HR Delivery Management

Metrics Pack
SuccessFactors NA

Workforce Analytics
Measure and Dimension Definitions
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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 ......................................................................................................................................... 7
5.2 Structural Dimensions ................................................................................................................................. 7
5.3 Human Resource Function Dimensions ...................................................................................................... 8
6. Derived Input Measures ________________________________________________________________ 9
7. Result Measures _____________________________________________________________________ 10

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1. Overview
HR delivery is the transactional business of HR that directly touches employees and enables their ongoing
employment. The HR delivery metrics pack provides a comprehensive suite of measures relating to HR profile,
HR expense, HRIT, Contract Centre and Payroll.

Organizations should aim to strike a balance between investing sufficiently in the HR function to support strategic
business goals and maintaining a lean HR function to support operational efficiency and financial success.

Key business questions organizations will be able to answer through this metric pack include:
What is the ratio of HR employees to other employees?
What is the HR Turnover Rate?

When combined with other specific SuccessFactors metrics packs even more insights into the HR Service Delivery
function can be gained:

Finance Management: The suite of measures may assist organizations in understanding where functional
emphasis lies (in terms of staffing and investment) and how functional emphasis supports business
strategies. Measures may also indicate the relative presence of the HR function and the investment in the
HR function by the organization.
What percent of all corporate spending goes to HR? How does it compare to last year and our
competitors? Has it changed in the last few years?
Does adding more or higher quality HR resources make a direct top- or bottom-line impact?
What percentage of HR spending is allocated to each HR function? How does this compare to our
competitors and other organizations of similar size?

Performance Management: Organizations can assess HR performance against expectations to ensure

employee behaviors are furthering organizational goals.
How are our HR employees performing in their roles? How are they performing relative to other areas
of the business?

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 HR Delivery Metrics Pack measurement framework.
applicable).
Source Data Fields
Availability Data
Employee Id
Configuration Data
Codes & Descriptions
Reporting Structures
Additional Metrics Pack
Finance Management
Metrics Pack
1 Links to Workforce Analytics Core Workforce data via the employee identifier
SuccessFactors
www.successfactors.com
Denotes Drill to Detail functionality (if
Base Input Measures Result Measures
HR Employees (Headcount) HR Staffing Mix (Multiple breakdowns available)
HR Employees (FTE) HR Staffing Factor (Multiple breakdowns available)
Derived Measures
HR Terminations HR Staffing Rate (Multiple breakdowns available)
HR Centralized Employees (FTE) HR Separation Rate
HR Decentralized Employees (FTE)
HR Generalist Employees (FTE)
HR OH&S Employees (FTE)
HR Other Employees (FTE)
HR Payroll Employees (FTE)
HR Recruitment Employees (FTE)
SuccessFactors Data Transformation
HR Specialist Employees (FTE)
HR Training Employees (FTE)
Dimensions/Hierarchies
Time Period (Calendar, Fiscal)
Hierarchy 1 (Organizational Unit)1
Hierarchy 2 (e.g. Location)1
HR Job Function
Finance Management Base Input Finance Management Derived Input Finance Management Result Measures
Measures Measures HR Expense per Employee (Multiple breakdowns
Operating Expense HR Discretionary Expense available)
HR Revenue HR Training & Development Administrative HR Expense Factor (Multiple breakdowns available)
HR Expense Costs HR Expense Rate (Multiple breakdowns available)
Administrative Costs HR Outsourcing/Consultancy/Agency Costs HR Training Investment per HR Employee
HR Total Remuneration Expense HR Training Remuneration Factor
HR Other Expense HR Revenue Expense Rate
Finance Management Dimensions
HR Training Investment for HR Staff HR Revenue per HR Employee
HR Expense
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4. Base Input Measures

The HR Delivery 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

HR Employees (Headcount) Average number of HR people employed during the period

Total number of FTE employees employed in the HR

HR Employees (FTE)
function for the period.

Total number of HR employees who separated from the

HR Terminations
organization during the period.
Human
Resource 1 Total revenue earned by the HR function through the
Function HR Revenue
provision of services.

1 Total operating expenses incurred for the HR function

HR Expense
during the period.

1 The administrative costs directly associated with the payroll

Administrative Payroll Costs
function.

1
Data from the Workforce Analytics Finance Management metrics pack will be required for the creation or calculation of these measures.

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

Dimension Dimension /
Description
Category Hierarchy
Time Period / Allows analysis of measures across calendar years with breakdowns at
Calendar 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 tree.
(e.g. Location)
Links to Core Workforce data via the employee identifier.
Allows analysis of measures with a view to understanding how
HR Job Function
individual HR job functions are represented in an organization
Human
Resource Allows analysis of measures by HR Expense Type:
Function HR Expense
1
Outsourcing/Consultancy/Agency Costs, Total Remuneration Expense,
Training Investment, Other.

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

1
Data from the Workforce Analytics Finance Management metrics pack will be required for the creation or calculation of these measures.

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5.3 Human Resource Function Dimensions

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

5.3.1 HR Job Function

This dimension provides single or multiple breakdown levels. The top of the tree is referred to as All HR Job
Functions.

HR Job Function
Centralized
Decentralized
Generalist
OH&S
Other
Payroll
Recruitment
Specialist
Training

5.3.2 HR Expense Dimension

This dimension provides a single breakdown level. The top of the tree is referred to as All HR Expense Types".

HR Expense
Discretionary Expense
Training & Development Administrative Costs
Outsourcing/Consultancy/Agency Costs
Total Remuneration Expense
Training Investment
Other

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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

HR Centralized Employees (FTE) HR Job Function: Centralized
HR Decentralized Employees (FTE) HR Job Function: Decentralized

HR Generalist Employees (FTE) HR Job Function: Generalist

HR OH&S Employees (FTE) HR Job Function: OH&S
HR Employees (FTE) HR Other Employees (FTE) HR Job Function: Other
HR Payroll Employees (FTE) HR Job Function: Payroll
HR Recruitment Employees (FTE) HR Job Function: Recruitment
Human Resource HR Specialist Employees (FTE) HR Job Function: Specialist
Function
HR Training Employees (FTE) HR Job Function: Training
HR Discretionary Expense HR Expense: Discretionary Expense
HR Expense: Training & Development Administrative
HR Training & Development Administrative Costs
Costs

HR Expense
1 HR Outsourcing/Consultancy/Agency Costs HR Expense: Outsourcing/Consultancy/Agency Costs
HR Total Remuneration Expense HR Expense: Total Remuneration Expense
HR Other Expense HR Expense: Other
HR Training Investment for HR Staff HR Expense: Training Investment

1
Data from the Workforce Analytics Finance Management metrics pack will be required for the creation or calculation of these measures.

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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.
Category Sub-Category Measure
HR Staffing Mix
HR Staffing Mix Centralized
HR Staffing Mix Decentralized
HR Staffing Mix Payroll
HR Staffing Mix Training
Human
Resource Staffing HR Staffing Mix - Recruitment
Function
HR Staffing Mix Other
HR Staffing Mix OH&S
HR Staffing Mix (Excluding Payroll)
HR Staffing Factor
HR Staffing Factor - Centralized
HR Staffing Factor - Decentralized
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Calculation
#
Clerical and Operative HR Employees (FTE) / Managerial and Professional
#
HR Employees (FTE)
#
Clerical and Operative Centralized HR Employees (FTE) / Managerial and
#
Professional Centralized HR Employees (FTE)
#
Clerical and Operative Decentralized HR Employees (FTE) / Managerial and
#
Professional Decentralized HR Employees (FTE)
#
Clerical and Operative Payroll HR Employees (FTE) / Managerial and
#
Professional Payroll HR Employees (FTE)
#
Clerical and Operative Training HR Employees (FTE) / Managerial and
#
Professional Training HR Employees (FTE)
#
Clerical and Operative Recruitment HR Employees (FTE) / Managerial and
#
Professional Recruitment HR Employees (FTE)
#
Clerical and Operative Other HR Employees (FTE) / Managerial and
#
Professional Other HR Employees (FTE)
#
Clerical and Operative OH&S HR Employees (FTE) / Managerial and
#
Professional OH&S HR Employees (FTE)
#
[Clerical and Operative HR Employees (FTE) Clerical and Operative
#
Payroll HR Employees (FTE) ] / [Managerial and Professional HR Employees
# #
(FTE) - Managerial and Professional Payroll HR Employees (FTE) ]
Employees (FTE) / HR Employees (FTE)
Employees (FTE) / HR Centralized Employees (FTE)
Employees (FTE) / HR Decentralized Employees (FTE)
SuccessFactors
www.successfactors.com
Category Sub-Category Measure
HR Staffing Factor Clerical and
Operative
HR Staffing Factor Excluding
OH&S
HR Staffing Factor Excluding
Payroll
HR Staffing Factor Excluding
Payroll and training
HR Staffing Factor Excluding
Training
HR Staffing Factor OH&S
HR Staffing Factor Managerial and
Professional
HR Staffing Factor Other
HR Staffing Factor Payroll
HR Staffing Factor - Recruitment
HR Staffing Factor - Training
HR Staffing Rate
HR Staffing Rate Centralized
HR Staffing Rate Decentralized
HR Staffing Rate Generalist
HR Staffing Rate OH&S
HR Staffing Rate Other
HR Staffing Rate Payroll
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Calculation
#
Employees (FTE) / Clerical and Operative HR Employees (FTE)
Employees (FTE) / [HR Employees (FTE) HR OH&S Employees (FTE)]
Employees (FTE) / [HR Employees (FTE) HR Payroll Employees (FTE)]
Employees (FTE) / [HR Employees (FTE) (HR Payroll Employees (FTE) +
HR Training Employees (FTE))]
Employees (FTE) / [HR Employees (FTE) HR Training Employees (FTE)]
Employees (FTE) / HR OH&S Employees (FTE)
#
Employees (FTE) / Managerial and Professional HR Employees (FTE)
Employees (FTE) / HR Other Employees (FTE)
Employees (FTE) / HR Payroll Employees (FTE)
Employees (FTE) / HR Recruitment Employees (FTE)
Employees (FTE) / HR Training Employees (FTE)
[HR Employees (FTE) / Employees (FTE)] x 100
[HR Centralized Employees (FTE) / HR Employees (FTE)] x 100
[HR Decentralized Employees (FTE) / HR Employees (FTE)] x 100
[HR Generalist Employees (FTE) / Managerial and Professional HR
#
Employees (FTE) ] x 100
[HR OH&S Employees (FTE) / HR Employees (FTE)] x 100
[HR Other Employees (FTE) / HR Employees (FTE)] x 100
[HR Payroll Employees (FTE) / HR Employees (FTE)] x 100
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Category Sub-Category Measure Calculation

HR Staffing Rate Recruitment [HR Recruitment Employees (FTE) / HR Employees (FTE)] x 100
[HR Specialist Employees (FTE) / Managerial and professional HR Employees
HR Staffing Rate Specialist #
(FTE) ] x 100
HR Staffing Rate - Training [HR Training Employees (FTE) / HR Employees (FTE)] x 100
HR Staffing Coverage Ratio Average Headcount / HR Employees (FTE)
HR Separation Rate [HR Terminations / HR Employees (Headcount)] x 100
1
HR Expense per Employee HR Expense / Employees (FTE)
HR Expense per Employee
1 HR Discretionary Expense / Employees (FTE)
Discretionary
HR Expense per Employee [HR Expense (Administrative Payroll Costs + HR Training & Development
1
Excluding Payroll and Training Administrative Costs)] / Employees (FTE)
HR Expense per Employee
1 [HR Expense Administrative Payroll Costs] / Employees (FTE)
Excluding Payroll
1
HR Expense Factor HR Expense / Operating Expense
Financial HR Expense Factor Discretionary
1
HR Discretionary Expense / Operating Expense
HR Expense Factor Excluding
1 [HR Expense Administrative Payroll Costs] / Operating Expense
Payroll

HR Expense Factor Excluding [HR Expense (Administrative Payroll Costs + HR Training & Development
1
Payroll and Training Administrative Costs)] / Operating Expense

HR Expense Rate
1 [HR Outsourcing/ Consultancy/ Agency Costs / HR Expense] x 100
Outsourcing/Agencies/Consultancies
1
HR Expense Rate Other [HR Other Expense / HR Expense] x 100

1
Data from the Workforce Analytics Finance Management metrics pack will be required for the creation or calculation of these measures.

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Category Sub-Category Measure Calculation

HR Expense Rate Total
1 [HR Total Remuneration Expense / HR Expense] x 100
Remuneration
HR Expense Rate Training
1 [HR Training Investment for HR Staff / HR Expense] x 100
Investment per HR Employee
HR Training Investment per HR
1 HR Training Investment for HR Staff / HR Employees (FTE)
Employee
1
HR Training Remuneration Factor HR Training Investment for HR Staff / HR Total Remuneration Expense
1
HR Revenue Expense Rate [HR Revenue / HR Expense] x 100
1
HR Revenue per HR Employee HR Revenue / HR Employees (FTE)
#
Denotes Restricted Input

Denotes Drill to Detail functionality (if applicable).

1
Data from the Workforce Analytics Finance Management metrics pack will be required for the creation or calculation of these measures.

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