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HRMT User Guide - Thomson Reuters

1. Periods that are not required may be hidden by using the Hide Period button Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified C Graphs Workers Compensation Graph View the results of the Workers Compensation Report in the Workers Compensation Graph 30 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Module 4 Measuring Organisational Development amp Recruitment Training amp Development Expenditure Report A1 amp A2 External and Internal Training Course Expenditure Step Cell 1 Description Follow the steps listed in the External and Internal Training Course Expenditure worksheets to derive a cost that will be used in section B B Training amp Development Expenditure Report Instructions Step Cell 1 K3 2 E4 F6 C9 5 F9 6 G9 7 H9 8 I9 9 J9 Description If additional departments are required click on the Insert Dept button Type in the name of the period to which the report relates in the Period Ending cell Type the name of the current period Type the name of each department For each department and category management and staff insert the Total wages salaries expenditure for the period For each department and category management and staff insert the Direct training expenditure for the period The percentage of dir
2. WORKBOOK INSTRUCTIONS B Exit Interview Data Entry Instructions continued Step 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Cell K14 N14 O14 P14 S14 T14 U14 X14 Y14 Z14 AC14 AD14 AE14 AH 14 AI14 AJI4 AK14 ALAA AMI4 ANAM AO14 C30 Description In the Conditions columns insert the number of responses for Excellent Good Fair and Unsatisfactory from the exit interview forms Check will calculate automatically see step 9 In the Job satisfaction columns insert the number of responses for Excellent Good Fair and Unsatisfactory from the exit interview forms Check will calculate automatically see step 9 In the Personal relations columns insert the number of responses for Excellent Good Fair and Unsatisfactory from the exit interview forms Check will calculate automatically see step 9 In the Participation amp recognition columns insert the number of responses for Excellent Good Fair and Unsatisfactory from the exit interview forms Check will calculate automatically see step 9 In the Opportunities for development columns insert the number of responses for Excellent Good Fair and Unsatisfactory from the exit interview forms Check will calculate automatically see step 9 In the Recommend company columns insert the number of responses for Yes and No from the exit interview forms Check will calcula
3. management and staff insert the budgeted hours for the period for casual employees For each department and category management and staff insert the budgeted hours for the period for contract employees For each department and category management and staff insert the budgeted overtime hours for the period The variation between actual and budgeted hours will be automatically calculated A positive value indicates that this period s utilisation exceeded what was budgeted Total company will be automatically calculated Insert Dept will insert an additional department between the last department and Total company Delete Dept will delete the department selected from the worksheet Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period will insert a new period to the right of the previous period Hide Period will hide the selected period from view To hide a period select the period s name in row 7 and click on Hide Period Show Periods displays all periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs Utilisation Graphs C Comments Comments Results from the Workforce Utilisation Report can be viewed
4. resolved means no court tribunal intervention required For each department and category management and staff enter the number of Unfair Dismissal Claims that are unresolved at the end of the period where unresolved means that court tribunal intervention is required The cost of resolved claims will be automatically calculated by multiplying the number of claims resolved by the generic costing For each department and category management and staff enter the actual costs incurred for unresolved claims i e those requiring legal action Repeat the process outlined through steps 8 11 for both EEO Claims and Workforce Grievances Total company performance combining Unfair Dismissal EEO Claims and Workforce Grievances will be automatically calculated Summary performance will automatically calculate the number and cost of Unfair Dismissals EEO Claims and Workforce Grievances in the Management category Summary performance will automatically calculate the number and cost of Unfair Dismissals EEO Claims and Workforce Grievances in the Staff category Summary performance will automatically calculate the number and cost of Unfair Dismissals EEO Claims and Workforce Grievances for the total company HR MEASUREMENT TOOLKIT USER GUIDE 21 WORKBOOK INSTRUCTIONS B Employee Relations Status Report Instructions continued Macro Buttons Insert Dept Insert Dept will insert an additional department betwee
5. OHS Graph View the results of the OHS Report in the OHS Graphs 28 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Workers Compensation Report A Workers Compensation Apportionment by Dept Instructions Step 1 Cell H11 H13 D17 D2 Description Insert value of the annual workers compensation premium Insert the number of periods for which reports will be made e g for monthly reporting insert 12 for quarterly reporting insert 4 etc Type the name of each department If extra departments are required click Insert Dept button B Workers Compensation Report Step 1 2 Cell C5 C9 E9 F9 G9 H9 I9 Description Type the name of the current period Department names will be created automatically as a result of input in A Step 3 The Workers Compensation value will be automatically created as a result of input in A For each department in the current period insert the value of Under Excess claims in the period i e any wages or medical costs incurred that are non claimable through premium coverage For each department in the current period insert the cost of replacing the injured employee in the period i e through casual hours overtime or a limited tenure employee For each department in the current period insert the cost of re training injured employees in the period to provide them with work For each department i
6. Report Instructions Step Cell Description 1 D4 Insert the name of the period being reported 2 G5 Insert the name of the last period in lt insert last period gt 3 H5 Insert the name of the current period in insert current period 4 5 Criteria is the category of HR measures 5 D5 Measure contains a brief description of each measure ment within each criteria 6 E5 Description contains an explanation of the purpose of the measures 18 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS A HR Key Performance Indicator Report Instructions continued Step Cell 7 F5 8 G6 9 H6 10 I5 11 J5 12 K6 13 L5 Macro Buttons Hide Column Show Columns Hide Criteria Show Criteria Clear Data Rollover Period Print Description Associated report indicates the measurement report within the HR Measurement Toolkit that will assist in deriving the result to include in this report Insert results from the last period In future periods the rollover function will do this automatically Insert results for the current period Change will automatically calculate the difference between the current and last period YTD will be automatically calculated either as the sum of all periods or an average thereof according to the criteria results being recorded Insert the Target figure for each measure The target will be compared to YTD performance Variance to target w
7. SETUP This will initiate the InstallShield Wizard which will prompt you for information about yourself and your computer and then complete the installation for you HR MEASUREMENT TOOLKIT USER GUIDE 67 How To Use Getting started Click on the Start button and scroll up to Programs CPD Business Tools and select HR Measurement Toolkit Registration HR Measurement Toolkit is required to be registered within 30 days of installation A registration screen similar to the following will be displayed every time you open ZR Measurement Toolkit until you register counting down 30 days after installation r Instructions Thank you for choosing HR Measurement Toolkit To receive your unlock code please call our Customer Service Team on Call 1300 304 197 and quote the registration number on this screen r Product Details Registration Number fi 6620 51 398 53737 63950 Unlock Key Cancel 68 HR MEASUREMENT TOOLKIT USER GUIDE How To USE To register call Thomson CPD on 1300 304 197 You will need to quote the Registration Number including hyphens displayed on your screen along with your Customer Account Number which is located on your Thomson CPD invoice or statement A member of our Customer Service Team will confirm your account and service details and quote your Unlock Key which you should enter as directed including hyphens Click OK You
8. benefits A space for the associated assumption will be automatically included in the assumptions section and a note number will be assigned Clear Data Clear Data will clear all data from the worksheet Formulae will be retained Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs ROI Graphs View the results of the ROI Costing in the ROI Graphs Examples Examples Six example ROI costings have been included with Graphs to demonstrate how to use the Costing Model 66 HR MEASUREMENT TOOLKIT USER GUIDE How to Use Minimum computer requirements HR Measurement Toolkit is designed to operate on computers with the following minimum specifications 32 bit Win 98 2000 Me XP NT 4 0 Processor Pentium 166 RAM 32Mb Display VGA SVGA Hard Disk 28Mb HR Measurement Toolkit is compatible with Microsoft Word and Excel 97 and above Installation To install ZR Measurement Toolkit place your CD ROM into the appropriate drive Some PC systems will automatically start the installation program If the program starts automatically simply follow the on screen step by step instructions Windows 98 2000 Me XP and NT 4 0 From the Start menu select Run and enter the installation command Driveletter SETUP The Driveletter will be your CD ROM drive identification e g D
9. in the Utilisation Graphs Explanatory comments notes can be included in the Comments section and appended to the report 54 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Workforce Expenditure Report A Workforce Expenditure Report Instructions Step Cell 1 Q3 2 D4 C9 E9 J9 5 K9 P9 6 Q9 V9 7 W9 AB9 8 AC9 AH9 9 C33 Description If additional departments are required click Insert Dept button Type the name of the period to which the report relates Type the name of each department For each department and category management and staff insert the Total expenditure for each employment type at end of this period For the first use of this report type the Total expenditure for each employment type for the last period In subsequent periods when the rollover is used last period results will copy over automatically Variation on last period will be automtically calculated A positive value means the Expenditure for the current period has exceeded that of the last period For each department and category management and staff insert the Budgeted expenditure for the period The variation between the Expenditure for the current period and budget will be automatically calculated Total company will be automatically calculated HR MEASUREMENT TOOLKIT USER GUIDE 55 WORKBOOK INSTRUCTIONS A Workforce Expenditure Report Instructions continued Macr
10. part of Workforce absenteeism report Absenteeism costing staff part of Workforce absenteeism report Annual accrued leave report Appointment cost of planned internal part of Talent management and succession planning status report Appointment cost of unplanned external part of Talent management and succession planning status report Content map visual Discrimination claim costing worksheet part of Employee relations status report Employee relations status report costing equal employment opportunity discrimination harassment claim worksheet costing unfair dismissal claims worksheet costing workforce grievances worksheet Enterprise bargaining agreements costing HR MEASUREMENT TOOLKIT USER GUIDE 73 How To Use Equal employment opportunity claim costing worksheet part of Employee relations status report Exit interview report Harassment claim costing worksheet part of Employee relations status report HR key performance indicator report HR strategy formulation model effective HR strategy formulation model ineffective Occupational health and safety report Recruitment status report Return on investment costing model worksheet and examples 1 day customer skills training workshop for 200 call centre staff 1 day employee counselling training workshop for 100 middle managers 2 day supervisory training workshop for 100 first level managers introduce a biannual safety audit progr
11. quotation marks around keywords to search for an exact phrase Human Resources searches for the word Human next to Resource only To do proximity searches put the keyword NEAR between each search term Human NEAR Resources will find matches that have the word Human and Resources within eight words of each other Boolean searching Use the keywords AND OR AND NOT for boolean searches that return pages with all occurrences of the search terms any occurrence of the search term or one but not another occurrence of a search term Normally boolean queries are processed from left to right Parenthesis can be used to group boolean expressions Word variations and wildcards Searching automatically stems words so plural and singular words are treated as the same stemmed word Similarly you can search for partial words by putting an at the end of word For example searching for examp will find all words that start with examp Automatic exclusion of common words Searching ignores common words and characters such as where and how as well as certain single digits and single letters because they tend to slow down your search without improving the results Search words should be entered into the Search for field To begin a search type in a few descriptive words and press Enter or click the search button for a list of relevant pages Only pages that contain all the words in your query are returned so refining or narrowing your search is
12. sales and marketing plan to leverage the HR agenda and gain support from key line managers 9 Comprehensive KPIs and reporting With the HR plan researched developed supported and in the process of being progressively implemented a detailed set of KPIs and measurement and reporting tools must be established in order to evaluate ongoing performance and maintain the momentum More information about these measures is contained in Modules 3 7 HR MEASUREMENT TOOLKIT USER GUIDE 17 Workbook Instructions Instructions on how to input data into each HR Measurement Toolkit Excel based report are contained within each report s template Upon opening the template the Instructions sheet will automatically be the first page viewed The instructions have also been replicated in this booklet Please note that the instructions use cell references that relate to the workbook as it was originally designed References may change if columns rows are inserted or deleted Cell references containing indicate that the instruction should be followed down the remainder of the cell reference s column Workbooks indicate steps to follow by including A B C etc in the name of each worksheet These steps are generally for guidance only Module 1 Introduction No Excel workbooks and therefore no instructions required Module 2 KPIs amp Monthly Reporting Key Performance Indicator Report A HR Key Performance Indicator
13. to Date YTD Average duration rate of a lost time injury will be automatically calculated and rounded up to the nearest whole number Year to Date YTD Frequency rate i e number of lost time injuries year to date per 1 000 000 employee hours worked will be automatically calculated Company totals will be automatically calculated HR MEASUREMENT TOOLKIT USER GUIDE 27 WORKBOOK INSTRUCTIONS A OHS Report Instructions continued Macro Buttons Insert Dept Insert Dept will insert an additional department between the last department and Total company Delete Dept Delete Dept will delete the selected department from the worksheet Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period Rollover Period will insert a new period to the right of the previous period YTD will automatically include any previous and new periods Hide Period Hide Period will hide the selected period from view To hide a period select the period s name in row 8 with your cursor and click on Hide Period Show Periods Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs
14. to you at a nominated time each year To find out more click on the Benchmarking Survey button on the main screen Templates Links to sample documents and worksheets referred to as templates are included throughout the modules and may be accessed by clicking on the symbol Alternatively the templates may be accessed through the Template button in the main menu Measures and Objectives The following table outlines the primary objectives of each of the key measures and or reports contained within ZR Measurement Toolkit Module Measure and or Report Objective Module 2 HR Key Performance To provide senior management with KPIs Indicator Report overarching information on HR amp Monthly performance identifying areas where Reporting intervention and improvement is required and those where current performance levels are satisfactory Internal To evaluate the relative size cost and Benchmarking expenditure of the HR department Comparisons against other comparable service providers departments performance within the organisation Internal Service To demonstrate to the organisation the Interventions key areas where HR is making a contribution HR Status Report To provide senior management with a succinct report which informs them about HR initiatives interventions support services and expenditure 6 HR MEASUREMENT TOOLKIT USER GUIDE OVERVIEW Modul
15. with macros Disable Macros When asked if you wish to enable macros click Enable Macros This will ensure hyperlinks and calculations are enabled The templates are loaded into your computer s templates directory so you will always have the original documents to refer to You will be required to save any alterations you make this will not overwrite the original documents To save choose File Save As from the Microsoft Excel menu Thomson CPD recommends you save your documents into your own directory structure 72 HR MEASUREMENT TOOLKIT USER GUIDE How To USE Printing To print workpapers graphs and reports we recommend you use the Print buttons located on the templates These boxes are located on the individual worksheets and contain preset print areas to ensure all your data is printed when requested If you choose to use File Print from the Microsoft Excel menu please ensure you set your print area before selecting Print To set your print area in Excel 97 highlight the area you wish to print and select File Print area Set print area If you have used the Hide Period button on a template the hidden columns information will not be printed To print this information please use the Show Periods button to display all periods and then click Print Page and print settings can be altered in the File Print setup dialog box List of Templates and Examples Absenteeism costing management
16. Expend Graphs HR MEASUREMENT TOOLKIT USER GUIDE 33 WORKBOOK INSTRUCTIONS Training Hours Allocation Report A Training Hours Report Instructions Step Cell 1 H3 2 D4 3 E6 4 C8 5 ES 6 F8 7 G8 8 H8 J8 9 K8 10 C32 Macro Buttons Insert Dept Delete Dept Clear Data Rollover Period Description If additional departments are required click on the Insert Dept button Type the name of the period to which the report relates in the Period ending cell Type the name of the current period Type the name of each department For each department and category management and staff insert the Average headcount for the period For each department and category management and staff insert the Total training hours for the period Average training hours per employee will be automatically calculated Year to date results will be automatically calculated Projected training hours per employee at year end can be calculated by dividing the total training hours YTD by total number of periods reported to date and then multiplying the result by total number of periods in a year to determine projected annual figure Total company will be automatically calculated Insert Dept will insert an additional department between the last department and Total company Delete Dept will delete the department selected from the worksheet Clear Data will clear all data from the worksheet including hidden
17. Microsoft Word templates The templates in ZR Measurement Toolkit have been designed so you can use your word processing skills to edit cut copy paste and update the documents The templates are loaded into your computer s templates directory so you will always have the original documents to refer to You will be required to save any alterations you make this will not overwrite the original documents To save choose File Save As from the Microsoft Word menu Thomson CPD recommends you save your documents into your own directory structure Some handy shortcuts when using Microsoft Word are Ctrl X Cut Ctrl C Copy Ctrl V _ Paste Ctl Z Undo To print Microsoft Word templates select File Print or Ctrl P HR MEASUREMENT TOOLKIT USER GUIDE 71 How To USE Microsoft Excel templates Alternative method of opening templates in Microsoft Excel Open Microsoft Excel select File New from the Microsoft Excel menu and locate the tab titled HRMT Doubleclick the title of the template you wish to open or highlight the template and click OK Microsoft Excel Lx The workbook you are opening contains macros Some macros may contain viruses that could be harmful to your computer If you are sure this workbook is from a trusted source click Enable Macros If you are not sure and want to prevent any macros from running click Disable Macros Tell Me More Jv Always ask before opening workbooks
18. RKBOOK INSTRUCTIONS A Workforce Profile Report Instructions continued Macro Buttons Rollover period Rollover Period will insert a new period to the left of the variation on last period section The results from the most recent period will copy to the Last period results and the period prior to that will move to a separate column At this stage insert the new period s name in Insert period name gt Hide period Hide Period will hide the selected period from view To hide a period select the period s name in row 8 and click on Hide period Show Periods Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs Workforce Profile View the results of the Workforce Profile Report in Graphs the Workforce Profile Graphs C Table of Age by Generation Table of Age by Access this quick reference table to determine the Generation generational group to which an employee belongs 46 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Recruitment Status Report A1 amp A2 Vacancy Costings Step 1 Descriptio
19. S Workforce Turnover Report A1 amp A2 Costing Management and Staff Turnover Step 1 Description Follow the steps listed in the Costing Management and Staff Turnover worksheets to derive either a generic company or department specific value This will be used in section B B Workforce Turnover Report Instructions Step 1 10 11 Cell J2 D4 F14 C16 E16 E17 F16 G16 H16 I16 J14 M10 Description If additional departments are required click Insert Dept button Type the name of the period to which the report relates in the Period ending cell Type the name of the current period Type the name of each department For each department input a value for the cost of a management position turnover This value should be calculated using the Costing Management Turnover worksheet For each department input a value for the cost of a staff position turnover This value should be calculated using the Costing Staff Turnover worksheet For each department and category management and staff insert the Average headcount for the period To calculate the average add the headcount for last period to the headcount for this period and divide by 2 For each department and category management and staff insert the Number of terminations made during the period Use the date of separation to determine the period rather than the date notice was given The Turnover perc
20. THOMSON HR Measurement Toolkit User Guide Author Stephen Moore uman Resources Consultan Copyright 2005 Thomson Legal amp Regulatory Limited ABN 64 058 914 668 35 Cotham Road Kew Vic 3101 Australia All rights reserved No part of this guide may be reproduced or utilised in any form or by any means electronic or mechanical including photocopying recording or by information storage or retrieval system without written permission from Thomson ISBN 1 86339 300 5 Contents Page Overview of HR Measurement Toolkit eee 1 bonu de Description of Contents cct utet ener oreet aoniien 1 Meastiresvand Objectives ted etre eere e NER e eda a vetus 5 Introduction to HR Measurement eene 11 Setting the SCene ss osso nc ron des dn SR D ee 11 Developing an Integrated HR Strategy sse 12 Workbook Instructions esent eene enne tenen 19 Module 1 Introduction inn eio ER de ERES RERHER 19 Module 2 KPIs amp Monthly Reporting eere 19 Module 3 Measuring Employee Relations amp OHS sss 21 Module 4 Measuring Organisational Development amp Recruitment 32 Module 5 Measuring Remuneration Benefits amp HR Administration ace tria Fa eee Ree i Tee rbd Ho Rega 44 Module 6 Measuring Organisational Workforce Performance 46 Mo
21. To forecast additional or redundant positions for the next financial year according to turnover rates and business initiatives in order to develop recruitment redeployment and or exit plans Workforce Profile To categorise employees by age groups and generations to identify workforce spread potential gaps in experience and capability and varying expectations by generation Measuring Recruitment and Hiring To measure the real impact of a professional and effective recruitment and hiring program and its benefits to the organisation HR MEASUREMENT TOOLKIT USER GUIDE OVERVIEW Module Measure and or Report Objective Module 4 Measuring Performance To maximise workforce performance by Measuring Management ensuring that employees understand and Organisational accept their individual contribution and Development accountabilities are adequately skilled and amp Recruitment equipped to perform at optimum level and cont receive regular and objective feedback regarding their performance and career development Module 5 Measuring Payroll To ensure that all transactions regarding Measuring Performance an employee s remuneration or conditions Remuneration of employment are administered as Benefits amp accurately and as expeditiously as HR Admi possible and at the least possible cost to nistration the organisation Measuring Accrued Annual Leave To ensure that all e
22. ailable hours lost to other paid leave will be automatically calculated For each department and category management and staff insert the total hours for the period lost to unpaid absences excluding parental leave The percentage of available hours lost to unpaid absences will be automatically calculated Total unplanned absenteeism hours will be automatically calculated Unplanned absenteeism as a percentage of available hours will be automatically calculated The cost of unplanned absenteeism for the period will be automatically calculated Total hours available for the year to date excluding temporary or casual employees assuming all employees worked standard hours on working days will be automatically calculated Year to date results will be automatically calculated Year to date results will be automatically calculated Company Totals will be automatically calculated Total management cost of absenteeism for the period will be automatically calculated Total staff cost of absenteeism for the period will be automatically calculated Total company cost of absenteeism for the period will be automatically calculated 60 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS B Workforce Absenteeism Report Instructions continued Step Cell 26 W7 27 W9 28 Wii Macro Buttons Insert Dept Delete Dept Clear Data Rollover Period Hide Period Show Periods Print Description Total managem
23. am for 50 site managers introduce an integrated online HR policy manual for access by all staff introduce a self managed safety audit program for 50 site managers Talent management and succession planning status report cost of planned appointment internal cost of unplanned appointment external Training and development expenditure report external training course expenditure report internal training course expenditure report Training course expenditure report external part of Training and development expenditure report Training course expenditure report internal part of Training and development expenditure report 74 HR MEASUREMENT TOOLKIT USER GUIDE How To USE Training course report management Training course report staff member Training hours allocation report Training performance report Turnover costing management part of Workforce turnover report Turnover costing staff part of Workforce turnover report Unfair dismissal claims costing worksheet part of Employee relations status report Workers compensation costing report Workforce absenteeism report costing management absenteeism e costing staff absenteeism Workforce capacity report Workforce expenditure report Workforce grievances costing worksheet part of Employee relations status report Workforce headcount report Workforce profile report Workforce turnover report costing management turnover costing staff
24. and instructions for the workbooks have been replicated in this booklet for ease of reference Towards the back of the User Guide you will find the How to Use information including installation instructions HR MEASUREMENT TOOLKIT USER GUIDE 1 OVERVIEW Description of Contents HR Measurement Toolkit contains seven modules which provide a framework for HR measurement and reporting The physical relationship between the modules and their supporting reports can be seen on the Visual Content Map Look for an updated Visual Content Map on the main menu of your HR Measurement Toolkit Module 1 Introduction Module 1 sets the scene for HR measurement and reporting with a focus on developing an effective integrated HR strategy Useful diagrams contrast ineffective and effective strategy formulation with particular emphasis given to the data gathering and strategy development phases The text from Module 1 has also been included in this User Guide refer page 11 2 HR MEASUREMENT TOOLKIT USER GUIDE OVERVIEW Module 2 KPIs amp Monthly Reporting The first step in creating and sustaining a comprehensive HR measurement and reporting system is to establish an integrated set of KPIs which reflect organisational HR performance This set of KPIs provides the platform upon which to leverage the HR agenda To achieve this objective you are provided with e key principles for introducing KPIs measurement crit
25. appreciation of their business functions major priorities projects and expecta tions from the HR department Again this is in order to determine how HR projects and initiatives can directly contribute to the achievement of these objectives 4 External benchmarking To ensure that the HR strategy is contemporary and competitive a review of other organisations and current trends in HR management is recommended 5 Vision statement and value proposition When steps 1 to 4 have been fully developed it is then possible to create a HR vision statement and value proposition that is aligned with and supportive of the organisation and its objectives 6 Desired product mix and priorities Having completed a thorough evaluation of the organisation and the HR function it is now possible to identify and prioritise HR products and services that are aligned with the fundamental needs of the business add value to the organisation and contribute to bottom line results 7 Organisation structure and roles Complementing the development of the organisational HR plan it is now possible to create the most cost effective and functional organisation structure to design deliver and sustain the products and services as previously identified 8 Sales and marketing plan Equipped with a full appreciation of the organisation its business priorities and objectives and its current levels of HR performance the HR professional can establish an integrated
26. are now registered to use HR Measurement Toolkit for the next 12 months Once you have opened the program HR Measurement Toolkit main menu will be displayed on screen using Internet Explorer If you have any questions please call Thomson CPD on 1300 304 197 Warning Message A warning message will appear 30 days before expiry to ensure you are aware of the expected expiry date Renewals An invoice will be sent with instructions on how to renew at the appropriate time If you have any questions please call Thomson CPD on 1300 304 197 HR MEASUREMENT TOOLKIT USER GUIDE 69 How To Ust Finding your way around ptimumperformance Valuing and Leveraging HR s Contribution hj B m 1 aman pen uve Evaluation About Thomson About the Author Thomson CPD Web site Copyright More timesaving solutions Click once on the topic title to enter your chosen topic Each topic provides commentary with links to relevant Microsoft Word and Microsoft Excel templates Templates are also accessible from the template menu which may be accessed from the main menu 70 HR MEASUREMENT TOOLKIT USER GUIDE How To USE Microsoft Word templates Alternative method of opening templates in Microsoft Word Open Microsoft Word select File New from the Microsoft Word menu and locate the tab HRMT Doubleclick on the title of the template you wish to open or highlight the template and click OK Using
27. as simple as adding more words to the search terms you have already entered 78 HR MEASUREMENT TOOLKIT USER GUIDE How To USE Phrase and proximity searching Put quotation marks around keywords to search for an exact phrase Human Resources searches for the word Human next to Resources only To do proximity searches put the keyword NEAR between each search term Human NEAR Resources will find matches that have the words Human and Resources within eight words of each other Boolean searching Use the keywords AND OR AND NOT for Boolean searches that return pages with all occurences of the search terms any occurence of the search term or one but not another occurence of a search term Normally Boolean queries are processed from left to right Parentheses can be used to group Boolean expressions Word variations and wildcards Searching automatically stems words so plural and singular words are treated as the same stemmed word Similarly you can search for partial words by putting a atthe end of word For example searching for examp will for all words that start with examp Automatic exclusion of common words Searching ignores common words and characters such as where and how as well as certain single digits and single letters because they tend to slow down your search without improving the results HR MEASUREMENT TOOLKIT USER GUIDE 79 How To Use Customer support Thomson CPD Helpl
28. ated Insert Dept will insert an additional department between the last department and Total company Delete Dept will delete the department selected from the worksheet Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period will insert a new period to the right of the previous period YTD will automatically include any previous and new periods Hide Period will hide the selected period from view To hide a period select the period s name in row 9 and click on Hide period Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide period button Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified HR MEASUREMENT TOOLKIT USER GUIDE 39 WORKBOOK INSTRUCTIONS C Talent Management Report Instructions Step Cell 1 H4 2 C5 3 C10 4 D8 5 D10 6 E10 7 F8 G17 8 H10 117 9 D18 D Graphs Succession amp Talent Graphs Description If additional departments are required click Insert Dept button Type the name of the period to which the report relates in the Period ending cell Type the name of each department For the first use of this report insert the name of the last period in the lt Insert last period name gt cell In subs
29. b button 3 E9 Insert the number of permanent staff at the end of the previous financial year i F9 Insert the number of permanent staff for the financial year just ended 5 G9 The change in the number of permanent staff will be calculated automatically 6 H9 The percentage change in the number of permanent staff will be calculated automatically 7 I9 Insert the expected change in the number of staff for the new financial year based on revenue projections 8 J9 The expected percentage change in the number of permanent staff based on revenue will be calculated automatically 9 K9 The number of staff projected for the end of the new financial year after revenue changes have been considered will be calculated automatically 42 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS B Workforce Capacity Report Instructions continued Step 10 11 12 13 14 15 16 17 18 Cell L9 M9 N9 O9 P9 Q9 R9 S9 C17 Description Insert the number of projected additional or redundant positions during the new financial year These changes are separate from changes as a result of revenue targets as per step 7 A revised employee total that takes account of the additional redundant positions will be calculated automatically Insert the projected change of staff stemming from normal annual turnover Turnover is represented
30. be retained Rollover Period Rollover Period will insert a new period to the right of the previous period Hide Period Hide Period will hide the selected period from view To hide a period select the period s name in row 12 and click on Hide Period Show Periods Show Periods displays all periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs Annual Leave Graphs View the results of the Accrued Annual Leave Report in the Accrued Annual Leave Graphs 50 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Module 6 Measuring Organisational Workforce Performance Workforce Headcount Report A Workforce Headcount Report Instructions Step Cell 1 L3 2 D4 C9 E9 I9 5 J9 N9 6 O9 S9 7 T9 X9 8 Y9 AC9 9 C33 Description If additional departments are required click Insert Dept button Type the name of the period to which the report relates Type the name of each department For each department and category management and staff insert the Headcount for each employment type at end of this period For the first use of this report type the Headcount for each employment type for the last period In subsequent periods when the Rollover is us
31. columns Formulae will be retained Rollover Period will insert a new period to the right of the previous period YTD will automatically include any previous and new periods 34 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS A Training Hours Report Instructions continued Macro Buttons Hide Period Hide Period will hide the selected period from view To hide a period select the period s name in row 6 and click on Hide Period Show Periods Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs Training Hrs Graphs View the results of the Training Hours Allocation Report in the Training Hours Graphs HR MEASUREMENT TOOLKIT USER GUIDE 35 WORKBOOK INSTRUCTIONS Training Performance Report A Training Performance Report Instructions Step Cell Description 1 F2 If additional departments are required click on the Insert Dept button 2 D6 Type the name of the period to which the report relates in the Period ending cell 3 E11 Type the name of the current period i C13 Type the name of each department 5 E13 For each department and category management and staff insert the Training participation
32. cond increase at six months into a 24 month agreement means this increase will be applicable for 18 months 11 G14 J14 Insert the percentage increase applicable at each interval 5 12 All calculations in the fifth stage will be automatic 6 13 B44 Insert a description of each indirect increase e g introduction of health plan If additional indirect costs are required click Insert Indirect 14 C44 Insert the date the indirect increase is effective 15 D44 Insert the estimated annual cost of each indirect increase 16 E44 The estimated cost per month will be calculated automatically 24 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS B EB Model Instructions continued StageStep Cell 17 18 20 21 22 23 24 K44 M44 B57 C57 D57 C57 K57 M57 Description Using the monthly estimated cost multiply this by the number of months during the agreement for which the indirect increase will be applicable e g healthplan estimated at 2 000 per month introduced at the start of the second year of a 24 month agreement 2 000 x 12 months If the indirect increase will have a recurring cost once the agreement finishes insert the estimated ongoing annual cost Insert a description of each anticipated saving If additional savings are required click Insert Proposed Savings Insert the date each saving is effective Insert the estimated annual savi
33. d paid hours per day for a staff position This value should have been used in the Costing Staff Absenteeism worksheet 7 E18 Type in the management cost of absenteeism per day for each department This value should have been calculated using the Costing Management Absenteeism worksheet 8 E19 Type in the standard staff cost of absenteeism per day for each department This value should have been calculated using the Costing Staff Absenteeism worksheet 9 F18 For each department and category management and staff insert the total hours available for the period excluding temporary or casual employees assuming all employees worked standard hours on working days HR MEASUREMENT TOOLKIT USER GUIDE 59 WORKBOOK INSTRUCTIONS B Workforce Absenteeism Report Instructions continued Step 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Cell G18 H18 I18 J18 K18 L18 MIS N18 O18 P18 Q18 V18 WI18 Y18 C42 S7 S9 S11 Description For each department and category management and staff insert the total hours for the period lost to paid sick leave The percentage of available hours lost to sick leave will be automatically calculated For each department and category management and staff insert the total hours for the period lost to paid leave other than annual or long service leave The percentage of av
34. dule 7 Measuring Return on Investment sss 58 How to US ie Gr e E RUP IRE FE ERES 60 Minimum computer requirements cceceeeeseeeeeeeeseeneeeeeeeeeeeeeeeeeeaees 60 Installation TE ES 60 Getting Started 1 1 s eR Ep ERE ERE IS EEe Ro EXE REIR TEIL ded 61 Registration eisenii 6l Finding your way Around eere ER Ue EEE RER eS 63 Microsoft Word templates essen enne 64 Microsoft Excel templates eror edipi oe ers 65 Prints cocher rures our seas De La 66 List of Templates and Examples seen 66 Troubleshooting srs coerente Pot ec e oul DIETER 69 Searching reisien hnne ttr e E i eere reet d DH EN 70 Customer SUDDOEFL s i eret e cineri iis ineo toe ER PHP rea e eL eR eee dacs 72 HR MEASUREMENT TOOLKIT USER GUIDE iii CONTENTS iv HR MEASUREMENT TOOLKIT USER GUIDE Overview of HR Measurement Toolkit Welcome The HR Measurement Toolkit has been designed to provide you with a framework for measuring the HR function The accompanying CD ROM contains extensive commentary and instruction on the what and how of HR measurement as well as over a dozen Excel workbooks to perform the calculations for you This User Guide contains a description of the modules that make up the HR Measurement Toolkit as well as sets the scene for an integrated HR strategy The objective of each key measure is highlighted
35. e Because there has been no thorough evaluation and identification of current organisational HR performance no compilation of supporting data no real effort to understand the organisation and the priorities of key line managers and no demonstrable correlation between these factors and the products and services the HR professional seeks to design and introduce the HR professional encounters unexpected resistance from internal customers who do not understand the need for new products and services or the value added contribution the products and services will potentially make to the business HR MEASUREMENT TOOLKIT USER GUIDE 13 INTRODUCTION TO HR MEASUREMENT 6 Undesired product mix and priorities Because of the factors outlined in Step 5 the HR professional is partially or totally unsuccessful in gaining support for their plan Instead they are forced to comply with a range of requests for rudimentary products and services that may be low priority or of little real value 7 Frustration and disappointment The HR professional becomes increasingly frustrated and disappointed with key line managers 8 Resign but stay in the job The HR professional eventually abandons their desired plan instead reluctantly accepting and fulfilling the role the organisation has determined is appropriate They offer only passive resistance creating the external appearance of supporting the job and the organisation while internally
36. e Measure and or Report Objective Module 3 Costing Unfair To demonstrate the real impact of unfair Measuring Dismissal Claims dismissal claims thereby gaining Employee commitment from line managers to use Relations the correct procedures on an ongoing basis amp OHS Costing Equal Employment Opportunity Discrimination Harassment Claims To demonstrate the real impact of discrimination or harassment claims thereby gaining the commitment from line managers to use the correct procedures on an ongoing basis Costing Workforce Grievances To demonstrate the real impact of workforce grievances thereby gaining the commitment from line managers to use the correct procedures on an ongoing basis Enterprise Bargaining Costing Model To demonstrate the real vs negotiated cost of an enterprise bargaining position by modelling the financial impact of a number of different scenarios Costing and Reporting Occupational Health and Safety To measure and report occupational health and safety performance in a manner which line managers can understand and relate to and which demonstrates the advantages of committing to an effective prevention rehabilitation program Costing and Reporting Workers Compensation Claims To equitably allocate the annual workers compensation premium between departments and determine the periodic and annual actual costs of claims Measuring Workforce Productivity and Eff
37. ecruitment Status Report YTD will calculate most balances automatically Step Cell 1 I3 Type the name of the period to which the report relates in the Period ending cell 2 M11 The Year to date report also includes a column for retention over 6 months Enter the average of employees retained YTD for 6 months or more from date of commencement D Graphs Recruitment Status View the results of the Recruitment Status Report in Graphs the Recruitment Status Graphs 48 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Module 5 Measuring Remuneration Benefits amp HR Administration Accrued Annual Leave Report A Accrued Annual Leave Report Instructions Step Cell 1 G3 2 D4 3 H12 4 E12 5 D8 6 D10 7 C15 8 H15 9 I15 10 J15 11 E15 12 F15 Description If additional departments are required click Insert Dept button Type the name of the period to which the report relates in the Period ending cell Type the name of the current period Type the name of the last period Enter the average cost of accruing excess days This is calculated by adding together the actual monetary cost of remuneration per employee then dividing by the total number of employees with an excess balance Enter the projected percentage increase in wages and salaries for the year Type the name of each department For each department and category management and staff enter the Number of employees
38. ect training expenditure will be automatically calculated For each department and category management and staff insert the Indirect training expenditure for the period The percentage of indirect training expenditure will be automatically calculated HR MEASUREMENT TOOLKIT USER GUIDE 31 WORKBOOK INSTRUCTIONS B Training amp Development Expenditure Report Instructions continued Step Cell 10 K9 L9 11 M9 12 N9 13 09 14 G33 15 133 16 K33 17 C34 Macro Buttons Insert Dept Delete Dept Clear Data Rollover Period Description The total expenditure and percentage will be calculated automatically For each department and category management and staff insert the Total workforce hours utilised in the period For each department and category management and staff insert the Total workforce hours allocated to direct training for the period The percentage of total training hours for the period will be automatically calculated Insert any other direct expenditure associated with training that cannot be assigned to a particular department Insert any other indirect expenditure associated with training that cannot be assigned to a particular department Total other indirect expenditure will be calculated automatically Total company will be automatically calculated Insert Dept will insert an additional department between the last department and Expenditure other Delete De
39. ed last period results will copy over automatically Variation on last period will be automtically calculated A positive value means the Headcount for the current period has exceeded that of the last period For each department and category management and staff insert the Budgeted headcount for the period The variation between the Headcount for the current period and budget will be automatically calculated Total company will be automatically calculated HR MEASUREMENT TOOLKIT USER GUIDE 51 WORKBOOK INSTRUCTIONS A Workforce Headcount Report Instructions continued Macro Buttons Insert Dept Insert Dept will insert an additional department between the last department and Total Company Delete Dept Delete Dept will delete the department selected from the worksheet Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period Rollover Period will insert a new period to the left of the Headcount at end of last period column The results from the most recent period will copy to the Last period results and the period prior to that will move to a separate column At this stage insert the previous period s name in Insert past period name gt Hide Period Hide Period will hide the selected period from view To hide a period select the period s name in row 7 and click on Hide period Show Periods Show Periods will display a
40. ent cost of absenteeism for the year to date will be automatically calculated Total staff cost of absenteeism for the year to date will be automatically calculated Total company cost of absenteeism for the year to date will be automatically calculated Insert Dept will insert an additional department between the last department and Total company Delete Dept will delete the department selected from the worksheet Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period will insert a new period to the right of the previous period YTD will automatically include any previous and new periods Hide Period will hide the selected period from view To hide a period select the period s name in row 15 and click on Hide Period Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified C Graphs Absenteeism Graphs The results of the Workforce Absenteeism Report can be viewed in Absenteeism Graphs HR MEASUREMENT TOOLKIT USER GUIDE 61 WORKBOOK INSTRUCTIONS Exit Interview Report A Interview Questionnaire Step Cell 1 N2 2 F14 3 Description Print the questionnaire f
41. entage for the period will be automatically calculated The Total cost of turnover for the period will be automatically calculated Year to date results will be automatically calculated HR MEASUREMENT TOOLKIT USER GUIDE 57 WORKBOOK INSTRUCTIONS B Workforce Turnover Report Instructions continued Step Cell 12 C40 13 F8 14 F10 15 F12 16 H8 17 H10 18 H12 Macro Buttons Insert Dept Delete Dept Clear Data Rollover Period Hide Period Show Periods Print Description Company totals will be automatically calculated Total management cost of turnover for the period will be automatically calculated Total staff cost of turnover for the period will be automatically calculated Total company cost of turnover for the period will be automatically calculated Total management cost of turnover for the year to date will be automatically calculated Total staff cost of turnover for the year to date will be automatically calculated Total company cost of turnover for the year to date will be automatically calculated Insert Dept will insert an additional department between the last department and Total company Delete Dept will delete the department selected from the worksheet Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period will insert a new period to the right of the previous period YTD will automatically include a
42. equent periods when the Rollover is used the name and results of the last period will copy over automatically For each department insert the of critical roles with two ready now successors for the last period For each department insert the of critical roles without two ready now successors for the last period Repeat steps 4 6 for the current period Variation between the last and current period will be calculated automatically Total company will be automatically calculated View the results of the Succession Planning and Talent Management Status Reports in the Succession amp Talent Graphs 40 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Workforce Capacity Report A Workforce Capacity Report KPI Instructions Step 1 10 11 12 13 14 15 16 Cell E5 E8 E9 E10 F9 amp F10 E13 E14 E15 F14 amp F15 E18 E19 E20 F19 amp F20 E23 E24 E25 Description Type the name of the financial year to which the report relates in the New financial year commencing cell Insert the total revenue for the previous financial year Insert the total revenue for the financial year just ended Insert the total revenue projected for the new financial year The percentage change in total revenue will be calculated automatically Type the number of permanent staff at the end of the previous financial year Type the number of permanent staff for the fi
43. eria an example format for monthly KPI reporting a guide to internal benchmarking comparisons a guide to preparing an internal service intervention report key principles for introducing HR status reporting and e an example format for monthly status reporting Module 3 Measuring Employee Relations amp OHS To achieve maximum results and supplement the introduction of HR KPIs and periodic status reporting it is recommended that HR professionals progressively develop and implement specific detailed reports covering all key areas of HR management including employee relations This module contains examples of employee relations reports including costing unfair dismissal claims costing equal employment opportunity claims costing workforce grievances periodic employee relations reports occupational health and safety reports workers compensation and workforce productivity and efficiency Also included is an Enterprise Bargaining Costing Model which will allow you to model the cost impact of various bargaining positions HR MEASUREMENT TOOLKIT USER GUIDE 3 OVERVIEW Module 4 Measuring Organisational Development amp Recruitment Module 4 provides a range of tools to evaluate the significant investment made in the areas of organisational development and recruitment Internal and external training course expenditure training hour allocation training course effectiveness and outcome
44. having actually resigned while remaining employed 9 Resign and leave the job The HR professional s frustration and disappointment are exacerbated to the point whereby they decide to seek alternative employment eventually resigning from the organisation altogether 14 HR MEASUREMENT TOOLKIT USER GUIDE INTRODUCTION TO HR MEASUREMENT Effective HR Strategy Formulation External to HR Department Department Data gathering phase Strategy development phase An ongoing commitment to research analysis and measurement reporting is required prior to strategy development if you are to enjoy long term meaningful results HR MEASUREMENT TOOLKIT USER GUIDE 15 INTRODUCTION TO HR MEASUREMENT This model demonstrates the recommended process for use upon commencement with a new organisation and thereafter on an annual basis Our model starts with an in depth analysis of current organisational HR performance and ends with the development and implementation of comprehensive HR reporting The components of this model are 1 Collate and evaluate HR performance Initially collate and analyse as much indicative data as possible in relation to the current HR performance of the organisation At a very basic level this may include data on staff turnover absenteeism exit interviews staff mix including overtime casual and contract hours training expenditure and workers compensation We
45. here as a positive because it is a position that needs to be filled e g five positions expected to be vacant as a result of turnover will be 5 The percentage that the turnover represents with reference to the revised employee total in Step 11 will be calculated automatically Insert the number of projected retirements during the new financial year as a positive Retirements are separate from any usual turnover redundancies or revenue changes The percentage that the retirements represent with reference to the revised employee total in Step 11 will be calculated automatically The total number of vacancies for each job classification will be calculated automatically Insert any comments to explain the changes for each job classification Company totals will be calculated automatically HR MEASUREMENT TOOLKIT USER GUIDE 43 WORKBOOK INSTRUCTIONS B Workforce Capacity Report Instructions continued Macro Buttons Insert Job Insert Job will insert an additional job classification between the last job and Total company Delete Job Delete Job will delete the job classification selected from the worksheet Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modif
46. iciency To measure staff productivity levels in order to ascertain the effectiveness utilisation and correct application of enterprise bargaining agreements and or conditions of employment provided for employees throughout the organisation HR MEASUREMENT TOOLKIT USER GUIDE 7 OVERVIEW Module Measure and or Report Objective Module 4 Measuring Training To accurately report on training expenditure Measuring Expenditure throughout the organisation in order to Organisational determine individual departmental Development commitment and support amp Recruitment Measuring Training Hour Allocation To identify where structured training hours are being provided to employees throughout the organisation in order to determine individual departmental commitment and support Measuring and Reporting Training Effectiveness To evaluate the effectiveness of structured training programs being provided within the organisation Measuring Training Course Outcomes To determine whether the expenditure incurred in developing and delivering the training course has been justified and if the content has been properly structured and effectively delivered to course participants Measuring Talent Management and Succession Planning To measure and demonstrate the real benefits of talent management and succession planning successfully applied throughout the organisation Workforce Capacity
47. ied C Graphs Capacity Graphs View the results of the Workforce Capacity Report in the Capacity Graphs 44 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Workforce Profile Report A Workforce Profile Report Instructions Step 1 Cell D5 E8 H8 E10 18 amp E20 23 F10 G10 18 amp G20 23 H10 J18 amp H20 23 K10 M18 amp K20 M23 N10 18 amp N20 23 Description Insert the name of the current period in the Period ending cell The first time the report is used type the name of the previous period in last period name In subsequent periods this information will be input automatically when the Rollover Period button is used Insert the name for the current period in this period name gt Insert the number of full time equivalent employees for each employee category for last period Note the Table of Age by Generation on tab C may help you identify the generational group for each employee according to their age or year of birth The percentage of total company FTEs for each category will be calculated automatically Insert the average length of service in years for each employee category for the last period Repeat the process for columns H I and J for the current period Overall change between the current and last period will be calculated automatically Insert any comments to support the trends noted HR MEASUREMENT TOOLKIT USER GUIDE 45 WO
48. ill be calculated automatically by comparing YTD performance with the Target measure Hide Column will hide the selected column from view To hide a column select the column s name in row 5 and click on Hide Column Show Columns displays all columns within the worksheet Columns that are not required may be hidden by using the Hide Column button Hide Criteria will hide the criteria selected To hide a criteria select the criteria s name in column C and click on Hide Criteria Show Criteria displays all rows within the worksheet Criteria that are not required may be hidden by using the Hide Criteria button Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period will insert a new period to the right of the previous period Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified HR MEASUREMENT TOOLKIT USER GUIDE 19 WORKBOOK INSTRUCTIONS Module 3 Measuring Employee Relations amp OHS Employee Relations Status Report A1 A2 amp A3 Costing Unfair Dismissal EEO and Grievances Step Cell Description 1 Follow the steps listed in the Costing Unfair Dismissal EEO Claims and Workforce Grievance worksheets to derive a value that will be used in section B B Employee Relations Status Report Instructions Ste
49. ine Thomson CPD s Customer Service Team will be pleased to assist you with any questions about installing or using ZR Measurement Toolkit Phone 1300 304 197 Monday to Friday between 8 45 am and 5 30 pm Eastern Standard Time Thomson CPD would appreciate any feedback or suggested improvements for HR Measurement Toolkit Please email any comments to lt LRA Support thomson com gt or phone 1300 304 197 80 HR MEASUREMENT TOOLKIT USER GUIDE
50. ll periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs Headcount Graphs View the results of the Workforce Headcount Report in Headcount Graphs C Comments Report comments Explanatory comments notes can be included in the Comments page and appended to the report 52 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Workforce Utilisation Report A Workforce Utilisation Report Instructions Step Cell 1 03 2 C5 3 J7 4 E7 5 C9 6 19 7 K9 8 L9 9 M9 10 N9 11 E9 19 12 09 99 13 T9 14 U9 Description If additional departments are required click Insert Dept button Type the name of the period to which the report relates in the Period ending cell Type the current period in the heading Hours utilised insert this period name gt Type the last period in the heading Hours utilised lt insert last period name gt In subsequent periods when the rollover function is used this step will not be required Type in the name of each department For each department and category management and staff insert the hours utilised this period for full time employees where utilised headcount x number of hours per day x nu
51. mber of working days in period For each department and category management and staff insert the hours utilised this period for part time employees For each department and category management and staff insert the hours utilised this period for casual employees For each department and category management and staff insert the hours utilised this period for contract employees For each department and category management and staff insert the overtime hours utilised this period Repeat steps 6 10 for last period When the rollover function is used in subsequent periods data for last period will be automatically copied from the previous this period columns The difference between this and last period will be automatically calculated A positive value indicates that this period s utilisation exceeded that of last period For each department and category management and staff insert the budgeted hours for the period for full time employees For each department and category management and staff insert the budgeted hours for the period for part time employees HR MEASUREMENT TOOLKIT USER GUIDE 53 WORKBOOK INSTRUCTIONS A Workforce Utilisation Report Instructions continued Step Cell 15 V9 16 wo 17 X9 18 Y9 ACO 19 C33 Macro Buttons Insert Dept Delete Dept Clear Data Rollover Period Hide Period Show Periods Print Description For each department and category
52. mployees regularly use available leave entitlements in accordance with relevant company policy legislation awards and at minimum cost to the organisation Measuring HR Policies and To evaluate whether policies and procedures as provided to line managers Procedures and employees throughout the organisation are contemporary competitive consistent and easy to understand and apply Measuring To measure and evaluate whether Remuneration company remuneration and benefit Programs programs enable the organisation to attract retain and motivate competent employees and which reinforce organisational performance and values HR MEASUREMENT TOOLKIT USER GUIDE 9 OVERVIEW Module Measure and or Report Objective Module 6 Measuring Workforce To effectively measure labour utilisation Measuring Headcount Expenditure performance throughout the organisation Organisational and or Utilisation and to properly evaluate and control Workforce changes to staff numbers Performance Measuring and To identify the number and percentage of Costing Staff permanent employees whose termination Turnover from the organisation is unplanned the regularity of such terminations and the cost impact ramifications of such turnover Measuring and Costing To identify the percentage of employees Staff Absenteeism who are absent from the organisation on unplanned leave the regularity of such absenteeism and
53. n Follow the steps listed in the management and staff vacancy costing worksheets to derive either a generic company or department specific value This will be used in section B B Recruitment Status Report Instructions Step 1 10 Cell H3 E4 G9 C11 F11 Gil H11 I11 Jil K11 Description If additional departments are required click Insert Dept button Type the name of the period to which the report relates in the Period ending cell Insert the name of the current period in the Insert current period name gt cell Type the name of each department For each department and for each category staff and management insert the daily cost for a vacant position Use the M gment Vacancy Costing and Staff Vacancy Costing worksheets to help calculate the value For each department and for each category staff and management insert the number of Positions filled during the period Exclude casuals agency staff and independent contractors For each department and for each category staff and management insert the number of positions still to be filled at the end of period Exclude casuals agency staff and independent contractors For each department and for each category staff and management insert the total number of days required to fill the positions counted in step 6 The average number of days required per filled position will be automatically calculated i e total da
54. n the current period insert the Resource costs for the period i e the costs incurred in providing a workers compensation program HR MEASUREMENT TOOLKIT USER GUIDE 29 WORKBOOK INSTRUCTIONS B Workers Compensation Report continued Step Cell 8 J9 9 K9 10 C17 11 L9 Q9 Macro Buttons Insert Dept Delete Dept Clear Data Rollover Period Hide Period Show Periods Print Description For each department in the current period insert the Administrative costs for the period ie the costs incurred in investigating near misses or incidents arranging alternative duties attending safety committee meetings Totals for the period will be automatically calculated Total company will be automatically calculated Year to date balances will be automatically calculated Insert Dept will insert an additional department between the last department and Total company Delete Dept will delete the selected department from the worksheet Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period will insert a new period to the right of the previous period YTD will automatically include any previous and new periods Hide Period will hide the selected period from view To hide a period select the period s name in row 7 with your cursor and click on Hide Period Show Periods will display all periods within the worksheet
55. n the last department and Total company Delete Dept Delete Dept will delete the department selected from the worksheet Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified C Graphs ER Status Graph View the results of the Employee Relations Status Report in the ER Status Graph 22 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Enterprise Bargaining Model A Raw Data Worksheet Instructions StageStep Cell 1 10 11 12 13 H4 H6 B9 D9 E9 F9 G9 F17 B21 C21 F21 G21 F32 Description If additional job classifications are required click on the Insert Classification button If additional labour on costs are required click on the Insert On costs button Insert the name of each job classification to be included in the Enterprise Bargaining agreement Insert the number of full time equivalent employees FTEs for each classification based on the financial year just ended Insert the average weekly wage for a FTE in each classification The total wage cost i e weekly wage x 52 weeks x number of FTEs will be calculated automatically The total wage cost per month will be calculated a
56. nancial year just ended Insert the projected number of permanent staff for the new financial year The percentage change in headcount will be calculated automatically Insert the average staff turnover rate for the previous financial year Insert the average staff turnover rate for the financial year just ended Insert the projected average staff turnover rate for the new financial year The percentage change in turnover rate will be calculated automatically Insert the staff retirement rate for the previous financial year Insert the retirement rate for the financial year just ended Insert the retirement rate projected for the new financial year HR MEASUREMENT TOOLKIT USER GUIDE 41 WORKBOOK INSTRUCTIONS A Workforce Capacity Report KPI Instructions continued Step Cell Description 17 F24 amp F25 The percentage change in retirement rate will be calculated automatically 18 E28 For your current workforce insert the number of employees in each age group 19 F28 The percentage of the total workforce represented by each age group will be calculated automatically B Workforce Capacity Report Instructions Step Cell Description 1 E4 Type the name of the financial year to which the report relates in the New financial year commencing cell 2 C9 Type the name of the job classifications for which you wil be tracking capacity If additional job classifications are required click on the Insert Jo
57. ng for each category The estimated saving per month will be calculated automatically Using the monthly estimated saving multiply this by the number of months during the agreement for which the saving will be applicable If the saving will have a recurring benefit once the agreement finishes insert the estimated ongoing annual saving HR MEASUREMENT TOOLKIT USER GUIDE 25 WORKBOOK INSTRUCTIONS C EB Summary Step Cell Macro Buttons Insert Classification Insert On costs Insert Indirect Insert Savings Insert Option Hide Option Insert Interval Clear Data Print Note Description All cells and calculations within the EB Summary worksheet will be calculated automatically Insert Classification will insert an additional employee classification in Raw data Insert On costs will insert an additional row for labour on costs in Raw data Insert Indirect will insert an additional row for Indirect Increases in EB model Insert Proposed Savings will insert an additional row for savings in EB model Insert Option will insert an additional option within the EB model Hide Option will hide the option within the EB model that is selected Insert Interval will insert an additional period within an option in the EB model Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Print will open the print preview screen Margins and the page setu
58. nown viruses 76 HR MEASUREMENT TOOLKIT USER GUIDE How To USE Problem Solution Internet Explorer HR Measurement Toolkit uses Microsoft Internet Explorer to display information This product does not function through Netscape To download a free version of Internet Explorer go to the Microsoft web site www microsoft com and navigate to the Downloads section You will find the latest version available to down load for free Internet Explorer and Netscape can operate on the same PC easily If you have any difficulties with their co existence on your PC please call Free Call 1800 036 186 HR MEASUREMENT TOOLKIT USER GUIDE 77 How To Use Searching HR Measurement Toolkit has its own search engine built in It automatically starts when you start your PC and is referred to as the HRMT Search Server in the Start Programs Thomson CPD Business Tools menu To initiate a search click on the Search button on the main menu It will bring up the following screen Search Home Search for Search The Basics of Searching To begin a search type in a few descriptive words and press Enter or click the search button for a list of relevant pages Only pages that contain all the words in your query are returned so refining or narrowing your search is as simple as adding more words to the search terms you have already entered Phrase and proximity searching Put
59. ns Formulae will be retained Rollover Period will insert a new period to the right of the previous period YTD will automatically include any previous and new periods Hide Period will hide the selected period from view To hide a period select the period s name in row 11 with your cursor and click on Hide period Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide period button Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs Performance Graphs The results of the Training Performance Report can be viewed in the Performance Graphs HR MEASUREMENT TOOLKIT USER GUIDE 37 WORKBOOK INSTRUCTIONS Talent Management and Succession Planning Report A1 amp A2 Costing Planned and Unplanned Appointments Step Cell Description 1 Follow the steps listed in the Costing Planned and Unplanned worksheets to derive a differential cost that will be used in section B B Succession Planning Report Instructions Step Cell Description 1 P4 If additional departments are required click Insert Dept button 2 CS Type the name of the period to which the report relates in the Period ending cell 3 C7 Insert the differential cost of external appointment i e cost of external vs internal appointment Value
60. ns examples of organisational HR performance tools including periodic staffing levels headcount expenditure reports staff turnover costing model periodic turnover reports staff absenteeism costing model periodic absenteeism reports exit interviews format e periodic exit interview reports and workforce attitude surveys Module 7 Measuring Return on Investment In this module you are provided with a model for undertaking cost benefit analysis combined with a range of practical examples applied to a range of intended HR projects or initiatives The ROI model can be used to support HR initiatives as well as determine whether to proceed with an internal customer s request for HR support This module contains ROI tools including ROI costing model worksheet and e examples of ROI costings and assumptions Benchmarking Survey As a subscriber to the HR Measurement Toolkit you are invited to participate in the annual HR Measurement Benchmarking Survey The survey has been designed to capture important benchmark information on key measurement criteria so that you can determine how your organisation is performing relative to others HR MEASUREMENT TOOLKIT USER GUIDE 5 OVERVIEW The survey asks you to complete a series of questions about the measurement results you have calculated using worksheets contained within the HR Measurement Toolkit The results are then pooled analysed and reported back
61. ny previous and new periods Hide Period will hide the selected period from view To hide a period select the period s name in row 14 and click on Hide Period Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified C Graphs Turnover Graphs The results of the Workforce Turnover Report can be viewed in the Turnover Graphs 58 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Workforce Absenteeism Report A1 amp A2 Costing Management and Staff Absenteeism Step Description 1 Follow the steps listed in the Costing Management and Staff Absenteeism worksheets to derive either a generic company or department specific value This will be used in section B B Workforce Absenteeism Report Instructions Step Cell Description 1 M3 If additional departments are required click Insert Dept button 2 D4 Type the name of the period to which the report relates in the Period ending cell F15 Type the name of the current period C18 Type the name of each department 5 D7 Type in the standard paid hours per day for a management position This value should have been used in the Costing Management Absenteeism worksheet 6 D9 Type in the standar
62. o Buttons Insert Dept Insert Dept will insert an additional department between the last department and Total company Delete Dept Delete Dept will delete the department selected from the worksheet Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period Rollover Period will insert a new period to the left of the Total expenditure at end of last period column The results from the most recent period will copy to the Last period results and the period prior to that will move to a separate column At this stage insert the previous period s name in Insert past period name gt Hide Period Hide Period will hide the selected period from view To hide a period select the period s name in row 7 and click on Hide period Show Periods Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide Period button Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified B Graphs Expenditure Graphs View the results of the Workforce Expenditure Report in Expenditure Graphs C Comments Report comments Explanatory comments notes can be included in the Comments page and appended to the report 56 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTION
63. on Insert the name of the project Type a brief description of the first projected benefit of the project Assign a dollar value to the benefit described in step 2 Describe the assumptions made about the benefit Repeat steps 2 3 and 4 for each benefit If additional benefits are required click on the Insert Additional Benefits button Type a brief description of the first projected cost of the project Assign a dollar value to the cost described in step 6 Describe the assumptions made about the cost Repeat steps 6 7 and 8 for each cost If additional costs are required click on the Insert Additional Costs button Return on Investment will be automatically calculated If ROI exceeds 100 the project will be classified favourable Otherwise unfavourable will be displayed The project name will be automatically inserted as a result of step 1 Insert any general notes in regard to the project HR MEASUREMENT TOOLKIT USER GUIDE 65 WORKBOOK INSTRUCTIONS A ROI Costing Model Instructions continued Macro Buttons Insert Additional Insert Additional Benefits will insert space for the new Benefits benefit between the last benefit and Total benefits A space for the associated assumption will be automatically included in the assumptions section and a note number will beassigned Insert Additional Costs Insert Additional Costs will insert space for the new benefit between the last benefit and Total
64. or completion by the employee Add the number of responses within each question category e g number of ticks in Excellent for the three questions within the Wages Salary Benefits category At the end of the period compile the interview questionnaires ready for the data entry process B Exit Interview Data Entry Instructions Step Cell 1 N3 2 D4 3 H4 4 E6 5 US AC8 6 C14 7 E14 8 F14 114 9 J14 Description If additional departments are required click Insert Dept button Insert period from Insert period to Insert the number of exit interview reports completed during the period Insert the number of questions for which responses are required for each question category The defaults have been included and will only require change if you add more questions Insert the name of each department For each department insert the number of respondents for both management and staff categories This is will be used in the calculations In the Wages Salary Benefits columns insert the number of responses for Excellent Good Fair and Unsatisfactory from the exit interview forms Check is used to make sure you ve included the right number of responses If the number of responses does not tally with the number of questions multiplied by number of respondents X will indicate the error A tick will indicate that the figures balance 62 HR MEASUREMENT TOOLKIT USER GUIDE
65. ormulation External to HR HR Department Department Data gathering phase Strategy development phase 12 HR MEASUREMENT TOOLKIT USER GUIDE INTRODUCTION TO HR MEASUREMENT This model highlights a process that is not recommended but too often is observed being adopted by HR professionals often to their detriment The components of this model go together as follows 1 External benchmarking Based upon the HR professional s previous work experience observations and interactions with other professionals they are confident that they bring to their new organisation an understanding of what is important what is contemporary and what good organisations are doing 2 Vision statement and value proposition Based upon the same premise as outlined in Step 1 the HR professional can quickly and easily prepare a vision statement and value proposition which outlines the role HR should play in the organisation combined with the value added contribution it should make 3 Desired product mix and priorities Based upon the outcomes of 1 and 2 the HR professional quickly prepares a plan outlining the HR products and services that they believe the organisation needs in priority order 4 HR structure and roles Complementing the strategy and priorities developed the HR professional identifies the HR structure resources and budgets desired in order to make things happen 5 Line manager resistance turbulenc
66. p Cell Description 1 L3 If additional departments are required click Insert Dept button 2 E4 Insert period from 3 H4 Insert period to 4 I6 Insert a generic value to represent the cost of resolving an unfair dismissal claim This value may be calculated using the Costing Unfair Dismissal worksheet To link these worksheets type A1 Costing Unfair Dismissal H25 after unprotecting the worksheet 5 I8 Insert a generic value to represent the cost of resolving an EEO claim This value may be calculated using the Costing EEO Claims worksheet To link these worksheets type A2 Costing EEO Claims H25 after unprotecting the worksheet 6 I10 Insert a generic value to represent the cost of resolving a workforce grievance This value may be calculated using the Costing Workforce Grievances worksheet To link these worksheets type A3 Costing Workf Grievance H29 after unprotecting the worksheet 7 C14 Type the name of each department 20 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS B Employee Relations Status Report Instructions continued Step 8 10 11 12 13 14 15 16 Cell E14 F14 G14 H14 I14 P14 Q14 T14 P6 amp S6 P8 amp S8 P10 amp S10 Description For each department and category management and staff enter the number of Unfair Dismissal Claims that have been resolved during the period where
67. p can be checked and modified in this screen Yellow cells contain formulae and cannot be modified 26 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS OHS Report A OHS Report Instructions Step 1 10 11 12 13 Cell J3 C5 F8 C10 F10 G10 H10 I10 J10 K10 L10 M10 C34 Description If additional departments are required click Insert Dept button Type the name of the period to which the report relates in the Period ending cell Type the name of the current period Type the name of each department For each department and category management and staff in the current period insert the Lost time injuries for the period This is the number of incidents that have involved an injury which has resulted in an absence from work for one day or more For each department and category management and staff in the current period insert the Lost time days for the period This is the number of days lost to injury for the period The Average duration rate of a lost time injury for the period will be automatically calculated and rounded up to the nearest whole number The Frequency rate i e number of lost time injuries per 1 000 000 employee hours worked will be automatically calculated Year to Date YTD Lost time injuries will be automatically calculated Year to Date YTD Lost time days will be automatically calculated Year
68. pressure to deliver more with less They need support from HR teams who genuinely under stand their needs and deliver value added services in a cost effective manner To survive and prosper in this new era HR practitioners must recognise and appreciate that the principles of measurement evaluation and forecasting are an important part of the lifeblood of any organisation and are practised by line managers every day in every facet of the business embrace the principles of measurement and reporting across all functional activities and amongst all members of the HR team place far greater importance and emphasis on the collation preparation distribution and leveraging of integrated and meaningful data than they have in the past be capable of regularly producing comprehensive data and reporting which reflects the organisation s overall HR performance become more business aligned and commercially focused in developing their strategies and in prioritising their intended new products and services and be capable of demonstrating the value and return on investment to the organisation for an intended new HR product or service HR MEASUREMENT TOOLKIT USER GUIDE 11 INTRODUCTION TO HR MEASUREMENT Developing an Integrated HR Strategy To assist HR professionals to achieve these objectives the following paragraphs contrast models for creating ineffective and effective HR strategies Ineffective HR Strategy F
69. pt will delete the department selected from the worksheet Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Rollover Period will insert a new period to the right of the previous period The YTD report will automatically include any previous and new periods 32 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS B Training amp Development Expenditure Report Instructions continued Macro Buttons Hide Period Hide Period will hide the selected period from view To hide a period select the period s name in row 6 and click on Hide period Show periods Show Periods will display all periods within the worksheet Periods that are not required may be hidden by using the Hide period button Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified C Training amp Development Expenditure Report YTD Instructions Report YTD Training amp Dev Expenditure YTD results will be automatically calculated from the periodic report The following step should also be noted Step Cell Description 1 E4 Insert the name of the period that the report is up to and including D Training amp Development Expenditure Graphs Training Expend View the results of the YTD Training and Develop Graphs ment expenditure report in the Training
70. rate percentage for the period This is the number of employees who actually attended structured training programs divided by the number actually enrolled 6 F13 For each department and category management and staff insert the Successful course completions percentage for the period This is the percentage of participants who successfully completed a structured training program 7 G13 For each department and category management and staff insert the Participant satisfaction percentage for the period This is the average satisfaction score from participants 8 H13 J13 Year to date results will be automatically calculated 9 H6 Insert a benchmark company result for the Training participation rate 10 I6 Insert a benchmark company result for the Successful course completions rate 11 J6 Insert a benchmark company result for the Participant satisfaction percentage 12 C37 Actual Total company results YTD will be calculated automatically 36 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS A Training Performance Report Instructions continued Macro Buttons Insert Dept Delete Dept Clear Data Rollover Period Hide Period Show periods Print Insert Dept will insert an additional department between the last department and Total company Delete Dept will delete the department selected from the worksheet Clear Data will clear all data from the worksheet including hidden colum
71. recommend that you actively seek out and establish positive relationships with the Payroll and Accounts Payable Departments who can assist you in obtaining accurate real data in the following key areas Payroll Headcount staff mix overtime casual hours staff turnover and absenteeism annual leave liability Accounts Payable Use of independent contractors external consultants and other providers expenditure on external training courses and tertiary assistance programs recruitment expenditure including advertising costs consultants fees pre employment tests etc More information about these measures is contained in Module 2 KPIs and Monthly Reporting 2 Organisational critical success factors Most organisations operate using a set of critical success factors that underpin the sustainability and ongoing success of the organisation 1 e product range customer service price and quality Whether these factors are formalised or implicit it is important to understand what makes the organisation tick in order to determine how HR projects and initiatives can directly contribute to the achievement of these factors on an ongoing basis 16 HR MEASUREMENT TOOLKIT USER GUIDE INTRODUCTION TO HR MEASUREMENT 3 Key line manager priorities and expectations Coinciding with the identification of the organisation s critical success factors it is essential to spend sufficient time with key line managers to gain a real
72. s planned vs unplanned appointments and recruitment performance are evaluated This module contains examples of training and recruitment reports including training expenditure training hours training effectiveness training course outcomes talent management and succession planning workforce capacity workforce profile recruitment and hiring and performance management Module 5 Measuring Remuneration Benefits amp HR Administration This module provides a range of measurement and reporting tools for remuneration benefits and HR administration Module 5 emphasises the importance of getting the basics right ensuring employees are paid accurately and on time managing accrued annual leave and making sure your company s remuneration program attracts retains and motivates competent employees This module contains examples of remuneration benefits and HR administration reports including payroll performance accrued annual leave HR policies and procedures and remuneration programs 4 HR MEASUREMENT TOOLKIT USER GUIDE OVERVIEW Module 6 Measuring Organisational Workforce Performance Module 6 examines a range of measurement formats which are designed to report on the overall HR climate of the organisation Staff turnover absenteeism utilisation and headcount can be reported and the results of exit interviews and attitude surveys can be analysed This module contai
73. s can be derived from Costing Unplanned and Planned Appointment worksheets 4 Cll Type the name of each department 5 D9 For the first use of this report insert the name of the last period in the lt Insert last period name gt cell In subsequent periods when the Rollover is used the name and results of the last period will copy over automatically 6 D11 For each department insert the number of positions filled by internal appointment during the period 7 Ell For each department insert the number of positions filled by external appointment during the period 8 F11 Number of positions filled during the period will be automatically calculated 9 G11 Percentage of positions filled internally will be automatically calculated 10 Hil Percentage of positions filled externally will be automatically calculated 38 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS B Succession Planning Report Instructions continued Step Cell 11 I11 12 J9 O18 13 P11 U18 14 D19 Macro Buttons Insert Dept Delete Dept Clear Data Rollover Period Hide Period Show periods Print Description Total cost of external appointments will be automatically calculated i e number of external appointments X differential cost of external appointments Repeat steps 5 11 for the current period Year to date results will be automatically calculated Total company will be automatically calcul
74. te automatically see step 9 In the Seek re employment columns insert the number of responses for Yes and No from the exit interview forms Check will calculate automatically see step 9 Total company will be automatically calculated for each category HR MEASUREMENT TOOLKIT USER GUIDE 63 WORKBOOK INSTRUCTIONS B Exit Interview Data Entry Instructions continued Macro Buttons Insert Dept Insert Dept will insert an additional department between the last department and Total company Delete Dept Delete Dept will delete the department selected from the worksheet Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified C Exit Interview Report Instructions Results for the Exit Interview Report will be calculated automatically D Graphs Exit Results Graph View the results of the Exit Interview Report in the Exit Results Graphs 64 HR MEASUREMENT TOOLKIT USER GUIDE WORKBOOK INSTRUCTIONS Module 7 Measuring Return on Investment ROI Costing Model A ROI Costing Model Instructions Step 1 2 oO Un A U 10 11 12 13 14 15 Cell Ell E15 F15 E39 E2 I15 J15 139 E4 F29 F31 I35 E51 Descripti
75. the cost impact ramifications of such staff absenteeism Measuring Exit To receive confidential feedback from Interviews employees leaving the organisation in relation to their reasons for departure and satisfaction levels with the organisation throughout the course of their employment Workforce Attitude To receive structured and confidential Surveys feedback from employees in relation to their perceptions of and satisfaction levels with the organisation Module 7 Measuring Return on To demonstrate financial cost vs benefit Measuring Investment of HR related projects in order to either Returning justify or decline a HR or internal client Investment initiative 10 HR MEASUREMENT TOOLKIT USER GUIDE Introduction to HR Measurement Setting the Scene The business environment has changed profoundly over the past decade Whether you are in the private or public sector or in a large or small organis ation you are now part of a global marketplace where competition is fierce In today s demanding and competitive business climate CEOs are constantly seeking out new opportunities to sustain their organisations and create sources of competitive advantage Increasingly they turn to the HR team to deliver products and services that will optimise workforce performance and create a source of differentiation in the marketplace Line managers find themselves occupying larger roles with shrinking resources facing constant
76. turnover Workforce utilisation report HR MEASUREMENT TOOLKIT USER GUIDE 75 How To Use Troubleshooting Problem Solution Protected Worksheets All worksheets have been protected to avoid inadvertent formula changes Unprotect the sheet by clicking Tools Protection Unprotect sheet You will then be able to alter the worksheet if required Thomson CPD does not support worksheets where the formula has been altered by the user Tabbing When I press Tab on the keyboard my cursor moves away from the worksheet data entry area Ensure the box next to Transition navigation keys is unchecked in the Tools Options Transition tab area Comments There are no comments displayed in my spreadsheets red triangles on the corner of cells indicating further information To turn comments on open Tools Options View tab Ensure the box next to either Comment indicator only or Comment amp Indicator is selected Macro security When I open the Microsoft Excel templates the macro security dialog does not appear and my macro buttons don t work To enable the macro virus protection security levels In Microsoft Excel 97 open the Tools Options General tab Ensure the box next to macro virus protection is checked n Microsoft Excel 2000 and XP open the Tools Macro Security dialog box and select Medium and click OK Thomson CPD checks all products for k
77. utomatically i e total wage cost p a divided by 12 The total annual base wages cost will be calculated automatically Insert any labour on costs that will impact the agreement Include a description of each labour on cost Insert the total annual cost for each on cost category The labour on costs per month will be calculated automatically The total annual labour costs i e base wages plus on costs will be calculated automatically HR MEASUREMENT TOOLKIT USER GUIDE 23 WORKBOOK INSTRUCTIONS B EB Model Instructions StageStep Cell Description 1 B2 If additional options are required click on the Insert Option button 2 B3 If additional periods within an option are required click on the Insert Interval button 3 F4 For the first option type the option number to identify 3 4 G5 For the first option type a brief description of the option e g 896 over 2 years 5 H6 Insert the date upon which the agreement will commence 6 H7 Insert the date upon which the agreement will end 7 H8 Insert the number of months for which the agreement will be effective 8 H10 Insert the total percentage increase that will apply over the term of the agreement 4 9 G12 J12 Insert the dates upon which each increase becomes effective i e each interval If additional periods are required click Insert Interval 10 G13 J13 Insert the number of months remaining in the agreement from the date of the increase e g se
78. with excess balance for the current period An Excess Balance is an accrued annual leave balance in excess of 30 days For each department and category management and staff enter the Total outstanding excess days for the current period This is the total number of days in excess of 30 The dollar cost of excess days is automatically calculated The first time this report is used type the Number of employees with an excess balance for last period In subsequent periods the balances will be copied using the Rollover function The first time this report is used type the Total outstanding excess days for last period In subsequent periods the balances will be copied using the Rollover function HR MEASUREMENT TOOLKIT USER GUIDE 49 WORKBOOK INSTRUCTIONS A Accrued Annual Leave Report Instructions continued Step Cell Description 13 G15 The dollar Cost of excess days is automatically calculated 14 K15 The projected annual cost is automatically calculated It assumes monthly periods are reported multiplying the current period s cost by 12 months at the projected rate of increase i e D10 Macro Buttons Insert Dept Insert Dept will insert an additional department between the last department and Total company Delete Dept Delete Dept will delete the department selected from the worksheet Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will
79. ys required to fill positions divided by number of positions filled The total cost of vacancies will be automatically calculated i e average days required to fill positions multiplied by the average cost per day HR MEASUREMENT TOOLKIT USER GUIDE 47 WORKBOOK INSTRUCTIONS B Recruitment Status Report Instructions continued Step Cell Description 11 L11 Insert any additional expenditure that is attributable to the positions filled e g advertising medicals agency fees etc 12 C35 Total company results will be automatically calculated Macro Buttons Insert Dept Insert Dept will insert an additional department between the last department and Total company Delete Dept Delete Dept will delete the department selected from the worksheet Rollover Period Rollover Period will insert a new period to the right of the previous period YTD will automatically include any previous and new periods Hide Period Hide Period will hide the selected period from view To hide a period select the period s name in row 9 and click on Hide Period Clear Data Clear Data will clear all data from the worksheet including hidden columns Formulae will be retained Print Print will open the print preview screen Margins and the page setup can be checked and modified in this screen Note Yellow cells contain formulae and cannot be modified C Recruitment Status Report YTD Instructions Report YTD R

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