The Ultimate Reference Point for those Seeking to Develop, Implement and Maintain Highly Effective Management Reporting that Captures

Executive Attention

The Workforce Metrics & Analytics Toolkit

© 2013. This Toolkit is copyright and the information contained herein confidential. No part may be reproduced or transmitted in any form or by 

any means whatsoever without prior consent

•Measuring, evaluating & continuously improving 

workforce structure, headcount, resourcing 

and sustainability (TOMORROW)

•Measuring, evaluating & continuously improving HR Department performance, effectiveness and strategic capability                    (TODAY & TOMORROW)

•Measuring, evaluating & continuously 

improving individual performance & effectiveness                   

(TODAY)

•Measuring, evaluating & continuously  improving workforce management, productivity & efficiency                  (TODAY)

1. HR  Workforce 

Management Metrics

2. HR                    Workforce Performance 

Metrics

3. HR Workforce  Planning  Metrics

4. HR Department Effectiveness  

Metrics

Our Integrated Workforce Metrics Reporting Model

Building a productive, capable, satisfied and available workforce for your organisation 

To provide users with the knowledge, understanding &

practical reporting tools necessary to design, formulate,

format and produce quality workforce management

reporting at every level of their organisation

The Workforce Metrics & Analytics Toolkit Purpose

•Measuring, evaluating & continuously  improving workforce management, productivity & efficiency                  (TODAY)

1. HR  Workforce 

Management Metrics

Building a Productive, Capable, Satisfied and Available Workforce for Your Organisation 

The Workforce Metrics & Analytics Toolkit Key Focus

Our Human Capital Metrics Model & Methodology

• Our 10 Essential Pre-Requisites for Success

• In excess of 20 Workforce Management Metrics Key Performance Indicators

incorporating more than 250 individual analytics

• Detailed Reporting Objectives, Formulas, Calculations & Costing Models

• Template Excel Spreadsheets for our 10 most popular Key Performance Indicators

The Workforce Metrics & Analytics Toolkit –What You Will Receive

Workforce Headcount

Workforce Productivity

Workforce Diversity

Workforce Turnover

Workforce Performance

Workforce Recruitment

Workforce Sourcing

Workforce Training

Workforce Health & Safety

Workforce Knowledge

Management

Workforce Risk

Management

Workforce Succession

Planning

Workforce Gender

Workforce Satisfaction

Workforce Flexibility

Workforce Remuneration

Workforce Involvement

Workforce Demographics

Workforce Absenteeism

Workforce Development

Workforce Talent

Management

The Workforce Metrics & Analytics Toolkit KPI Menu

TEMPLATE REPORTING FORMAT - WORKFORCE KEY PERFORMANCE INDICATOR

Key Performance Indicator

Measurement Criteria

Last Period

This Period

Year To

Date

This Time Last Year

ProjectedYear End

Projected Seasonal Operating Variations

Target/Budget

VariationAgainst Target/Budget

21 Workforce Turnover21.1 % unplanned turnover 1.25% 1.5% 2.75% 2.5% 16.5% 0 15% +1.5%

21.2 % planned turnover 0.65% 0.75% 1.4% 1.2% 8.4% 0 7.5% +0.9%

21.3 % workforce turnover (combined) 1.9% 2.2.5% 4.15% 3.7% 24.9% 0 22.5% +2.4%

21.4 % of high performance unplanned turnovers 16.6% 25% 20.8% 25% 20.8% 0 20% +0.8%

21.5 % talent pool unplanned turnovers 0% 12.5% 6.25% 7.5% 6.25% 0 10% -3.75%

21.6 Total number of employee turnovers (unplanned) 6 8 14 12.5 84 0 75 +9

21.7 Total number of employee turnovers (planned) 3 4 7 6 42 0 35 +7

21.8 Total number of employee turnovers (combined) 9 12 21 18.5 126 0 110 +16

21.9 Total $ replacement cost to the organization $320,000 $400,000 $700,000 $540,000 $4,200,000 0 $3,500,000 +$700,000

Commentary

Sample Workforce Metrics & Analytics Reporting Format

Example rolling graph that provides trends and comparisons over the previous years results

Sample Workforce Metrics & Analytics Reporting Format

Sample KPI Reporting Criteria & Objectives

Our Recommended Specific Measurement Criteria Our Reporting Objectives

3.0 Workforce Absenteeism

3.1 % Total hours taken (unplanned leave) To enable the CEO/SMT/Line Managers to analyse and evaluate theorganisation’s absenteeism performance in order to identify thosedivisions/departments whose performance is satisfactory and those whereintervention and improvement may be required

3.2 % Total hours taken (planned leave)

3.3 % Total hours taken combined

3.4 Average (unplanned leave) hours taken per FTE

3.5 FTE equivalent (unplanned leave) replacement

3.6 Total $ cost (unplanned leave) to the organization

Sample KPI Reporting Formulas & LogicOur Recommended Specific Measurement Criteria

Our Reporting Definitions

3.0 Workforce Absenteeism

3.1 % Total hours taken (Unplanned leave)

Total absenteeism hours taken for the period that the organization does not plan for (I.e.Sick/Compassionate/Family/Carers Leave, Short-Term Leave Without Pay) divided by the total labourhours (excluding overtime) that were worked by all employees (excluding casuals) for the reportingperiod x 100. Note: We recommend that Workers Compensation be separately incorporated intoOccupational Health & Safety reporting)

3.2 % Total hours taken (Planned leave)

Total absenteeism hours taken for the period that the organization does plan for (I.e. Annual Leave,Long Service Leave, Parental Leave, Long Term Leave of Absence) divided by the total labour hours(excluding overtime) that were worked by all employees (excluding casuals) for the reporting periodx100

3.3 % Total hours taken combined Total hours taken for the period as unplanned and planned absenteeism divided by the total labourhours worked (excluding overtime and casual hours) x 100

3.4 Average (Unplanned leave) hours taken per FTE

The total number of hours taken as unplanned leave divided by the full time equivalent headcount forthe period. (Note: The year to date figure is derived by taking the total number of hours taken asunplanned leave YTD divided by the average full time equivalent headcount YTD).

3.5FTE equivalent (Unplanned leave) replacement

The total number of hours taken as unplanned leave divided by the standard hours worked by anemployee for the same period. (I.e. Employees categorized as “staff” worked 20 days @ 7.6 hours perday for the period = 152 hours. The total unplanned leave hours for the period were 2,000. The FullTime Equivalent Replacement rate = 2,000 hrs lost divided by 152 standard hours worked = 13.15employees for the period).(Note 1: This assumes a 100% replacement rate. You may wish to vary this figure).(Note 2: The year to date figure is derived by adding together the Full Time Equivalent Replacementrate for each month divided by the total number of reporting periods to date = the average result).

3.6Total $ cost (Unplanned leave) to the organization

The total number of hours taken as unplanned leave divided by the standard work hours per daymultiplied by the daily cost calculated via use of the designated template. (I.e. Employees categorizedas “staff” work 7.6 hours per day. The total unplanned leave hours for the period were 2,000. Theaverage daily absenteeism cost = $500. Therefore total unplanned leave expenditure for the period =2,000 divided by 7.6 x $500 = $131,578.94)

Sample KPI Costing Model STAFF

(Non Executive Employees) $ per day MANAGEMENT(Executive Employees) $ per day

Cost of wages without productivity return:

Cost of salary without productivity return:

Cost of re-arranging labour & work flow:

Cost of re-allocation of tasks and responsibilities and lost time:

Cost of replacement (i.e. o/time, casual):

Cost of senior manager’s additional time:

Cost of errors/inefficiencies in replacement employee

Cost of errors/inefficiencies in replacement employee

Cost of counselling (I.e. cost of manager’s time at the employee’s return, plus employee’s time):

Cost of administration (I.e. filling in forms and clerical administration):

Cost of administration (i.e., filling in forms and clerical administration):

Other Costs:- Other Costs: -

Total Cost Per Day $ Total Cost Per Day $Standard Working Hours per day: Standard Working Hours per day:

Our Workforce Metrics & Analytics Excel Spread - Sheets

Our Ten Most Common Key Performance Indicators

(Excel Spread-sheets Included)

• Workforce Headcount & Productivity• Workforce Turnover

• Workforce Absenteeism • Workforce Health & Safety

• Workforce Recruitment• Workforce Training

• Workforce Development• Workforce Exit Interviews (Satisfaction)

• Workforce Talent Management & Succession Planning

• Workforce Demographics

Sample Template Excel Spread - Sheet By Department

Sample Template Excel Spread - Sheet Corporate

Some of Our Many Satisfied (Global) HR Management Toolkit Customers

Who We Serve

The Rebel Group

Cricket Australia

AHIMAUSA

SP -Ausnet

Malaysia Building Society

Alexander Forbes Group South Africa

Specialty Fashion Group

Oxiana Limited

Standard Bank South Africa

DB Schenker

Amazon-Papyrus Chemicals

Geelong City Council

QLD Teachers Credit Union

Deakin University

Hills Holdings

Blacktown City Council

Hurstville City Council

Reliance Petroleum

CommunityCPS

Wesfarmers Chemicals

Bridgestone New Zealand

Kalari Australia

Rip Curl Australia

African Minerals

Power Co New Zealand

WA Water Commission

Kogarah City Council

Sun WaterLimited

Wesfarmers Curragh

Houstons Farm

Careways Community Group

Ku-ring-gai City Council

Sea Link Travel Group

Western Downs Regional Council

Caltex Australia

City of Banyule

MainzealNew Zealand

Shire of Gunnedah

Western Union

BAE Systems

Belle Group Hong Kong

Rand Logistics

Bell Equipment South Africa

Wodonga City Council

Local Government Association NSW

City of Hurstville

Wise Employment

Simplot Australia

Compass Health New Zealand

Ricoh Australia

Coffs Harbour City Council

Horizon Energy

Smollan GroupSouth Africa

Levi Strauss Hong Kong

Yan Coal

Your Investment

You can purchase our Workforce Metrics &

Analytics Toolkit for just AU$599 (+ Gst)

The Workforce Metrics & Analytics

Toolkit

Placing Your Order

Please visit our website home-page and click on the Software Support Page then follow the links until you reach the Place Your Order page where you can pay on-line using PayPal, or request an invoice

be sent to you.For more information please email: -

enquiries@optimumperformance.com.au

www.optimumperformance.com.au

TheWorkforce Metrics & Analytics

Toolkit

Stephen MooreFounder and Managing Director

Internationally recognized Workforce Metrics, Planning & Strategy expert, author and thought leader

Entertaining and thought-provoking public speaker Engrossing and engaging trainer (public and in-house)

Visionary and capable project manager/facilitator Dedicated and passionate coach and mentor

Stephen Moore is a senior Human Resources professional who has spent more than 30 years in HRManagement, initially as a corporate executive in a range of blue-chip organizations and since 1995 as theFounder & Managing Director of his own consulting practice.

Stephen is passionate about Workforce Strategy, Metrics and Planning. In his current role he has built anextensive client base that incorporates private and public sector organizations throughout Australia, NewZealand, Fiji, Hong Kong, Singapore and more recently South Africa and Malaysia.

He is a regular speaker at major Human Resources conferences and events and has written and published anextensive range of HR Metrics Manuals and Toolkits that have been utilized by a diverse range oforganizations in all parts of the world.

Complimenting his extensive consulting work, Stephen has partnered with leading Human Resourcesinstitutes, employer associations, universities and public sector authorities in delivering a wide range of HRconferences, development programs & public training workshops to in excess of 5,000 Human Resourceprofessionals

Stephen is a regular visitor to the USA where he has previously bench-marked with pre-eminent organizationsincluding Harley-Davidson, FedEx, NASA, Cisco, Aon Corporation and Marriott Hotels

Optimum Performance Human Resources Consultants832 High Street East Kew Victoria AUSTRALIA 3102

P: + 61 3 9249 9653M: +61 (0) 419 337 805

W: www.optimumperformance.com.au