Fluctuation refers to the number of employees leaving the company. Employees leave for a variety of reasons: resignations of employees who move to another company, expiry of employment contracts, dismissals by the company, retirements, resignations due to incapacity to work, etc. Staff turnover is statistically recorded using a key figure, the staff turnover rate (or staff turnover ratio). The staff turnover rate expresses as a percentage how many employees leave the company within a year in relation to the total number of employees. When calculating the staff turnover rate for personnel planning, all departures are taken into account. (Source: weka)
You can find the calculation of the turnover rate in SwissSalary under the heading Actions in Statistics.
The criteria required for calculating the turnover rate can be entered individually according to company-specific requirements.
Settings for calculating the turnover rate
1) The start and end dates are used to determine the period to be calculated and the initial and final headcount required for the calculation.
2) Group: The default setting is ‘empty’ – this means that all departures across the entire mandate are taken into account, but without department/group changes. This can be adjusted in the drop-down menu according to the desired requirements.
3) Period limit: If you select the period limit ‘in inventory’, employees who joined on 01/01/2019 and/or left on 12/31/2019 (as shown in the example) are included in the initial and final inventory, respectively.
If you select ‘not in the headcount’, employees with the corresponding start/end date are not included in the calculation of the initial or final headcount. These employees are taken into account in both variants for the calculation of the fluctuation rate.
4) Calculation method: SwissSalary uses three different calculation methods, with the ‘SwissSalary’ calculation formula being used as the default.
Calculation according to SwissSalary: Number of departures x 100 / (initial stock)
Calculation according to BDA formula: Number of departures x 100 / (initial stock + final stock) / 2
Calculation according to Schlüter formula: Number of departures x 100 / (initial stock + additions)
5) Detail: / Selection field: By activating the ‘Detail’ checkbox, you can select one of countless options from the ‘Selection fields’ that will then be taken into account and output in the evaluation. The default value is the ‘Function name’.
6) Output to Excel: Here you have the option of exporting all data to an Excel file.
General section
Reasons for leaving:
Under Reason for leaving, you can enter the reasons for leaving that are relevant to the company and determine whether or not they should be included in the calculation of turnover rates. The reason for leaving can be entered for employees in the personnel file under Job.
Report:
Employees without a recorded reason for leaving are included in the calculation.
The report lists all employees who have left the company, including those whose reason for leaving should not be included in the calculation of the turnover rate or for whom no reason for leaving has been recorded.