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Workday User Guide
Last Updated: 2025-05-30
Reference: Metrics in People Analytics

Reference: Metrics in People Analytics

People Analytics uses these metrics:

12-Month Rolling Attrition Rate

What uses this metric?
KPI: 12-Month Rolling Attrition Rate
Retention and Attrition Business Question: What are key turnover trends?
Retention and Attrition Business Question: Who is leaving?
Metric Type
Rate
Metric Time Frame
Depending on your data history:
  • 12-month rolling period, or
  • 3-month rolling period (business questions only).
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") /{avg_active_headcount_rolling_12_months}, where avg_active_headcount_rolling_12_months = (rollingSum(unique([Employee_ID]), 12) for ("Active_Status", "True") / 12)
OR
rollingSum(unique([Employee_ID]), 3) for ("Terminated_This_Period", "True") / {avg_active_headcount_rolling_3_months}, where avg_active_headcount_rolling_3_months = (rollingSum(unique([Employee_ID]), 3) for ("Active_Status", "True") / 3)
Translation
Number of terminated workers within period / Average active headcount for period (Sum of active headcounts for each month / Number of months in rolling period) * 100
Comparison Points for KPI
  • Historical snapshot period 1 month ago
  • Company KPI Comparison
Comparison Point for Focus Insights
Either:
  • Historical snapshot period 1 month ago, or
  • Current snapshot period for the comparison group
Required Fields for KPI
  • Active Status
  • Employee ID
  • Termination Date

50+ Age Rate

What uses this metric?
KPI: 50+ Age Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Age_Over_50", "True") for ("Active_Status", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Sum of ages of active workers over 50 at end of previous month / Active headcount at end of previous month
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Date of Birth
  • Report Effective Date
  • Employee ID

Active Headcount

What uses this metric?
KPI: Active Headcount
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True")
Translation
Number of active workers in your organization as of previous period
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID

Annualized Attrition Rate

What uses this metric?
KPI: Annualized Attrition Rate
Metric Type
Rate
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for (\"Terminated_This_Period\", \"True\") / rollingSum(unique([Employee_ID]), fiscal year to date) * (12 / fiscal year to date months)
Translation
Number of workers terminated in FY to-date / FY Average active headcount (Sum of active headcounts for each month in FY to-date / Number of months in FY to-date) * (12 / Number of months in FY to-date) * 100
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Termination Date

Annualized Involuntary Attrition Rate

What uses this metric?
KPI: Annualized Involuntary Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for (\"Terminated_This_Period\", \"True\") for ("Termination_Category", "Involuntary") / rollingSum(unique([Employee_ID]), fiscal year to date) for ("Active_Status", "True") * (12 / fiscal year to date months)
Translation
Number of workers terminated involuntarily in FY to-date / FY Average active headcount (Sum of active headcounts for each month in FY to-date / Number of months in FY to-date) * (12 / Number of months in FY to-date) * 100
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category

Annualized Regrettable Attrition Rate

What uses this metric?
KPI: Annualized Regrettable Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for (\"Terminated_This_Period\", \"True\") for (\"Regrettable_Termination\", \"True\") / rollingSum(unique([Employee_ID]), fiscal year to date) for ("Active_Status", "True") * (12 / fiscal year to date months)
Translation
Number of workers terminated regrettably in FY to-date / FY Average active headcount (Sum of active headcounts for each month in FY to-date / Number of months in FY to-date) * (12 / Number of months in FY to-date) * 100
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Regrettable Termination
  • Term Category

Annualized URM Attrition Rate

What uses this metric?
KPI: Annualized URM Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for (\"Terminated_This_Period\", \"True\") for (\"Is_URM\", \"True\") / rollingSum(unique([Employee_ID]), fiscal year to date) for ("Active_Status", "True") for ("Is_URM", "True") * (12 / fiscal year to date months)
Translation
URM terminations in FY to-date / FY URM average active headcount (Sum of active headcounts for each month in FY to-date / Number of months in FY to-date) * (12 / Number of months in FY to-date) * 100
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Underrepresented Minority Worker
  • Termination Date

Annualized Voluntary Attrition Rate

What uses this metric?
KPI: Annualized Voluntary Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for (\"Terminated_This_Period\", \"True\") for ("Termination_Category", "Voluntary") / rollingSum(unique([Employee_ID]), fiscal year to date) for ("Active_Status", "True") * (12 / fiscal year to date months)
Translation
Number of workers terminated voluntarily in FY to-date / FY average active headcount (Sum of active headcounts for each month in FY to-date / Number of months in FY to-date) * (12 / Number of months in FY to-date) * 100
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category

Applicant to Hire Ratio

What uses this metric?
KPI: Applicant per Hire Ratio
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Candidate_JobRequisition]) / unique([Candidate_JobRequisition]) for (""Stage_Consolidated"", ""Hire"")
Translation
Applicants / number of hires
Comparison Point for KPI
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Required Fields
  • Candidate ID
  • Recruiting Status Job Requisition
  • Recruiting Stage
  • Staffing Candidate ID
  • Staffing Job Requisition
  • Staffing Hire Date

Annualized Voluntary Attrition Rate

What uses this metric?
KPI: Annualized Voluntary Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for (\"Terminated_This_Period\", \"True\") for ("Termination_Category", "Voluntary") / rollingSum(unique([Employee_ID]), fiscal year to date) for ("Active_Status", "True") * (12 / fiscal year to date months)
Translation
Number of workers terminated voluntarily in FY to-date / FY average active headcount (Sum of active headcounts for each month in FY to-date / Number of months in FY to-date) * (12 / Number of months in FY to-date) * 100
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category

Average Workforce Age

What uses this metric?
KPI: Average Workforce Age
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
sum([Age]) for ("Active_Status", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Sum of ages for active headcount at end of previous month / Active headcount at end of previous month
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Date of Birth
  • Report Effective Date
  • Employee ID

Average Compa-Ratio

What uses this metric?
Organization Composition Business Question: Where are gaps in compa-ratio?
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
sum([Compa_Ratio]) for ("Active_Status", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Sum of compa-ratio of active headcount at end of previous month / Active headcount at end of previous month
Comparison Point
Current snapshot period for the comparison group

Average Compa-Ratio of Terminations

What uses this metric?
KPI: Average Compa-Ratio of Terminations
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
sum([Compa_Ratio]) for ("Terminated_This_Period", "True") / unique([Employee_ID]) for ("Terminated_This_Period", "True")
Translation
Sum of compa-ratio of terminated workers in previous month / Terminated workers in previous month
Comparison Points
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Required Fields for KPI
  • Compa-Ratio
  • Employee ID
  • Termination Date

Average Gap Score

What uses this metric?
Skills Business Question: Where are opportunities to upskill workers?
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
sum([gap_score_pct]) / unique([Employee_ID])
Translation
Sum of gap scores for workers at end of previous month / Active headcount at end of previous month
Gap Score = 1 - Match Score
Comparison Point
Current snapshot period for the comparison group

Average Span of Control

What uses this metric?
KPI: Average Span of Control
Organization Composition Business Question: What are outliers in span of control?
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
sum([Direct_Reports]) for ("Manager_With_Direct_Reports", "True") for ("Active_Status", "True") / unique([Employee_ID]) for ("Manager_With_Direct_Reports", "True") for ("Active_Status", "True")
Translation
Number of active direct reports at end of previous month / Number of active managers with direct reports at end of previous month
Excludes unfilled positions
Comparison Points for KPI
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Comparison Point for Focus Insights
Current snapshot period for the comparison group
Example:
Supervisory Org
Managers
Direct Reports
Vice President
1
2
Director A
1
3
Manager A1
1
4
Manager A2
1
7
Manager A3
1
3
Director B
1
4
Manager B1
1
2
Manager B2
1
5
Manager B3
1
8
Manager B4
1
3
Total
10
41

Average Tenure

What uses this metric?
KPI: Average Tenure
Organization Composition Business Question: What are outliers in tenure?
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
sum([Length_Of_Service_In_Partial_Years]) for ("Active_Status", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Sum of length of service of active headcount at end of previous month / Active headcount at end of previous month
Comparison Points for KPI
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Comparison Point for Focus Insights
Current snapshot period for the comparison group
Required Fields for KPI
  • Active Status
  • Employee ID
  • Length of Service In Partial Years

Average Time To Fill

What uses this metric?
Hiring Business Question: What are key trends in hiring?
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
(total_reqs_hired_filled_time) / (reqs_filled_hired)
Variables for Calculation
  • total_reqs_hired_filled_time = sum([Requisition_Time_To_Fill]) for ("Can_Job_Requisition_Status_Instance_Evaluated" , "filled") for ("Stage_Consolidated", "hire")
    • Requisition_Time_To_Fill = DAYS_BETWEEN([Req_Job_Requisition_Filled_Date],[Req_Recruiting_Start_Date])
  • reqs_filled_hired = {candidates_hired} for ("Can_Job_Requisition_Status_Instance_Evaluated","filled")
    • Candidates_hired = unique([Candidate_JobRequisiton]) for ("Stage_Consolidated","hire")
    • Candidate_JobRequisiton = CONCAT([Candidate_ID], "-", [Job_Requisition])
Translation
Sum of time to fill for hires in filled requisitions in previous month (Number of days from requisition start date to requisition filled date) / Number of hires in filled requisitions in previous month
Comparison Point
Depending on your data history, historical snapshot period 12 months ago, or 3 months ago.

Average Time To Hire

What uses this metric?
KPI: Average Time to Hire
Hiring Business Question: Where does it take longer to hire?
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
(total_time_to_hire) / (candidates_hired)
Variables for Calculation
  • total_time_to_hire = sum([Time_To_Hire]) for ("Stage_Consolidated", "hire")
    • Time_To_Hire = DAYS_BETWEEN([Recruiting_Start_Date],[Worker_Hire_Date])
  • candidates_hired = unique([Candidate_JobRequisiton]) for ("Stage_Consolidated","hire")
    • Candidate_JobRequisiton = CONCAT([Candidate_ID], "-", [Job_Requisition])
Translation for KPI
Sum of time to hire for hires in previous month (Number of days from requisition start date to hire date) / Number of hires in previous month * 100
Translation for Hiring Business Question
Sum of time to hire for hires in previous month (Number of days from requisition start date to hire date) / Number of hires in previous month
Comparison Points for KPI
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Comparison Point for Focus Insights
Current snapshot period for the comparison group
Required Fields for KPI
  • Candidate ID
  • Job Requisition
  • Stage
  • Candidate Worker Hire Date
  • Worker Job Requisition
  • Created Moment
  • Hire Stage
  • Recruiting Start Date
  • Status Start Date

Average Time To Hire Alternative

What uses this metric?
KPI: Average Time to Hire
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
sum([Time_To_Hire_Alternative]) for (""Stage_Consolidated"", ""hire"") / unique([Candidate_JobRequisition]) for (""Stage_Consolidated"", ""Hire"")
Variables for Calculation
  • total_time_to_hire = sum([Time_To_Hire_Alternative]) for ("Stage_Consolidated", "hire")
  • Time_To_Hire_Alternative = DAYS_BETWEEN([Stage_Date],[Candidate_First_Stage_Date]) when Stage_Date = "hire"
  • candidates_hired = unique([Candidate_JobRequisiton]) for ("Stage_Consolidated","hire")
  • Candidate_JobRequisiton = CONCAT([Candidate_ID], "-", [Job_Requisition])
Translation for KPI
sum(hire date - candidate applies date)/ number of hires
Translation for Hiring Business Question
Sum of time to hire for hires in previous month (Number of days from requisition start date to hire date) / Number of hires in previous month
Comparison Points for KPI
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Required Fields
  • Candidate ID
  • Created Moment
  • Recruiting Status Job Requisition
  • Recruiting Stage
  • Staffing Candidate ID
  • Staffing Job Requisition
  • Staffing Hire Date
  • Status Start Date

Average Voluntary Terminations Tenure

What uses this metric?
Retention and Attrition Business Question: Where do we have the lowest tenure for voluntary terminations?
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
sum([Length_Of_Service_In_Partial_Years]) for ("Terminated_This_Period", "True") for ("Termination_Category", "Voluntary") / unique([Employee_ID]) for ("Terminated_This_Period", "True") for ("Termination_Category", "Voluntary")
Translation
Sum of length of service of voluntary terminations in previous month / Voluntary terminations in previous month
Comparison Point
Current snapshot period for the comparison group

Disability Rate

What uses this metric?
KPI: Disability Rate
Metric Type
Average
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Disabled", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Workers with disability active headcount at end of previous month / Active headcount at end of previous month * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Is Disabled

Female Active Headcount

What uses this metric?
KPI: Female Active Headcount
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Gender", "Female")
Translation
Number of female workers in your organization as of current period
Comparison Point
Month prior to the current snapshot period.
Required Fields
  • Active Status
  • Employee ID
  • Gender

Female Attrition Rate

What uses this metric?
KPI: Female Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
12-month rolling period
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Gender", "Female") / {avg_female_headcount_rolling_12_months}, where avg_female_headcount_rolling_12_months = (rollingSum(unique([Employee_ID]), 12) for ("Gender", "Female") for ("Active_Status", "True") / 12)
Translation
Number of female terminations within period / Average female headcount for period (Sum of female headcounts for each month / Number of months in rolling period) * 100
Comparison Points
  • Historical snapshot period 1 month ago.
  • Company KPI Comparison.
Required Fields for KPI
  • Active Status
  • Employee ID
  • Gender
  • Termination Date

Female Monthly Termination Count

What uses this metric?
KPI: Female Monthly Termination Count
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period", "True") for ("Gender", "Female")
Translation
Number of female workers terminated in current month
Comparison Point
Month prior to the current one
Required Fields
  • Active Status
  • Gender
  • Termination Date

Female Quarterly Termination Count

What uses this metric?
KPI: Female Quarterly Termination Count
Metric Type
Count
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for ("Terminated_This_Period", "True") for ("Gender", "Female")
Translation
Number of female workers terminated in last completed FQ
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Employee ID
  • Gender
  • Termination Date

Female Representation

What uses this metric?
KPI: Female Representation
Diversity and Inclusion Business Question: What are key trends in female representation?
Diversity and Inclusion Business Question: Where can we improve female representation?
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Gender", "Female") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Number of female active workers at end of previous month / Active headcount at end of previous month * 100
Comparison Points for KPI
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Comparison Point for Focus Insights
Current snapshot period for the comparison group
Required Fields for KPI
  • Active Status
  • Employee ID
  • Gender
What uses this metric?
Diversity and Inclusion Business Question: Where are gaps in female representation in management?
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Manager", "True") for ("Gender", "Female") / unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Manager", "True")
Translation
Number of female active workers at end of previous month / Active headcount at end of previous month * 100
Filtered on Is Manager = Yes
Comparison Point
Current snapshot period for the comparison group

Female Representation in Leadership

What uses this metric?
KPI: Female Representation in Leadership
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Is_Leader", "True") for ("Gender", "Female") for ("Active_Status", "True") / unique([Employee_ID]) for ("Is_Leader", "True") for ("Active_Status", "True")
Translation
Number of female active leaders at end of previous month / Active leaders at end of previous month * 100
Comparison Point
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Required Fields for KPI
  • Active Status
  • Employee ID
  • Gender
  • Is Leader

Female YTD Termination Count

What uses this metric?
KPI: Female YTD Termination Count
Metric Type
Count
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for ("Terminated_This_Period", "True") for ("Gender", "Female")
Translation
Number of female workers terminated in FY to-date
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Active Status
  • Gender
  • Termination Date

Headcount Growth Rate

What uses this metric?
Organization Composition Business Question: Where is the organization growing?
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
(unique([Employee_ID]) - previous(unique([Employee_ID]), 6) for ("Active_Status", "True")) / previous(unique([Employee_ID]), 6) for ("Active_Status", "True")
OR
(unique([Employee_ID]) - previous(unique([Employee_ID]), 3) for ("Active_Status", "True")) / previous(unique([Employee_ID]), 3) for ("Active_Status", "True")
Translation
(Active headcount at end of previous month - Active headcount at beginning of period) / Active headcount at beginning of period
Comparison Point
Depending on your data history, historical snapshot period 6 months ago, or 3 months ago.

High Performers Active Headcount

What uses this metric?
KPI: High Performer Active Headcount
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("High_Performer", "True")
Translation
Number of high performing workers as of previous period
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • High Performer

High Performers Rate

What uses this metric?
Talent and Performance Business Question: Where can we focus to improve performance?
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("High_Performer", "True") for ("Active_Status", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Number of high performer active workers at end of previous month / Active headcount at end of previous month * 100
Comparison Point
Current snapshot period for the comparison group

High Performers Voluntary Attrition Rate

What uses this metric?
KPI: High Performers Voluntary Attrition Rate
Gap Business Question: Where are we losing high performers?
Metric Type
Events Over Time
Metric Time Frame
Depending on your data history:
  • 12-month rolling period, or
  • 3-month rolling period (business question only).
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Termination_Category", "Voluntary") for ("High_Performer", "True") /{avg_high_performer_headcount_rolling_12_months}, where avg_high_performer_headcount_rolling_12_months = (rollingSum(unique([Employee_ID]), 12) for ("High_Performer", "True") for ("Active_Status", "True") / 12)
OR
rollingSum(unique([Employee_ID]), 3) for ("Terminated_This_Period", "True") for ("Termination_Category", "Voluntary") for ("High_Performer", "True") / {avg_high_performer_headcount_rolling_3_months}, where avg_high_performer_rolling_3_months = (rollingSum(unique([Employee_ID]), 3) for ("High_Performer", "True") for ("Active_Status", "True")/ 3)
Translation
Number of voluntary high performers terminations within period / High performers average active headcount for period (Sum of active headcounts for each month / Number of months in rolling period) * 100
Comparison Points for KPI
  • Historical snapshot period 1 month ago.
  • Company KPI Comparison
Comparison Point for Focus Insights
Current snapshot period for the comparison group
Required Fields for KPI
  • Active Status
  • Employee ID
  • High Performer
  • Termination Date
  • Term Category

High Potentials Active Headcount

What uses this metric?
KPI: High Potential Active Headcount
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_High_Potential", "True")
Translation
Number of high potential workers as of previous period
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • High Potential

High Potentials Representation

What uses this metric?
KPI: High Potentials Representation
Talent and Performance Business Question: What are key trends in talent?
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Is_High_Potential", "True") for ("Active_Status", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Number of high potential active workers at end of previous month / Active headcount at end of previous month * 100
Comparison Points for KPI
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Comparison Points for Focus Insights
Depending on your data history, historical snapshot period 12 months ago, or 3 months ago.
Required Fields for KPI
  • Active Status
  • Employee ID
  • High Potential

High Potentials Voluntary Attrition Rate

What uses this metric?
KPI: High Potentials Voluntary Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
12-month rolling period
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Termination_Category", "Voluntary") for ("Is_High_Potential", "True") / {avg_high_potentials_headcount_rolling_12_months}, where avg_high_potentials_headcount_rolling_12_months = (rollingSum(unique([Employee_ID]), 12) for ("Is_High_Potential", "True") for ("Active_Status", "True") / 12)
Translation
Number of voluntary high potentials terminations within period / High potentials average active headcount for period (Sum of high potentials headcounts for each month / Number of months in rolling period) * 100
Comparison Points
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Required Fields for KPI
  • Active Status
  • Employee ID
  • High Potential
  • Termination Date
  • Term Category

Hispanic/Non-Hispanic Rate

What uses this metric?
KPI: Hispanic/Non-Hispanic Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Hispanic_or_Latino", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Hispanic workers headcount at end of previous month / Active headcount at end of previous month * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Hispanic or Latino

Individual Contributor Active Headcount

What uses this metric?
KPI: Individual Contributor Active Headcount
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Individual_Contributor","True")
Translation
Number of individual contributors in your organization as of previous period
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Is Manager

Individual Contributor to Manager Rate

What uses this metric?
Organization Composition Business Question: Where are gaps in internal mobility to management?
Metric Type
Events Over Time
Metric Time Frame
Depending on your data history:
  • 12-month rolling period, or
  • 3-month rolling period.
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Active_Status", "True") for ("IC_To_MGR_This_Period", "True") / {avg_active_headcount_rolling_12_months}, where avg_active_headcount_rolling_12_months = (rollingSum(unique([Employee_ID]), 12) for ("Active_Status", "True") / 12)
OR
rollingSum(unique([Employee_ID]), 3) for ("Active_Status", "True") for ("IC_To_MGR_This_Period", "True") / {avg_active_headcount_rolling_3_months}, where avg_active_headcount_rolling_3_months = (rollingSum(unique([Employee_ID]), 3) for ("Active_Status", "True") / 3)
Translation
Number of active individual contributors to management within period / Average active headcount for period (Sum of active headcounts for each month / Number of months in rolling period) * 100
Comparison Point
Historical snapshot period 1 month ago

Involuntary 12-Month Rolling Attrition Rate

What uses this metric?
KPI: Involuntary Rolling 12-Month Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
12-month rolling period
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Termination_Category", "Involuntary") / rollingSum(unique([Employee_ID]), 12) for ("Active_Status", "True") / 12
Translation
Number of involuntarily terminated workers within period / Average active headcount for period (Sum of active headcounts for each month / Number of months in rolling period) * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category

Involuntary Monthly Attrition Rate

What uses this metric?
KPI: Involuntary Monthly Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period", "True") for ("Termination_Category", "Involuntary") / rollingSum(unique([Employee_ID]), 2) for ("Active_Status", "True") / 2
Translation
Number of involuntarily terminated workers within period / Average active headcount for period (Active headcount at beginning of month + Active headcount at end of month) / 2) * 100
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category

Involuntary Monthly Termination Count

What uses this metric?
KPI: Involuntary Monthly Termination Count
Metric Type
Events Over Time
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period", "True") for ("Termination_Category", "Involuntary")
Translation
Number of workers terminated involuntarily in previous month
Comparison Point
Month prior to the current one
Required Fields
  • Employee ID
  • Termination Date
  • Term Category

Involuntary Quarterly Attrition Rate

What uses this metric?
KPI: Involuntary Quarterly Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for (\"Terminated_This_Period\", \"True\") for ("Termination_Category","Involuntary") / (rollingSum(unique([Employee_ID]), fiscal quarter to date) for ("Active_Status", "True") / number of months fiscal quarter to date)
Translation
Number of workers terminated involuntarily in FQ to-date / FQ Average active headcount (Sum of active headcounts for each month in FQ to-date / Number of months in FQ to-date) * 100
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category

Involuntary Termination YTD Count

What uses this metric?
KPI: Involuntary Termination YTD Count
Metric Type
Count
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for ("Terminated_This_Period", "True") for ("Termination_Category", "Involuntary")
Translation
Number of workers terminated involuntarily in FY to-date
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Employee ID
  • Termination Date
  • Term Category

Leadership Active Headcount

What uses this metric?
KPI: Leadership Active Headcount
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Leader", "True")
Translation
Number of leaders in your organization as of previous period
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Is Leader

Leadership URM Rate

What uses this metric?
KPI: Leadership URM Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Is_Leader", "True") for ("Is_URM", "True") for ("Active_Status", "True") / unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Leader", "True")
Translation
URM active headcount at end of previous month / Leadership active headcount at end of previous month * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Is Leader
  • Underrepresented Minority Worker

Manager Active Headcount

What uses this metric?
KPI: Manager Active Headcount
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Manager", "True")
Translation
Number of managers in your organization as of previous period
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Is Manager

Monthly Attrition Rate

What uses this metric?
KPI: Monthly Attrition Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period", "True") / rollingSum(unique([Employee_ID]), 2) for ("Active_Status", "True") / 2
Translation
Number of terminated workers within period / Average active headcount for period (Active headcount at beginning of period + Active headcount at end of period) / 2) * 100
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Termination Date

Monthly New Hires

What uses this metric?
KPI: Monthly New Hires
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Hired_This_Period", "True")
Translation
Number of new hires acquired by your organization in previous month
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Hire Date

Monthly Termination Count

What uses this metric?
KPI: Monthly Termination Count
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period","True")
Translation
Number of workers terminated in previous month
Comparison Point
Month prior to the current one
Required Fields
  • Employee ID
  • Termination Date

New Hires Attrition Rate

What uses this metric?
Retention and Attrition Business Question: Where do we lose the most new hires?
Metric Type
Events Over Time
Metric Time Frame
Depending on your data history:
  • 12-month rolling period, or
  • 3-month rolling period.
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Is_New_Hire", "True") / {avg_new_hires_headcount_rolling_12_months}, where avg_new_hires_headcount_rolling_12_months = (rollingSum(unique([Employee_ID]), 12) for ("Is_New_Hire", "True") for ("Active_Status", "True")/ 12)
OR
rollingSum(unique([Employee_ID]), 3) for ("Terminated_This_Period", "True") for ("Is_New_Hire", "True") / {avg_new_hires_headcount_rolling_3_months}, where avg_new_hires_headcount_rolling_3_months = (rollingSum(unique([Employee_ID]), 3) for ("Is_New_Hire", "True") for ("Active_Status", "True")/ 3)
Translation
Number of terminated new hires within period / New hires average active headcount for period (Sum of new hires active headcounts for each month / Number of months in rolling period) * 100
Comparison Point
Current snapshot period for the comparison group

New Hires Retention Rate 2

What uses this metric?
KPI: New Hires Retention Rate 2
Metric Type
Events Over Time
Metric Time Frame
12-month rolling period
Metric Formula
previous(unique([Employee_ID]), 12) for ("Is_New_Hire", "True") for ("Active_Status", "True") for ("Is_Rehire", "False") - rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Is_New_Hire", "True") for ("Is_Rehire", "False") + rollingSum(unique([Employee_ID]), 12) for ("Hired_This_Period", "True") for ("Is_Rehire", "False")) / previous(unique([Employee_ID]), 12) for ("Is_New_Hire", "True") for ("Active_Status", "True") for ("Is_Not_Rehire", "True") + rollingSum(unique([Employee_ID]), 12) for ("Hired_This_Period", "True") for ("Is_Not_Rehire", "True")
Translation
(Active new hires at beginning of period - Terminated new hires within period + Hired workers within period) / (Active new hires at beginning of period + Hired workers within period) * 100
This metric excludes rehires.
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Hire Date
  • Length of Service In Partial Years
  • Rehired Worker
  • Termination Date

New Hires YTD

What uses this metric?
KPI: New Hires YTD
Metric Type
Count
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for ("Hired_This_Period", "True")
Translation
Number of new hires in FY to-date
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Is Manager

New Hires Retention Rate

What uses this metric?
KPI: New Hires Retention Rate
Metric Type
Events Over Time
Metric Time Frame
12-month rolling period
Metric Formula
(previous(unique([Employee_ID]), 12) for ("Is_New_Hire", "True") for ("Active_Status", "True") - rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Is_New_Hire", "True") + rollingSum(unique([Employee_ID]), 12) for ("Hired_This_Period", "True")) / (previous(unique([Employee_ID]), 12) for ("Is_New_Hire", "True") for ("Active_Status", "True") + rollingSum(unique([Employee_ID]), 12) for ("Hired_This_Period", "True"))
Translation
(Active new hires at beginning of period + Hired workers within period - Terminated new hires within period) / (Active new hires at beginning of period + Hired workers within period) * 100
Comparison Points
  • Historical snapshot period 12 month ago
  • Company KPI Comparison
Required Fields for KPI
  • Active Status
  • Employee ID
  • Hire Date
  • Length of Service in Partial Years
  • Termination Date

Offer Declined Rate

What uses this metric?
Hiring Business Question: What areas do we need to focus on to stay competitive with offers?
KPI: Offer Declined Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
(candidates_offer_declined) / ( (candidates_offered) - (candidates_offer_pending) )
Variables for Calculation
  • candidates_offer_declined = unique([Candidate_JobRequisiton]) for ("Stage_Consolidated","offer") for ("Candidate_Stage_Instance_Evaluated","declined by candidate")
  • candidates_offered = unique([Candidate_JobRequisiton]) for ("Stage_Consolidated","offer")
  • candidates_offer_pending = unique([Candidate_JobRequisiton]) for ("Stage_Consolidated","offer") for ("Candidate_Stage_Instance_Evaluated","offer")
  • Candidate_JobRequisiton = CONCAT([Candidate_ID],"-",[Job_Requisition])
Translation
Offers declined / Offers extended (excluding pending) * 100
Comparison Point
Current snapshot period for the comparison group

Part-time Rate

What uses this metric?
KPI: Part-time Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Part_Time_Worker", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Part-time workers active headcount at end of previous month / Active headcount at end of previous month * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Part-time Worker

Promotion Rate

What uses this metric?
KPI: Promotion Rate
Organization Composition Business Question: Where are gaps in promoting females?
Metric Type
Events Over Time
Metric Time Frame
Depending on your data history:
  • 12-month rolling period, or
  • 3-month rolling period (business question only).
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Promoted_This_Period", "True") for ("Active_Status", "True") / {avg_active_headcount_rolling_12_months}, where avg_active_headcount_rolling_12_months = (rollingSum(unique([Employee_ID]), 12) for ("Active_Status", "True") / 12)
OR
rollingSum(unique([Employee_ID]), 3) for ("Promoted_This_Period", "True") for ("Active_Status", "True") / {avg_active_headcount_rolling_3_months}, where avg_active_headcount_rolling_3_months = (rollingSum(unique([Employee_ID]), 3) for ("Active_Status", "True") / 3)
Translation
Number of promoted active workers within period / Average active headcount for period (Sum of active headcounts for each month / Number of months in rolling period) * 100
Comparison Points
For KPI:
  • Historical snapshot period 1 month ago
  • Company KPI Comparison
For the business question and focus insights:
  • Current snapshot period for the comparison group
Required Fields for KPI
  • Active Status
  • Employee ID
  • Last Promotion Date
  • Report Effective Date

Promotion Speed Ratio

What uses this metric?
KPI: Promotion Speed Ratio
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
sum([Position_Tenure_Prior_to_Promotion_in_Years]) for ("Active_Status", "True") for ("Promoted_This_Period", "True") / unique([Employee_ID]) for ("Active_Status", "True") for ("Promoted_This_Period", "True")
Translation
Sum of length of tenure prior to promotion of active headcount at end of previous month / Active headcount at end of previous month
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Position Tenure Prior to Promotion in Days
  • Last Promotion Date
  • Report Effective Date

Quarterly Attrition Rate

What uses this metric?
KPI: Quarterly Attrition Rate
Metric Type
Rate
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for (\"Terminated_This_Period\", \"True\") / (rollingSum(unique([Employee_ID]), fiscal quarter to date) for ("Active_Status", "True") / Number of months fiscal quarter to date)
Translation
Number of workers terminated in FQ to-date / FQ average active headcount (Sum of active headcounts for each month in FQ to-date / Number of months in FY to-date passed in FQ to-date) * 100
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Termination Date

Quarterly Involuntary Termination Count

What uses this metric?
KPI: Quarterly Involuntary Termination Count
Metric Type
Count
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for ("Terminated_This_Period","True") for ("Termination_Category","Involuntary")
Translation
Number of workers terminated involuntarily in last completed FQ
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Employee ID
  • Termination Date
  • Term Category

Quarterly New Hires

What uses this metric?
KPI: Quarterly New Hires
Metric Type
Count
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for ("Hired_This_Period", "True")
Translation
Number of workers hired in last completed FQ
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Hire Date

Quarterly Termination Count

What uses this metric?
KPI: Quarterly Termination Count
Metric Type
Count
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for ("Terminated_This_Period","True")
Translation
Number of workers terminated in last completed FQ
Comparison Point
Fiscal quarter prior to the current snapshot period
Required Fields
  • Employee ID
  • Termination Date

Quarterly Voluntary Termination Count

What uses this metric?
KPI: Quarterly Voluntary Termination Count
Metric Type
Count
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for ("Terminated_This_Period","True") for ("Termination_Category","Voluntary")
Translation
Number of workers terminated voluntarily in last completed FQ
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Employee ID
  • Termination Date
  • Term Category

Referral Conversion Rate

What uses this metric?
KPI: Referral Conversion Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Candidate_JobRequisition]) for (""Stage_Consolidated"", ""Hire"") for (""Can_Is_Referral"", ""True"") / unique([Candidate_JobRequisition]) for (""Can_Is_Referral"", ""True"")
Variables for Calculation
Translation for KPI
Hires.Referrals / Referrals * 100
Comparison Points
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Required Fields for KPI
  • Candidate ID
  • Job Requisition
  • Job Application Source
  • Candidate Source
  • Stage
Required Fields
  • Candidate ID
  • Is Referral
  • Recruiting Stage
  • Recruiting Status Job Requisition
  • Staffing Candidate ID
  • Staffing Hire Date
  • Staffing Job Requisition

Referral Hire Rate

What uses this metric?
KPI: Referral Hire Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
(candidates_hired_referred) / (candidates_hired)
Variables for Calculation
  • candidates_hired_referred = {candidates_hired} for ("Source_Instance_Evaluated", "referral")
  • candidates_hired = unique([Candidate_JobRequisiton]) for ("Stage_Consolidated","hire")
    • Candidate_JobRequisiton = CONCAT([Candidate_ID],"-",[Job_Requisition])
Translation
Number of referral hires in previous month / Number of hires in previous month * 100
Comparison Points
  • Historical snapshot period 12 months ago.
  • Company KPI Comparison.
Required Fields for KPI
  • Candidate ID
  • Job Requisition
  • Job Application Source
  • Candidate Source
  • Stage

Regrettable 12-Month Rolling Attrition Rate

What uses this metric?
KPI: Regrettable 12-Month Rolling Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
12-month rolling period
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Is_Regrettable_Termination", "True") / rollingSum(unique([Employee_ID]), 12) for ("Active_Status", "True") / 12
Translation
Number of regrettably terminated workers within period / Average active headcount for period (Sum of active headcounts for each month / Number of months in rolling period) * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Regrettable Termination
  • Termination Date

Regrettable Monthly Attrition Rate

What uses this metric?
KPI: Regrettable Monthly Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period", "True") for ("Is_Regrettable_Termination", "True") / rollingSum(unique([Employee_ID]), 2) for ("Active_Status", "True") / 2
Translation
Number of regrettably terminated workers within period / Average active headcount for period (Active headcount at beginning of month + Active headcount at end of month) / 2) * 100
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Regrettable Termination
  • Termination Date

Regrettable Quarterly Attrition Rate

What uses this metric?
Current fiscal quarter
Metric Type
Events Over Time
Metric Time Frame
unique([Employee_ID], fiscal quarter to date) for (\"Terminated_This_Period\", \"True\") for ("Is_Regrettable_Termination","True") / (rollingSum(unique([Employee_ID]), fiscal quarter to date) for ("Active_Status", "True") / number of months fiscal quarter to date)
Metric Formula
Number of workers terminated regrettably in FQ to-date / FQ Average active headcount (Sum of active headcounts for each month in FQ to-date / Number of months in FQ to-date) * 100
Translation
Number of workers terminated regrettably in FQ to-date / FQ Average active headcount (Sum of active headcounts for each month in FQ to-date / Number of months in FQ to-date) * 100
Comparison Point
Fiscal quarter prior to the latest one
Required Fields
  • Active Status
  • Employee ID
  • Regrettable Termination
  • Term Category

Retention Rate

What uses this metric?
Retention and Attrition Business Question: Where can we improve female retention in the workforce?
Retention and Attrition Business Question: Where can we improve retention?
Metric Type
Events Over Time
Metric Time Frame
Depending on your data history:
  • 12-month rolling period, or
  • 3-month rolling period.
Metric Formula for 'Where can we improve female retention in the workforce?'
(previous(unique([Employee_ID]), 12) for ("Gender", "Female") for ("Active_Status", "True") - rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Gender", "Female") + rollingSum(unique([Employee_ID]), 12) for ("Hired_This_Period", "True") for ("Gender", "Female")) / (previous(unique([Employee_ID]), 12) for ("Gender", "Female") for ("Active_Status", "True") + rollingSum(unique([Employee_ID]), 12) for ("Hired_This_Period", "True") for ("Gender", "Female"))
OR
(previous(unique([Employee_ID]), 3) for ("Gender", "Female") for ("Active_Status", "True") - rollingSum(unique([Employee_ID]), 3) for ("Terminated_This_Period", "True") for ("Gender", "Female") + rollingSum(unique([Employee_ID]), 3) for ("Hired_This_Period", "True") for ("Gender", "Female")) / (previous(unique([Employee_ID]), 3) for ("Gender", "Female") for ("Active_Status", "True") + rollingSum(unique([Employee_ID]), 3) for ("Hired_This_Period", "True") for ("Gender", "Female"))
Translation
(Active female headcount at beginning of period + Female hires within period - Terminations within period) / (Active female headcount at beginning of period + Female hires within period) * 100
Metric Formula for 'Where can we improve retention?'
(previous(unique([Employee_ID]), 12) for ("Active_Status", "True") - rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") + rollingSum(unique([Employee_ID]), 12) for ("Hired_This_Period", "True")) / (previous(unique([Employee_ID]), 12) for ("Active_Status", "True") + rollingSum(unique([Employee_ID]), 12) for ("Hired_This_Period", "True"))
OR
(previous(unique([Employee_ID]), 3) for ("Active_Status", "True") - rollingSum(unique([Employee_ID]), 3) for ("Terminated_This_Period", "True") + rollingSum(unique([Employee_ID]), 3) for ("Hired_This_Period", "True")) / (previous(unique([Employee_ID]), 3) for ("Active_Status", "True") + rollingSum(unique([Employee_ID]), 3) for ("Hired_This_Period", "True"))
Translation
(Active headcount at beginning of period + Hires within period - Terminations within period) / (Active headcount at beginning of period + Hires within period) * 100
Comparison Point for Both BQs
Current snapshot period for the comparison group

Termination YTD Count

What uses this metric?
KPI: Termination YTD Count
Metric Type
Count
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for ("Terminated_This_Period", "True")
Translation
Number of workers terminated in FY to-date
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Employee ID
  • Termination Date

URM 12-Month Rolling Attrition Rate

What uses this metric?
KPI: URM 12-Month Rolling Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
12-month rolling period
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Is_URM", "True") / rollingSum(unique([Employee_ID]), 12) for ("Active_Status", "True") / 12
Translation
Number of URM workers terminated within period / Average active headcount for period (Sum of active headcounts for each month / Number of months in rolling period) * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Underrepresented Minority Worker
  • Termination Date

URM Active Headcount

What uses this metric?
KPI: URM Active Headcount
Metric Type
Count
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_URM", "True")
Translation
Number of URM workers in your organization as of previous period
Comparison Point
Snapshot period prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Underrepresented Minority Worker

URM Monthly Attrition Rate

What uses this metric?
KPI: URM Monthly Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period", "True") for ("Is_URM", "True") / rollingSum(unique([Employee_ID]), 2) for ("Active_Status", "True") / 2
Translation
URM terminations at end of previous month / URM average active headcount for previous month (Active headcount at beginning of previous month + Active headcount at end of previous month) / 2) * 100
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Underrepresented Minority Worker
  • Termination Date

URM Monthly Termination Count

What uses this metric?
KPI: URM Monthly Termination Count
Metric Type
Events Over Time
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period", "True") for ("Is_URM", "True")
Translation
Number of URM workers terminated in previous month
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Employee ID
  • Underrepresented Minority Worker
  • Termination Date

URM Quarterly Attrition Rate

What uses this metric?
KPI: URM Quarterly Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date)) for (\"Terminated_This_Period\", \"True\") for ("Is_URM","True") / (rollingSum(unique([Employee_ID]), fiscal quarter to date) for ("Active_Status", "True") for ("Is_URM", "True") / number of months fiscal quarter to date)
Translation
Number of URM workers terminated in last completed FQ / FQ URM average active headcount (Sum of active headcounts for each month in FQ to-date / Number of months in FQ to-date) * 100
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Underrepresented Minority Worker
  • Termination Date

URM Quarterly Termination Count

What uses this metric?
KPI: URM Quarterly Termination Count
Metric Type
Events Over Time
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for ("Terminated_This_Period", "True") for ("Is_URM", "True")
Translation
Number of URM workers terminated in last completed FQ
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Employee ID
  • Underrepresented Minority Worker
  • Termination Date

URM Rate

What uses this metric?
KPI: URM Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_URM", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
URM active headcount at end of previous month / Active headcount at end of previous month * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Underrepresented Minority Worker

URM YTD Termination Count

What uses this metric?
KPI: URM YTD Termination Count
Metric Type
Count
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for ("Terminated_This_Period", "True") for ("Is_URM", "True")
Translation
Number of URM workers terminated in FY to-date
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Employee ID
  • Underrepresented Minority Worker
  • Termination Date

Veteran Status Rate

What uses this metric?
KPI: Veteran Status Rate
Metric Type
Rate
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Active_Status", "True") for ("Is_Veteran", "True") / unique([Employee_ID]) for ("Active_Status", "True")
Translation
Veteran headcount at end of previous month / Active headcount at end of previous month * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Is Veteran

Voluntary 12-Month Rolling Attrition Rate

What uses this metric?
KPI: Voluntary 12-Month Rolling Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
12-month rolling period
Metric Formula
rollingSum(unique([Employee_ID]), 12) for ("Terminated_This_Period", "True") for ("Termination_Category", "Voluntary") / rollingSum(unique([Employee_ID]), 12) for ("Active_Status", "True") / 12
Translation
Number of voluntarily terminated workers within period / Average active headcount for period (Sum of active headcounts for each month / Number of months in rolling period) * 100
Comparison Point
12 months ago
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category

Voluntary Monthly Attrition Rate

What uses this metric?
KPI: Voluntary Monthly Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period", "True") for ("Termination_Category", "Voluntary") / rollingSum(unique([Employee_ID]), 2) for ("Active_Status", "True") / 2
Translation
Number of voluntarily terminated workers within period / Average active headcount for period (Active headcount at beginning of month + Active headcount at end of month) / 2) * 100
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category

Voluntary Monthly Termination Count

What uses this metric?
KPI: Voluntary Monthly Termination Count
Metric Type
Events Over Time
Metric Time Frame
Current snapshot period
Metric Formula
unique([Employee_ID]) for ("Terminated_This_Period","True") for ("Termination_Category", "Voluntary")
Translation
Number of workers terminated voluntarily in previous month
Comparison Point
Month prior to the current snapshot period
Required Fields
  • Employee ID
  • Termination Date
  • Term Category

Voluntary Quarterly Attrition Rate

What uses this metric?
KPI: Voluntary Quarterly Attrition Rate
Metric Type
Events Over Time
Metric Time Frame
Current fiscal quarter
Metric Formula
unique([Employee_ID], fiscal quarter to date) for (\"Terminated_This_Period\", \"True\") for ("Termination_Category","Voluntary") / (rollingSum(unique([Employee_ID]), fiscal quarter to date) for ("Active_Status", "True") / number of months fiscal quarter to date)
Translation
Number of workers terminated voluntarily in FQ to-date / FQ Average active headcount (Sum of active headcounts for each month in FQ to-date / Number of months in FQ to-date) * 100
Comparison Point
Fiscal quarter prior to the current one
Required Fields
  • Active Status
  • Employee ID
  • Termination Date
  • Term Category
regrettable quarter

Voluntary Termination YTD Count

What uses this metric?
KPI: Voluntary Termination YTD Count
Metric Type
Events Over Time
Metric Time Frame
Current fiscal year to date
Metric Formula
rollingSum(unique([Employee_ID]), fiscal year to date) for ("Terminated_This_Period", "True") for ("Termination_Category", "Voluntary")
Translation
Number of workers terminated voluntarily in FY to-date
Comparison Point
Fiscal year prior to the current one
Required Fields
  • Employee ID
  • Termination Date
  • Term Category

This content is not part of the Workday Administrator Guide.