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Metric
List
Organization and Operations
Metric Name
Formula
Description
*Revenue Factor
Workforce Employees
Revenue Factor
*Expense Factor
Workforce Employees
Expense Factor
*Income Factor
Workforce Employees
Income Factor
(Revenue - (Operating Expense - (Regular The profit an organization would generate if it didnt have
Compensation Cost + Benefit Costs
to pay salary and benefits to its employees.
EPTNW))) / Regular FTE
Workforce Employees
Human Capital Value
Added
Note:
Saratoga
pwc
Formula
Description
(Revenue - (Operating Expense - (Regular The pre-tax profit for each dollar invested in employee
Compensation Cost + Benefit Costs
pay and benefits.
EPTNW))) / (Regular Compensation Cost
+ Benefit Costs EPTNW)
Workforce Employees
Human Capital ROI
Manager Ratio
Regular Headcount / Manager Headcount Number of employees each Manager supports (AKA
Manager span of control)
Workforce Employees
Manager Ratio
Executive Ratio
Workforce Employees
Executive Ratio
*Management Ratio
Workforce Employees
Management Ratio
*Executive Stability
Ratio
Average Tenure in
Current Management
Position
Bench Strength
Succession Planning
Ratio
Note:
Saratoga
pwc
Formula
Description
Three or More
Candidate Succession
Planning Depth
Succession Plan
Promotion Rate
*Average Tenure
*Promotion Rate
Average Time to
Promotion
Professional Career
Path Ratio
Organization Layers
Number of Levels
Note:
Saratoga
pwc
Formula
Description
Professional FTE
Percent
Information Technology
FTE Percent
Research &
Development FTE
Percent
Procurement FTE
Percent
Contingent On Payroll
Headcount Percent
Workforce with
Advanced Degrees
*Rookie Ratio
Percent of Employees
Employees Eligible for Retirement in Next
Eligible for Retirement In 5 Years / Regular Headcount
Next Five Years
(Total Call Center Hiring Cost * 1.1 Factor) New metric for 2006. Average amount spent on hiring
/ Total Call Center Hires
costs for each Call Center employee hired
Note:
Saratoga
pwc
Formula
Description
Nurse Voluntary
Separation Rate
Total Nurse Voluntary Separations / Nurse New metric for 2006. Percent of Nurses who voluntarily
Headcount
left the organization during the survey period.
Total Nurse Voluntary Separations with 0 New metric for 2006. Percent of total Nurse hires that
to 3 Months of Service / Total Nurse Hires voluntarily left the organization within their first 3 months
of service during the survey period.
Note:
Saratoga
pwc
Formula
Description
Formula
Description
HR Leadership &
Strategy FTE Ratio
Defined Contribution
Plan Administration FTE
Ratio
Note:
Saratoga
pwc
Formula
Description
Compensation FTE
Ratio
Executive
Compensation
Administration FTE
Ratio
Executive
Compensation Strategy
and Program Design
FTE Ratio
Non Executive
Compensation
Administration FTE
Ratio
Non Executive
Compensation Strategy
and Program Design
FTE Ratio
HR Talent Management
FTE Ratio
Workforce Mobility
Services FTE Ratio
Vendor Management
FTE Ratio
Communications FTE
Ratio
HR Customer Service
Center FTE Ratio
Note:
Saratoga
pwc
Formula
Description
HR Management and
Professionals FTE Staff
Percent
HR Leadership &
Strategy FTE Percent
Percent of Benefits
Function Devoted to
Benefits Strategy and
Program Design
Percent of Benefits
Function Devoted to
Health & Welfare Plans
Administration
Percent of Benefits
Function Devoted to
Defined Benefit Plan
Administration
Percent of Benefits
Function Devoted to
Defined Contribution
Plan Administration
Percent of Benefits
Function Devoted to
Leave Management
Compensation FTE
Percent
Note:
Saratoga
pwc
Formula
Description
Percent of
Compensation Function
Devoted to Executive
Compensation Strategy
and Program Design
Percent of
Compensation Function
Devoted to Executive
Compensation
Administration
Percent of
Compensation
Function Devoted
to Non Executive
Compensation Strategy
and Program Design
Percent of
Compensation
Function Devoted
to Non Executive
Compensation
Administration
HR Talent Management
FTE Percent
Workforce Mobility
Services FTE Percent
Vendor Management
FTE Percent
Vendor Management FTE / Direct HR FTE Percent of HR full-time equivalent staff dedicated to
managing external HR vendors
Note:
Saratoga
pwc
Formula
Description
Communications FTE
Percent
HR Customer Service
Center FTE Percent
HR Generalist FTE
Percent
Direct HR Headcount
Percent
Indirect HR Headcount
Percent
HR Revenue Percent
HR Leadership &
Strategy Function Costs
Per Employee
HR Leadership & Strategy Function Costs New metric for 2006. Amount spent on HR Leadership
/ Regular Headcount
& Strategy salaries and benefits, outsourcing costs,
consulting and contractor expenses, technology and
systems expenses, and other miscellaneous costs
Note:
Saratoga
10
pwc
Formula
Description
Benefits Strategy
and Program Design
Function Costs Per
Employee
Defined Contribution
Plan Administration
Function Costs Per
Employee
Leave Management
Function Costs Per
Employee
Compensation Function
Costs Per Employee
Executive
Compensation
Administration Function
Costs Per Employee
Executive
Compensation Strategy
and Program Design
Function Costs Per
Employee
Non Executive
Compensation
Administration Function
Costs Per Employee
Non Executive
Compensation Strategy
and Program Design
Function Costs Per
Employee
Note:
Saratoga
11
pwc
Formula
Description
HR Talent Management
Function Costs Per
Employee
Workforce Mobility
Services Function Costs
Per Employee
Vendor Management
Function Costs Per
Employee
Communications
Function Costs Per
Employee
HR Customer Service
Center Function Costs
Per Employee
Business Partners
Function Costs Per
Employee
HR Generalist Function
Costs Per Employee
Note:
Saratoga
12
pwc
Formula
Description
HR Labor Costs as a
Percent of Direct HR
Costs
HR Leadership &
Strategy Labor Cost
Factor
Defined Contribution
Plan Administration
Labor Cost Factor
Leave Management
Labor Cost Factor
Compensation Labor
Cost Factor
Executive
Compensation
Administration Labor
Cost Factor
Executive
Compensation Strategy
and Program Design
Labor Cost Factor
Note:
Saratoga
13
pwc
Formula
Description
Non Executive
Compensation
Administration Labor
Cost Factor
Non Executive
Compensation Strategy
and Program Design
Labor Cost Factor
HR Talent Management
Labor Cost Factor
Workforce Mobility
Services Labor Cost
Factor
Vendor Management
Labor Cost Factor
Vendor Management Labor Cost / Vendor New metric for 2006. Average compensation and
Management FTE
benefits paid to each employee dedicated to dedicated
to managing external HR vendors
Communications Labor
Cost Factor
HR Customer Service
Center Labor Cost
Factor
Note:
Saratoga
14
pwc
Formula
Description
HR Generalist Labor
Cost Factor
HR Generalist Labor Cost / HR Generalist New metric for 2006. Average compensation and
FTE
benefits paid to each employee whose primary
responsibility is a customer facing role that supports a
set of employees
HR Leadership &
Strategy Labor Costs
Per Employee
HR Benefits Labor
Costs Per Employee
Defined Contribution
Plan Administration
Labor Costs Per
Employee
Leave Management
Labor Costs Per
Employee
Note:
Saratoga
15
pwc
Formula
Description
Executive
Compensation
Administration Labor
Costs Per Employee
Executive
Compensation Strategy
and Program Design
Labor Costs Per
Employee
Non Executive
Compensation
Administration Labor
Costs Per Employee
Non Executive
Compensation Strategy
and Program Design
Labor Costs Per
Employee
HR Talent Management
Labor Costs Per
Employee
Workforce Mobility
Services Labor Costs
Per Employee
Vendor Management
Labor Costs Per
Employee
Communications Labor
Costs Per Employee
HR Customer Service
Center Labor Costs Per
Employee
Note:
Saratoga
16
pwc
Formula
Description
Time & Attendance Labor Costs / Regular New metric for 2006. The per employee investment in
Headcount
Time & Attendance compensation and benefits
HR Systems Costs as
a Percent of Direct HR
Costs
Compensation Systems
Costs Per Employee
HR Talent Management
Systems Costs Per
Employee
HR Systems
Implementation Costs
Per Employee
Benefits System
Implementation Costs
Per Employee
Compensation System
Implementation Costs
Per Employee
Note:
Saratoga
17
pwc
Formula
Description
HR Talent Management
System Implementation
Costs Per Employee
Training System
Implementation Costs
Per Employee
HR Systems Upgrade
Costs Per Employee
Benefits System
Upgrade Costs Per
Employee
Benefits System Upgrade Costs / Regular New metric for 2006. The per employee investment
Headcount
in upgrading any system focusing on the design and
administration of benefit programs
Compensation System
Upgrade Costs Per
Employee
HR Talent Management
System Upgrade Costs
Per Employee
Training System
Upgrade Costs Per
Employee
HR Systems Ongoing
Maintenance Per
Employee
HR Systems Ongoing Maintenance Costs New metric for 2006. The per employee investment in
/ Regular Headcount
maintaining any HR system
Benefits System
Ongoing Maintenance
Costs Per Employee
Note:
Saratoga
18
pwc
Formula
Description
Compensation System
Ongoing Maintenance
Costs Per Employee
HR Talent Management
System Ongoing
Maintenance Costs Per
Employee
Training System
Ongoing Maintenance
Costs Per Employee
HR Consultant &
Contractor Costs As a
Percent of Direct HR
Expenses
Direct HR Consultant & Contractor Costs/ New metric for 2006. The percent of direct HR expenses
Direct HR Costs
devoted to a third party vendor providing advisory/
consulting projects around a HR program
HR Consultant &
Contractor Costs Per
Employee
Direct HR Consultant & Contractor Costs/ New metric for 2006. The per employee investment in
Regular Headcount
having a third party vendor providing advisory/consulting
projects around a HR program
HR Leadership &
Strategy Consultant and
Contractor Costs Per
Employee
HR Leadership & Strategy Consultant and New metric for 2006. The per employee investment in
Contractor Costs / Regular Headcount
having a third party vendor providing advisory/consulting
to Director and above HR employees (e.g., Senior VP of
HR) who DO NOT report directly into an HR function and
management and individual contributors focusing on HR
budgeting and metrics
Benefits Strategy
and Program Design
Consultant & Contractor
Costs Per Employee
Defined Benefit
Plan Administration
Consultant & Contractor
Costs Per Employee
Note:
Saratoga
19
pwc
Formula
Description
Defined Contribution
Plan Administration
Consultant & Contractor
Costs Per Employee
Leave Management
Consultant & Contractor
Costs Per Employee
Compensation
Consultant & Contractor
Costs Per Employee
Executive
Compensation
Administration
Consultant & Contractor
Costs Per Employee
Executive
Compensation Strategy
and Program Design
Consultant & Contractor
Costs Per Employee
Non Executive
Compensation
Administration
Consultant & Contractor
Costs Per Employee
Non Executive
Compensation Strategy
and Program Design
Consultant & Contractor
Costs Per Employee
HR Talent Management
Consultant & Contractor
Costs Per Employee
Note:
Saratoga
20
pwc
Formula
Description
Workforce Mobility
Services Consultant &
Contractor Costs Per
Employee
Vendor Management
Consultant & Contractor
Costs Per Employee
Employee Records
& Administration
Consultant and
Contractor Costs Per
Employee
Communications
Consultant & Contractor
Costs Per Employee
Communications Consultant & Contractor New metric for 2006. The per employee investment in
Costs / Regular Headcount
having a third party vendor providing advisory/consulting
projects around employee related communications
including employee reward changes, executive
communications, and merger or divestiture related
communications
HR Customer Service
Center Consultant and
Contractor Costs Per
Employee
Business Partner
Consultant & Contractor
Costs Per Employee
Business Partner Consultant & Contractor New metric for 2006. The per employee investment in
Costs / Regular Headcount
having a third party vendor providing advisory/consulting
projects around HR Director and above employees
working primarily with senior levels of management
within lines of business designing and executing
business strategies
HR Generalist
Consultant & Contractor
Costs Per Employee
Note:
Saratoga
21
pwc
Formula
Description
HR Outsourcing Costs
As a Percent of Direct
HR Expenses
HR Outsourcing Costs
Per Employee
HR Leadership &
Strategy Outsourcing
Costs Per Employee
Benefits Outsourcing
Costs Per Employee
Benefits Strategy
and Program Design
Outsourcing Costs Per
Employee
Defined Benefit
Plan Administration
Outsourcing Costs Per
Employee
Defined Contribution
Plan Administration
Outsourcing Costs Per
Employee
Leave Management
Outsourcing Costs Per
Employee
Compensation
Outsourcing Costs Per
Employee
Executive
Compensation
Administration
Outsourcing Costs Per
Employee
Note:
Saratoga
22
pwc
Formula
Description
Executive
Compensation Strategy
and Program Design
Outsourcing Costs Per
Employee
Non Executive
Compensation
Administration
Outsourcing Costs Per
Employee
Non Executive
Compensation Strategy
and Program Design
Outsourcing Costs Per
Employee
HR Talent Management
Outsourcing Costs Per
Employee
Workforce Mobility
Services Outsourcing
Costs Per Employee
Vendor Management
Outsourcing Costs Per
Employee
Vendor Management Outsourcing Costs / New metric for 2006. The per employee investment
Regular Headcount
in outsourcing all or a portion of services related to
managing external HR vendors
Employee Records
& Administration
Outsourcing Costs Per
Employee
Note:
Saratoga
23
pwc
Formula
Description
Communications
Outsourcing Costs Per
Employee
HR Customer Service
Center Outsourcing
Costs Per Employee
HR Customer Service Center Outsourcing New metric for 2006. The per employee investment in
Costs / Regular Headcount
outsourcing all or a portion of services related to tier 1
call center support for benefits, compensation, employee
relations, and administration (e.g., address updates)
Business Partner
Outsourcing Costs Per
Employee
HR Generalist
Outsourcing Costs Per
Employee
Payroll Outsourcing
Costs Per Employee
Training Outsourcing
Costs Per Employee
HR Miscellaneous &
Overhead Allocations
Cost As a Percent of
Direct HR Expenses
HR Miscellaneous &
Overhead Allocations
Cost Per Employee
Percent of Employee
Total First Touch Resolution Employee
Relations Calls Resolved Relations Calls / Total Employee
with the First Touch
Relations Calls
Note:
Saratoga
24
pwc
Formula
Description
Percent of HR
Administration Calls
Resolved with the First
Touch
Percent of Workforce on
Employee Self Service
Payroll Adjustment
Percent
Payroll Overpayment
Percent
Number of Manual Payments / Number of Percent of employee payments processed that required a
Payments Processed
manual payment outside of the normal pay run
Percent of Workforce on
Direct Deposit
*Average Training
Sessions Attended
Note:
Saratoga
25
pwc
Formula
Description
Internal Training Cost / Total Training Cost Percent of total training costs associated with internal
employee training.
Management
Completing Leadership
Development Course
Formula
Description
Workforce Employees
Compensation Revenue
Percent
Total Compensation
Revenue Percent
Workforce Employees
Labor Cost Revenue
Percent
Note:
Saratoga
26
pwc
Formula
Description
Total Compensation
Expense Percent
Workforce Employees
Labor Cost Expense
Percent
Workforce Employee
Cost Factor
Workforce On Payroll Compensation Cost Average compensation per FTE (including all regular
/ Workforce On Payroll FTE
employees and contingents on payroll)
Executive Employee
Cost Factor
Professional Employee
Cost Factor
Operative Employee
Cost Factor
Executive Employee
Cost Factor Including
Equity Based
Compensation
Manager Employee Cost (Manager Compensation Cost + Manager New metric for 2006. Average compensation and equity
Factor Including Equity
Equity Based Pay) / Manager FTE
based pay per Manager FTE.
Based Compensation
Professional Employee
Cost Factor Including
Equity Based
Compensation
(Sales Compensation Cost + Sales Equity New metric for 2006. Average compensation and equity
Based Pay) / Sales FTE
based pay per Sales FTE.
Note:
Saratoga
27
pwc
Formula
Description
Compa Ratio
Workforce Employees
Labor Cost Factor
(Manager Compensation Cost + Manager New metric for 2006. Average salary, equity based pay,
Equity Based Pay * (1 + (Benefit Costs
and benefits per Manager FTE.
EPTNW / Regular Compensation Cost +
Total Equity Based Pay))) / Manager FTE
Note:
Saratoga
28
pwc
Formula
Description
(Sales Compensation Cost + Sales Equity New metric for 2006. Average salary, equity based pay,
Based Pay * (1 + (Benefit Costs EPTNW
and benefits per Sales FTE.
/ Regular Compensation Cost + Total
Equity Based Pay))) / Sales FTE
*Variable Compensation
Percent
*Performance Bonus
Pay Percent
Executive Bonus
Compensation Percent
Manager Bonus
Compensation Percent
Professional Bonus
Compensation Percent
Sales Bonus
Compensation Percent
Operative Bonus
Compensation Percent
Note:
New metric for 2006. Average equity based pay for each
employee receiving equity pay.
Saratoga
29
pwc
Formula
Description
New metric for 2006. Average equity based pay for each
Executive receiving equity pay.
New metric for 2006. Average equity based pay for each
Manager receiving equity pay.
Professional Equity
Based Compensation
Per Employee
New metric for 2006. Average equity based pay for each
Professional receiving equity pay.
Sales Equity Based Pay / Sales Receiving New metric for 2006. Average equity based pay for each
Equity Based Pay
Sales employee receiving equity pay.
Professional Equity
Based Pay Percent
Benefit Compensation
Percent
*Benefit Factor
Healthcare Factor
Employer Contribution
to Healthcare Coverage
for Active Employees
Note:
Saratoga
30
pwc
Formula
Description
Employer Contribution
to Healthcare Coverage
for Retirees
Healthcare Costs as a
Percent of Operating
Expenses
Legally Required
Payments as a Percent
of Base Salary
Legally Required
Payments Benefit
Percent Breakdown
Legally Required Payments / Total Benefit Percent of total benefit costs dedicated to legally
Costs
required payments such as Social Security and FICA
taxes.
Healthcare Related
Payments Benefit
Percent Breakdown
Miscellaneous Benefit
Payments Benefit
Percent Breakdown
Note:
Saratoga
31
pwc
Formula
Description
Defined Benefit
Accounting Service
Costs as a Percent of
Compensation Costs
Defined Benefit
Projected Benefit
Funded Ratio for
Funded Plans
Tuition Reimbursement
Utilization
Workers Compensation
Factor
Workers Compensation
Claims Paid
Improved Performance
Rating Index
Consistent Performance
Rating Index
Decreased Performance
Rating Index
Note:
Saratoga
32
pwc
Formula
Description
*Accession Rate
Advertising Hiring
Percent
Internal Management
Hiring Source
(Internal Hiring Cost * 1.1) / Internal Hires Average amount spent on hiring costs for each internal
hire.
Note:
Saratoga
33
pwc
Formula
Description
College Recruitment
Program Cost Factor
Average Relocation
Package
Cost to Onboard
Average Management
Sign-On Bonus
Time To Fill
*Time to Start
Note:
Saratoga
34
pwc
Formula
Description
Nonexempt Time to
Start
External Offer
Acceptance Rate
Requisitions Filled
Percent
Total Existing Requisitions / Recruiter FTE Average number of requisitions per Recruiter.
Formula
Description
*Separation Rate
Nonexempt Separation
Rate
*Voluntary Separation
Rate
Exempt Voluntary
Separation Rate
Note:
Saratoga
35
pwc
Formula
Description
Nonexempt Voluntary
Separation Rate
Executive Voluntary
Separation Rate
Manager Voluntary
Separation Rate
Professional Voluntary
Separation Rate
Sales Voluntary
Separation Rate
Operative Voluntary
Separation Rate
*Percent of Total
Voluntary Turnover
Occurring between 1-3
Years of Service
*Percent of Total
Voluntary Turnover
Occurring between 3-5
Years of Service
*Percent of Total
Voluntary Turnover
Occurring between 5-10
Years of Service
*Percent of Total
Voluntary Turnover
Occurring with 10+
Years of Service
Note:
Saratoga
36
pwc
Formula
Description
Cost of Turnover
Nonexempt Cost of
Turnover
Turnover Impact
*Involuntary Separation
Rate
Exempt Involuntary
Separation Rate
Exempt Involuntary Separations / Regular Percent of Exempt employees that involuntarily left the
Exempt Headcount
organization during the survey period.
Nonexempt Involuntary
Separation Rate
Executive Involuntary
Separation Rate
Manager Involuntary
Separation Rate
Professional Involuntary
Separation Rate
Sales Involuntary
Separation Rate
Office & Clerical Involuntary Separations / Percent of Office & Clerical employees that involuntarily
Office & Clerical Headcount
left the organization during the survey period.
Operative Involuntary
Separation Rate
Dismissal Involuntary
Separation Rate
Layoff Involuntary
Separation Rate
High Performer
Separation Rate
Low Performer
Separation Rate
High Performer
Voluntary Separation
Rate
Low Performer
Involuntary Separation
Rate
Note:
Saratoga
37
pwc
Formula
Description
*Absence Rate
Note:
2006 PricewaterhouseCoopers LLP. All rights reserved. PricewaterhouseCoopers refers to the PricewaterhouseCoopers LLP (a Delaware limited
liability partnership) or, as the context requires, other member rms of PricewaterhouseCoopers International Limited, each of which is a separate and
independent legal entity. SF-SF-06-0438-A 01/06 MW
Saratoga
38
pwc