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