Employee Relations Metrics

Pack
SuccessFactors NA

Workforce Analytics
Measure and Dimension Definitions
Employee Relations Metrics Pack | NA www.successfactors.com

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Table of Contents
1. Overview ____________________________________________________________________________ 4
2. Drill to Detail _________________________________________________________________________ 4
3. Data Graphic _________________________________________________________________________ 5
4. Base Input Measures __________________________________________________________________ 6
5. Reporting Structures __________________________________________________________________ 7
5.1 Time Dimensions ......................................................................................................................................... 8
5.2 Structural Dimensions ................................................................................................................................. 8
5.3 Employee Relations Function Dimensions .................................................................................................. 8
6. Derived Input Measures ________________________________________________________________ 9
7. Result Measures _____________________________________________________________________ 10

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1. Overview
Employee relations measures relate to grievance procedures and labor relations within the workforce. These
measures typically provide organizations with indications of the quality of the workplace environment and the
severity of any pockets of dissatisfaction among the workforce. These measures can also serve as a potential
indicator of future lawsuits or workplace incidents. Reducing the number of grievances can help to diffuse
potentially harmful situations, reduce turnover, reduce the risk of lawsuits and improve the employment brand.

Additionally, employee relation measures can alert the organization about interventions needed such as training,
employee communication, grievance process redesign (or the creation of the grievance process) and the retaining
of legal counsel.

Key business questions organizations will be able to answer through this metrics pack include:
How many EEO complaints or lawsuits are filed annually? What do we incur in legal costs to arbitrate,
defend or otherwise resolve complaints and lawsuits?
What is the average time, in days, required to resolve an internal grievance?
What is the percentage of internal grievances filed relative to the size of the workforce?

2. Drill to Detail
Drill to Detail functionality is provided via the SuccessFactors website and allows users to build data queries that
return the details of the individual employees meeting the criteria of the query. Using these results and the
standard website Query Workspace, analytical users can see how the transactional data feeds they provide to
SuccessFactors are transformed into the metrics presented on their Human Capital website.

Drill to Detail enables power users to quickly isolate individual pieces of data and to verify which employee data
records are included within a particular measure. It is also a valuable tool for project teams who routinely conduct
verification tasks via the website or who are required to handle requests from casual website users for
transactional information.

The Drill to Detail functionality (if applicable) is represented within this document using the following symbol .

Note: If the employee has multiple distinct contributions towards a metric (e.g. two absences within the same
month) there are different ways in which this can be displayed within the drill to detail output. In these instances
the result may not match the counts that are being drill to detail.

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3. Data Graphic
The following diagram provides a summary view of the Employee Relations Metrics Pack measurement framework. Denotes Drill to Detail functionality (if
applicable).

Source Data Fields Base Input Measures

Result Measures
Employee Relations Data Number of Grievances ADR Success Rate
Employee Id Number of Grievances Resolved External Complaint Factor
Open Date Number of External Agency
Closed Date Derived Input Measures Grievance Rate
Complaints
Resolution Method Code Number of Grievances Resolved by ADR process Grievance Time to Resolve
Days to Resolve
SuccessFactors Data Transformation
Grievance Type Code
External Agency Complaint Indicator

Configuration Data
Codes & Descriptions
Reporting Structures

Dimensions/Hierarchies
Time Period (Calendar, Fiscal)
Hierarchy 1 (Organizational Unit)1
Hierarchy 2 (e.g. Location)1
Grievance Resolution Method
Grievance Type

1
. Links to Workforce Analytics Core Workforce data via the employee identifier.

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4. Base Input Measures

The Employee Relations Metrics Pack measurement framework supports the generation of the following Base
Input Measures. Denotes Drill to Detail functionality (if applicable).

Measure
Base Input Measure Description
Category
Number of
The number of internal grievances reported during the reporting period.
Grievances

Number of
The number of internal grievances that were resolved during the
Grievances
reporting period.
Employee Resolved
Relations The number of external complaints made during the reporting period.
Function Number of External Lawsuits filed by employees against the employer are also considered to

Complaints be external complaints, as they are complaints requiring employer action
toward an external party.

Number of days required to satisfactorily resolve an employee

Days to Resolve
grievance.

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5. Reporting Structures
The Employee Relations Metrics Pack measurement framework supports the generation of the following
dimension hierarchies.

Dimension
Dimension / Hierarchy Description
Category
Allows analysis of measures across calendar years with breakdowns
Time Period / Calendar
at quarter and month level.
Time
Allows analysis of measures across fiscal years with breakdowns at
Time Period / Fiscal
quarter and month level.
Allows analysis of measures across the organizations reporting
Hierarchy 1
structure with breakdowns for each level in the structure tree.
(Organizational Unit)
Links to Core Workforce data via the employee identifier.
Structure Allows analysis of measures across another of the organizations
Hierarchy 2 reporting structures with breakdowns for each level in the structure
(e.g. Location) tree.
Links to Core Workforce data via the employee identifier.
Allows analysis of measures by grievance resolution method;
Grievance Resolution
Resolved by ADR process, Not Resolved by ADR process, Resisted
Method
Employee ADR process, ADR process not applicable, Unallocated
Relations Allows analysis of measures by grievance type;
Function Remuneration/Benefits, Contract, Discrimination, Harassment,
Grievance Type
Managers, Company Policies and Practices, Performance
Management, Termination, Unallocated

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5.1 Time Dimensions

Time dimensions provide for the breakdown of measure values across consecutive periods of time (years, quarters
and months).

Refer to the Core Workforce and Mobility Metrics Pack for further information and example views of the time period
dimension for a calendar and a fiscal reporting year.

5.2 Structural Dimensions

Structural dimensions provide for the breakdown of measure values across administrative and geographic
structures.

Refer to the Core Workforce and Mobility Metrics Pack for further information and example hierarchies

5.3 Employee Relations Function Dimensions

The standard framework provides a single tree for each of the following dimensions.

5.3.1 Grievance Resolution Method Dimension

This dimension provides a single breakdown level. The top of the tree is referred to as All Grievance Resolution
Methods, e.g.

Grievance Resolution Method

Resolved by ADR process
Not Resolved by ADR process
Resisted ADR process
ADR process not applicable
..

5.3.2 Grievance Type Dimension

This dimension provides a single breakdown level. The top of the tree is referred to as All Grievance Types, e.g.

Grievance Type
Company Policies and Practices
Contract Dispute
Discrimination
Harassment
Manager Dispute
Performance Management
Remuneration/Benefits Dispute
Termination

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6. Derived Input Measures

Through the filtering of base input measure by dimension categories, a rich set of derived input measures can be calculated.

Category Base Measure Derived Measure Filter / Calculation

Employee Relations Number of Grievances Number of Grievances Resolved by ADR Grievance Resolution Method: Resolved by ADR
Function Resolved process process

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7. Result Measures
Base Input Measures and Derived Input Measures are combined in formulas to calculate result measures. Through the specification of formulas combining
both base and derived input measures a rich set of result measures can be calculated. Denotes Drill to Detail functionality (if applicable).

Category Sub-Category Measure Calculation

Number of Grievances Resolved by ADR process / Number of Grievances
ADR Success Rate
Resolved * 100
Employee
Employee Relations External Complaint Factor Number of External Agency Complaints / Average Headcount * 100
Relations
Function Grievance Rate Number of Grievances / Average Headcount * 100
Function
Grievance Time to
Days to Resolve / Number of Grievances
Resolve

Denotes Drill to Detail functionality (if applicable).

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