HR Workforce Metrics & Analytics Toolkit

Creating Quality Management

Reporting that Drives Continuous

Improvement

©2015 Optimum Performance HR Consultants

Sneak Preview

Fact: In almost every organisation we have worked with over the past 19 years annual labour costs constitute one of the top three operating expenditures incurred each year

Fact: In these same organisations little if anything has ever been done to consistently measure, report and evaluate how effectively this cost is being managed, where performance is effective, and where intervention and improvement is required

Fact: In the vast majority of cases the Human Resources Department has been neither equipped nor resourced to unilaterally change this status – quo

Conclusion: Astute organisations will embrace Workforce Metrics & Analytics in order to drive continuous improvement in productivity, efficiency, capability, satisfaction and resourcing. Astute Human Resources Departments will find a way to rise to this challenge

• Facilitated reporting

process

• Cross functional steering committee

• Professional acumen &

depth of knowledge

• Common vision, understanding & appetite

Human Resources

Synergy

Competent Facilitator

Software Capability

Governance Structure

Dispelling the Myths…….

Despite what many HR professionals might think, quality workforce metrics & reporting can be achieved without the need for systems integration and/or a large up-front software investment

What it does require however is: -

• A knowledgeable, capable and engaged Human Resources Department;

• An assigned resource, albeit not necessarily on a full-time basis or at a senior level;

• A well-structured, cross-functional project team incorporating all key-stake-holders;

• An integrated set of Excel Spreadsheets that can produce quality data and graphics reporting at prescribed reporting intervals;

Our Simple Solution….

Welcome to our totally re-vamped HR Metrics & Analytics Toolkit!

A comprehensive software package that enables every HR Department to produce quality HR Metrics & Reporting at a price that they can afford!

From just $1,995 you will receive: -

• A comprehensive Instruction Manual that will enhance your knowledge, understanding and professional acumen;

• An integrated set of Excel Spreadsheets that will create and produce detailed data and graphics reports for designated departments and the corporation as a whole;

• An introductory tutorial program that will get you started and headed in the right direction;

Objectives, logic, formulas, definitions and costing models are provided for each Key Performance Indicator

Workforce Absenteeism

Workforce Flexibility

Workforce Knowledge

Management

Workforce Satisfaction

Workforce Training &

Development

Workforce Corporate

Governance

Workforce Headcount

Workforce Performance Effectiveness

Workforce Sourcing

Workforce Turnover

Workforce Demographics

Workforce Health &

Safety

Workforce Recruitment

Workforce Succession Planning

Workforce Utilisation

Workforce Diversity

Workforce Involvement

Workforce Remuneration

Workforce Talent

Management

HR Department Effectiveness

Our Instruction Manual

More than 120 pages in length,

our HR Metrics & Analytics

Instruction Manual

incorporates 20 Key Performance

Indicators containing more than 250 specific

performance metrics for you to choose from…plus our ten essential pre-requisites for

success!

Corporate ReportsGetting Started Creating Your Departments

Accessing Your Corporate Reports

Populating Your Departmental Reports

HR Workforce Metrics and Analytics Toolkit

Insert up to 12 separate reporting

departments

Nominate your desired reporting

start date each year

Your Departments Your Department Names Your Starting Date

Department 1: Manufacturing Jan-14Department 2: Distribution Feb-14Department 3: Quality Mar-14Department 4: Sales Apr-14Department 5: Finance May-14Department 6: HR Jun-14Department 7: Marketing Jul-14Department 8: Risk Management Aug-14Department 9: Logistics Sep-14Department 10: Warehouse Oct-14Department 11: Payroll Nov-14Department 12: Training Dec-14

Demographics

Satisfaction

Training & Development

TurnoverAbsenteeism

Corporate Governance Utilisation

Headcount

Health & Safety

Recruitment

Succession Planning

Corporate ReportsGetting Started Creating Your Departments

Accessing Your Corporate Reports

Populating Your Departmental Reports

HR Workforce Metrics and Analytics Toolkit

Select which Key Performance Indicators you wish to use for each of your designated Departments

Determine your desired reporting frequency for each selected Key Performance Indicator (I.e. Monthly, quarterly, half-yearly)

Corporate ReportsGetting Started Creating Your Departments

Accessing Your Corporate Reports

Populating Your Departmental Reports

HR Workforce Metrics and Analytics Toolkit

Hide or re-define

any of our

standard reporting metrics

HeadcountDepartment: Manufacturing

Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To DateThis Time Last

Year

Variation Against This

Time Last YearBudget

Projected Year End

Target/Budget

Variation Against Target/

Budget

Total permanent employees

42.0 44.0 45.0 43.0 45.0 45.0 44.0 49.0 -5.0 44.0 50.0 -6.0

Plus short-term employee hires

3.0 3.0 3.0 3.0 3.0 3.0 3.0 4.0 -1.0 3.0 5.0 -2.0

Plus total vacant positions (approved/unfilled)

2.0 1.0 0.5 2.0 1.0 2.5 1.5 3.0 -1.5 1.5 3.0 -1.5

Plus total casual employees

2.0 2.0 4.0 5.0 5.0 3.0 3.5 4.0 -0.5 3.5 4.0 -0.5

Less total permanent (inactive) employees

2.0 2.0 2.0 2.0 2.0 2.0 2.0 1.0 1.0 2.0 3.0 -1.0

Total workforce 47.0 48.0 50.5 51.0 52.0 51.5 50.0 59.0 -9.0 50.0 59.0 -9.0

Total FTE workforce 45.0 46.0 48.5 48.5 48.5 46.0 47.0 51.0 -4.0 47.0 50.0 -3.0

External agency staff/contractors

2.0 2.0 2.0 2.0 2.0 3.0 2.0 9.0 -7.0 2.0 16.9 -14.9

Contractor/Agency $ expenditure

$11,526 $11,526 $11,526 $11,526 $11,526 $17,289 $74,921 $55,555 $19,366 $149,841 $116,777 $33,064

Commentary:

Shaded blue cells are

automaticallycalculated

Corporate ReportsGetting Started Creating Your Departments

Accessing Your Corporate Reports

Populating Your Departmental Reports

HR Workforce Metrics and Analytics Toolkit

Insert pertinent commentary for each designated departments performance

Use our traffic light facility to

highlight performance

standards achieved to

date

HeadcountDepartment: Manufacturing

Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To DateThis Time Last

Year

Variation Against This

Time Last YearBudget

Projected Year End

Target/Budget

Variation Against Target/

Budget

Total permanent employees

42.0 44.0 45.0 43.0 45.0 45.0 44.0 49.0 -5.0 44.0 50.0 -6.0

Plus short-term employee hires

3.0 3.0 3.0 3.0 3.0 3.0 3.0 4.0 -1.0 3.0 5.0 -2.0

Plus total vacant positions (approved/unfilled)

2.0 1.0 0.5 2.0 1.0 2.5 1.5 3.0 -1.5 1.5 3.0 -1.5

Plus total casual employees

2.0 2.0 4.0 5.0 5.0 3.0 3.5 4.0 -0.5 3.5 4.0 -0.5

Less total permanent (inactive) employees

2.0 2.0 2.0 2.0 2.0 2.0 2.0 1.0 1.0 2.0 3.0 -1.0

Total workforce 47.0 48.0 50.5 51.0 52.0 51.5 50.0 59.0 -9.0 50.0 59.0 -9.0

Total FTE workforce 45.0 46.0 48.5 48.5 48.5 46.0 47.0 51.0 -4.0 47.0 50.0 -3.0

External agency staff/contractors

2.0 2.0 2.0 2.0 2.0 3.0 2.0 9.0 -7.0 2.0 8.0 -6.0

Contractor/Agency $ expenditure

$11,526 $11,526 $11,526 $11,526 $11,526 $17,289 $74,921 $55,555 $19,366 $149,841 $116,777 $33,064

Commentary:

Corporate ReportsGetting Started Creating Your Departments

Accessing Your Corporate Reports

Populating Your Departmental Reports

HR Workforce Metrics and Analytics Toolkit

Receive an automatically

generated year to date

corporate report for each

designated reporting

period you select

HeadcountCorporation

Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To DateThis Time Last Year

Variation Against This

Time Last Year

Projected Year End

Target/Budget

Variation Against Target/Budget

Total permanent employees

462.0 484.0 495.0 473.0 495.0 495.0 #N/A #N/A #N/A #N/A #N/A #N/A 484.0 539.0 -55.0 484.0 550.0 -66.0

Plus short-term employee hires

33.0 33.0 33.0 33.0 33.0 33.0 #N/A #N/A #N/A #N/A #N/A #N/A 33.0 44.0 -11.0 33.0 55.0 -22.0

Plus total vacant positions (approved/unfilled)

22.0 11.0 5.5 22.0 11.0 27.5 #N/A #N/A #N/A #N/A #N/A #N/A 16.5 33.0 -16.5 16.5 33.0 -16.5

Plus total casual employees

22.0 22.0 44.0 55.0 55.0 33.0 #N/A #N/A #N/A #N/A #N/A #N/A 38.5 44.0 -5.5 38.5 44.0 -5.5

Less total permanent (inactive) employees

22.0 22.0 22.0 22.0 22.0 22.0 #N/A #N/A #N/A #N/A #N/A #N/A 22.0 11.0 11.0 22.0 33.0 -11.0

Total workforce 517.0 528.0 555.5 561.0 572.0 566.5 #N/A #N/A #N/A #N/A #N/A #N/A 550.0 649.0 -99.0 550.0 649.0 -99.0

Total FTE workforce 495.0 506.0 533.5 533.5 533.5 506.0 #N/A #N/A #N/A #N/A #N/A #N/A 517.0 561.0 -44.0 517.0 550.0 -33.0

External agency staff/contractors

22.0 22.0 22.0 22.0 22.0 33.0 #N/A #N/A #N/A #N/A #N/A #N/A 22.0 99.0 -77.0 22.0 185.9 -163.9

Contractor/Agency $ expenditure

$126,788 $126,788 $126,788 $126,788 $126,788 $190,182 #N/A #N/A #N/A #N/A #N/A #N/A $824,126 $611,105 $213,021 $1,648,246 $1,284,547 $33,064

Commentary:

Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14Year To

DateThis TimeLast Year

ProjectedYear End

Total workforce 1505.0 1553.0 1559.0 1593.0 1607.0 1615.0 1572.0 1550.0 1572.0Total FTE workforce 1200.0 1230.0 1245.0 1265.0 1270.0 1250.0 1242.5 1235.0 1242.5

0.0

200.0

400.0

600.0

800.0

1000.0

1200.0

1400.0

1600.0

1800.0

HeadcountTotal Organisation

Corporate ReportsGetting Started Creating Your Departments

Accessing Your Corporate Reports

Populating Your Departmental Reports

HR Workforce Metrics and Analytics Toolkit

Corporate graphs are

automatically generated in

critical reporting areas

Corporate ReportsGetting Started Creating Your Departments

Accessing Your Corporate Reports

Populating Your Departmental Reports

HR Workforce Metrics and Analytics Toolkit

Corporate graphs are

automatically generated in

critical reporting areas

Stephen MooreFounding Director

Optimum Performance HR Consultants

Hi there, thankyou for visiting our range of HR Management Toolkits and support services. We hope that you like what you see! In considering whether to place an order, there are a few things I thought you might like to know as follows:-

• All of our Toolkits/Support Tools have been hand-crafted, based upon custom design work we have previously undertaken with a diverse range of clients over the past 19 years

• They have not been designed to replace “the big end of town” but rather to provide every sized HR Department in every sized organisation with an opportunity to produce quality outcomes that will exceed CEO/Senior Management Team expectations at prices everyone can afford!

• We know that they are practical, that they are contemporary and that they are effective because our clients have told us so! Perhaps this is why they are currently utilised by hundreds of organisations in more than 20 countries around the globe!

What are you waiting for?

The HR Metrics & Analytics Toolkit!

A comprehensive software package that enables every HR Department to produce quality HR Metrics & Reporting at a price that they can afford!

From just $1,995 you will receive: -

• A comprehensive Instruction Manual that will enhance your knowledge, understanding and professional acumen;

• An integrated set of Excel Spreadsheets that will create and produce detailed data and graphics reports for designated departments and the corporation as a whole;

• An introductory tutorial program that will get you started and headed in the right direction;

Order your copy from our on-line shop now!