This view is designed to facilitate summary reporting on Turnover that occurred in user-specified sectors of the campus in each month or group of months (e.g., quarter or year). Grouping-category fields are included to allow reporting disaggregated by Org_Node, Job Code, CTO Code, Salary Grade, Appointment Type, Employee Relations Code, Bargaining Unit, and Separation Type (Voluntary vs. Involuntary). Only rows signifying termination from campus employment ("separation") are summarized (e.g., termination of only one of an employee's multiple jobs is not counted in Turnover statistics).
Turnover is calculated as:
Number of Separations / Population
The general rules by which each element of this equation are generated are described below.
Number of Separations are calculated by counting Job rows that conform to the following business rules:
The Action Code is "TER" and the Action Reason is other than CON, EAD, EXP, LTC, LTD, NSE, OTT -- the listed Action Reasons code job-level terminations, which do not signify separation from UC Berkeley employment (these codes are described in the HCM: Action/Reason Chart).
Job rows categorized as "Principal" or "Budgetary-Hold"
Only the last (highest sequence-numbered) TER-coded job row is counted for an Employee in any given Employment Record on any given date. Business practice is to code only and exactly one transaction that fits the above Action Code/Reason rules per employee separation.
"Involuntary" separations are coded with a value of SEPARATION_TYPE_CD = "I". "Voluntary" separations are coded with a value of SEPARATION_TYPE_CD = "V".
The Population used is that at the beginning of the month whose separarations are counted; in the data warehouse, this figure is calculated from the population on the last day of the prior month, similar to data in the view HEADCOUNT_SUMMARY view. Only a subset of job rows effective on the last day of each calendar month are used to generate the population counts in this view:
Active or On-Leave job rows (EMPL_STATUS of "A", "L", or "P")
Job rows categorized as "Principal" or "Budgetary-Hold"
Employees (PERSONNEL_STATUS_CD of "E")
For those individuals who have multiple, concurrent jobs represented by rows that meet the above criteria, only one of those jobs is included (counted) in the Population, i.e., the Primary job row.
Both Headcount (one count per row that meets the relevant criteria) and FTE (fractional counts per row that meets the relevant criteria, based on job-level FTE of that row) are summarized in this view, to allow flexibility in turnover reporting according to business requirements.
This view is created in two varients, which aggregate summary counts in organizational units (Control Units, Divisions, etc.) differently:
TURNOVER_SUMMARY_V aggregates summary counts using the reporting line effective at the time the view was last updated (generally once per month). This yields reports that show a unit's data as it would have been if the unit had always contained the departments it contains now.
TURNOVER_SUMMARY_ED_V aggregates summary counts using the reporting line effective at the time the summary describes. This yields reports that show a unit's data actually was - without regard to subsequent addition or loss of departments, etc., due to reorganizations.
Users with reporting privileges in the Workforce Summary subject area may report on nodes in the campus Organizational Hierarchy for which they have reporting rights, as well as "parents" and "children" of those nodes.
Published in:- HRBAIRS .ws
Contains fields:
| EMPL_RELATIONS_CD |
The Employee Relations code indicates whether a job is that of a manager or supervisor; and whether or not the position is considered "confidential." In summary views, indicates the Employee Relations code for which data is summarized in a row. |
| UNIT_CD |
Code representing a campus bargaining unit. Examples include: 99 (Non-represented), CX (Clerical Unit), RX (Staff Research Profession Unit), SX (Service Unit). In summary views, this field indicates the bargaining unit summarized in a row of data. |
| CTO_CD |
The CTO ("Class Title Outline") code or OSC ("Occupational Subgroup Code) associated with the job described by a row of data. In Workforce Summary reports, this is the CTO code or OSC on which a row's data is summarized. |
| POP_CNT |
The beginning-of-month population (head-count) whose characteristics (Org Node, Job Code, Salary Grade, Appointment Type, Employee Relations Code, and Unit Code) match those of the separations (which occurred over the course of the month) that are summarized in a row of TURNOVER_SUMMARY view data. The description of the TURNOVER_SUMMARY view details the criteria by which data is included in this field's value. |
| POP_FTE_CNT |
The FTE corresponding to the beginning-of-month population (head-count) whose characteristics (Org Node, Job Code, Salary Grade, Appointment Type, Employee Relations Code, and Unit Code) match those of the separations (which occurred over the course of the month) that are summarized in a row of TURNOVER_SUMMARY view data. The description of the TURNOVER_SUMMARY view details the criteria by which data is included in this field's value. |
| SEPARATIONS_CNT |
The number of separations summarized in a row of TURNOVER_SUMMARY view data. The description of the TURNOVER_SUMMARY view details the criteria by which data is included in this field's value. |
| SEPARATIONS_FTE_CNT |
The sum of the job-level FTE corresponding to separations summarized in a row of TURNOVER_SUMMARY view data. The description of the TURNOVER_SUMMARY view details the criteria by which data is included in this field's value. |
| SEPARATION_TYPE_CD |
A separation from UC Berkeley service occurs when a person stops working for the campus; this is different from terminating one of multiple jobs. A separation may be Voluntary or Involuntary; this category is determined based on the Action Reason code used in the HRMS Termination action. This field indicates whether the row of TURNOVER_SUMMARY view data summarizes Voluntary ("V") or Involuntary ("I") separations. A separation from UC Berkeley service occurs when a person stops working for the campus; this is different from terminating one of multiple jobs. A separation may be Voluntary or Involuntary; this category is determined based on the Action Reason code used in the HRMS Termination action. This field indicates whether the row of TURNOVER_SUMMARY view data summarizes Voluntary ("V") or Involuntary ("I") separations. A separation from UC Berkeley service occurs when a person stops working for the campus; this is different from terminating one of multiple jobs. A separation may be Voluntary or Involuntary; this category is determined based on the Action Reason code used in the HRMS Termination action. This field indicates whether the row of TURNOVER_SUMMARY view data summarizes Voluntary ("V") or Involuntary ("I") separations. As of January 2004, the following ACTION_REASON code values categorize a termination action as a Voluntary Separation: AAJ, DEA, DWJ, EME, HLT, LAJ, MAR, MIL, MOA, NRG, OTH, PRE, QWN, REF, RET, SCH, SEM, XOP, XSL, XUC. As of January 2004, the following ACTION_REASON code values categorize a termination action as an Involuntary Separation: CRA, FRL, GRA, INA, JAB, LOF, LON, LOP, LOR, LOS, MED, MSC, NCL, NRH, PDR, REC, REL, TYR, VWA. As of January 2004, the following ACTION_REASON code values categorize a termination action as a non-separation (e.g., where one of multiple jobs is being terminated, but the employee has not left UC Berkeley): CON, EAD, EXP, LTC, LTD, NSE, OTT See the HCM: Action/Reason Chart for definitions. |
| APPT_TYPE_CD |
A code representing the Appointment Type summarized in a row of summary-view data. |
| JOB_CD |
A code representing the job (classification) summarized in a row of summary-view data. |
| MONTH_KEY |
A database key identifying the month and year of data represented by a row, generally in data warehouse summary views. A numeric value, constructed of a four-digit numeric year concatenated with a two digit numeric month; for example, Oct 2003 is 200310, while Jan 2003 is 200301. |
| ORG_KEY |
A database key identifying the ORG_NODE associated with data represented by a row, generally in data warehouse summary views. A numeric value, the function of this key is use instead of ORG_NODE when joining certain views, to improve database performance. |
| ORG_NODE_CD |
The ORG_NODE on which a row of data is summarized in summary views. See ORG_NODE for more information. |
| SAL_GRADE_CD |
A code representing the Salary Grade summarized in a row of summary-view data. |