[ADD] Employees: Employee retention report

closes odoo/documentation#11094

X-original-commit: 43d99f8070
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/employees.rst

@@ -14,3 +14,4 @@ Odoo *Employees* organizes a company's employee records, contracts, and departme
    employees/new_employee
    employees/departments
    employees/offboarding
+   employees/retention_report

content/applications/hr/employees/retention_report.rst

@@ -0,0 +1,103 @@
+=========================
+Employee retention report
+=========================
+
+It is possible to determine the retention rate for a company by modifying an existing report.
+
+First, navigate to :menuselection:`Employees app --> Reporting --> Contracts` to open the
+:guilabel:`Employee Analysis` report. This report shows the number of all employees for the
+:guilabel:`Last 365 Days`, in a default :icon:`fa-line-chart` :guilabel:`Line Chart`.
+
+.. image:: retention_report/employees-analysis.png
+   :align: center
+   :alt: The default Employees Analysis report.
+
+Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the upper-left corner,
+revealing a drop-down menu. Click :guilabel:`# Departure Employee` in the list, then click away from
+the drop-down menu to close it. Now, the report shows all the employees who were archived for the
+:guilabel:`Last 365 Days`.
+
+To view this information in an easier format, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)`
+icon in the upper-right corner, and the data is presented in a pivot table.
+
+The various employees, organized by department, populate the rows. The columns display the following
+totals: the monthly :guilabel:`Wage`, the :guilabel:`Fuel Card` budget, total :guilabel:`Annual
+Employee Budget` (also referred to as the *annual salary*), the number of :guilabel:`New Employees`,
+as well as the number of :guilabel:`Departure Employees` (employees who left).
+
+.. image:: retention_report/pivot-departures.png
+   :align: center
+   :alt: The Employees Analysis report, modified to show departed employees only.
+
+Employee retention rate comparison report
+=========================================
+
+It is possible to compare data only for employees who left, compared to the total current employees,
+between two separate time periods. This is commonly referred to as the *employee retention rate*.
+
+To view these metrics, first open the :guilabel:`Employee Analysis` report by navigating to
+:menuselection:`Employees app --> Reporting --> Contracts`. Click the :icon:`oi-view-pivot`
+:guilabel:`(Pivot)` icon in the upper-right corner to view the information in a pivot table.
+
+Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the upper-left corner,
+revealing a drop-down menu. Click :guilabel:`# New Employees`, :guilabel:`Annual Employee Budget`,
+:guilabel:`Fuel Card`, and :guilabel:`Wage` in the list, to deselect these metrics and hide them in
+the table. Then, click :guilabel:`Count` at the bottom of the list to enable that metric.
+
+Click away from the drop-down menu to close it. Now, the report shows all the employees who left the
+company (:guilabel:`# Departure Employee`), as well as the total number of employees
+(:guilabel:`Count`), for the :guilabel:`Last 365 Days`.
+
+To compare the data for the current year with the previous year, click the :icon:`fa-caret-down`
+:guilabel:`(down arrow)` in the search bar, revealing multiple filter and grouping options. Click
+:guilabel:`Last 365 Days` in the :icon:`fa-filter` :guilabel:`Filters` column, to turn off that
+filter. Then, click :guilabel:`Date`, and click the current year (in this example, :guilabel:`2024`)
+from the resulting drop-down menu.
+
+Once a selection is made beneath :guilabel:`Date` in the :icon:`fa-filter` :guilabel:`Filters`
+column, a :icon:`fa-adjust` :guilabel:`Comparison` column appears. Click :guilabel:`Date: Previous
+Year` in the new column, then click off of the drop-down menu to close it.
+
+.. note::
+   In Odoo, in order to access the :icon:`fa-adjust` :guilabel:`Comparison` column, a specific time
+   *other than* :guilabel:`Last 365 Days` **must** be selected. If not, the :icon:`fa-adjust`
+   :guilabel:`Comparison` column is **not** visible.
+
+Now, the pivot table displays the total number of employees who left the company (:guilabel:`#
+Departure Employee`), as well as the total number of employees (:guilabel:`Count`) in the columns.
+These are further divided by the two different years, and also displays the :guilabel:`Variation`
+between the two.
+
+The rows display the departments, and lists each individual employee for each department, in the
+rows.
+
+For a more concise view of this report, click :icon:`fa-minus-square-o` :guilabel:`Total` above the
+top row of the departments and employees, to collapse the rows. Now, the table presents the total
+number of employees who left the company for both years, compared to the total number of employees
+for both years, including the difference, in a percentage.
+
+.. example::
+   In this example, :guilabel:`3` employees out of :guilabel:`83` left in 2023, and :guilabel:`8`
+   employees out of :guilabel:`202` left in 2024. There was a :guilabel:`166.67%` increase in the
+   employees who left in 2024 as compared to 2023. Additionally, there was a :guilabel:`143.37%`
+   increase in the total number of employees in 2024 as compared to 2023.
+
+   .. image:: retention_report/comparison-years.png
+      :align: center
+      :alt: The report modified to show the difference between two years of employees who left.
+
+To view more detailed rates for each department, click :icon:`fa-plus-square` :guilabel:`Total` in
+the single row, revealing a drop-down menu, and click :guilabel:`Department`. Click away from the
+drop-down to close it, and now the pivot table displays the total number of employees who left
+(:guilabel:`# Departure Employee`), the total number of employees (:guilabel:`Count`), and the
+:guilabel:`Variation` (in a percentage) for both 2023 and 2024, organized by department.
+
+.. example::
+   In this example, it can be determined that the :guilabel:`Management` department had the best
+   retention rate in 2024 as compared to 2023, with a :guilabel:`Variation` rate of
+   :guilabel:`-100%`. Additionally, it can be determined that the :guilabel:`Management / Research &
+   Development` department had the most turnover, with a :guilabel:`Variation` of :guilabel:`300%`.
+
+   .. image:: retention_report/department-totals.png
+     :align: center
+     :alt: The expanded employee retention report by department.