Sample Human Resource Metrics - HR Cloud Solutions

1 Sample Human Resource Metrics Competitive Edge Technology January 2012 Page 1 Sample Human Resource Metrics Template for Compiling a Unified Database and Building Formula Fields Disclaimer / Credits This document contains a Sample set of HR Metrics that is publicly available at: 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. Sample Human Resource Metrics Competitive Edge Technology January 2012 Page 2 Contents 1. Attendance .. 9 Unscheduled Absence Rate.

2 9 Unscheduled Absence Days Per Employee .. 9 Unscheduled Absence Breakdown .. 10 Schedule Flexibility Rate .. 11 PTO Utilization Rate .. 12 Compensation Value of Unscheduled Absences Per 12 Absence Rate .. 13 2. Benefits .. 15 Benefits Total Compensation Rate .. 15 Benefits Satisfaction Index .. 15 Benefits Operating Expense 16 Benefits Expense Type Breakdown .. 17 Benefits Expense Per FTE .. 17 3. Compensation .. 19 Average Workweek .. 19 Stock Incentive Eligibility Rate .. 19 Number of Options Exercised Per Employee .. 20 Net Proceeds of Options Per Employee Exercising .. 21 Equity Incentive Value Per Employee .. 22 Average Number of Options Per Employee.

3 22 Upward Salary Change Rate .. 23 Total Compensation Expense Per FTE .. 24 Overtime Rate .. 24 Overtime Expense Per FTE .. 25 Market Compensation Ratio .. 26 Direct Compensation Expense Per FTE .. 27 Direct Compensation Breakdown .. 27 Direct Comp Operating Expense Rate .. 28 Compensation Satisfaction Index .. 29 Bonus Receipt Rate .. 30 Bonus Eligibility Rate .. 30 Sample Human Resource Metrics Competitive Edge Technology January 2012 Page 3 Bonus Compensation Rate .. 31 Bonus Actual To Potential 31 Average Hourly Rate .. 32 4. Education/Development .. 34 Tuition Reimbursement Request Rate .. 34 Staffing Rate- High Potential .. 34 Staffing Rate- Graduate Degree.

4 35 Educational Attainment Breakdown .. 36 Development Program Penetration Rate .. 37 5. Employee Relations .. 38 Industrial Dispute Absence Days Per FTE .. 38 Grievance Time To Resolve .. 38 Grievance Rate .. 39 External Complaint Factor .. 40 ADR Success Rate .. 40 6. Health/Safety.. 42 Work-Related Injury Return 42 Workers Compensation Premium Per FTE .. 42 Lost Time Incident Rate .. 43 H&S Incidents Per 100 FTEs .. 44 H&S Incident Type Breakdown .. 44 H&S Expense Per FTE .. 45 H&S Expense Breakdown .. 46 Average Time Lost Per H&S Incident .. 47 7. HR Service Delivery .. 48 Contact Center: Service Level .. 48 Self-Service Penetration Rate .. 48 Contact Center: One-Call Resolution Rate.

5 49 Contact Center: Satisfaction .. 50 Contact Center: Average Handle Time .. 50 HRIT Late Transaction Rate .. 51 HRIT Average Days To Entry .. 52 HR Technology Expense Rate .. 52 HR Revenue Per HR Employee .. 53 Sample Human Resource Metrics Competitive Edge Technology January 2012 Page 4 HR Revenue Expense Rate .. 54 HR Operating Expense Rate .. 55 HR Expense Per FTE .. 55 HR Expense Breakdown- Type .. 56 HR Expense Breakdown- Function .. 57 HR Staffing Rate .. 58 HR Staffing Coverage Ratio .. 59 HR Staffing Breakdown .. 59 HR Recruitment Source Ratio .. 60 HR Professional Staffing Mix 61 HR Mobility Rate .. 62 8. Internal Movement .. 64 Upward Mobility.

6 64 Transfer Rate .. 64 Promotion Speed Ratio .. 65 Promotion Rate .. 66 Lateral Mobility .. 67 Internal Placement Rate .. 67 Internal Hire Rate .. 68 Cross-Function Mobility .. 69 Career Path Ratio .. 70 9. 72 Successor Pool Growth Rate .. 72 Successor Pool Coverage .. 72 Positions Without Ready Candidates Rate .. 73 Manager Quality Index .. 74 Manager Instability Rate .. 75 LDP Prevalence Rate .. 75 Employee Satisfaction With Leadership .. 76 Cross-Function Mobility- Managers .. 77 10. Organization Effectiveness .. 78 R&D Expense Rate .. 78 New Products & Services Revenue Per FTE .. 78 Market Capitalization Per FTE .. 79 Sample Human Resource Metrics Competitive Edge Technology January 2012 Page 5 Intangible Asset Value Per FTE.

7 80 Employee Stock Ownership Percentage .. 81 Corporate Expense Rate .. 81 Work Units Per FTE .. 82 Return on Human Investment Ratio .. 83 Other Labor Rate .. 84 Operating Revenue Per FTE .. 84 Operating Profit Per FTE .. 85 Operating Expense Per FTE .. 86 Human Investment Ratio .. 86 11. Payroll .. 88 Payroll Expense Per Employee .. 88 Payroll Error Rate .. 88 Overpayment Rate .. 89 Direct Deposit Participation 90 Average Overpayment Value .. 90 12. Performance Management .. 92 Upward Review Rate .. 92 Self Review Rate .. 92 Performance Contingent Pay Prevalence .. 93 Performance-Based Pay Differential .. 94 Performance Rating Distribution .. 95 Performance Appraisal Participation Rate.

8 96 Peer Review Rate .. 96 High Performer Growth Rate .. 97 Employee Upgrade Rate .. 98 Employee Turnaround Rate .. 99 Average Performance Appraisal Rating .. 100 13. Productivity .. 102 Employee Engagement Index .. 102 14. Recruitment .. 103 Rehire Rate .. 103 Recruitment Source Ratio .. 103 Recruitment Source Breakdown .. 104 Sample Human Resource Metrics Competitive Edge Technology January 2012 Page 6 New Position Recruitment Ratio .. 105 New Position Recruitment Rate .. 106 Net Hire Ratio .. 107 External Hire Rate .. 107 15. Staffing Effectiveness .. 109 Turnover Cost Rate- < 1-Year Tenure .. 109 New Hire Turnover Contribution .. 110 Sign-On Bonus Rate.

9 110 Referral Rate .. 111 Referral Conversion Rate .. 112 Recruitment Expense Breakdown .. 113 Recruitment Cost Per Hire .. 113 On-Time Talent Delivery Factor .. 114 Offer Acceptance Rate .. 115 New Hire Satisfaction With 116 New Hire Performance Satisfaction .. 116 New Hire Failure Factor .. 117 Interviewee Ratio .. 118 Interviewee Offer 118 Average Time to Start .. 119 Average Time to Fill .. 120 Average Sign-On Bonus Expense .. 120 Average Interviews Per Hire .. 121 Applicant Ratio .. 122 Applicant Interview Rate .. 123 16. Training .. 124 Training Total Compensation Expense Rate .. 124 Training Staff Ratio .. 124 Training Quality .. 125 Training Penetration Rate.

10 125 Training Hours Per Occurrence .. 126 Training Hours Per FTE .. 127 Training Expense Per Employee .. 127 Training Course Content Breakdown .. 128 Sample Human Resource Metrics Competitive Edge Technology January 2012 Page 7 Training Channel Delivery Mix .. 128 Employee Satisfaction with Training .. 129 E-Learning Abandonment Rate .. 130 Average Training Class Size .. 130 17. Turnover/Retention .. 132 Turnover Cost Rate- < 1-Year Tenure .. 132 Termination Value Per FTE .. 133 Average Voluntary Termination Value .. 134 Average Termination Value .. 134 Offer Fit Index .. 135 Market Opportunity Index .. 136 Employee Retention Index .. 137 Employee Commitment Index.