you have expressed a preference for. Appointments will be made in strict merit order in line with the set number of roles in each location.

Criminal Record Check

Applications received from candidates with a criminal record are considered fairly in accordance with the DBS Code of Practice and the Recruitment of ex-offenders Policy.

Hybrid working at HMRC

HMRC is an office-based organisation, and colleagues are expected to spend 60% of their working time in the office. Our offices provide opportunity for interaction, collaboration which aids learning and development and a sense of community. Where the role allows it, and where the home environment is suitable, colleagues can work from home for up to 2 days a week, averaged over a calendar month (or a proportionate amount of time for colleagues who work less than full time).

Reasonable Adjustments

We want to make sure no one is put at a disadvantage during our recruitment process. To assist you with this, we will reduce or remove any barriers where possible and provide additional support where appropriate.

If you need a change to be made so that you can make your application, you should:

Contact the UBS Recruitment team via unitybusinessservicesrecruitmentresults@hmrc.gov.uk as soon as possible before the closing date to discuss your needs.

Complete the “Assistance required” section in the “Additional requirements” page of your application form to tell us what changes or help you might need further on in the recruitment process. For instance, you may need wheelchair access at interview, or if you’re deaf, a Language Service Professional.

Technical Support

If you are experiencing problems that cannot be resolved by our ‘help’ section, then technical support is available. You will receive a reply in 2 working days.

Important information for existing HMRC contractual homeworkers

This role may be suitable for existing HMRC employees who are contractual homeworkers. Occasional attendance to the office will be required where there is a business need. Please consider the advertised office locations for this role when applying and only select locations from the ‘location preferences’ section that you can travel to.

Terms and Conditions

Customer facing roles in HMRC require the ability to converse at ease with members of the public and provide advice in accurate spoken English and/or Welsh where required. Where this is an essential requirement, this will be tested as part of the selection process.

HMRC has a presence in every region of the UK. For more information on where you might be working, review this information on our locations (opens in a new window).

The Civil Service values honesty and integrity and expects all candidates to abide by these principles. The evidence you provide in your application must relate to your own experiences.

Any instances of plagiarism or other forms of cheating will be investigated and, if proven, the relevant application(s) will be withdrawn from the process.

Recording of interviews is prohibited unless explicit agreement is sought in line with the UK General Data Protection Regulations.

Questions relating to an individual application must be emailed as detailed later in this advert.

Applicants who are successful at interview will be, as part of pre-employment screening, subject to a check on the Internal Fraud Database (IFD). This check will provide information about employees who have been dismissed for fraud or dishonesty offences. This check also applies to employees who resign or otherwise leave before being dismissed for fraud or dishonesty had their employment continued. Any applicant’s details held on the IFD will be refused employment.

A candidate is not eligible to apply for a role within the Civil Service if the application is made within a 5 year period following a dismissal for carrying out internal fraud against government.

New entrants will join on the minimum of the pay band.

Please note that, if you are applying for roles on a part-time basis, the salary agreed will be pro-rata, reflective of the working hours agreed within your contract.

If you experience accessibility problems with any attachments on this advert, please contact the email address in the 'Contact point for applicants' section.

For more Information for people applying for, or thinking of applying for, roles at HM Revenue and Customs, please see link: Working for HMRC: information for applicants - GOV.UK.

Feedback will only be provided if you attend an interview or assessment.

Security

Successful candidates must undergo a criminal record check.People working with government assets must complete baseline personnel security standard (opens in new window) checks.

Nationality requirements

This job is broadly open to the following groups:

• UK nationals
• nationals of the Republic of Ireland
• nationals of Commonwealth countries who have the right to work in the UK
• nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities with settled or pre-settled status under the European Union Settlement Scheme (EUSS) (opens in a new window)
• nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities who have made a valid application for settled or pre-settled status under the European Union Settlement Scheme (EUSS)
• individuals with limited leave to remain or indefinite leave to remain who were eligible to apply for EUSS on or before 31 December 2020
• Turkish nationals, and certain family members of Turkish nationals, who have accrued the right to work in the Civil Service

Further information on nationality requirements (opens in a new window)

Working for the Civil Service

The Civil Service Code (opens in a new window) sets out the standards of behaviour expected of civil servants.

We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles (opens in a new window).The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria.The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.

Diversity and Inclusion

The Civil Service is committed to attract, retain and invest in talent wherever it is found. To learn more please see theCivil Service People Plan (opens in a new window) and the Civil Service Diversity and Inclusion Strategy (opens in a new window).

Apply and further information

This vacancy is part of the Great Place to Work for Veterans (opens in a new window) initiative.Once this job has closed, the job advert will no longer be available. You may want to save a copy for your records.

Contact point for applicants

Job contact :

• Name : Thaiana Gomes Marques
• Email : thaiana.gomesmarques@hmrc.gov.uk
• Telephone : 0300 050 4406

Recruitment team

• Email : unitybusinessservicesrecruitmentresults@hmrc.gov.uk

Further information

Appointment to the Civil Service is governed by the Civil Service Commission’s Recruitment Principles. You have the right to complain if you feel there has been a breach of the Recruitment Principles.
In the first instance, you should raise the matter directly via ubsrecruitmentcomplaints@hmrc.gov.uk . Please note that we do not accept complaints or appeals regarding scoring of outcomes of campaigns unless candidates can provide clear evidence that the campaign did not follow the Recruitment Principles.
If you are not satisfied with the response, you may bring your complaint to the Commission. For further information on bringing a complaint to the Civil Service Commission please visit their website.