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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

Thank is a clever way to do that.  

 

I have done it by treating Starters and Enders as Facts.  My HR Model has leave transactions (accruals and takens), pay transactions, Starters and Edners as types of Facts all in one big table.  My measures then filter on the Fact Type column (within a calculate formula). 

 

BeginningActives = CALCULATE(DISTINCTCOUNT(PayEvents[CoyEmpCode]), DATESBETWEEN(Calendar1[DATE], STARTOFYEAR(Calendar1[DATE],"30-Jun"), Max(Calendar1[DATE]))) - CALCULATE(counta(PayEvents[CoyEmpCode]),PayEvents[TranType] IN {"Starter"}, DATESBETWEEN(Calendar1[DATE], STARTOFYEAR(Calendar1[DATE],"30-Jun"), Max(Calendar1[DATE])))

 

Enders MTD = CALCULATE(TOTALMTD(counta(PayEvents[CoyEmpCode]),Calendar1[DATE]), PayEvents[TranType] IN {"Ender"})

@nhoward, thanks for sharing your experience.

Hi there,

How do you address the re-hired employees?

Thanks,

Oded Dror

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. 

I'm not an HR guy. Is this correct?

March-2017   Current Employees 10   Last Period Employee 9

April-2017     Current Employees 10   Last Period Employee 11

Otherwise, for instance

Last Period Employee Adjusted =
IF(ISFILTERED('Date'[Month Year]); CALCULATE([Current Employees]; DATEADD('Date'[Date];-1;MONTH)); CALCULATE([Current Employees]; DATEADD('Date'[Date];-1;YEAR)))

 

@FrankTonsen, Good Catch. It was because of End of Month was not considered.

The corrected formula is

Last Period Employee = 
var _min_date = minx(all('Date'),'Date'[Date])
var _Expression=if(ISFILTERED('Date'[Month Year]),maxx('Date',ENDOFMONTH(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))

Thank you all

 

Oded Dror