The Workforce Loss (Organization Hierarchy) Trend Analytics workbook lists the total losses that occurred within a given date range for time periods such as year, semi-year, month, bi-month, and quarter. Each worksheet represents the total losses for one specific time period. You can also select which area of your enterprise you want to investigate.

The workbook identifies a loss when an employee is active one day and inactive the next. It attributes the loss to the first date on which the employee is not active.

For terminations, the loss occurs one day after the termination separation date (as the termination date coincides with the employees' last day at work).

The workbook includes long-term absences or suspensions only once. If you permanently terminate or transfer an employee who is on long-term absence or suspension, the report does not count the termination or transfer because the employee wasn't active when terminated or transferred.

The workbook shows losses caused by transfers out depending on the portion of the organization hierarchy you are viewing.

Business Questions

How does the number of losses from my enterprise, broken down into separations, long term absences, transfers and secondary assignment ends, change over time?

Workbook Parameters

You must enter a value for the following parameters:

• Start Date

• End Date

• Organization Hierarchy

• Top Organization

• Rollup Organizations - Yes/No

• Workforce Measurement Type

Use the following optional parameters to further restrict the values in the workbook:

• Geography Area

• Geography Country

• Geography Region

• Geography Location

• Job Category

• Job

• Grade

• Position

Worksheets

This workbook has the following worksheets, each representing a time period, or a time period and another structure:

• By Year

• By Semi Year

• By Quarter

• By Bi Month

• By Month

• By Position

The worksheets display one row for each time period. For example, the by Year worksheet displays one row per year.

Workbook Headings and Calculations

The matrix reports contain the following columns:

• A time period column

  The heading depends on the selected worksheet, for example, in the by Year worksheet, this column is named "Year".

• Start Date

  The start date of each time period.

• End Date

  The end date of each time period.

• Total Losses

  The total workforce losses for the period.

• Separations

  The total workforce losses attributable to separations from your organization.

• Transfers

  The total workforce losses attributable to transfers out of the organization for time period.

• Secondary Assignment Ends

  The total workforce losses attributable to the ending of secondary assignments within the organization for time period.

• Long Term Absences

  The total workforce losses attributable to long term absences from the organization for time period.