HR Metrics Questionnaire - 2021



2021 Questionnaire:

HR Metrics Survey

(Turnover, Workforce Planning, Training & Development, HR Operations, Compensation, Cost of Benefits, and

Executive Benefits)

Participation Deadline: February 12, 2021

Survey Forms Online at:



UNDERSTANDING OF CONFIDENTIALITY

This survey questionnaire should be completed with the understanding that:

▪ Organization identity and compensation or benefit information will remain confidential for non-governmental organizations and will not be released without advanced approval by the organization.

▪ The contents and the resulting survey report will not be used in collective bargaining sessions or in grievance proceedings by either Employers Council or the organization.

▪ The resulting survey will be used solely to assist in guiding the effective management of compensation or benefit programs.

© Copyright, 2021 Employers Council permission in writing from the Employers Council, is prohibited.

CONTENTS

General Information & Definitions 2-3

General Information 2

Directions & Definitions 3

Turnover (Separation) Rates 4-5

Total Number of Separations 4

Total Number of Employee Initiated Separations 4

Total Number of Organization Initiated Separations 4

Length of Service of Separated Employees 5

Primary Reason for Employee Initiated Separations 5

Retirement Separation Rate 5

Workforce Planning 6

Tenure Rate 6

Cost Per External Hire 6

Length of Time to Fill Positions 6

Succession Planning 6

Training & Development 7

Training Budget 7

% of Budget/Employee Category 7

Training Hours/Employee Category 7

Training Delivery Methods 7

HR Operations 8

Ratio of HR Staff to Employees 8

HR Service Model 8

HR Performance Measures 8

HR Metrics Used to Predict Future Needs/Opportunities 8

Compensation 9

Compensation Expense as Percentage of Total Operating

Expense 9

Base Pay as a Percentage of W2 Earnings 9

Cost of Benefits 10

Benefits as a Percentage of Payroll 10

Executive Benefits 11-12

Executive Benefits Offered 11-12

Any questions about completing this questionnaire should be directed to Employers Council’s Surveys Department at 800.884.1328 or surveys@.

GENERAL INFORMATION QUESTIONNAIRE

1.0

|Full Organization Name:       |

|Name of Person Completing Questionnaire:       |

|Address:       |

|City/State/Zip:       |

|E-mail:       |Phone Number:       |

2.0 Location and Employment Size: Report the total number of regularly scheduled (full-time / part-time) employees currently on your local payroll. (If you have employees at more than one location, please fill out a separate questionnaire for each location.)

|Arizona |Enter # |Colorado |Enter # |

| |of Empls | |of Empls |

3.0 Number of years organization has been in business:      

4.0 What is the average age of your overall workforce?

| |Less than |25 – 35 |36 – 50 |More than |

| |25 years |years |years |50 years |

|All Employees | | | | |

5.0 What is the average age of your workforce by employee classification? (Check one age category for

each employee classification. If you do not have a particular employee classification – select Not Applicable.)

|Category |Not |Less than |25 – 35 |36 – 50 |More than |

| |Applicable |25 years |years |years |50 years |

|Senior Management | | | | | |

|Middle Management | | | | | |

|Operations/Support Staff | | | | | |

|Professional/Technical Staff | | | | | |

|Sales Staff | | | | | |

DIRECTIONS AND DEFINITIONS

Please Read Definitions Before Completing Questionnaire. If you have employees at more than one location and track separate data for each location, please fill out a separate questionnaire for each location. Otherwise, complete one questionnaire for all locations.

TURNOVER

Non-Exempt: Defined as full-time employees, non-exempt under the Federal Wage-Hour Law.

Exempt: Defined as full-time employees, exempt under the Federal Wage-Hour Law.

All Employees: Total of non-exempt and exempt employees; non-exempt + exempt = total all employees.

Average Number of Employees: The average workforce during 2020; refers to full-time, “regular” employees.

Total Number of Separations:

Separations Include:

✓ employee initiated resignations

✓ organization initiated terminations

✓ transfers within your organization but to a different location

✓ permanent reduction in force

Separations Exclude:

✓ temporary employees

✓ death and retirements (retirements reported separately in Retirement separation)

✓ part-time employees (employees working less than 35 hours per week)

✓ employees on an approved leave of absence

✓ employees on temporary or indefinite layoff except those who were actually terminated during a layoff in 2020

Employee Initiated Separations:

✓ Include data for employee initiated resignations only. (Exclude retirements/deaths)

Organization Initiated Separations:

✓ Include data for organization initiated terminations only (Exclude retirements/deaths).

RETIREMENT SEPARATION RATES

Average Number of Employees: The average workforce during 2020; refers to full-time, “regular” employees.

Retirement Separations: The number of employees who retired in 2020.

See Turnover for definition of non-exempt, exempt and all employees.

TENURE RATES

Total Employee Tenure: The sum of the total years of employment for all full-time, “regular” employees.

Regular Employee Headcount: The number of full-time, “regular” employees, regardless of hours worked in the organization, effective January 2020.

See Turnover for definition of non-exempt, exempt and all employees.

TENURE RATE

Total Employee Tenure: The sum of the total years of employment for all full-time, “regular” employees.

Regular Employee Headcount: The average number of full-time, “regular” employees, regardless of hours worked in the

organization.

See Turnover for definition of non-exempt, exempt and all employees.

COST PER HIRE - EXTERNAL

Total costs include the sum of all direct costs (e.g., advertising, hiring events, agencies, search firms, employee referral programs, onboarding and travel for applicants and interviewers) incurred in attracting and hiring employees. In addition, include relocation costs, interviewer pay, and staffing department operating expenses. If the HR interviewers have other responsibilities like internal hiring or generalist duties then pay would need to be pro‐rated for the time involved in external recruiting. If you include management interviewers you would also need to pro‐rate pay since they have many other duties.

See Turnover for definition of non-exempt, exempt and all employees.

TOTAL COMPENSATION EXPENSE

AS A PERCENTAGE OF THE

TOTAL OPERATING EXPENSE

Compensation Cost: Total W-2 compensation paid out for organization from the payroll records for all full-time, part-time, and contingent on payroll employees for 2020. Excluded are payments made to temporary and contract personnel and certain benefits such as severance pay.

Benefit Cost: Total employer paid benefit cost incurred by organization, including payments for time not worked during 2020. This includes payments for or in lieu of vacations and holidays, sick leave, parental leave, and other related costs (including legally required payments).

Operating Expense: Total domestic operating expenses for the organization from your income statement for 2020. This includes sales, general and administrative expenses, and cost of goods sold.

TURNOVER (SEPARATION) RATES

Turnover Rates

1.0 TOTAL NUMBER of Separations During 2020

| |(a) |(b) | |

| |Average Number of |Total Number of |Separation Rate (2020) |

| |Employees During 2020 |Separations During 2020 | |

|Non-Exempt |      |      |      % |

|Exempt |      |      |      % |

|All Employees |      |      |      % |

2.0 Total Number of EMPLOYEE INITIATED Separations During 2020

| |(a) |(b) | |

| |Average Number of |Total Number of |Separation Rate – Employee |

| |Employees During 2020 |Employee Initiated |Initiated (2020) |

| | |Separations During 2020 | |

|Non-Exempt |      |      |      % |

|Exempt |      |      |      % |

|All Employees |      |      |      % |

3.0 Total Number of ORGANIZATION INITIATED Separations During 2020

| |(a) |(b) | |

| |Average Number of |Total Number of |Separation Rate – Organization|

| |Employees During 2020 |Organization Initiated |Initiated (2020) |

| | |Separations During 2020 | |

|Non-Exempt |      |      |      % |

|Exempt |      |      |      % |

|All Employees |      |      |      % |

Definitions:

Non-Exempt: Defined as full-time employees, non-exempt under the Federal Wage-Hour Law.

Exempt: Defined as full-time employees, exempt under the Federal Wage-Hour Law.

All Employees: Total of non-exempt and exempt employees; non-exempt + exempt = total all employees.

Average Number of Employees: The average workforce during 2020; refers to full-time, “regular” employees.

Total Number of Separations: See definitions page for an explanation of what separations to include and exclude.

turnover (SEPARATION) RATES - cONTINUED

4.0 How would you classify the majority of your employee initiated turnover in 2020? (Select one response.)

0.5 Unsure

1.0 Desirable turnover (non-regrettable)

2.0 Neutral turnover

3.0 Undesirable turnover (regrettable)

5.0 What actions does your organization take to reduce turnover? (Multiple responses permitted.)

|1.0 Better new hire orientation/on-boarding |10.0 Improve or implement career/succession |

| |planning |

|2.0 Better training for managers in order to |11.0 Improve organization communications |

|interview more effectively | |

|3.0 Conduct a compensation and benefits review |12.0 Invest in training/development for employees |

|4.0 Conduct an employee opinion survey |13.0 Introduce/expand flexible work options |

| |(work life balance) |

|5.0 Conduct exit interview surveys |14.0 Offer new/unusual employee benefits |

|6.0 Conduct new hire surveys |15.0 Offer reward and recognition program |

|7.0 Conduct stay interviews |16.0 None of the above |

|8.0 Develop quality of hire metrics |17.0 Other (Please specify):       |

|9.0 Implement employee mentor program | |

6.0 What was the average length of service of those employees separated/terminated in 2020?

|2020 Separations |Employee Initiated Separations |Organization Initiated Separations |

| |(Specify average months of service.) |(Specify average months of service.) |

|Non-Exempt |      |      |

|Exempt |      |      |

7.0 For 2020 employee initiated turnover, what was the primary reason employees left the organization?

(Select one response.)

0.5 Unknown

1.0 Benefits (Insured/Paid Time Off)

2.0 Better work/life balance

3.0 Career Change

4.0 Compensation

5.0 Education

6.0 Hours of Work

7.0 New job

8.0 Personal reasons

9.0 Relocation

10.0 Supervisor

11.0 Transfer within organization

12.0 Other (Please specify):      

13.0 None of the above

8.0 What is the Total Number of RETIREMENT SEPARATIONS During 2020?

RETIREMENT SEPARATION RATE FORMULA

b/a X 100 = Retirement Separation Rate (%)

| |(a) |(b) |Retirement |

| |Average Number of |Total Number of Retirement |Separation Rate (2020) |

| |Employees During 2020 |Separations During 2020 | |

|Non-Exempt |      |      |      % |

|Exempt |      |      |      % |

|All Employees |      |      |      % |

Definitions:

Non-Exempt: Defined as full-time employees, non-exempt under the Federal Wage-Hour Law.

Exempt: Defined as full-time employees, exempt under the Federal Wage-Hour Law.

All Employees: Total of non-exempt and exempt retirements; non-exempt + exempt = total all employees.

Average Number of Employees: The average workforce during 2020; refers to full-time, “regular” employees.

Retirement Separations: The number of employees who retired in 2020.

WORKFORCE PLANNING

2021 Tenure Rate

1.0 What is the average tenure of full-time, “regular” employees effective January 2021?

AVERAGE TENURE FORMULA

b/a = Average Tenure

| |(a) |(b) |Average Tenure (2021) |

| |Regular Employee |Total Employee Tenure | |

| |Headcount |(Specify # of years.) | |

|Non-Exempt |      |      |      |

|Exempt |      |      |      |

|All Employees |      |      |      |

Definitions:

Total Employee Tenure: The sum of the total years of employment for all full-time, “regular” employees.

Regular Employee Headcount: The average number of full-time, “regular” employees, regardless of hours worked in the

organization.

See Turnover for definition of non-exempt, exempt and all employees.

2020 COST PER HIRE - EXTERNAL

2.0 What is the average cost per external hire in 2020?

AVERAGE COST PER EXTERNAL HIRE FORMULA: a/b

Formula: Total costs related to all external hires in 2020 (divided by) Number of 2020 external hires

| |(a) |(b) |Cost Per Hire – External |

| |Total Costs Related to all External |Number of 2020 |in 2020 |

| |Hires in 2020 |External Hires | |

|Non-Exempt |$      |      |$      |

|Exempt |$      |      |$      |

|All Employees |$      |      |$      |

Definitions:

Total costs include the sum of all direct costs (e.g., advertising, hiring events, agencies, search firms, employee referral programs, onboarding and travel for applicants and interviewers) incurred in attracting and hiring employees. In addition, include relocation costs, interviewer pay, and staffing department operating expenses. If the HR interviewers have other responsibilities like internal hiring or generalist duties then pay would need to be pro‐rated for the time involved in external recruiting. If you include management interviewers you would also need to pro‐rate pay since they have many other duties.

See Turnover for definition of non-exempt, exempt and all employees.

3.0 What is the average length of time to fill for the following employee categories (from posting to start date)?

1.0 Production-Maintenance & Material Handling (non-exempt)       days

2.0 Office-Clerical & Technical (non-exempt)       days

3.0 Salaried Exempt (includes supervisory, managerial & professional)       days

4.0 Top Management/Executive Officers       days

4.0 Does your organization have a formal succession plan for key positions?

1.0 Yes

2.0 No

3.0 Unsure

TRAINING & DEVELOPMENT

1. What is your organization’s training budget as a percentage of total operating budget for 2021?

Formula: Training Budget (divided by) Total Operating Budget x 100

Example: ($10,000 / $3,000,000) x 100 = .33%

| |(a) |(b) |% of Training Budget to |

| |2021 Training Budget |2021 Total Operating Budget |Total Operating Budget |

|All Employees |$      |$      |      % |

2. What is your "best guess" for your organization's 2021 training budget? (Select one response.)

1.0 Higher than 2020 (Specify % higher)      %

2.0 Lower than 2020 (Specify % lower)      %

3.0 About the same as 2020

3. What is your organization's training budget for the following?

Seminars/Conferences: Training by outside providers conducted either at the respondent's location or off-site, including public seminars but not trainee travel and per diem costs.

Hardware: Audio visual and video equipment, computers, teleconferencing equipment, etc.

Off-the-Shelf Materials: Prepackaged in any format (books, videos, computer courseware, structured classroom packages, etc.)

Custom Materials: Audio visual, video printed material, computer courseware, etc. tailored to meet respondents' needs or designed specifically for respondents' organization.

Outside Services: Consultants (not acting as seminar leaders), printing, material production costs, etc.

1.0 Seminars/Conferences (Specify average $ amount) $     

2.0 Hardware (Specify average $ amount) $     

3.0 Off-the-Shelf Materials (Specify average $ amount)      

4.0 Custom Materials (Specify average $ amount) $     

5.0 Outside Services (Specify average $ amount) $     

4. What is the average percentage of your organization's training budget spent on the following employee classifications? The sum of the percentages for the four employee classifications should equal 100%.

1.0 Production-Maintenance & Material Handling (non-exempt) (Specify %)      %

2.0 Office-Clerical & Technical (non-exempt) (Specify %)      %

3.0 Salaried Exempt (includes supervisory, managerial & professional) (Specify %)      %

4.0 Top Management/Executive Officers (Specify %)      %

5.0 None of the above or N/A

5. What is the average number of training hours per year for the following employee classifications?

1.0 Production-Maintenance & Material Handling (non-exempt) (Specify avg. hrs/yr)      

2.0 Office-Clerical & Technical (non-exempt) (Specify avg. hrs/yr)      

3.0 Salaried Exempt (includes supervisory, managerial & professional) (Specify avg. hrs/yr)      

4.0 Top Management/Executive Officers (Specify avg. hrs/yr)      

5.0 None of the above or N/A

6. For the following training delivery methods, what is the percentage of use in your organization? The sum of the percentages for the five selections should equal 100%.

1.0 Live Classroom Instructor Led (Specify % used)      %

2.0 Computer-Based Self-Paced/Self-Study (Specify % used)      %

3.0 Virtual Classroom (video/web conference) with Live Instruction (Specify % used)      %

4.0 Virtual Classroom (webinars, discussion boards, forums) without Live Instruction (Specify % used)      %

5.0 On-the-Job      %

6.0 None of the above or N/A

HR OPERATIONS

1. What is the ratio of full-time Human Resource (HR) staff to total local operation employment size?

FORMULA: Ratio of Full-time HR Staff* = Total Local Operation Employment Size divided by

Number of Full-time HR Staff*

|Total Local Operation |Number of Full-time |Ratio of Full-time HR Staff |

|Employment Size (a) |HR Staff (b) * |to Total Local Operation Employment |

| | |Size (a/b) |

|      |      |      |

* HR staff includes the following functional areas: Administration, Benefits, Compensation, Employee

Relations, HRIS, HR Management, Legal, or Staffing.

2. Which of the following best represents your HR Service Model?

1.0 All HR services are delivered by the local operation

2.0 All HR services are delivered outside the local operation by corporate, regional office, etc.

3.0 Shared service (some services may be delivered outside the local operation by corporate, regional office, etc.)

4.0 Shared service, with outsourced services (some services may be delivered outside the local operation by

corporate, regional office, etc., with some services outsourced)

5.0 HR services are completely outsourced

6.0 Other (Please specify)     

3. Who does the head of HR report to in your organization?

1.0 Chief Executive Officer

2.0 President/Owner

3.0 Chief Operating Officer

4.0 Head of Operating Unit

5.0 Chief Financial Officer

6.0 Chief Administrative Officer

7.0 Other (Please specify)      

4. What performance measures for human resources are you using? (Multiple responses permitted.)

1.0 Revenue per employee

2.0 Human resource expense per employee

3.0 Return on human resources investment

4.0 Benefits as a percentage of total compensation

5.0 Formal appeal/grievance rate

6.0 Cost per employee trained

7.0 Employee turnover rate

8.0 Employee attendance/absence rate

9.0 Cost per hire

10.0 Average time to fill position

11.0 Ratio of acceptance to job offers

12.0 None of the above

13.0 Other (Please specify)      

5. Are you using any HR Metrics to trend/predict future human resource needs/opportunities?

1.0 Yes (Please specify)      

2.0 No

COMPENSATION

Total Compensation Expense

1.0 What is the total compensation expense as a percentage of the total operating expense for 2020?

Compensation Cost: Total W-2 compensation paid out by the organization from the payroll records for all full-time, part-time, and contingent on payroll employees for 2020. Excluded are payments made to temporary and contract personnel and certain benefits such as severance pay.

Benefit Cost: Total employer paid benefit cost incurred by organization, including payments for time not worked during 2020. This includes payments for or in lieu of vacations and holidays, sick leave, parental leave, and other related costs (including legally required payments).

Operating Expense: Total domestic operating expenses for the organization from your income statement for 2020. This includes sales, general and administrative expenses, and cost of goods sold.

Compensation Cost During 2020 $     

Benefit Cost During 2020 $     

Operating Expense During 2020 $     

Total Compensation Expense as a Percentage

of the Total Operating Expense (2020)      %

base pay to w2 earnings

2.0 What percentage of W-2 earnings is represented by base pay? For example, 95% of Production-Maintenance/Material Handling W2 earnings is from base pay. (Include pre-tax contributions to 125/129 plans and tax deferred retirement plans, i.e. 401k, etc., but EXCLUDE commissioned employees and overtime.)

1.0 Production-Maintenance & Material Handling      %

2.0 Office-Clerical & Technical (non-exempt)      %

3.0 Salaried Exempt (includes supervisory, managerial & professional)      %

4.0 Top Management/Executive Officers      %

COST OF BENEFITS

Cost of Benefits

Please report the following information as a percentage of your payroll effective January 1, 2021. (Report the employer’s share only.)

Total Payroll dollars represents straight time wage and salary rates before payroll deductions and includes production bonuses, incentive earnings, commission payments, cost-of-living adjustments, lump sum payments provided in lieu of wage increases, shift differentials and premium pay for overtime.

Type of Benefit

Legally-Required Payment (employer’s share only)

1.0 Social Security (includes OASDI and Medicare)       %

2.0 Unemployment Compensation (include both federal and state taxes)       %

3.0 Workers’ Compensation Insurance Premium       %

Retirement and Savings Plan Payments (employer’s share only)

4.0 (All retirement plans i.e. defined benefit/contribution plans, tax deferred plans)       %

Life Insurance and Accidental Death & Dismemberment (employer’s share only)

5.0 (Life and AD&D)       %

Health Insurance Payments (employer’s share only)

6.0 Hospital, Surgical, Medical and Major Medical Insurance Premiums       %

7.0 Short-Term and Long-Term Disability       %

8.0 Dental Insurance Premiums       %

9.0 Other (i.e., Vision Care, Prescription Drugs)       %

Payment For Hours Not Worked (Include current year accumulation only)

10.0 Vacation Pay       %

11.0 Holiday Pay       %

12.0 Sick Leave Pay       %

13.0 Consolidated Paid Time Off Plan (A bank of days to be used by employee as desired)       %

14.0 Other (i.e., Floating Pay, Maternity/Paternity Leave Pay)       %

Miscellaneous Benefits (employer’s share only)

15.0 Child Care       %

16.0 Employee Assistance Programs       %

17.0 Other (i.e., severance pay, supplemental unemployment benefits)       %

Total Employee Benefits as a Percentage of Payroll       %

EXECUTIVE BENEFITS

Executive Benefits

Please Check Applicable Boxes in the Appropriate Column(s)

If policies are the same for all executives, complete the column All Executives only.

If policies are different for CEO and other executives, complete the CEO/President column and the Selected Executives column.

| |All Executives |CEO/President |Selected Executives |

|1.00 |0.5 No Bonus Given |0.5 No Bonus Given |0.5 No Bonus Given |

|Bonus is |1.0 Percent of Salary |1.0 Percent of Salary |1.0 Percent of Salary |

|determined by: |2.0 Formula |2.0 Formula |2.0 Formula |

| |3.0 Flat Dollar Amount |3.0 Flat Dollar Amount |3.0 Flat Dollar Amount |

| |4.0 Company Performance |4.0 Company Performance |4.0 Company Performance |

| |5.0 Other |5.0 Other |5.0 Other |

|2.00 |0.5 No Additional Deferred Comp |0.5 No Additional Deferred Comp |0.5 No Additional Deferred Comp |

|Additional |1.0 Deferred Bonus |1.0 Deferred Bonus |1.0 Deferred Bonus |

|Deferred |2.0 Income Deferred by Contract |2.0 Income Deferred by Contract |2.0 Income Deferred by Contract |

|Compensation | | | |

|3.00 |0.5 No Car Benefit |0.5 No Car Benefit |0.5 No Car Benefit |

|Company Car |1.0 Company Owned |1.0 Company Owned |1.0 Company Owned |

|Policy |2.0 Company Leased |2.0 Company Leased |2.0 Company Leased |

| |3.0 Reimbursement Plan Per Month |3.0 Reimbursement Plan Per Month |3.0 Reimbursement Plan Per Month |

| |4.0 Reimbursement Plan Per Mile |4.0 Reimbursement Plan Per Mile |4.0 Reimbursement Plan Per Mile |

|4.00 |0.5 No Life Insurance |0.5 No Life Insurance |0.5 No Life Insurance |

|Life Insurance |1.0 Life insurance policy the same as |1.0 Life insurance policy the same as |1.0 Life insurance policy the same as other|

| |other employees |other employees |employees |

| |2.0 Supplemental above that provided to |2.0 Supplemental above that provided to |2.0 Supplemental above that provided to |

| |employees |employees |employees |

|5.00 |0.5 No Health Ins. Provided |0.5 No Health Ins. Provided |0.5 No Health Ins. Provided |

|Health |1.0 Premium 100% orgn. paid |1.0 Premium 100% orgn. paid |1.0 Premium 100% orgn. paid |

|Insurance - |2.0 Premium shared by orgn. |2.0 Premium shared by orgn. |2.0 Premium shared by orgn. |

|Employee |and employee |and employee |and employee |

|6.00 |0.5 No Health Insurance Provided |0.5 No Health Insurance Provided |0.5 No Health Insurance Provided |

|Health |1.0 Premium 100% orgn. paid |1.0 Premium 100% orgn. paid |1.0 Premium 100% orgn. paid |

|Insurance - |2.0 Premium shared by orgn. |2.0 Premium shared by orgn. |2.0 Premium shared by orgn. |

|Dependent |and employee |and employee |and employee |

|Coverage | | | |

|7.00 |0.5 No Post-Retirement Health Ins |0.5 No Post-Retirement Health Ins |0.5 No Post-Retirement Health Ins |

|Health |1.0 Premium 100% orgn. paid |1.0 Premium 100% orgn. paid |1.0 Premium 100% orgn. paid |

|Insurance – |2.0 Premium shared by orgn. |2.0 Premium shared by orgn. |2.0 Premium shared by orgn. |

|Post-Retirement Employee |and employee |and employee |and employee |

|8.00 |0.5 No Paid Traditional Vacation |0.5 No Paid Traditional Vacation |0.5 No Paid Traditional Vacation |

|Paid Traditional |or have a PTO Plan |or have a PTO Plan |or have a PTO Plan |

|Vacation |1.0 Vacation policy the same |1.0 Vacation policy the same |1.0 Vacation policy the same as other |

| |as other employees |as other employees |employees |

| |2.0 Negotiated |2.0 Negotiated |2.0 Negotiated |

|9.00 |0.5 No Paid Traditional Sick |0.5 No Paid Traditional Sick |0.5 No Paid Traditional Sick |

|Paid Traditional |Leave or have a PTO Plan |Leave or have a PTO Plan |Leave or have a PTO Plan |

|Sick Leave |1.0 Salary Continuation Plan - |1.0 Salary Continuation Plan - |1.0 Salary Continuation Plan - |

| |no maximum number of days |no maximum number of days |no maximum number of days |

| |2.0 Specified number of days/year |2.0 Specified number of days/year |2.0 Specified number of days/year |

|10.00 |0.5 No PTO Plan, have traditional |0.5 No PTO Plan, have traditional |0.5 No PTO Plan, have traditional |

|Paid Time Off Plan (PTO) |vacation, sick leave, etc. |vacation, sick leave, etc. |vacation, sick leave, etc. |

| |policies, or no paid time off |policies, or no paid time off |policies, or no paid time off |

| |1.0 PTO policy the same as |1.0 PTO policy the same as |1.0 PTO policy the same as |

| |other employees |other employees |other employees |

| |2.0 Negotiated |2.0 Negotiated |2.0 Negotiated |

|11.00 |0.5 No Severance Policy |0.5 No Severance Policy |0.5 No Severance Policy |

|Severance |1.0 Severance policy the |1.0 Severance policy the |1.0 Severance policy the |

|Policy |same as other employees |same as other employees |same as other employees |

| |2.0 Negotiated |2.0 Negotiated |2.0 Negotiated |

|12.00 | 1.0 Financial Services Provided | 1.0 Financial Services Provided | 1.0 Financial Services Provided |

|Miscellaneous |2.0 Personal Legal Services |2.0 Personal Legal Services |2.0 Personal Legal Services |

|Benefits / |3.0 Periodic Physical Exam |3.0 Periodic Physical Exam |3.0 Periodic Physical Exam |

|Perquisites |4.0 Club Memberships |4.0 Club Memberships |4.0 Club Memberships |

|Provided |5.0 Cell Phone / Smartphone |5.0 Cell Phone / Smartphone |5.0 Cell Phone / Smartphone |

|(Multiple |6.0 Laptop |6.0 Laptop |6.0 Laptop |

|responses |7.0 First Class Air Travel |7.0 First Class Air Travel |7.0 First Class Air Travel |

|permitted.) |8.0 Spouse Travel Expenses |8.0 Spouse Travel Expenses |8.0 Spouse Travel Expenses |

| |9.0 Travel Insurance |9.0 Travel Insurance |9.0 Travel Insurance |

| |10.0 Excess Liability Coverage |10.0 Excess Liability Coverage |10.0 Excess Liability Coverage |

| |11.0 LTD Insurance |11.0 LTD Insurance |11.0 LTD Insurance |

| |12.0 None of the Above |12.0 None of the Above |12.0 None of the Above |

13.00 Do you have a Retirement Plan for your executive staff that is different than what is offered to other employees?

1.0 Yes

2.0 No

14.00 Is the Retirement Plan offered to the CEO different than the other executive staff?

1.0 Yes

2.0 No

-----------------------

TURNOVER RATE FORMULA

b/a X 100 = Separation Rate (%)

For example:

7 employees separated during 2020

X 100 = 11.11% rounded to the nearest tenth = 11.1%

63 avg. number of employees in 2020

[pic] x 100 = Total Compensation Expense

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