diff --git a/content/applications/hr/employees.rst b/content/applications/hr/employees.rst index bac55902b..2aca9e7a7 100644 --- a/content/applications/hr/employees.rst +++ b/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 diff --git a/content/applications/hr/employees/retention_report.rst b/content/applications/hr/employees/retention_report.rst new file mode 100644 index 000000000..1b3755b09 --- /dev/null +++ b/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. diff --git a/content/applications/hr/employees/retention_report/comparison-years.png b/content/applications/hr/employees/retention_report/comparison-years.png new file mode 100644 index 000000000..3bc20b27a Binary files /dev/null and b/content/applications/hr/employees/retention_report/comparison-years.png differ diff --git a/content/applications/hr/employees/retention_report/department-totals.png b/content/applications/hr/employees/retention_report/department-totals.png new file mode 100644 index 000000000..1c4abb9ed Binary files /dev/null and b/content/applications/hr/employees/retention_report/department-totals.png differ diff --git a/content/applications/hr/employees/retention_report/employees-analysis.png b/content/applications/hr/employees/retention_report/employees-analysis.png new file mode 100644 index 000000000..f4a82c8ed Binary files /dev/null and b/content/applications/hr/employees/retention_report/employees-analysis.png differ diff --git a/content/applications/hr/employees/retention_report/pivot-departures.png b/content/applications/hr/employees/retention_report/pivot-departures.png new file mode 100644 index 000000000..80aff5b0e Binary files /dev/null and b/content/applications/hr/employees/retention_report/pivot-departures.png differ