hr workforce metrics & analytics toolkit creating quality management reporting that drives...
TRANSCRIPT
HR Workforce Metrics & Analytics Toolkit
Creating Quality Management
Reporting that Drives Continuous
Improvement
©2015 Optimum Performance HR Consultants
Sneak Preview
Fact: In almost every organisation we have worked with over the past 19 years annual labour costs constitute one of the top three operating expenditures incurred each year
Fact: In these same organisations little if anything has ever been done to consistently measure, report and evaluate how effectively this cost is being managed, where performance is effective, and where intervention and improvement is required
Fact: In the vast majority of cases the Human Resources Department has been neither equipped nor resourced to unilaterally change this status – quo
Conclusion: Astute organisations will embrace Workforce Metrics & Analytics in order to drive continuous improvement in productivity, efficiency, capability, satisfaction and resourcing. Astute Human Resources Departments will find a way to rise to this challenge
• Facilitated reporting
process
• Cross functional steering committee
• Professional acumen &
depth of knowledge
• Common vision, understanding & appetite
Human Resources
Synergy
Competent Facilitator
Software Capability
Governance Structure
Dispelling the Myths…….
Despite what many HR professionals might think, quality workforce metrics & reporting can be achieved without the need for systems integration and/or a large up-front software investment
What it does require however is: -
• A knowledgeable, capable and engaged Human Resources Department;
• An assigned resource, albeit not necessarily on a full-time basis or at a senior level;
• A well-structured, cross-functional project team incorporating all key-stake-holders;
• An integrated set of Excel Spreadsheets that can produce quality data and graphics reporting at prescribed reporting intervals;
Our Simple Solution….
Welcome to our totally re-vamped HR Metrics & Analytics Toolkit!
A comprehensive software package that enables every HR Department to produce quality HR Metrics & Reporting at a price that they can afford!
From just $1,995 you will receive: -
• A comprehensive Instruction Manual that will enhance your knowledge, understanding and professional acumen;
• An integrated set of Excel Spreadsheets that will create and produce detailed data and graphics reports for designated departments and the corporation as a whole;
• An introductory tutorial program that will get you started and headed in the right direction;
Objectives, logic, formulas, definitions and costing models are provided for each Key Performance Indicator
Workforce Absenteeism
Workforce Flexibility
Workforce Knowledge
Management
Workforce Satisfaction
Workforce Training &
Development
Workforce Corporate
Governance
Workforce Headcount
Workforce Performance Effectiveness
Workforce Sourcing
Workforce Turnover
Workforce Demographics
Workforce Health &
Safety
Workforce Recruitment
Workforce Succession Planning
Workforce Utilisation
Workforce Diversity
Workforce Involvement
Workforce Remuneration
Workforce Talent
Management
HR Department Effectiveness
Our Instruction Manual
More than 120 pages in length,
our HR Metrics & Analytics
Instruction Manual
incorporates 20 Key Performance
Indicators containing more than 250 specific
performance metrics for you to choose from…plus our ten essential pre-requisites for
success!
Corporate ReportsGetting Started Creating Your Departments
Accessing Your Corporate Reports
Populating Your Departmental Reports
HR Workforce Metrics and Analytics Toolkit
Insert up to 12 separate reporting
departments
Nominate your desired reporting
start date each year
Your Departments Your Department Names Your Starting Date
Department 1: Manufacturing Jan-14Department 2: Distribution Feb-14Department 3: Quality Mar-14Department 4: Sales Apr-14Department 5: Finance May-14Department 6: HR Jun-14Department 7: Marketing Jul-14Department 8: Risk Management Aug-14Department 9: Logistics Sep-14Department 10: Warehouse Oct-14Department 11: Payroll Nov-14Department 12: Training Dec-14
Demographics
Satisfaction
Training & Development
TurnoverAbsenteeism
Corporate Governance Utilisation
Headcount
Health & Safety
Recruitment
Succession Planning
Corporate ReportsGetting Started Creating Your Departments
Accessing Your Corporate Reports
Populating Your Departmental Reports
HR Workforce Metrics and Analytics Toolkit
Select which Key Performance Indicators you wish to use for each of your designated Departments
Determine your desired reporting frequency for each selected Key Performance Indicator (I.e. Monthly, quarterly, half-yearly)
Corporate ReportsGetting Started Creating Your Departments
Accessing Your Corporate Reports
Populating Your Departmental Reports
HR Workforce Metrics and Analytics Toolkit
Hide or re-define
any of our
standard reporting metrics
HeadcountDepartment: Manufacturing
Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To DateThis Time Last
Year
Variation Against This
Time Last YearBudget
Projected Year End
Target/Budget
Variation Against Target/
Budget
Total permanent employees
42.0 44.0 45.0 43.0 45.0 45.0 44.0 49.0 -5.0 44.0 50.0 -6.0
Plus short-term employee hires
3.0 3.0 3.0 3.0 3.0 3.0 3.0 4.0 -1.0 3.0 5.0 -2.0
Plus total vacant positions (approved/unfilled)
2.0 1.0 0.5 2.0 1.0 2.5 1.5 3.0 -1.5 1.5 3.0 -1.5
Plus total casual employees
2.0 2.0 4.0 5.0 5.0 3.0 3.5 4.0 -0.5 3.5 4.0 -0.5
Less total permanent (inactive) employees
2.0 2.0 2.0 2.0 2.0 2.0 2.0 1.0 1.0 2.0 3.0 -1.0
Total workforce 47.0 48.0 50.5 51.0 52.0 51.5 50.0 59.0 -9.0 50.0 59.0 -9.0
Total FTE workforce 45.0 46.0 48.5 48.5 48.5 46.0 47.0 51.0 -4.0 47.0 50.0 -3.0
External agency staff/contractors
2.0 2.0 2.0 2.0 2.0 3.0 2.0 9.0 -7.0 2.0 16.9 -14.9
Contractor/Agency $ expenditure
$11,526 $11,526 $11,526 $11,526 $11,526 $17,289 $74,921 $55,555 $19,366 $149,841 $116,777 $33,064
Commentary:
Shaded blue cells are
automaticallycalculated
Corporate ReportsGetting Started Creating Your Departments
Accessing Your Corporate Reports
Populating Your Departmental Reports
HR Workforce Metrics and Analytics Toolkit
Insert pertinent commentary for each designated departments performance
Use our traffic light facility to
highlight performance
standards achieved to
date
HeadcountDepartment: Manufacturing
Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To DateThis Time Last
Year
Variation Against This
Time Last YearBudget
Projected Year End
Target/Budget
Variation Against Target/
Budget
Total permanent employees
42.0 44.0 45.0 43.0 45.0 45.0 44.0 49.0 -5.0 44.0 50.0 -6.0
Plus short-term employee hires
3.0 3.0 3.0 3.0 3.0 3.0 3.0 4.0 -1.0 3.0 5.0 -2.0
Plus total vacant positions (approved/unfilled)
2.0 1.0 0.5 2.0 1.0 2.5 1.5 3.0 -1.5 1.5 3.0 -1.5
Plus total casual employees
2.0 2.0 4.0 5.0 5.0 3.0 3.5 4.0 -0.5 3.5 4.0 -0.5
Less total permanent (inactive) employees
2.0 2.0 2.0 2.0 2.0 2.0 2.0 1.0 1.0 2.0 3.0 -1.0
Total workforce 47.0 48.0 50.5 51.0 52.0 51.5 50.0 59.0 -9.0 50.0 59.0 -9.0
Total FTE workforce 45.0 46.0 48.5 48.5 48.5 46.0 47.0 51.0 -4.0 47.0 50.0 -3.0
External agency staff/contractors
2.0 2.0 2.0 2.0 2.0 3.0 2.0 9.0 -7.0 2.0 8.0 -6.0
Contractor/Agency $ expenditure
$11,526 $11,526 $11,526 $11,526 $11,526 $17,289 $74,921 $55,555 $19,366 $149,841 $116,777 $33,064
Commentary:
Corporate ReportsGetting Started Creating Your Departments
Accessing Your Corporate Reports
Populating Your Departmental Reports
HR Workforce Metrics and Analytics Toolkit
Receive an automatically
generated year to date
corporate report for each
designated reporting
period you select
HeadcountCorporation
Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To DateThis Time Last Year
Variation Against This
Time Last Year
Projected Year End
Target/Budget
Variation Against Target/Budget
Total permanent employees
462.0 484.0 495.0 473.0 495.0 495.0 #N/A #N/A #N/A #N/A #N/A #N/A 484.0 539.0 -55.0 484.0 550.0 -66.0
Plus short-term employee hires
33.0 33.0 33.0 33.0 33.0 33.0 #N/A #N/A #N/A #N/A #N/A #N/A 33.0 44.0 -11.0 33.0 55.0 -22.0
Plus total vacant positions (approved/unfilled)
22.0 11.0 5.5 22.0 11.0 27.5 #N/A #N/A #N/A #N/A #N/A #N/A 16.5 33.0 -16.5 16.5 33.0 -16.5
Plus total casual employees
22.0 22.0 44.0 55.0 55.0 33.0 #N/A #N/A #N/A #N/A #N/A #N/A 38.5 44.0 -5.5 38.5 44.0 -5.5
Less total permanent (inactive) employees
22.0 22.0 22.0 22.0 22.0 22.0 #N/A #N/A #N/A #N/A #N/A #N/A 22.0 11.0 11.0 22.0 33.0 -11.0
Total workforce 517.0 528.0 555.5 561.0 572.0 566.5 #N/A #N/A #N/A #N/A #N/A #N/A 550.0 649.0 -99.0 550.0 649.0 -99.0
Total FTE workforce 495.0 506.0 533.5 533.5 533.5 506.0 #N/A #N/A #N/A #N/A #N/A #N/A 517.0 561.0 -44.0 517.0 550.0 -33.0
External agency staff/contractors
22.0 22.0 22.0 22.0 22.0 33.0 #N/A #N/A #N/A #N/A #N/A #N/A 22.0 99.0 -77.0 22.0 185.9 -163.9
Contractor/Agency $ expenditure
$126,788 $126,788 $126,788 $126,788 $126,788 $190,182 #N/A #N/A #N/A #N/A #N/A #N/A $824,126 $611,105 $213,021 $1,648,246 $1,284,547 $33,064
Commentary:
Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14Year To
DateThis TimeLast Year
ProjectedYear End
Total workforce 1505.0 1553.0 1559.0 1593.0 1607.0 1615.0 1572.0 1550.0 1572.0Total FTE workforce 1200.0 1230.0 1245.0 1265.0 1270.0 1250.0 1242.5 1235.0 1242.5
0.0
200.0
400.0
600.0
800.0
1000.0
1200.0
1400.0
1600.0
1800.0
HeadcountTotal Organisation
Corporate ReportsGetting Started Creating Your Departments
Accessing Your Corporate Reports
Populating Your Departmental Reports
HR Workforce Metrics and Analytics Toolkit
Corporate graphs are
automatically generated in
critical reporting areas
Corporate ReportsGetting Started Creating Your Departments
Accessing Your Corporate Reports
Populating Your Departmental Reports
HR Workforce Metrics and Analytics Toolkit
Corporate graphs are
automatically generated in
critical reporting areas
Stephen MooreFounding Director
Optimum Performance HR Consultants
Hi there, thankyou for visiting our range of HR Management Toolkits and support services. We hope that you like what you see! In considering whether to place an order, there are a few things I thought you might like to know as follows:-
• All of our Toolkits/Support Tools have been hand-crafted, based upon custom design work we have previously undertaken with a diverse range of clients over the past 19 years
• They have not been designed to replace “the big end of town” but rather to provide every sized HR Department in every sized organisation with an opportunity to produce quality outcomes that will exceed CEO/Senior Management Team expectations at prices everyone can afford!
• We know that they are practical, that they are contemporary and that they are effective because our clients have told us so! Perhaps this is why they are currently utilised by hundreds of organisations in more than 20 countries around the globe!
What are you waiting for?
The HR Metrics & Analytics Toolkit!
A comprehensive software package that enables every HR Department to produce quality HR Metrics & Reporting at a price that they can afford!
From just $1,995 you will receive: -
• A comprehensive Instruction Manual that will enhance your knowledge, understanding and professional acumen;
• An integrated set of Excel Spreadsheets that will create and produce detailed data and graphics reports for designated departments and the corporation as a whole;
• An introductory tutorial program that will get you started and headed in the right direction;
Order your copy from our on-line shop now!