Sapling - Deep dive into Headcount and Turnover calculations

Calculating a headcount and turnover are two of the most fundamental HR metrics; they’re also full of more complexity than it would seem. Beyond the time and type of employee factors, Sapling’s Headcount calculation also filters out certain stages of employees not truly “participating” in the organization yet to derive the monthly totals.

Administration Tools > Reports > Overview

Total Headcount value

Total Headcount = headcount of previous month-end + new starters before Show Until date - departures before Show Until date AND any other filters applied

Monthly totals chart

The Total Headcount calculation above applied for each month, showing 12 months ending with the month of the date selected

Monthly totals hover card

1. Headcount = the Total Headcount calculation above applied for highlighted month

2. Trend = 5 / 1 from previous month expressed as a percentage

   1. This can be a positive or negative percentage

3. New Arrivals = users actively starting in that month:

   1. start_date >= the first day of the month

   2. AND start_date <= the last day of the month

   3. AND start_date <= the Show Until date

   4. AND current_stage NOT IN [Pending (incomplete), no_activity, prestart, invited, preboarding]

   5. AND any other filters applied

4. Departures = users actively leaving in that month:

   1. termination_date >= the first day of the month

   2. AND termination_date <= the last day of the month

   3. AND termination_date <= the Show Until date

   4. AND current_stage NOT IN [Pending (incomplete), no_activity, prestart, invited, preboarding]

   5. AND any other filters applied

5. Net Change = 1 + 3 - 4

   1. This can be a positive or negative percentage

6. Other notes

   1. It’s possible a user can be counted as both a New Arrival and a Departure in a given month (started and terminated in the month)

Administration Tools > Reports > Turnover

Turnover Count value

Turnover Count = sum of departures in all 12 months before Show Until date AND any other filters applied

Monthly totals chart

The Turnover Count calculation above applied for each month, showing 12 months ending with the month of the date selected

Monthly totals hover card

1. Turnover Count = the Turnover Count calculation above applied for highlighted month

2. Starting Headcount = the Total Headcount calculation above applied for highlighted month

   1. This should always match the corresponding month from the Overview tab (assuming the same Show Until date and other filters are applied)

3. Departures = users actively leaving in that month:

   1. termination_date >= the first day of the month

   2. AND termination_date <= the last day of the month

   3. AND termination_date <= the Show Until date

   4. AND current_stage NOT IN [Pending (incomplete), no_activity, prestart, invited, preboarding]

   5. AND any other filters applied

4. Annualized Turnover = 1 / (average Total Headcount per month) / 12 expressed as a percentage