staff turnover calculator
TRANSCRIPT
Welcome!
September 2012
Worksheet Description1 Welcome! A table of contents to aid workbook navigation.2 Instructions A navigation guide to task completion. Print for easy access.3 Common Qs & As Answers to commonly asked questions. Print for easy access.4 CNA Calc The CNA Turnover Calculator. Enter data on this worksheet.
Welcome to the Monitoring Staff Turnover Calculator v1.1
This easy-to-use template is a mechanism for tracking and monitoring monthly turnover for CNAs, RNs, and LPN/LVNs. This workbook will also help assisted living staff to use this tool.
This workbook contains ten [10] worksheets to assist you in your turnover calculations and monitoring. Each worksheet can be accessed by
clicking on the Tab at the bottom of each worksheet.
5 CNA Trending A trending graph to see your impact on Turnover Rates. 6 RN Calc The RN Turnover Calculator. Enter data on this worksheet. 7 RN Trending A trending graph to see your impact on Turnover Rates. 8 LPN/LVN Calc The LPN/ LVN Turnover Calculator. Enter data on this worksheet. 9 LPN/LVN Trending A trending graph to see your impact on Turnover Rates. 10 Sample Data A completed Calculator sample.
This Turnover Calculator is a modified version of the Advancing Excellence Turnover Calculator which was prepared by CFMC, the Medicare Quality Improvement Organization for Colorado, under contract with the Centers for Medicare & Medicaid
Services (CMS), an agency of the U.S. Department of Health and Human Services. The contents presented do not necessarily reflect CMS policy. PM-4020-036 CO 2012
Assisted Living Name:
Month & Year
January 2014 100 2 1 2.0% 2
February 2014 103 3 1 2.9% 5
March 2014 95 4 1 4.2% 9
April 2014 97 1 1 1.0% 10
May 2014 102 0 1 0.0% 10
June 2014 103 2 1 1.9% 12
July 2014 99 1 1 1.0% 13
August 2014 103 3 1 2.9% 16
September 2014 0
October 2014 0
November 2014 0
December 2014 0
InstructionsPlease print this worksheet for easy-to-follow instructions.
Achieving Excellence in America's Nursing HomesMonitoring CNA Staff Turnover [SAMPLE]
Number of CNA Staff Employed on
the First Day of Each Month
[Enter this number on the website]
Number of CNA Staff Terminated
by the Last Day of Each Month
[Enter this number on the website]
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Step 1: Type in the Assisted
Living Name
Step 2: Enter Number of Staff and Number of Terminations in yellow columns . Monthly and annualized turnover rates will
calculate automatically.
Step 3: Print worksheet or make note of the MONTH, NUMBER OF STAFF & NUMBER OF
TERMINATIONS.
Total # of Data Collection Months
2014Total # of CNA Staff Terminations During the 8 Months
Average # of CNA Staff During the 8 Months
Annualized Turnover Rate
Step 2: Enter Number of Staff and Number of Terminations in yellow columns . Monthly and annualized turnover rates will
calculate automatically.
100.0 3.0%
101.5 7.4%
99.3 13.6%
98.8 15.2%
99.4 15.1%
100.0 18.0%
99.9 19.5%
100.3 23.9%
InstructionsPlease print this worksheet for easy-to-follow instructions.
Achieving Excellence in America's Nursing HomesCNA Staff Turnover [SAMPLE]
Average Number of CNA Staff Employed
Year-to-Date
Turnover RateYear-to-Date
Step 1: Type in the Assisted
Living Name
Step 3: Print worksheet or make note of the MONTH, NUMBER OF STAFF & NUMBER OF
TERMINATIONS.
Total # of Data Collection Months 8Total # of CNA Staff Terminations During the 8 Months 16
Average # of CNA Staff During the 8 Months 100.3
Annualized Turnover Rate 23.9%
Frequently Asked Questions
Q: What is a termination? A: An employee departure, either due to firing or quitting, whereby the employee receives a final paycheck.
Q: Where can I find the data to fill out this Calculator?
A: Often, the organization has a separate form that must be completed for each termination. The periodic payroll reports also may list terminations.
Q: Why does a part-time or per diem Staff termination count equally as a full-time Staff termination? A: The calculation is measuring turnover of all Nursing Staff regardless of individual employment status.
Q: What about a member of the Nursing Staff who changes his/her job title and stays in the organization; does this count as a termination if the employee is still a member of the Nursing Staff? A: No. Do not count this individual as a termination.
Q: What about a member of the Nursing Staff who changes his/her job title and stays in the organization; does this count as a termination if the employee leaves the Nursing Staff? A: No. Do not count this individual as a termination.
Q: What if a Nursing Staff member works at two communities owned by the same corporation and leaves one of the facilities, but stays at the other? A: The Staff member would be coded as a termination by thecommunity from which he/she departed.
Q: What if a Nursing Staff employee cuts his/her hours from full-time to per diem? Does that count as a termination? A: No. He/She is still employed by the community.
Q: What about a Nursing Staff employee who goes on unpaid leave?
Frequently Asked Questions
A: He/She is still employed and would continue to be included in the denominator.
Q: What if a Nursing Staff employee leaves via a termination, but then is re-hired 3 weeks later? A: He/She would count as a termination.
Q: If a home has 30 budgeted Staff positions, but only 25 of the positions are filled, is the number of Staff 30 or 25? A: The number of positions is 25.
Q: What about Agency Staff? Do they count in any of the calculations? A: No. Agency Staff are not employed by the assisted living community and therefore are not included.
Q: Does the turnover period need to be a calendar year? Must the year start in January? A: Turnover periods are based on a calendar year.
Q: On the 'CNA Calc' or 'RN Calc' or 'LPN LVN Calc,' where do I enter data? A: Data are entered in yellow cells only.
Q: Why is the Trending Graph not showing any trends? A: Be sure data values have been entered in the yellow columns.
Q: Where do I include: personal caregivers, CMAs, and other similar front-line staff A: Include these in the calculations with the CNAs
Assisted Living Name:
January 2013 0
February 2013 0
March 2013 0
April 2013 0
May 2013 0
June 2013 0
July 2013 0
August 2013 0
September 2013 0
October 2013 0
November 2013 0
December 2013 0
Total # of Data Collection Months
2013Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months
Annualized Turnover Rate
January 2014 0
February 2014 0
March 2014 0
April 2014 0
May 2014 0
Monitoring CNAFor CNA we are including CNA, personal caregivers, CMAs, and other similar front-line staff directly responsible for the daily care
of residents
Month & Year
Number of CNA Staff Employed on
the First Day of Each Month
Number of CNA Staff Terminated
by the Last Day of Each Month
Month & Year
Number of CNA Staff Employed on
the First Day of Each Month
Number of CNA Staff Terminated
by the Last Day of Each Month
June 2014 0
July 2014 0
August 2014 0
September 2014 0
October 2014 0
November 2014 0
December 2014 0
Total # of Data Collection Months
2014Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months
Annualized Turnover Rate
January 2015 0
February 2015 0
March 2015 0
April 2015 0
May 2015 0
June 2015 0
July 2015 0
August 2015 0
September 2015 0
October 2015 0
November 2015 0
December 2015 0
Total # of Data Collection Months
2015Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months
Annualized Turnover Rate
Month & Year
Number of CNA Staff Employed on
the First Day of Each Month
Number of CNA Staff Terminated
by the Last Day of Each Month
Total # of Data Collection Months Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months
Annualized Turnover Rate
Monitoring CNA Staff TurnoverFor CNA we are including CNA, personal caregivers, CMAs, and other similar front-line staff directly responsible for the daily care
of residents
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of CNA Staff Employed
Year-to-Date
Turnover RateYear-to-Date
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of CNA Staff Employed
Year-to-Date
Turnover RateYear-to-Date
Total # of Data Collection Months Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months
Annualized Turnover Rate
Total # of Data Collection Months Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months
Annualized Turnover Rate
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of CNA Staff Employed
Year-to-Date
Turnover RateYear-to-Date
J F M A M J J A S O N D0%
200%
400%
600%
800%
1000%
1200%
CNA Year-To-Date Turnover Trends
2013
2014
2015
Month
Percent Turnover
Assisted Living Name:
January 2013 0
February 2013 0
March 2013 0
April 2013 0
May 2013 0
June 2013 0
July 2013 0
August 2013 0
September 2013 0
October 2013 0
November 2013 0
December 2013 0
Total # of Data Collection Months
2013Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months
Annualized Turnover Rate
January 2014 0
February 2014 0
March 2014 0
April 2014 0
May 2014 0
Monitoring RN
Month & Year
Number of RN Staff Employed on
the First Day of Each Month
Number of RN Staff Terminated
by the Last Day of Each Month
Month & Year
Number of RN Staff Employed on
the First Day of Each Month
Number of RN Staff Terminated
by the Last Day of Each Month
June 2014 0
July 2014 0
August 2014 0
September 2014 0
October 2014 0
November 2014 0
December 2014 0
Total # of Data Collection Months
2014Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months
Annualized Turnover Rate
January 2015 0
February 2015 0
March 2015 0
April 2015 0
May 2015 0
June 2015 0
July 2015 0
August 2015 0
September 2015 0
October 2015 0
November 2015 0
December 2015 0
Total # of Data Collection Months
2015Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months
Annualized Turnover Rate
Month & Year
Number of RN Staff Employed on
the First Day of Each Month
Number of RN Staff Terminated
by the Last Day of Each Month
Total # of Data Collection Months Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months
Annualized Turnover Rate
Monitoring RN Staff Turnover
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of RN Staff Employed
Year-to-Date
Turnover RateYear-to-Date
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of RN Staff Employed
Year-to-Date
Turnover RateYear-to-Date
Total # of Data Collection Months Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months
Annualized Turnover Rate
Total # of Data Collection Months Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months
Annualized Turnover Rate
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of RN Staff Employed
Year-to-Date
Turnover RateYear-to-Date
J F M A M J J A S O N D0%
200%
400%
600%
800%
1000%
1200%
RN Year-To-Date Turnover Trends
2013
2014
2015
Month
Percent Turnover
Assisted Living Name:
January 2013 0
February 2013 0
March 2013 0
April 2013 0
May 2013 0
June 2013 0
July 2013 0
August 2013 0
September 2013 0
October 2013 0
November 2013 0
December 2013 0
Total # of Data Collection Months
2013Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months
Annualized Turnover Rate
January 2014 0
February 2014 0
March 2014 0
Monitoring LPN/LVN
Month & Year
Number of LPN/LVN Staff
Employed on the First Day of Each
Month
Number of LPN/LVN Staff
Terminated by the Last Day of Each
Month
Month & Year
Number of LPN/LVN Staff
Employed on the First Day of Each
Month
Number of LPN/LVN Staff
Terminated by the Last Day of Each
Month
April 2014 0
May 2014 0
June 2014 0
July 2014 0
August 2014 0
September 2014 0
October 2014 0
November 2014 0
December 2014 0
Total # of Data Collection Months
2014Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months
Annualized Turnover Rate
January 2015 0
February 2015 0
March 2015 0
April 2015 0
May 2015 0
June 2015 0
July 2015 0
August 2015 0
September 2015 0
October 2015 0
November 2015 0
December 2015 0
Total # of Data Collection Months
2015Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months
Annualized Turnover Rate
Month & Year
Number of LPN/LVN Staff
Employed on the First Day of Each
Month
Number of LPN/LVN Staff
Terminated by the Last Day of Each
Month
Total # of Data Collection Months Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months
Annualized Turnover Rate
Monitoring LPN/LVN Staff Turnover
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of LPN/LVN Staff
EmployedYear-to-Date
Turnover RateYear-to-Date
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of LPN/LVN Staff
EmployedYear-to-Date
Turnover RateYear-to-Date
Total # of Data Collection Months Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months
Annualized Turnover Rate
Total # of Data Collection Months Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months
Annualized Turnover Rate
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of LPN/LVN Staff
EmployedYear-to-Date
Turnover RateYear-to-Date
J F M A M J J A S O N D0%
200%
400%
600%
800%
1000%
1200%
LPN / LVN Year-To-Date Turnover Trends
2013
2014
2015
Month
Percent Turnover
Assisted Living Name:
January 2013 100 2 1
February 2013 103 3 1
March 2013 95 4 1
April 2013 97 6 1
May 2013 102 0 1
June 2013 103 2 1
July 2013 99 1 1
August 2013 103 3 1
September 2013 100 4 1
October 2013 100 2 1
November 2013 101 3 1
December 2013 102 0 1
Total # of Data Collection Months
2013Total # of CNA Staff Terminations During the 12 Months
Average # of CNA Staff During the 12 Months
Annualized Turnover Rate
Month & Year
Number of CNA Staff Employed on
the First Day of Each Month
Number of CNA Staff Terminated
by the Last Day of Each Month
SAMPL
E
Assisted Living Name:
2.00% 2 100 2%
2.91% 5 102 5%
4.21% 9 99 9%
6.19% 15 99 15%
0.00% 15 99 15%
1.94% 17 100 17%
1.01% 18 100 18%
2.91% 21 100 21%
4.00% 25 100 25%
2.00% 27 100 27%
2.97% 30 100 30%
0.00% 30 100 30%
Total # of Data Collection Months 12Total # of CNA Staff Terminations During the 12 Months 30
Average # of CNA Staff During the 12 Months 100.4
Annualized Turnover Rate 29.9%
Turnover Rate Per Month
Cumulative TerminationsYear-to-Date
Average Number of CNA Staff Employed
Year-to-Date
Turnover RateYear-to-Date
SAMPL
E