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Employee Turnover Dashboard for your HR department

2017-10-24

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In our new series of blog posts, we will tackle reporting and dashboarding challenges in different business functions through examples, starting with an HR report in Tableau, more specifically employee fluctuation (turnover).

What is employee turnover and why do I need an employee turnover dashboard anyway?

“The ratio of the number of employees that leave a company through attrition, dismissal, or resignation during a period to the number of employees on payroll during the same period.” – businessdictionary

Employee mobility is at its peak now and will continue to grow in the future as more and more jobs becoming mobile-enabled. Employers and HR departments have to understand how it affects their organization to successfully overcame its challenges.

As Edward E. Lawler III wrote in a Forbes article: “Depending upon the complexity of a job and the level of management, the cost of turnover can equal anywhere from one month’s to several years’ salary for a departing employee. The more complex the job and the higher level of the job, the greater the cost.”

By analyzing employee turnover, organizations can understand its pace, effects and root causes so they can take actions.

Behind the scenes: why we needed an Employee Turnover Dashboard?

This example dashboard started as an internal project for our beloved HR department because they wanted more insights into employee turnover so they can plan our growth more accurately. As a Tableau enthusiast team our first idea was to create an HR Dashboard in Tableau for them, so they can use it and evolve it as their needs changing. Halfway through the implementation we decided to create an HR Dashboard example out of it and share it with the Tableau community.

Requirements for our HR Dashboard

Our HR Director wanted to see all employee turnover related information on aggregated level and in detail on one dashboard, to be able to instantly know where we are compared to our plans, pick up trends and identify root causes. More specifically she wanted to identify which group is in danger of leaving the company and why.

Employee Turnover Dashboard Implementation

After analyzing the requirements, we agreed to put the “big picture” on the top section of our dashboard. This allows HR and top management to see the aggregated and current numbers in an instant and then dive into potential causes below.

On the left side below the aggregated level, we broke down turnover numbers to departments (and added location in the example as an other dimension that could be relevant to other companies). This way are able to tell which department has to pay more attention to keep our awesome colleagues engaged and satisfied.

On the right side we wanted to investigate generational differences and how long we can keep our people, so we can plan better career paths.

 

Last but not least, we also channeled back the reasons for leaving from exit interviews conducted by HR.

What’s happening within the company?

Outcome

By adding employee turnover and cost-to-hire into the planning we can now calculate with pretty accurate costs to maintain a certain position. We also identified which team needs to ramp up their efforts in keeping members and started to take actions.

You can analyze the full report here: Fluctuation report

Got questions?

Feel free to ask: hello@tableausoftware.hu

@IvettAlexa

10 likes

Author

Ivett Kovács

I love taking datasets into beautiful and informative visualizations. Besides data, I am also very passionate about traveling, surfing, cooking and exploring the outdoors with my dog.

Comments (13)

  • January 16, 2018 by Brent

    Brent

    Hi Ivett, I love this dashboard! So much so I would like to reverse engineer to see how you made it. Are you willing to share the Tableau Workbook?

    • December 9, 2018 by Ivett Kovács

      Ivett Kovács

      Hey Brent,
      thanks 🙂 Which part are you interested in?

  • January 11, 2019 by Joe

    Joe

    How did you create the “When Did They Leave” chart? I have something similar but I cannot get the totals to show up under the group names like you have them.

    • December 1, 2019 by Ivett Kovács

      Ivett Kovács

      Hi Joe,

      That is a simple table with circle marks. One mark means one worker.
      Drop me a mail if you have more question: kovacsi@starschema.net

  • February 4, 2019 by Kevin

    Kevin

    Hi Ivett,

    Both the Intracompany Movements and the Fluctuation Report are incredible!
    Both are dashboards I have been tasked with creating and would like to reverse engineer them as well.
    Can you share them, or do you have a tutorial with step-by-step instructions?

    Many thanks,
    Kevin

  • March 22, 2019 by Cio Kamar

    Cio Kamar

    Hello Ivett,

    I love what you’ve done here. Is it possible to get the Tableau workbook showing the “Where, Who, and Why left” sheet?

    Thank you,
    Cio

  • April 1, 2019 by harshit aggarwal

    harshit aggarwal

    thats a great content..can you please share the twbx file of the same..THANKS

  • June 12, 2019 by Jeremy Robledo

    Jeremy Robledo

    I have a question about what function or feautre you use on your report that allows you to change Location to Department within the same field of view. Is there anyway you could direct me to a how to article or something?

    • September 15, 2019 by Ivett Kovács

      Ivett Kovács

      Hi Jeremy,

      these are simple parameters.

  • June 12, 2019 by Jeremy Robledo

    Jeremy Robledo

    How did you create those drop down menus in the final dashboard that change the data and dimensions? Is there a how to you can point me in the direction to?

  • August 26, 2019 by Danielle

    Danielle

    Hi Ivette,

    Love this!
    When creating your dashboard, did you use one data set or multiple ones?

    • September 15, 2019 by Ivett Kovács

      Ivett Kovács

      Hi Danielle,

      I used one source. Let me know if I can be of any further help.

  • October 10, 2019 by Alejandro Molina

    Alejandro Molina

    Hello Ivett.
    I was looking for ideas for a Employee Turnover report, and I found yours.
    It´s pretty clean and focussed.
    I would like to know how did you get the numbers. I mean, how should the data be prepared in order to count in/out flow to determine turnover.
    Can I have a copy of your workbook?
    Thanks
    Regards

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