Turn monthly workforce data into a structured view of headcount, compensation, turnover, absenteeism, and employee movement so HR decisions are based on the same set of operating metrics.
This Excel workbook is designed for HR leaders, people managers, payroll teams, and business owners who want a repeatable way to enter core personnel data and review the resulting KPIs. The model organizes monthly figures across workforce, compensation, employment type and status, rotation, and productivity, then brings selected metrics together in a visual dashboard.
Monitor workforce size and mix
Review headcount alongside male and female employee counts, average age, hires, employment contract type, and employment status.
Track retention and attendance signals
Follow employees leaving the organization, turnover rates, voluntary and involuntary turnover, sick days, workdays, and absenteeism.
Connect people and salary trends
Compare total salary and average salary with monthly headcount and employee movement to give compensation discussions operational context.
What can you analyze with the HR metrics workbook?
The workbook is built around recurring HR reporting rather than one-off calculations. Its monthly structure makes it practical to review changes over time and then focus the dashboard on a selected month.
Workforce movement: review monthly hires and employees who left, with separate input lines for involuntary terminations, resignations, and retirements.
Turnover: monitor overall turnover together with voluntary and involuntary turnover rates.
Compensation: track total salary and average salary by month and see those measures summarized on the dashboard.
Workforce composition: examine headcount, employee breakdown, average age, contract type, and employment status.
Attendance and productivity indicators: organize sick days and workdays and review the resulting absenteeism rate.
What is inside the workbook?
The visible workbook structure separates data entry from presentation. Yellow cells are used for monthly HR inputs, while the tables also display calculated or summarized measures such as turnover and absenteeism rates. The dashboard then consolidates selected KPIs and charts into a management view.
Monthly HR metric inputs
Enter Jan–Dec workforce, compensation, employment, rotation, and productivity data in the highlighted input cells.
Calculated KPI rows
Review measures shown in the tables, including turnover, voluntary turnover, involuntary turnover, and absenteeism rates.
Dashboard and charts
Select a month to view KPI cards, month-over-month comparisons, employee breakdown, salary trends, and employee movement.
The HR metrics input view organizes monthly workforce, compensation, employment, turnover, and productivity data, with yellow cells indicating the editable entries.
Build one consistent monthly HR data set
The input sheet groups related measures instead of scattering them across separate reports. Workforce data includes headcount, employee breakdown, average age, and hires; other sections cover salary, employment categories, employee exits, sick days, and workdays. This structure makes the workbook useful for recurring management reporting and for checking whether a KPI movement is supported by the underlying operational data.
The dashboard combines selected-month KPI cards with employee breakdown, salary, and employee-movement charts for a consolidated HR review.
Review the selected month in context
The dashboard surfaces total salary, turnover rate, permanent rate, hires, average salary, absenteeism rate, average age, and employees who left. Several cards also show change versus the previous month. Below the cards, charts place workforce composition, salary progression, and hires versus departures in a time-series view, helping managers separate a single-month reading from the broader pattern.
How do you use the template?
Enter the monthly workforce data.
Populate the highlighted cells for headcount, employee breakdown, average age, and employees hired.
Add compensation and employment details.
Record total salary plus contract and employment-status counts for each month.
Complete exits and attendance inputs.
Enter terminations, resignations, retirements, sick days, and workdays so the related turnover and absenteeism measures can be reviewed.
Read the KPI tables.
Check monthly values and the displayed total or current summary column before moving to the dashboard.
Select a month on the dashboard.
Use the consolidated KPI cards and charts to discuss workforce size, salary, turnover, attendance, and employee movement with the relevant decision-makers.
Who is this template for?
This workbook is suited to HR teams and managers who already collect recurring employee data but need a clearer reporting structure for monthly workforce reviews. Payroll or finance staff can use the compensation and headcount views when discussing salary trends, while business owners and department leaders can use turnover, absenteeism, and employee-movement metrics to support staffing and retention conversations. It is most useful when the organization can maintain consistent monthly inputs across the included HR categories.
For related workforce analysis, use the Excel Payroll Calculator when the focus moves from dashboard reporting to payroll calculations. The Payroll Time Calculator is relevant for translating working time into payroll-oriented calculations, while the Return On Employee EBITDA (ROEE) Ratio provides a separate lens on employee-related operating performance.
Choosing a selection results in a full page refresh.
