Employee turnover is the rate at which employees leave a company in a given period of time. This example creates a turnover report in Sage People that calculates leavers as a percentage of your average total annual headcount.
This example walks you through:
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Creating a new report
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Converting it to a joined report
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Adding blocks to the joined report
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Performing a calculation across the blocks
At the end of this exercise, you'll have created a turnover report that performs a calculation across three blocks in a joined report.
This worked example involves creating a joined report
A joined report is a report containing data from multiple report types to enable you to see the data side by side, or perform calculations. Joined reports are based on multiple report blocks providing different views of your data. Each block of reports can have its own fields, columns, sorting and filtering. Use a joined report to combine information from different report types. to perform the above calculation. The joined report consists of three blocks:
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Current headcount
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Headcount at the start of the year
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Leavers this year
The joined report includes a cross-block formula to calculate the turnover percentage.
You can calculate a more precise average headcount by adding headcounts from the start, end and one or more midpoints. Then divide the total by the number of headcount reports you use. In our exercise, we’ll just use the headcounts at the beginning and end of the period, dividing the total by two.
For a video walkthrough of the turnover report, see Function Focus Reporting Hints & Tips Video (YouTube).