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Sample HR Metrics PDF
Sample HR Metrics PDF
Disclaimer / Credits
This document contains a sample set of HR Metrics that is publicly available at:
http://www.misc-hrmetrics.info/search/label/Attendance
The list of metrics is used as a sample of the type of metrics that could be used by HR management
to monitor business performance.
The added information relating to HCM Mashup Builder and the template for storage and processing
of data in no way claims ownership of the list.
Contents
1. Attendance .......................................................................................................................................... 9
1.1 Unscheduled Absence Rate .......................................................................................................... 9
1.2 Unscheduled Absence Days Per Employee ................................................................................... 9
1.3 Unscheduled Absence Breakdown ............................................................................................. 10
1.4 Schedule Flexibility Rate ............................................................................................................. 11
1.5 PTO Utilization Rate .................................................................................................................... 12
1.6 Compensation Value of Unscheduled Absences Per FTE............................................................ 12
1.7 Absence Rate .............................................................................................................................. 13
2. Benefits ............................................................................................................................................. 15
2.1 Benefits Total Compensation Rate ............................................................................................. 15
2.2 Benefits Satisfaction Index .......................................................................................................... 15
2.3 Benefits Operating Expense Rate................................................................................................ 16
2.4 Benefits Expense Type Breakdown ............................................................................................. 17
2.5 Benefits Expense Per FTE ............................................................................................................ 17
3. Compensation ................................................................................................................................... 19
3.1 Average Workweek ..................................................................................................................... 19
3.2 Stock Incentive Eligibility Rate .................................................................................................... 19
3.3 Number of Options Exercised Per Employee .............................................................................. 20
3.4 Net Proceeds of Options Per Employee Exercising ..................................................................... 21
3.5 Equity Incentive Value Per Employee ......................................................................................... 22
3.6 Average Number of Options Per Employee ................................................................................ 22
3.7 Upward Salary Change Rate ........................................................................................................ 23
3.8 Total Compensation Expense Per FTE......................................................................................... 24
3.9 Overtime Rate ............................................................................................................................. 24
3.10 Overtime Expense Per FTE ........................................................................................................ 25
3.11 Market Compensation Ratio ..................................................................................................... 26
3.12 Direct Compensation Expense Per FTE ..................................................................................... 27
3.13 Direct Compensation Breakdown ............................................................................................. 27
3.14 Direct Comp Operating Expense Rate....................................................................................... 28
3.15 Compensation Satisfaction Index ............................................................................................. 29
3.16 Bonus Receipt Rate ................................................................................................................... 30
3.17 Bonus Eligibility Rate ................................................................................................................. 30
1. Attendance
Commentary: A result of 3% means that unscheduled absences total 3% of all workdays. Put
differently, a result of 3% means that, on an average day, 3 of every 100 employees are
absent due to an unscheduled reason. This measure is an alternative measure of absence
volume to Unscheduled Absence Days per Employee, providing a perspective by days
worked rather than by employee.
Description: Average number of days of unscheduled absences per employee during the
reporting period.
Commentary: A result of 1.5 means that, on average, each employee missed one and a half
days of work during the period for unscheduled reasons. This measure is an alternative
measure of absence volume to Unscheduled Absence Rate, providing a perspective by
employee rather than by days worked.
Interpretation:
Interpretation:
Interpretation:
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Description: Paid time off hours taken as a percentage of those hours earned during the
reporting period.
Commentary: A result of 80% means that for every 10 hours of PTO that employees accrue,
they are only taking eight hours off.
Interpretation:
Commentary: For example, a result of $500 means that the compensation costs of
employees’’ unscheduled absences, spread across all employees, averaged $500 per
employee. Put differently, a result of $500 means that during the period, the organization
paid $500 per FTE in compensation for unscheduled absences.
Interpretation:
Commentary: Absence Rate indicates the percentage of work time, expressed as workdays,
that the average employee is absent for any reason during a period. A result of 3% means
that absences total 3% of all workdays. Or, put differently, on an average day, 3 of every 100
employees are absent.
For comments, corrections, questions, suggestions, etc. contact mwest.misc@gmail.com
Interpretation:.
2. Benefits
Commentary: A result of 30% indicates that benefits expenses compose 30% of the total
amount an organization spends on employee compensation and benefits.
Interpretation:
Description: A relative measure of employees’ satisfaction with the benefits provided by the
organization.
Interpretation:
Commentary: Benefits Operating Expense Rate measures employee benefits costs (the
organization’s portion) as compared to total operating expenses. A result of 5% means that
benefits costs make up 5% of the organization’s total operating expenses.
Interpretation:
Interpretation:
Interpretation:
3. Compensation
Commentary: Average Workweek measures the number of hours worked per week per
employee, on average. A result of 37 means that the average person employed by the
organization worked 37 hours per week during the period.
Interpretation:
Commentary: A value of 30 indicates that 30% of employees are eligible to receive stock-
based incentives.
Interpretation:
Commentary: A value of 100 indicates that on average eligible employees exercised 100
stock options during the reporting period.
Interpretation:
Description: Net proceeds to employees exercising stock options during the period for each
employee who has exercised options.
Commentary: Net Proceeds of Options per Employee Exercising indicates the average
amount received by employees exercising options. The net proceeds are equal to the
difference between sale price and strike price multiplied by the number of options
exercised.
Interpretation:
Description: The average value of equity incentives granted or earned per eligible employee.
Commentary: Equity Incentive Value per Employee indicates the value of stock incentives
granted to or earned by each eligible employee over the course of the period, using Black-
Scholes or other valuation techniques. Stock incentives may include stock options, restricted
stock, stock appreciation rights, performance shares, or other compensation related to
equity. A value of $10,000 indicates that on average those eligible for an equity incentive
received incentives valued at $10,000.
Interpretation:
Description: The average number of stock options granted per eligible employee during the
period.
Commentary: A result of 30 means that employees eligible to receive stock options received
30 options, on average, during the period.
Interpretation:
Formula: End of Period Headcount.Base Salary Increase / End of Period Headcount * 100
Description: Percentage of employees receiving base salary increases during the reporting
period.
Interpretation:
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Description: Average total compensation expense, including direct, benefits, and equity
compensation, per full-time equivalent employee.
Interpretation:
Commentary: Overtime Rate measures the dollars of overtime paid relative to all forms of
direct (cash) compensation paid. For example, a result of 10% indicates that overtime
payments represent 10% of all cash payments to employees. By comparing overtime costs to
all direct compensation costs, an organization can understand the impact of overtime on
employees’ take-home pay and whether overtime costs represent an increasing or
decreasing proportion of compensation over time.
Interpretation:
Interpretation:
Commentary: Market Compensation Ratio provides the ratio of direct (cash) compensation
provided by the employer to that provided by a comparable market group. A result of 80%
means that the organization’s compensation offerings are 80% of the offerings of other
organizations. These data are sometimes provided only for certain components of direct
compensation (e.g., base salary and bonus), and may not be available for all positions within
an organization.
Interpretation:
Description: Average direct compensation expense, including wages, bonus, and other cash
compensation, per full-time equivalent employee.
Interpretation:
Interpretation:
Commentary: Direct Comp Operating Expense Rate measures direct compensation (cash
compensation such as wages and bonuses) as compared to total operating expenses. A
result of 40% means that direct compensation makes up 40% of the organization’s total
operating expenses.
Interpretation:
Interpretation:
Interpretation:
Interpretation:
Interpretation:
Interpretation:
Description: Average total compensation expense, including direct, benefits, and equity
compensation, per working hour.
Interpretation:
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
4. Education/Development
Interpretation:
Interpretation:
Interpretation:
Interpretation:
Interpretation:
5. Employee Relations
Description: Average number of unscheduled industrial dispute days of absence per full-
time equivalent employee.
Commentary: Industrial Dispute Absence Days per FTE measures the number of workdays
missed per full-time equivalent employee for reasons such as strikes and lockouts.
Organizations may also elect to include “sick-outs” or similar incidents that can be attributed
to industrial disputes.
Interpretation:
Commentary: A result of 60 means that an average of 60 calendar days elapsed between the
filing and the resolution of grievances.
Interpretation:
Commentary: A result of 1% means that one grievance was filed for every 100 employees in
headcount during the period.
Interpretation:
Commentary: External complaints are typically those filed with agencies such as, in the
United States, OSHA or a state department of equal employment opportunity. Lawsuits filed
by employees against the employer are also considered to be external complaints, as they
are complaints requiring employer action toward an external party.
Interpretation:
Description: Percentage of total internal grievances resolved that were settled through
alternative dispute resolution processes.
Commentary: ADR Success Rate indicates the percentage of all employee internal resolved
grievances that were resolved through an alternative dispute resolution (ADR) process. A
result of 25% means that one of every four resolved grievances was resolved through ADR.
Interpretation:
6. Health/Safety.
Description: Number of employees returning from disability leave for every resignation
while on disability leave.
Commentary: A result of 3.0 means that the organization had three employees return to
work from a disability leave for every one employee that terminated from a disability leave.
A result less than one indicates that the employees that terminated from disability leave
outnumbered those that returned to work.
Interpretation:
Commentary: Workers Compensation Premium per FTE measures the cost to the
Interpretation:
Description: Health and safety incidents that resulted in lost time per full-time equivalent
employee.
Commentary: A result of .10 indicates that the organization experienced one health and
safety incident with lost time for every 10 full-time equivalent employees.
Interpretation:
Description: Health and safety incidents per 100 full-time equivalent employees.
Commentary: A result of 3.0 means that the employer experienced 3 incidents for every 100
full-time equivalent employees. This is a commonly used measure for gauging workforce
safety and is the primary safety measure captured for regulatory bodies.
Interpretation:
Description: Health and safety incidents by type as a percentage of total health and safety
incidents.
Commentary: H&S Incident Type Breakdown measures the composition of health and safety
incidents by type of incident that occur during a period. Graphically, the data are presented
as a percentage of the total unscheduled absences, i.e., a stacked bar graph.
Interpretation:
Commentary: A result of $1,000 means that the organization’s H&S costs equate to $1,000
for every full-time equivalent employee.
Interpretation:
Commentary: H&S Expense Breakdown presents the composition of health and safety
function expenses by type of expense that occur during a period. Graphically, the data are
presented as a percentage of the total function expenses, i.e., a stacked bar graph.
Interpretation:
Description: Average working days lost per health and safety incident.
Commentary: Average Time Lost per H&S Incident measures the average number of working
days lost per health and safety incident and gives an indication of the severity of incidents
occurring within the workplace. It may also be an indicator of the effectiveness of safety
programs, procedures, training, and protective equipment.
Interpretation:
7. HR Service Delivery
Commentary: For example, an employer may target employee service centers to answer
80% of calls within 20 seconds. The Service Level metric might report that 67% calls were
actually answered within 20 seconds.
Interpretation:
Interpretation:
Interpretation:
Commentary: Contact Center Satisfaction represents a survey index or set of questions for
employees who have contacted the employee service center. Questions survey employees’’
satisfaction with their contact center experience.
Interpretation:
Interpretation:
Commentary: HRIT Late Transaction Rate indicates the percentage of HRIT transactions that
are entered after the prescribed target period. The target period for entering transactions
may be based on a specified number of days after an action or on a month-end or quarter-
end close date. A result of 5% would indicate that 5% of all HRIT transactions are entered
“late.”
Interpretation:
Description: Average days elapsed from action occurrence to HRIT transaction entry.
Commentary: Total days to entry is the time that it takes for an HR transaction to be
entered into the HRIS. For example, if a job transfer occurs on the 1st of a month and the
transaction is entered on the 10th, the elapsed days to entry is nine days. Average Days To
Entry is the average of all transactions in a measurement period.
Interpretation:
Commentary: A result of 10% means that HR technology expenses make up 10% of total
technology expenses.
Interpretation:
Application: This measure will only apply to organizations that operate HR as a “profit
center” function within the organization. Under this model, the rest of the organization must
purchase certain HR services it wants or needs.
Interpretation:
Application: This measure will only apply to organizations that operate HR as a “profit
center” function within the organization. Under this model, the rest of the organization must
purchase certain HR services it wants or needs.
Interpretation:
Interpretation:
Commentary: HR Expense per FTE measures the expenses associated with operating the HR
function (including outsourcing costs) relative to the size of the workforce and indicates the
relative investment in the HR function by the organization. A result of $3,000 means that HR
expenses equate to $3,000 per full-time equivalent employee.
Interpretation:
Commentary: Graphically, the data are presented as a percentage of total HR expenses, i.e.,
a stacked bar graph. Included in this metric are expenses from those functions that have an
identifiable organizational connection to the Human Resources department.
Interpretation:
Commentary: Graphically, the data are presented as a percentage of total HR expenses, i.e.,
a stacked bar graph. Included in this metric are expenses from those functions that have an
identifiable organizational connection to the Human Resources department. Expenses might
include staff compensation and benefits, travel, technology, training, and other operating
costs.
HR functions may be considered in terms of “core” and “noncore.” Core HR functions, those
that typically fall into HR’’s area of responsibility, include
Noncore functions, those that frequently report through other organizational areas, include
payroll, diversity, performance management, HR information management, and
occupational health and safety.
Interpretation:
Commentary: A result of 1% indicates that, on a full-time equivalent basis, one out of every
one hundred employees is assigned to the HR function.
Interpretation:
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Interpretation:
Interpretation:
Commentary: An HR Recruitment Source Ratio of 3 means that the HR function has made 3
internal appointment to vacant positions for every 1 external hire.
Interpretation:
Description: Number of HR clerical and operative full-time equivalent employees for every
one HR managerial and professional full-time equivalent employee.
Interpretation:
Commentary: An HR Mobility Rate of 10% means that 10% of employees in the HR function
have transferred or been promoted within the period.
Interpretation:
8. Internal Movement
Application: Measuring the rate of promotion, relative to other movements, for purposes of
workforce planning that may include talent development, quality of hire, cost reduction,
time to fill, or attrition reduction.
Commentary: An Upward Mobility result of 40% means that 40% of internal movements for
the period were promotions, while the other 60% were transfers and demotions.
Interpretation:
Description: Percentage of employees that were transferred during the reporting period.
Commentary: Transfer Rate indicates the percentage of the workforce that has experienced
a transfer action during the period. For example, a Transfer Rate of 20% means that 20% of
employees in the organization have transferred internally within the period.
Interpretation:
Commentary: Promotion Speed Ratio indicates, for employees that were promoted during
the period, their average tenure in position prior to promotion. For example, an employee
promoted two years after being hired into a position has a Promotion Speed Ratio equal to
two years.
Interpretation:
Description: Percentage of employees that were promoted during the reporting period.
Interpretation:
Commentary: A Lateral Mobility result of 40% means that 40% of internal movements for
the period were transfers, while the other 60% were promotions or demotions.
Interpretation:
Commentary: An internal Placement Rate of 60% means that 60% of the organization's
appointments to vacant positions were from internal talent rather than from external hires.
Interpretation:
Description: Percentage of employees that moved internally during the reporting period,
including transfers, promotions, or demotions.
Commentary: Internal hire rate indicates the percentage of the workforce that has moved
internally during the period. Internal movements are those resulting from employees'
internal job changes within the organization, whether through actions of transfer,
promotion, or demotion. For example, an internal hire rate of 40% means that 40% of
employees in the organization have experienced done of these movements within the
period.
Interpretation:
Interpretation:
Interpretation:
9. Management/Leadership
Commentary: The Successor Pool Growth Rate establishes the percentage increase in
headcount of the succession pool over the previous year. A result of 5% indicates that the
current successor pool is 5% larger in size than it was last year.
Interpretation:
Description: Average number of employees in the managerial succession pool per manager.
Commentary: Successor Pool Coverage measures the number of successors in the successor
pool compared to the number of managers in the organization for whose positions require
succession management focus. A result of 100% indicates that there are as many potential
successors as there are managerial positions in need of potential successors.
Interpretation:
Interpretation:
Commentary: Each survey will likely have a different set of questions or methodologies for
measuring manager quality. The Manager Quality Index measures aggregate employee
satisfaction with direct managers. The index is based on employee satisfaction with
managers along multiple dimensions, including factors such as knowledge, skill, and
personality. Although it provides an aggregate measure of manager quality, the index can
also be disaggregated to identify those dimensions along which managers are particularly
strong or weak.
Interpretation:
Formula: (End of Period Headcount.>1 Supervisor in Previous 1-Year Period / End of Period
Headcount) * 100
Description: The percentage of employees who have had more than one manager within the
most recent 12 months.
Commentary: A result of 30% means that 30% of employees have had a change in direct
supervisor within the past year.
Interpretation:
Commentary: LDPs might contain planned or recommended steps for a leader related to
Interpretation:
Interpretation:
Interpretation:
Commentary: A result of 10% means that R&D expenses represented 10% of the
organization’s total operating expenses.
Interpretation:
Description: Average new products and services operating revenue per full-time equivalent
employee.
Commentary: New Products and Services Revenue per FTE indicates the dollar amount of
revenue generated specifically by new products and services, relative to the size of the
workforce. New Products and Services Revenue is a subset of Operating Revenue, relating
only to specific products and services.
Interpretation:
Commentary: Market capitalization, equal to the market price of stock shares multiplied by
the number of shares outstanding, is considered one measure of a firm’s worth. It is
essentially the value that the market places on the company, including both tangible assets
listed on a balance sheet, as well as intangible assets such as brand name and workforce
talent.
Interpretation:
Commentary: The difference between the value that the market places on the firm’’s worth
(market capitalization) and the book value of the firm’s assets represents the intangible
assets of the organization. Such off-balance sheet assets include the product/service brand,
the employment brand, the skills or characteristics of the workforce, or the intellectual
property (including products, knowledge, tools, and processes) of the firm.
Interpretation:
Commentary: A result of 15%, for example, indicates that 15% of the company’’s
outstanding shares are held by employees.
Interpretation:
facilities, real estate, procurement, and other functions that are essentially shared by the
various business lines of the organization.
Interpretation:
Description: Number of relevant work units produced per full-time equivalent employee
during the period.
Commentary: The implementation of this measure will differ from industry to industry, and
even potentially from organization to organization, based on the types of products or
services the employer produces. For a manufacturer, this measure could include the number
of cars, pipe fittings, reams of paper, or cans of paint produced. For a financial services or
other services firm, this measure could reflect the number of loans originated, policies
issued, hours billed, or contracts written.
Interpretation:
Description: Operating profit returned for every dollar invested in employee compensation
plus benefits.
Interpretation:
Commentary: Other Labor, sometimes called contingent labor, is the workforce used by the
organization to generate its revenue and profit but not represented as employees with a
reporting system such as an HRIS.
Interpretation:
Interpretation:
Description: Average operating profit (before tax, interest, and depreciation) per full-time
equivalent employee.
Interpretation:
Interpretation:
Description: Ratio of operating profit, adding back total compensation expense, returned for
every dollar invested in employee compensation and benefits.
Interpretation:
11. Payroll
Interpretation:
Commentary: A result of 3% means that, on average, 3 out of every 100 paychecks contains
an error.
Interpretation:
Commentary: A result of 2% means that, on average, 2 out of every 100 paychecks includes
an overpayment.
Interpretation:
Description: Payees receiving direct deposits for wages as a percentage of total payees.
Commentary: A result of 95 indicates that 95% of employees receive payment for wages by
direct deposit.
Interpretation:
Interpretation:
Commentary: For example, a result of 70% means that 70% of the employees eligible to
receive an upward review actually received one.
Interpretation:
Formula: (End of Period Headcount.Self Reviews / End of Period Headcount.Eligible for Self
Review) * 100
Commentary: For example, a result of 70% means that 70% of the employees eligible to
complete a self review actually completed one.
Interpretation:
Interpretation:
Commentary: Performance-Based Pay Differential answers the question, “How much more
do high performers earn than others?” It does so by comparing the direct compensation,
including wages, bonus, and other cash compensation, of high performers to that of non-
high performers. A result of 1.5 indicates that high performers earn $1.50 of direct
compensation for every $1.00 earned by non–high performers.
Interpretation:
Interpretation:
Commentary: For example, a result of 80% means that 80% of eligible employees actually
received an appraisal during the period.
Interpretation:
Formula: (End of Period Headcount.Peer Review / End of Period Headcount. Eligible for Peer
Review) * 100
Commentary: For example, a result of 70% means that 70% of the employees eligible to
receive a peer review actually received one. Results will tend to vary based on whether the
practice is considered to be a mandatory component of the performance review process or a
voluntary practice that may be instituted by individual managers. High results for this
measure indicate that there are high compliance or adoption rates for the peer review
practice.
Interpretation:
Interpretation:
Commentary: For example, a result of 15% means that 15% of employees received a higher
rating in the current period than in their previous appraisal. When performance is accurately
assessed and ratings are accurately applied, this measure can offer an indication of whether
employees are improving their performance and where pockets of improved performance
can be found. Management may also find it useful to monitor rating increases because of
their effects on bonus or other compensation plans, or any other programs linked to
performance ratings.
Interpretation:
Commentary: For example, a result of 20% indicates that 20% of employees who were low-
rated at their previous review received a non-low rating at their most recent
review. Assuming performance ratings are judged and applied accurately, this measure
provides an indication of the improvement an organization is able to effect in low
performers. Turnarounds may be attributed to changes employees make in their own
performance, changes driven by managerial focus and coaching, changes driven by training,
or a combination of these.
Interpretation:
Commentary: This measure indicates the mean performance appraisal rating for all
performance appraisal participants in the reporting period. Organizations that give
qualitative performance ratings (e.g., Meets, Exceeds) must convert each rating to a numeric
equivalent to calculate an average.
Interpretation:
13. Productivity
Interpretation:
14. Recruitment
Application: Useful for organizations that have specific initiatives around rehires, such as
alumni tracking processes or alumni networks.
Commentary: Rehire Rate indicates the percentage of external hires during the period that
are former employees of the organization.
Interpretation:
Application: For one reason or another the organization may wish to tilt recruitment toward
hiring internally or externally or may have a specific ratio in mind. Reasons include reducing
Commentary: A recruitment ratio of four means that the organization has made four
internal placements to vacant positions for every one external hire. Internal hires are often
calculated to include all internal movements, such as transfers, promotions, and demotions.
Interpretation:
Application: Determining the % of hiring by source. For one reason or another the
organization may wish to tilt recruitment toward particular sources. Reasons may include
reducing recruitment expenses, increasing hiring quality, increasing retention rates, etc.
Interpretation:
Description: Ratio of new position hires to replacement hires, including internal and external
hires.
Commentary: New Postion Recruitment Ratio compares the number of newly created
positions to the number of replacement positions during a period. In other words, across all
the organization's hires, how many are into new postions and how many are replacing
people who have terminated or transferred out of existing positions? A result of this
measure of .5 indicates there was one new positions hire for every two replacement position
hires during the period.
Interpretation:
Description: Hires into newly created positions (including internal and external hires), as a
percentage of average headcount.
Commentary: New Position Recruitment Rate shows the number of newly created positions
in relation to the size of the workforce. A "new position" is not necessarily one for which the
title and the role have never existed before filling a new position may mean expanding a
group of four analysts to become five analysts, or it may mean creating a Marketing Analyst
position whose title did not previously exist for the organization.
Interpretation:
Description: The number of external hires for every termination during the reporting period.
Commentary: Net Hire Ratio measures the total number of external hires that replace
terminated employees.
Interpretation:
Commentary: This measure is used to monitor "churn" of the workforce, the rate at which
employees are entering the organization, and the hiring volume as an outcome of
recruitment activities.
Interpretation:
Description: Cost of turnover for employees with less than one year of tenure as a
percentage of the total turnover cost.
Application: Measuring the cost of low tenure employee attrition. Also as a measure of
staffing effectiveness.
Interpretation:
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Interpretation:
Interpretation:
Interpretation:
Interpretation:
Application: Isolating recruiting costs and wish to monitor the relative magnitude of direct
costs, such as relocation allowances and agency fees.
Commentary: Recruitment costs include direct costs of filling positions, such as advertising
costs, agency fees, travel reimbursement of candidates or interviewers, screening tests, and
relocation allowances. Recruitment costs are also likely to include the overhead costs of
running a recruiting function, such as the salaries of recruiters, the costs of maintaining a
resume bank, the costs of sending communications or printing collateral, etc. In addition,
recruitment expenses can include indirect productivity costs of hiring managers and other
called upon to interview candidates, though such costs are difficult to quantify.
Interpretation:
Description: Recruitment expense per hire, including internal and external hires.
Commentary: Recruitment costs include direct costs of filling positions, such as advertising
costs, agency fees, travel reimbursement of candidates or interviewers, screening tests, and
relocation allowances. Recruitment costs are also likely to include the overhead costs of
running a recruiting function, such as the salaries of recruiters, the costs of maintaining a
resume bank, the costs of sending communications or printing collateral, etc. In addition,
recruitment expenses can include indirect productivity costs of hiring managers and other
called upon to interview candidates, though such costs are difficult to quantify.
Interpretation:
Description: Average number of days that hired employee start dates differ from requisition
need-by dates.
Commentary: A result of -2,5 for On-Time Delivery Factor indicates that, on average, hires
start two and a half days prior to their need-by dates. A result of 4.0 indicates that, on
average, hires start four days after their need-by dates.
Interpretation:
Interpretation:
Description: An indication of how satisfied recent hires were with the recruiting process.
Commentary: New Hire Satisfaction with recruiting represents a survey index or set of
questions for recent hires to determine their satisfaction with the recruitment process.
Interpretation:
Description: An indication of how well recent hires are performing within their positions.
Interpretation:
Interpretation:
Description: Average number of applicants interviewed for each internal and external hire.
Application: This measure is one in a series that provides an indication of the proportion of
candidates admitted through various gates in the recruiting process.
Interpretation:
Application: This measure is one in a series that provides an indication of the proportion of
candidates admitted through various gates in the recruiting process.
Commentary: For example, a result of 10% means that 10% of interviewed applicants
received job offers.
Interpretation:
Description: Average number of days elapsed between requisition date and start date for
internal and external hires.
Interpretation:
Description: Average number of days elapsed between requisition date and offer
acceptance for internal and external hires.
Interpretation:
Description: Average sign-on bonus received by external hires given a sign-on bonus.
Interpretation:
Description: Average number of interviews conducted with the hired candidate for each
internal and external hire.
Commentary: Average Interviews per Hire indicates, for each person hired within a period,
how many interviews that person had before being hired. For example, a result of 5.5
means that people hired had an average of 5.5 interviews during the recruiting process.
Interpretation:
Description: Average number of applicants for each internal and external hire.
Application: Measuring the applicant screening resources required from a job applicant
pool.
Commentary: This measure is one in a series that provides an indication of the proportion of
candidates admitted through various gates in the recruiting process.
Interpretation:
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Commentary: A result of 20% means that 20% of all applicants are interviewed.
Interpretation:
16. Training
Commentary: A result of 1,000 means that there are 1,000 employees in the organization
for every full-time equivalent training staff member.
Interpretation:
Interpretation:
Interpretation:
Description: Percentage of courses begun, but not completed, using learning technologies.
Interpretation:
Interpretation:
17. Turnover/Retention
Description: Cost of turnover for employees with less than one year of tenure as a
percentage of the total turnover cost.
Application: Measuring the cost of low tenure employee attrition. Also as a measure of
staffing effectiveness.
Interpretation:
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Description: The value of all terminations during the period per full-time equivalent
employee.
Commentary: Termination Value per FTE represents the cost of all terminations to the
organization, relative to workforce size. Employee terminations can carry direct
costs as well as efficiency and productivity costs or customer service deterioration.
Direct costs generally include departure costs (e.g., accrued vacation), vacancy costs
(e.g., temporary replacement help, recruiting advertising), and new hire costs (e.g.,
screening, relocation, increased salary over previous employee). Other costs can
include decreased morale, lost productivity while peers “cover” the vacancy, the lost
productivity of recruiters and hiring managers for recruiting a replacement, and the
ramp-up time to productivity required for the replacement employee.
Interpretation:
Description: The average value of each voluntary termination during the reporting period.
Interpretation:
Description: The average value of each termination during the reporting period.
Interpretation:
Description: Relative measure of employees' perceptions of offer fit with the organization.
Application: The Offer Fit Index measures the degree of alignment between the
organization’s value proposition and the values, or preferences, of employees. In aggregate,
the Offer Fit Index describes the level of offer fit across a number of specific job factors. The
Commentary: Organizations typically measure offer fit using survey results. Each survey will
likely have a different set of questions or methodologies for measuring offer fit. A high level
of offer fit equates to a high degree of alignment between the organization’s value
proposition (in terms of compensation and benefits, work–life balance, work environment,
etc.) and the specific preferences of employees. This level of offer fit impacts employees’
commitment to the firm, engagement on the job, and likelihood of staying with or leaving
the firm.
Interpretation:
Interpretation:
Description: Relative measure of the likelihood that employees will remain with the
organization.
Interpretation:
Interpretation:
Commentary: Voluntary Termination Rate measures the percentage of employees who left
the organization on their own initiation during the reporting period, for reasons such as
resignation or retirement. Voluntary terminations are thus different from involuntary,
Interpretation:
Interpretation:
Commentary: Termination Rate measures the percentage of employees who left the
organization
during the reporting period. It reflects the total employee turnover within the
organization, including both voluntary and involuntary separation reasons. For
example, a result of 20% indicates that terminations equated to 20% of the average
size of the workforce. A result of greater than 100% indicates that terminations
exceeded the average size of the workforce during the period.
Interpretation:
Interpretation:
Description: Percentage of all headcount during the period that did not terminate.
Application: Measuring employee retention for purposes of workforce planning that may
include talent development, productivity, or cost reduction.
Commentary: Retention Rate for a specified period measures the percentage of all
employees present at any point during the period that are still with the organization at the
end of the period. In a yearly view, this measure answers the question, “What percentage
of all the people that have walked through our doors this year are still here?”
A result of 80% indicates that 80% of employees that were with the organization at
the start of the period or were hired during the period are still employed at the end of
the period
Interpretation:
Interpretation:
Interpretation:
18. Workforce
Formula: (End of Period Headcount.< 1-Year Tenure / End of Period Headcount) * 100
Description: Percentage of employees at the end of the period that have less than one year
of tenure.
Commentary: A result of 10% means that 10% the employee population has less than 1 year
of tenure. High levels of less than 1 year of tenure could be a result of rapid growth. More
likely, high levels of less than 1 year of tenure is a result of staffing to replace high turnover.
Interpretation:
workforce that fall within various tenure groupings. Graphically, the data are presented as a
percentage of the total workforce, i.e., a stacked bar graph.
Interpretation:
Description: The average tenure of the workforce at the end of the reporting period.
Commentary: A result of 5.2 means that the average employee has an organizational tenure
of 5.2 years.
Interpretation:
Description: Union employees as a percentage of total headcount at the end of the period.
Commentary: A result of 30% indicates that 30% of employees are affiliated with a labor
union.
Interpretation:
Interpretation:
Commentary: A result of 20% indicates that one of every five employees serves in a role that
creates revenue for the organization.
Interpretation:
Commentary: A result of 5% means that five of every one hundred employees are classified
as part time.
Interpretation:
Formula Data Item End of Period Headcount.Part Time
HCM Mashup Builder Location
Data Store Reference - Object
Data Store Reference - Field
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Commentary: Managerial positions, for this measure, typically refer to positions with
managerial titles, regardless of whether those positions involve supervisory responsibility. A
result of 20% means that 20% of all employees occupy managerial positions.
Interpretation:
Commentary: A result of 50% indicates that one of every two employees has direct contact
with customers in their job role.
Interpretation:
Interpretation:
Interpretation:
Interpretation:
Description: Employees who own company equity as a percentage of total headcount at the
end of the reporting period.
Commentary: A result of 30%, for example, means that 30% of employees own some
portion of the company’s equity.
Interpretation:
Formula: (End of Period Headcount.[EEO Job Category] / End of Period Headcount) * 100
Description: Distribution of headcount by EEO Job Category at the end of reporting period.
Commentary: EEO Job Category Staffing Breakdown provides the percentages of the
workforce within each EEO job category for United States employers who report workforce
figures to the Equal Employment Opportunity Commission. Graphically, the data are
presented as a percentage of the total workforce, i.e., a stacked bar graph.
Interpretation:
Interpretation:
Commentary: A result of five means that supervisors have an average of five direct reports.
Interpretation:
Description: Percentage of employees at the end of the period that speak more than one
language.
Commentary: A result of 20% means that 20% of employees speak at least two languages.
An organization may also create variations on this measure that relate to specific languages,
e.g., Staffing Rate——Spanish Speaking.
Interpretation:
Description: Percentage of employees at the end of the period that represent ethnic
minorities.
Commentary: A result of 25% means that 25% of employees are identified as part of an
ethnic minority group (usually all non-Caucasian ethnic groups).
Interpretation:
Description: Percentage of employees at the end of the period that are female.
Interpretation:
Description: Percentage of employees at the end of the period who have disabilities.
Interpretation: