Summary

The Turnover Report provides a clear, assignment-level view of employee movement, helping users quickly understand workforce retention and attrition patterns across customers and departments.

Its standout feature is the flexible filtering capability; users can slice data by Customer, Department, Job Title, Shift, and configurable End Reasons, making it easy to identify where and why employees are leaving without running multiple reports.

By combining detailed assignment data with calculated turnover metrics and a visual chart of end reasons, the report enables faster workforce analysis, clearer retention visibility, and more confident staffing decisions, all in one place.

This report is essential for:

Operations & Branch Managers: monitor employee retention across client sites and flag high-attrition accounts.
HR & Workforce Planning Teams: analyze end reasons to distinguish voluntary departures from terminations and track trends over time.
Account Managers: understand client-level turnover to guide conversations around fill rates, conversion, and staffing strategy.

By using this report, staffing companies gain transparency into employee movement, enabling smarter decisions about workforce planning, client relationships, and retention initiatives.

Report Overview

Attribute	Details
Purpose	Tracks employee turnover by measuring the proportion of employees who left during a selected period. Presents both summary turnover metrics and assignment-level detail, organized by Customer and Department.
Classification	Business-Critical Report
Who Should Use This Report	Operations Managers, Branch Managers, HR & Workforce Planning Teams, Account Managers
Business Problem Solved	Helps identify where and why employees are leaving by quantifying turnover against total headcount and categorizing departures by end reason, enabling targeted retention and staffing strategies.
Run Frequency	Weekly, Monthly, or as needed for workforce reviews and client reporting
Related Reports	Headcount Report, Assignment Info, Assignment List

Business Value

Category	Description
Retention Analysis	Quantifies turnover rate per customer and overall to identify high-attrition accounts.
Attrition Insights	Breaks down departures by end reason (Voluntary Quit, Terminated, Hired Full Time, etc.) to guide corrective action.
Workforce Planning	Supports fill forecasting and capacity planning by surfacing headcount trends at period start and end.
Client & Operational Control	Enables account managers to proactively address clients with chronic high turnover before it affects service levels.

Known Issues or Limitations

Issues	Description
Turnover % shows 0 when no end reason is selected	If no Turnover End Reason is selected, Quit/Term EE# defaults to 0, resulting in a Turnover % of 0. This is by design — a Turnover End Reason must be selected to count departures.
Excluded End Reason can silently reduce counts	Employees with the excluded end reason are removed from both the list and the count, which may not be immediately obvious to users unfamiliar with this filter.
Turnover calculation based on total unique employees	Turnover % is calculated as (Quit/Term EE ÷ Total Unique Employees) × 100 rather than using Average Daily EE.

Troubleshooting Guide

Issues	Problem Reason	Solution
Turnover % is 0	No Turnover End Reason selected	Select at least one Turnover End Reason to count departures.
No data displayed	Date range or filters too restrictive	Widen the date range and confirm customer/department access.
Employee missing from list	Employee's assignment end reason matches the Excluded End Reason	Review and adjust the Excluded End Reason parameter.
Employee count lower than expected	Shift filter is applied and excludes unassigned shifts	Clear the Shift filter or verify shift assignments for affected employees.
Data differs from prior period run	Assignment dates or end reasons were edited retroactively	Re-run with the same parameters and confirm no backdated changes were made.

FAQ

Questions	Answers
How is Turnover % calculated?	Turnover % = (Quit/Term EE ÷ Total Unique Employees) × 100. Total Unique Employees is the distinct count of all employees in the selected period.
What is the difference between Day 1 EE# and L. Day EE# (Last Day Employee Count)?	Day 1 EE# counts employees actively assigned at the start of the period. L. Day EE# counts employees actively assigned at the end of the period.
Why does Avg Daily EE# not match my manual average?	The system uses a ceiling function on the average of Day 1 EE# and L. Day EE #, rounding up to the nearest whole number.
Can I see turnover for a specific customer only?	Yes. Use the Filter By and Filter By Value parameters to search by Customer name or Customer Id.
How is Turnover % calculated?	Turnover % = (Quit/Term EE ÷ Total Unique Employees) × 100. Total Unique Employees is the distinct count of all employees in the selected period.
What does the bar chart show?	The bar chart displays End Reason Count of Employees, broken down into Active and Voluntary/Quit/Retrenched categories for a visual summary of workforce status.
What happens if I select an Excluded End Reason?	Employees whose assignment end reason matches the excluded selection are removed from both the report list and all headcount calculations.

Reference Video/Screenshot

Report Details

Category	Value
Parent Category	Front Office
Category	Job & Assignment
Report Type	Paginated Report
Report runs from Application	RMS
Report Category:	Shareable
Report Level	Assignment

Report Parameters

Report Parameter	Description	Parameter Options	Default	Required
Start Date	Filters assignments by the start of the reporting period	Any date	—	Yes
End Date	Filters assignments by the end of the reporting period	Any date	—	Yes
Company	Filters records by the selected company	List of companies the user has access to	All	No
Office	Filters records by the selected office(s)	List of offices for the selected company	All	No
Filter By	Determines the type of customer filter to apply	Customer / Customer Id	Customer	No
Filter By Value	The search value used with the Filter By selection	Customer name or numeric Customer Id	%	No
Department	Filters records by customer department name or Id	Department name or numeric Id	%	No
Shift	Filters assignments by shift	List of configured shifts	% (All)	No
Job Title	Filters assignments by job title	Free-text partial match	% (All)	No
Turnover End Reason	Defines which end reasons are counted as Quit/Term EE# for turnover calculation	Multi-select list of end reasons; defaults to All (count = 0)	All	No
Excluded End Reason	Excludes employees with the selected end reason from both the list and all counts	Multi-select list of end reasons (e.g., Hired Full Time)	None	No

Report Grouping

Within each Customer–Department group, the report displays the turnover summary header (Day 1 EE#, L. Day EE# (Last Day EE #), Average Daily EE#, Quit/Term EE#, Turnover %) followed by the individual assignment detail rows.

Report Columns

Report Column	Description	Definition/Logic
Row #	Sequential row number within the report	A simple running number used to list each employee in order.
Name	Employee full name	The employee’s full name shown in “Last Name, First Name” format.
Job Title	Job title of the assignment	The job title the employee was placed into.
Shift	Shift assigned to the employee	The employee’s assigned shift. Left blank if no shift is associated.
Start Date	Assignment start date	The first day the employee began working in the assignment.
End Date	Assignment end date	The last day the employee worked in the assignment. Blank if the employee is still active.
Status / End Reason	Current assignment status or reason for departure	Shows Active when the assignment has no end date. If the assignment has ended, shows the specific reason (e.g., Voluntary Quit, Terminated, Hired Full Time).
Total Employee #	Total distinct employees in the report period	The number of unique employees included in the report based on the selected filters.
Day 1 EE#	Employees active at the start of the period	How many employees were actively assigned on the first day of the selected date range.
L.Day EE#	Employees active at the end of the period	How many employees were actively assigned on the last day of the selected date range.
Avg Daily EE#	Average headcount across the period	The average of the headcount at the start and end of the selected period, rounded up.
Quit / Term EE#	Employees who left for a selected Turnover End Reason	The number of employees who ended their assignment within the selected date range for the selected end‑reason category. Shows zero if “All” reasons are selected.
Turnover %	Employee turnover rate for the period	The percentage of employees who left during the period, calculated as: (turnover count ÷ total unique employees) × 100. Shows zero when there are no unique employees in the period.

Additional Notes

The Excluded End Reason parameter is particularly useful for Temp-to-Hire scenarios where employees converted to full-time should not inflate the turnover count.

If both Turnover End Reason and Excluded End Reason are configured, Excluded End Reason takes precedence — matching employees are removed before the Turnover End Reason count is applied.