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HR Analytics - Active Employee, Hire and Termination trend

In this article, we will cover the following HR Analytics calculations.

  1. Active Employees: Current Employees
  2. Hired Employees
  3. Terminated/ Separated Employees
  4. Last Period Active Employees: Last Period Employees
  5. Period over Period Change %: Employee Change% 

 

To achieve this, we have created an Employee Table. Also, we generated a Date table.

To get the best of the time intelligence function. We need to make sure we have a date calendar and it has been marked as the date in model view. Also, join it with the date column of fact/s. Refer to how to create.

This is the data we have:
Screenshot 2019-12-22 12.37.51.pngScreenshot 2019-12-22 12.37.58.png

 

 

And this is what the relationship diagram looks like.  Start Date joined with Date of Date Dimension and Active, in addition to Inactive relation Termination Date and Date.

Screenshot 2019-12-22 12.36.54.pngScreenshot 2019-12-22 12.37.29.pngScreenshot 2019-12-22 12.37.33.png

 

We can also have both relations inactive.  There is an advantage to calculate Active employees if both are inactive.

Screenshot 2019-12-22 12.37.05.png

 

Calculations:

 

 

 

Hired Employee = CALCULATE(COUNT(Employee[Employee Id ]),USERELATIONSHIP(Employee[Start Date],'Date'[Date]) )

Terminated Employees = CALCULATE(COUNT(Employee[Employee Id ]),USERELATIONSHIP(Employee[End Date],'Date'[Date]),not(ISBLANK(Employee[End Date])))

Current Employees = CALCULATE(COUNTx(FILTER(Employee,Employee[Start Date]<=max('Date'[Date]) && (ISBLANK(Employee[End Date]) || Employee[End Date]>max('Date'[Date]))),(Employee[Employee Id ])),CROSSFILTER(Employee[Start Date],'Date'[Date],None))

Last Period Employee = 
var _min_date = minx(all('Date'),'Date'[Date])
var _Expression=if(ISFILTERED('Date'[Month Year]),maxx('Date',DATEADD('Date'[Date],-1,MONTH)),maxx('Date',DATEADD('Date'[Date],-1,YEAR)))
Return
 CALCULATE(COUNTx(FILTER(Employee,Employee[Start Date]<=_Expression && Employee[Start Date]>=_min_date && (ISBLANK(Employee[End Date]) || Employee[End Date]>_Expression)),(Employee[Employee Id ])),CROSSFILTER(Employee[Start Date],'Date'[Date],None))

Employee Change% = if(not(ISBLANK([Last Period Employee])),CALCULATE( (divide([Current Employees],[Last Period Employee]) -1)*100))

 

 

 

In case Start/Hire date join is active, you can use this:

 

 

Hired Employee = CALCULATE(COUNT(Employee[Employee Id ]) )

 

 

 

No need for USERELATIONSHIP.

 

Also if both joins are inactive, you can use this:

 

 

Current Employees = CALCULATE(COUNTx(FILTER(Employee,Employee[Start Date]<=max('Date'[Date]) && (ISBLANK(Employee[End Date]) 
|| Employee[End Date]>max('Date'[Date]))),(Employee[Employee Id ])))

 

 

 

No need for CROSSFILTER. We can also use count in that case in place of countx.

 

In the last period calculation, we have used ISFILTERED to check, which period we are using. Additional filter Employee[Start Date]>=_min_date is used to avoid going back in the past.

 

This how the trend looks like:

Screenshot 2019-12-23 20.29.49.png

 

And Dashboard with new Ribbon and using new ribbon theme looks like this:

Screenshot 2019-12-23 21.33.46.png

 

The pbix is attached to this article for you to explore.

 

There can be few more ways to get that. There can be better ways too. We are looking forward to hearing back from you on that.

 

 

Comments

@nhoward, thanks for sharing your experience.

Hi Oded,

 

If the same record is used (ie term date removed) there is little that you can do.   I recommend starting a new employee record when re-employing a 'properly' terminated employee.   Some systems have a copy function so at least you don't have to re-type all there details. 

How do you write the dax query for "last period employee" if you have no active table relationships to the date table? @amitchandak @FrankTonsen 

@llehrman22,

 

what do you mean?

- no date table -> create one

- no relationship to the date table -> create one

- no active relationship to the date table -> activate one (USERELATIONSHIP function)

Is it possible to use this solution, when you have separate date dimensions for the end and the start date? I'm working on a model in a Analysis Services live connection, and I can't implement a right now.

@amitchandak- Thanks so much for this, it's almost exactly what I was looking for 🙂

 

My problem is with "Current employees". Our data is organized in such a way that the same employee can be included several times in the list (think of it as employees that can have connections to several different departments in the same firm, so that they appear several times).


So, is there any way to modify "Current employees" so that it returns a uniqe count instead of counting the same employee several times?

I have some questions:

  1. and if the end date is "31/12/3000"? You would check if the date is bigger than currently day. What change need in formula?
  2. to calculate FTE, I don´t see the formula?:(

thanks

@amitchandak This is brilliant, thank you very much!

 

I have a similar task, albeit with cases instead of employees, but also with a start and stop date, and your response has helped alot. Would there be any way to change the 'current employees' calculation around, so that it can answer the question: 

"How many current/active employees where there in year X?" 

 

In my case, i'm trying to figure out a way to show the number of active cases each year.