sample hr metrics
DESCRIPTION
matrix HRTRANSCRIPT
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 1
Sample Human Resource Metrics
Template for Compiling a Unified Database and
Building Force.com Formula Fields
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.
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 2
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
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 3
3.18 Bonus Compensation Rate ........................................................................................................ 31
3.19 Bonus Actual To Potential Rate................................................................................................. 31
3.20 Average Hourly Rate ................................................................................................................. 32
4. Education/Development ................................................................................................................... 34
4.1 Tuition Reimbursement Request Rate ........................................................................................ 34
4.2 Staffing Rate- High Potential ....................................................................................................... 34
4.3 Staffing Rate- Graduate Degree .................................................................................................. 35
4.4 Educational Attainment Breakdown ........................................................................................... 36
4.5 Development Program Penetration Rate ................................................................................... 37
5. Employee Relations ........................................................................................................................... 38
5.1 Industrial Dispute Absence Days Per FTE .................................................................................... 38
5.2 Grievance Time To Resolve ......................................................................................................... 38
5.3 Grievance Rate ............................................................................................................................ 39
5.4 External Complaint Factor .......................................................................................................... 40
5.5 ADR Success Rate ........................................................................................................................ 40
6. Health/Safety. ................................................................................................................................... 42
6.1 Work-Related Injury Return Ratio............................................................................................... 42
6.2 Workers Compensation Premium Per FTE .................................................................................. 42
6.3 Lost Time Incident Rate .............................................................................................................. 43
6.4 H&S Incidents Per 100 FTEs ........................................................................................................ 44
6.5 H&S Incident Type Breakdown ................................................................................................... 44
6.6 H&S Expense Per FTE .................................................................................................................. 45
6.7 H&S Expense Breakdown ............................................................................................................ 46
6.8 Average Time Lost Per H&S Incident .......................................................................................... 47
7. HR Service Delivery ........................................................................................................................... 48
7.1 Contact Center: Service Level ..................................................................................................... 48
7.2 Self-Service Penetration Rate ..................................................................................................... 48
7.3 Contact Center: One-Call Resolution Rate .................................................................................. 49
7.4 Contact Center: Satisfaction ....................................................................................................... 50
7.5 Contact Center: Average Handle Time ........................................................................................ 50
7.6 HRIT Late Transaction Rate ......................................................................................................... 51
7.7 HRIT Average Days To Entry ........................................................................................................ 52
7.8 HR Technology Expense Rate ...................................................................................................... 52
7.9 HR Revenue Per HR Employee .................................................................................................... 53
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7.10 HR Revenue Expense Rate ........................................................................................................ 54
7.11 HR Operating Expense Rate ...................................................................................................... 55
7.12 HR Expense Per FTE ................................................................................................................... 55
7.13 HR Expense Breakdown- Type .................................................................................................. 56
7.14 HR Expense Breakdown- Function ............................................................................................ 57
7.15 HR Staffing Rate ........................................................................................................................ 58
7.16 HR Staffing Coverage Ratio ....................................................................................................... 59
7.17 HR Staffing Breakdown ............................................................................................................. 59
7.18 HR Recruitment Source Ratio ................................................................................................... 60
7.19 HR Professional Staffing Mix Ratio............................................................................................ 61
7.20 HR Mobility Rate ....................................................................................................................... 62
8. Internal Movement ........................................................................................................................... 64
8.1 Upward Mobility ......................................................................................................................... 64
8.2 Transfer Rate ............................................................................................................................... 64
8.3 Promotion Speed Ratio ............................................................................................................... 65
8.4 Promotion Rate ........................................................................................................................... 66
8.5 Lateral Mobility ........................................................................................................................... 67
8.6 Internal Placement Rate ............................................................................................................. 67
8.7 Internal Hire Rate ........................................................................................................................ 68
8.8 Cross-Function Mobility .............................................................................................................. 69
8.9 Career Path Ratio ........................................................................................................................ 70
9. Management/Leadership.................................................................................................................. 72
9.1 Successor Pool Growth Rate ....................................................................................................... 72
9.2 Successor Pool Coverage ............................................................................................................ 72
9.3 Positions Without Ready Candidates Rate ................................................................................. 73
9.4 Manager Quality Index ................................................................................................................ 74
9.5 Manager Instability Rate ............................................................................................................. 75
9.6 LDP Prevalence Rate ................................................................................................................... 75
9.7 Employee Satisfaction With Leadership ..................................................................................... 76
9.8 Cross-Function Mobility- Managers ............................................................................................ 77
10. Organization Effectiveness .............................................................................................................. 78
10.1 R&D Expense Rate ..................................................................................................................... 78
10.2 New Products & Services Revenue Per FTE .............................................................................. 78
10.3 Market Capitalization Per FTE ................................................................................................... 79
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10.4 Intangible Asset Value Per FTE .................................................................................................. 80
10.5 Employee Stock Ownership Percentage ................................................................................... 81
10.6 Corporate Expense Rate ........................................................................................................... 81
10.7 Work Units Per FTE ................................................................................................................... 82
10.8 Return on Human Investment Ratio ......................................................................................... 83
10.9 Other Labor Rate ....................................................................................................................... 84
10.10 Operating Revenue Per FTE .................................................................................................... 84
10.11 Operating Profit Per FTE ......................................................................................................... 85
10.12 Operating Expense Per FTE ..................................................................................................... 86
10.13 Human Investment Ratio ........................................................................................................ 86
11. Payroll ............................................................................................................................................. 88
11.1 Payroll Expense Per Employee .................................................................................................. 88
11.2 Payroll Error Rate ...................................................................................................................... 88
11.3 Overpayment Rate .................................................................................................................... 89
11.4 Direct Deposit Participation Rate.............................................................................................. 90
11.5 Average Overpayment Value .................................................................................................... 90
12. Performance Management ............................................................................................................. 92
12.1 Upward Review Rate ................................................................................................................. 92
12.2 Self Review Rate ........................................................................................................................ 92
12.3 Performance Contingent Pay Prevalence ................................................................................. 93
12.4 Performance-Based Pay Differential ......................................................................................... 94
12.5 Performance Rating Distribution .............................................................................................. 95
12.6 Performance Appraisal Participation Rate ................................................................................ 96
12.7 Peer Review Rate ...................................................................................................................... 96
12.8 High Performer Growth Rate .................................................................................................... 97
12.9 Employee Upgrade Rate ........................................................................................................... 98
12.10 Employee Turnaround Rate .................................................................................................... 99
12.11 Average Performance Appraisal Rating ................................................................................ 100
13. Productivity ................................................................................................................................... 102
13.1 Employee Engagement Index ................................................................................................. 102
14. Recruitment .................................................................................................................................. 103
14.1 Rehire Rate .............................................................................................................................. 103
14.2 Recruitment Source Ratio ....................................................................................................... 103
14.3 Recruitment Source Breakdown ............................................................................................. 104
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14.4 New Position Recruitment Ratio ............................................................................................. 105
14.5 New Position Recruitment Rate .............................................................................................. 106
14.6 Net Hire Ratio .......................................................................................................................... 107
14.7 External Hire Rate ................................................................................................................... 107
15. Staffing Effectiveness .................................................................................................................... 109
15.1 Turnover Cost Rate- < 1-Year Tenure ..................................................................................... 109
15.2 New Hire Turnover Contribution ............................................................................................ 110
15.3 Sign-On Bonus Rate ................................................................................................................. 110
15.4 Referral Rate ........................................................................................................................... 111
15.5 Referral Conversion Rate ........................................................................................................ 112
15.6 Recruitment Expense Breakdown ........................................................................................... 113
15.7 Recruitment Cost Per Hire ...................................................................................................... 113
15.8 On-Time Talent Delivery Factor .............................................................................................. 114
15.9 Offer Acceptance Rate ............................................................................................................ 115
15.10 New Hire Satisfaction With Recruiting.................................................................................. 116
15.11 New Hire Performance Satisfaction ...................................................................................... 116
15.12 New Hire Failure Factor ........................................................................................................ 117
15.13 Interviewee Ratio .................................................................................................................. 118
15.14 Interviewee Offer Rate.......................................................................................................... 118
15.15 Average Time to Start ........................................................................................................... 119
15.16 Average Time to Fill .............................................................................................................. 120
15.17 Average Sign-On Bonus Expense .......................................................................................... 120
15.18 Average Interviews Per Hire ................................................................................................. 121
15.19 Applicant Ratio ...................................................................................................................... 122
15.20 Applicant Interview Rate ....................................................................................................... 123
16. Training ......................................................................................................................................... 124
16.1 Training Total Compensation Expense Rate ........................................................................... 124
16.2 Training Staff Ratio .................................................................................................................. 124
16.3 Training Quality ....................................................................................................................... 125
16.4 Training Penetration Rate ....................................................................................................... 125
16.5 Training Hours Per Occurrence ............................................................................................... 126
16.6 Training Hours Per FTE ............................................................................................................ 127
16.7 Training Expense Per Employee .............................................................................................. 127
16.8 Training Course Content Breakdown ...................................................................................... 128
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16.9 Training Channel Delivery Mix ................................................................................................ 128
16.10 Employee Satisfaction with Training ..................................................................................... 129
16.11 E-Learning Abandonment Rate ............................................................................................. 130
16.12 Average Training Class Size ................................................................................................... 130
17. Turnover/Retention ...................................................................................................................... 132
17.1 Turnover Cost Rate- < 1-Year Tenure ..................................................................................... 132
17.2 Termination Value Per FTE ...................................................................................................... 133
17.3 Average Voluntary Termination Value .................................................................................... 134
17.4 Average Termination Value .................................................................................................... 134
17.5 Offer Fit Index ......................................................................................................................... 135
17.6 Market Opportunity Index ...................................................................................................... 136
17.7 Employee Retention Index ...................................................................................................... 137
17.8 Employee Commitment Index ................................................................................................ 138
17.9 Voluntary Termination Rate.................................................................................................... 138
17.10 Termination Reason Breakdown ........................................................................................... 139
17.11 Termination Rate .................................................................................................................. 140
17.12 Termination Breakdown By Performance Rating ................................................................. 141
17.13 Retention Rate ...................................................................................................................... 142
17.14 New Hire Turnover Contribution .......................................................................................... 142
17.15 Involuntary Termination Rate ............................................................................................... 143
18. Workforce ..................................................................................................................................... 145
18.1 Staffing Rate- Less than 1 Year Tenure ................................................................................... 145
18.2 Organization Tenure Staffing Breakdown ............................................................................... 145
18.3 Average Workforce Tenure ..................................................................................................... 146
18.4 Staffing Rate- Union Employees ............................................................................................. 147
18.5 Staffing Rate- Temporary ........................................................................................................ 147
18.6 Staffing Rate- Revenue Generating ......................................................................................... 148
18.7 Staffing Rate- Part Time .......................................................................................................... 149
18.8 Staffing Rate- Managerial ....................................................................................................... 150
18.9 Staffing Rate- Customer Facing ............................................................................................... 150
18.10 Staffing Rate- Corporate ....................................................................................................... 151
18.11 Function Staffing Breakdown ................................................................................................ 152
18.12 Employment Level Staffing Breakdown ................................................................................ 153
18.13 Employee Ownership Rate .................................................................................................... 153
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18.14 EEO Job Category Staffing Breakdown.................................................................................. 154
18.15 Customer-Facing Time Rate .................................................................................................. 155
18.16 Average Span of Control ....................................................................................................... 156
18.17 Staffing Rate- Multilingual .................................................................................................... 156
18.18 Staffing Rate- Minority .......................................................................................................... 157
18.19 Staffing Rate- Female ............................................................................................................ 158
18.20 Staffing Rate- Disability ......................................................................................................... 159
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 9
1. Attendance
1.1 Unscheduled Absence Rate
HR Metric: Unscheduled Absence Rate Formula: (Unscheduled Absence Days / Workdays) * 100 Description: Unscheduled Absence days a percentage of total workdays. 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation: Increase in unscheduled absence could indicate a job dissatisfaction problem possibly supervisor or working conditions. Decrease in unscheduled absence could indicate a program to improve employee engagement, job satisfaction and motivation is working.
Formula Data Item Unscheduled Absence Days 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)
Formula Data Item Workdays 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)
1.2 Unscheduled Absence Days Per Employee
HR Metric: Unscheduled Absence Days Per Employee Formula: Unscheduled Absence Days / Average Headcount
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 10
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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Unscheduled Absence Days 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)
Formula Data Item Average Headcount 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)
1.3 Unscheduled Absence Breakdown
HR Metric: Unscheduled Absence Breakdown Formula: (Unscheduled Absence Days.[Type] / Unscheduled Absence Days) * 100 Description: Distribution of unscheduled absences by type, including sick leave, workplace injury, family leave, industrial dispute, etc. Commentary: Unscheduled Absence Breakdown indicates the composition of unscheduled absence days that occurred during a period by the absence type. Graphically, the data are presented as a percentage of the total unscheduled absences, i.e., a stacked bar graph. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 11
Formula Data Item Unscheduled Absence Days.[Type] 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)
Formula Data Item Unscheduled Absence Days 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)
1.4 Schedule Flexibility Rate
HR Metric: Schedule Flexibility Rate Formula: (End of Period Headcount.Flexible Work Schedule) / End of Period Headcount) * 100 Description: Employees with a flexible work schedule as a percentage of total employees. Commentary: A result of 10 indicates that 10% of the workforce participates in a flexible work arrangement and may not work the standard operating hours of the organization. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item End of Period Headcount.Flexible Work Schedule 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)
Formula Data Item End of Period Headcount HCM Mashup Builder Location
Data Store Reference - Object
Data Store Reference - Field
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 12
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
1.5 PTO Utilization Rate
HR Metric: PTO Utilization Rate Formula: (PTO Hours.Used / PTO Hours.Accrued) * 100 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item PTO Hours.Used 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)
Formula Data Item PTO Hours.Accrued 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)
1.6 Compensation Value of Unscheduled Absences Per FTE
HR Metric: Compensation Value of Unscheduled Absences Per FTE Formula: (Unscheduled Absence Days * Direct Compensation.Daily / FTE) Description: Average compensation cost of unscheduled absences per full-time equivalent employee.
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Sample Human Resource Metrics
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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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Unscheduled Absence Days 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)
Formula Data Item Direct Compensation.Daily 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)
Formula Data Item FTE 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)
1.7 Absence Rate
HR Metric: Absence Rate Formula: (Absence Days / Workdays) * 100 Description: Total days of employee absence as a percentage of total expected workdays during the reporting period. 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
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 14
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 [email protected] Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:.
Formula Data Item Absence Days 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)
Formula Data Item Workdays 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)
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 15
2. Benefits
2.1 Benefits Total Compensation Rate
HR Metric: Benefits Total Compensation Rate Formula: (Benefits Expense / Total Compensation Expense) * 100 Description: Benefits expense as a percentage of compensation and benefits expenses. Commentary: A result of 30% indicates that benefits expenses compose 30% of the total amount an organization spends on employee compensation and benefits. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Benefits Expense 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)
Formula Data Item Total Compensation Expense 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)
2.2 Benefits Satisfaction Index
HR Metric: Benefits Satisfaction Index Formula: Survey Results Description: A relative measure of employees satisfaction with the benefits provided by the organization. Commentary: Benefits Satisfaction Index is a measure of employees overall satisfaction with benefits, such as medical insurance, dental insurance, disability insurance, child care, commuting, concierge, tuition reimbursement, or other benefit programs. Variations of this measure may present the results of individual survey questions (e.g., percentage of
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 16
workforce rating medical benefits as excellent) or other subindexes of this overall satisfaction indicator. Dashboard: Snap shot pie chart Organisation Analysis: By groups Interpretation:
Formula Data Item Survey Results 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)
2.3 Benefits Operating Expense Rate
HR Metric: Benefits Operating Expense Rate Formula: (Benefits Expense / Operating Expense) * 100 Description: Benefits expense as a percentage of operating expense. Commentary: Benefits Operating Expense Rate measures employee benefits costs (the organizations portion) as compared to total operating expenses. A result of 5% means that benefits costs make up 5% of the organizations total operating expenses. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Benefits Expense 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)
Formula Data Item Operating Expense HCM Mashup Builder Location
Data Store Reference - Object
Data Store Reference - Field
Import Details
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Competitive Edge Technology January 2012 www.cet-hr.com Page 17
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
2.4 Benefits Expense Type Breakdown
HR Metric: Benefits Expense Type Breakdown Formula: (Benefits Expense.[Benefit Type] / Benefits Expense) * 100 Description: Organizational costs of employee benefits by type of benefit. Commentary: Benefits Expense Type Breakdown provides the composition of benefits expense by various benefit types. Graphically, the data is presented as a percentage of the total Benefits Expense, i.e., a stacked bar graph. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Benefits Expense.[Benefit Type] 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)
Formula Data Item Benefits Expense 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)
2.5 Benefits Expense Per FTE
HR Metric: Benefits Expense Per FTE Formula: Benefits Expense / FTE Description: Average benefits expense (organizations contribution) per full-time equivalent employee. Dashboard: Time series bar chart
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Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Benefits Expense 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)
Formula Data Item FTE 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)
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3. Compensation
3.1 Average Workweek
HR Metric: Average Workweek Formula: (Hours Worked / Number of Weeks) / Average Headcount Description: Average number of hours worked per week per employee. 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Hours Worked 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)
Formula Data Item Number of Weeks 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)
Formula Data Item Average Headcount 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)
3.2 Stock Incentive Eligibility Rate
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Sample Human Resource Metrics
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HR Metric: Stock Incentive Eligibility Rate Formula: (End of Period Headcount.Stock Incentive Eligible / End of Period Headcount) * 100 Description: The percentage of employees eligible to receive stock-based incentives. Commentary: A value of 30 indicates that 30% of employees are eligible to receive stock-based incentives. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item End of Period Headcount.Stock Incentive Eligible 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)
Formula Data Item End of Period Headcount 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)
3.3 Number of Options Exercised Per Employee
HR Metric: Number of Options Exercised Per Employee Formula: Stock Options.Exercised / End of Period Headcount.Stock Option Eligible Description: Average number of stock options exercised per option-eligible employee. Commentary: A value of 100 indicates that on average eligible employees exercised 100 stock options during the reporting period. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 21
Formula Data Item Stock Options.Exercised 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)
Formula Data Item End of Period Headcount.Stock Option Eligible 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)
3.4 Net Proceeds of Options Per Employee Exercising
HR Metric: Net Proceeds of Options Per Employee Exercising Formula: Stock Option Net Proceeds / Headcount.Stock Option Eligible. Exercised 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Stock Option Net Proceeds 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)
Formula Data Item Headcount.Stock Option Eligible. Exercised HCM Mashup Builder Location
Data Store Reference - Object
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Competitive Edge Technology January 2012 www.cet-hr.com Page 22
Data Store Reference - Field
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
3.5 Equity Incentive Value Per Employee
HR Metric: Equity Incentive Value Per Employee Formula: Equity Incentive Value / Average Headcount.Equity Incentive Eligible 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Equity Incentive Value 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)
Formula Data Item Average Headcount.Equity Incentive Eligible 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)
3.6 Average Number of Options Per Employee
HR Metric: Average Number of Options Per Employee Formula: (Stock Options.Granted / Average Headcount.Stock Option Eligible) * 100
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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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Stock Options.Granted 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)
Formula Data Item Average Headcount.Stock Option Eligible 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)
3.7 Upward Salary Change Rate
HR Metric: Upward Salary Change Rate 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item End of Period Headcount.Base Salary Increase HCM Mashup Builder Location
Data Store Reference - Object
Data Store Reference - Field
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Competitive Edge Technology January 2012 www.cet-hr.com Page 24
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Formula Data Item End of Period Headcount 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)
3.8 Total Compensation Expense Per FTE
HR Metric: Total Compensation Expense Per FTE Formula: Total Compensation Expense / FTE Description: Average total compensation expense, including direct, benefits, and equity compensation, per full-time equivalent employee. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Total Compensation Expense 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)
Formula Data Item FTE 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)
3.9 Overtime Rate
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 25
HR Metric: Overtime Rate Formula: (Overtime Expense / Direct Compensation Expense) * 100 Description: Overtime expense as a percentage of total direct compensation expense. 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Overtime Expense 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)
Formula Data Item Direct Compensation Expense 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)
3.10 Overtime Expense Per FTE
HR Metric: Overtime Expense Per FTE Formula: Overtime Expense / FTE Description: Average overtime cash compensation per full-time equivalent employee. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
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Competitive Edge Technology January 2012 www.cet-hr.com Page 26
Formula Data Item Overtime Expense 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)
Formula Data Item FTE 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)
3.11 Market Compensation Ratio
HR Metric: Market Compensation Ratio Formula: Direct Compensation Expense / Market Comparable Direct Compensation Description: Ratio of employees direct compensation to market-comparable direct compensation. 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 organizations 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. Dashboard: Snap shot bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Direct Compensation Expense 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)
Formula Data Item Market Comparable Direct Compensation
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Competitive Edge Technology January 2012 www.cet-hr.com Page 27
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)
3.12 Direct Compensation Expense Per FTE
HR Metric: Direct Compensation Expense Per FTE Formula: Direct Compensation Expense / FTE Description: Average direct compensation expense, including wages, bonus, and other cash compensation, per full-time equivalent employee. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Direct Compensation Expense 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)
Formula Data Item FTE 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)
3.13 Direct Compensation Breakdown
HR Metric: Direct Compensation Breakdown Formula: (Direct Compensation Expense.[Compensation Type] / Direct Compensation Expense) * 100 Description: Distribution of direct compensation by type, including base, overtime, bonus, incentives, etc.
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Competitive Edge Technology January 2012 www.cet-hr.com Page 28
Commentary: Direct Compensation Breakdown provides the percentages of direct compensation paid that are of various compensation types. Graphically, the data are presented as a percentage of the total direct compensation, i.e., a stacked bar graph. Direct compensation, contrasted with benefits and equity compensation, relates to cash payments for base pay, variable pay, overtime, and other cash payments such as sign-on bonuses and relocation allowances. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Direct Compensation Expense.[Compensation Type]
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)
Formula Data Item Direct Compensation Expense 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)
3.14 Direct Comp Operating Expense Rate
HR Metric: Direct Comp Operating Expense Rate Formula: (Direct Compensation / Operating Expense) * 100 Description: Direct compensation expenses as a percentage of operating expense. 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 organizations total operating expenses. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
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Competitive Edge Technology January 2012 www.cet-hr.com Page 29
Formula Data Item Direct Compensation 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)
Formula Data Item Operating Expense 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)
3.15 Compensation Satisfaction Index
HR Metric: Compensation Satisfaction Index Formula: Survey Results Description: A relative measure of employees satisfaction with compensation. Commentary: Compensation Satisfaction Index is a subjective measure of employees satisfaction with compensation packages. Among employee survey results, many organizations find that employees report low satisfaction with compensation. Though employers may not expect high results, the measure can be tracked over time to monitor in if satisfaction is increasing or decreasing. However, these survey results can be used to compare specific employee populations by division, location, job family, age group, performance level, etc. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Survey Results 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)
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3.16 Bonus Receipt Rate
HR Metric: Bonus Receipt Rate Formula: (End of Period Headcount.Receiving Bonus / End of Period Headcount.Bonus Eligible) * 100 Description: Employees receiving a bonus as a percentage of total employees eligible to receive a bonus. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item End of Period Headcount.Receiving Bonus 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)
Formula Data Item End of Period Headcount.Bonus Eligible 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)
3.17 Bonus Eligibility Rate
HR Metric: Bonus Eligibility Rate Formula: (End of Period Headcount.Bonus Eligible / End of Period Headcount) * 100 Description: Percentage of employees eligible to receive a bonus. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item End of Period Headcount.Bonus Eligible HCM Mashup Builder Location
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Competitive Edge Technology January 2012 www.cet-hr.com Page 31
Data Store Reference - Object
Data Store Reference - Field
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Formula Data Item End of Period Headcount 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)
3.18 Bonus Compensation Rate
HR Metric: Bonus Compensation Rate Formula: (Direct Compensation Expense.Bonus / Direct Compensation Expense) * 100 Description: Bonus compensation as a percentage of all direct (cash) compensation. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Direct Compensation Expense.Bonus 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)
Formula Data Item Direct Compensation Expense 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)
3.19 Bonus Actual To Potential Rate
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Competitive Edge Technology January 2012 www.cet-hr.com Page 32
HR Metric: Bonus Actual To Potential Rate Formula: (Direct Compensation Expense.Bonus / Bonus Potential) * 100 Description: Average actual bonus compensation received as a percentage of total potential bonus compensation. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Direct Compensation Expense.Bonus 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)
Formula Data Item Bonus Potential 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)
3.20 Average Hourly Rate
HR Metric: Average Hourly Rate Formula: Total Compensation Expense / Work Hours Description: Average total compensation expense, including direct, benefits, and equity compensation, per working hour. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Total Compensation Expense HCM Mashup Builder Location
Data Store Reference - Object
Data Store Reference - Field
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Competitive Edge Technology January 2012 www.cet-hr.com Page 33
Import Details
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Formula Data Item Work Hours 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)
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4. Education/Development
4.1 Tuition Reimbursement Request Rate
HR Metric: Tuition Reimbursement Request Rate Formula: (Distinct Employees.Tuition Reimbursement Requests / Average Headcount) * 100 Description: Distinct employees submitting tuition reimbursement requests as a percentage of the workforce. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Distinct Employees.Tuition Reimbursement Requests
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)
Formula Data Item Average Headcount 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)
4.2 Staffing Rate- High Potential
HR Metric: Staffing Rate- High Potential Formula: (End of Period Headcount.High Potential / End of Period Headcount) * 100 Description: Percentage of the workforce designated as high potential. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
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Competitive Edge Technology January 2012 www.cet-hr.com Page 35
Formula Data Item End of Period Headcount.High Potential 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)
Formula Data Item End of Period Headcount 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)
4.3 Staffing Rate- Graduate Degree
HR Metric: Staffing Rate- Graduate Degree Formula: (End of Period Headcount.Graduate Degree / End of Period Headcount) * 100 Description: Percentage of employees with a graduate degree or higher level of educational attainment. Application: Measurement of the education level characteristics of the workforce. Commentary: Staffing RateGraduate Degree indicates the percentage of the workforce that has attained a graduate degree (or equivalent advanced degree) or higher level of education. This measure, along with variations of this measure, can be useful in understanding the education levels of the workforce as a whole, as well as that of specific employee populations. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item End of Period Headcount.Graduate Degree 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)
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Formula Data Item End of Period Headcount 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)
4.4 Educational Attainment Breakdown
HR Metric: Educational Attainment Breakdown Formula: (End of Period Headcount.[Degree Level] / End of Period Headcount) * 100 Description: Distribution of headcount by employees educational attainment, e.g., high school, university, advanced degree, etc. Application: Measurement of the education level characteristics of the workforce.
Commentary: Educational Attainment Breakdown depicts the percentages of the workforce that have reached various educational levels. Graphically, these data are presented as a percentage of the total workforce, i.e., a stacked bar graph. The measure provides information about the percentage of the workforce that has achieved a particular level of degree, as well as the overall distribution of educational attainment throughout the workforce. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item End of Period Headcount.[Degree Level] 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)
Formula Data Item End of Period Headcount 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)
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4.5 Development Program Penetration Rate
HR Metric: Development Program Penetration Rate Formula: (Development Program Participants / End of Period Headcount.Eligible for Development Programs) * 100 Description: Percentage of eligible employees participating in development programs. Application: Measuring the participation in development programs. Commentary: Such programs may relate to developing supervisory skills, acquiring multifunctional skills through rotations, participating in mentoring or networking, or other developmental activities. This measure provides an organization with a report of how extensively the eligible workforce participates in such programs. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Development Program Participants 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)
Formula Data Item End of Period Headcount.Eligible for Development Programs
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)
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5. Employee Relations
5.1 Industrial Dispute Absence Days Per FTE
HR Metric: Industrial Dispute Absence Days Per FTE Formula: Unscheduled Absence Days.Industrial Dispute / FTE 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Unscheduled Absence Days.Industrial Dispute 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)
Formula Data Item FTE 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)
5.2 Grievance Time To Resolve
HR Metric: Grievance Time To Resolve Formula: Days to Resolve / Grievances Description: Average time required to satisfactorily resolve an employee grievance. Commentary: A result of 60 means that an average of 60 calendar days elapsed between the filing and the resolution of grievances.
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Competitive Edge Technology January 2012 www.cet-hr.com Page 39
Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Days to Resolve 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)
Formula Data Item Grievances 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)
5.3 Grievance Rate
HR Metric: Grievance Rate Formula: (Grievances / Average Headcount) * 100 Description: The average number of grievances filed internally per employee. Commentary: A result of 1% means that one grievance was filed for every 100 employees in headcount during the period. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Grievances 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)
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Competitive Edge Technology January 2012 www.cet-hr.com Page 40
Formula Data Item Average Headcount 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)
5.4 External Complaint Factor
HR Metric: External Complaint Factor Formula: (External Agency Complaints / Average Headcount) * 100 Description: The average number of complaints to external agencies recorded per employee. 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item External Agency Complaints 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)
Formula Data Item Average Headcount 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)
5.5 ADR Success Rate
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 41
HR Metric: ADR Success Rate Formula: (Grievances.Resolved.ADR Process / Grievances.Resolved) * 100 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Grievances.Resolved.ADR Process 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)
Formula Data Item Grievances.Resolved 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)
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Sample Human Resource Metrics
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6. Health/Safety.
6.1 Work-Related Injury Return Ratio
HR Metric: Work-Related Injury Return Ratio Formula: Disability Returns / Disability Resignations 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Disability Returns 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)
Formula Data Item Disability Resignations 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)
6.2 Workers Compensation Premium Per FTE
HR Metric: Workers Compensation Premium Per FTE Formula: Workers Compensation Premium / FTE Description: Workers compensation premium paid per full-time equivalent employee. Commentary: Workers Compensation Premium per FTE measures the cost to the
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Sample Human Resource Metrics
Competitive Edge Technology January 2012 www.cet-hr.com Page 43
organization of workers compensation insurance relative to workforce size, whether the organization is self-insured or insured through external parties. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item Workers Compensation Premium 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)
Formula Data Item FTE 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)
6.3 Lost Time Incident Rate
HR Metric: Lost Time Incident Rate Formula: H&S Incidents.Lost Time / FTE 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. Dashboard: Time series bar chart Organisation Analysis: By company/division/department drill down to individual Interpretation:
Formula Data Item H&S Incidents.Lost Time HCM Mashup Builder Location
Data Store Reference - Object
Data Store Reference - Field
Import Details
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Competitive Edge Technology January 2012 www.cet-hr.com Page 44
Data Source - System
Data Source - Field
Import/Integration Reference (CSV file / API)
Formula Data Item FTE 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)
6.4 H&S Incidents Per 100 FTEs
HR Metric: H&S Incidents Per 100 FTEs Formula: H&S Incidents / 100 FTEs Description: Health and safety incidents per 100 full-time equivalent employees. Com