A Guide to the Enterprise Turnover Report

⚡ Purpose

The Enterprise Turnover Report gives multi-location companies a consolidated view of hires, terminations, and termination reasons across their entire organization. 

Think of it as the organization-wide version of the standard Turnover Report; same underlying data, but with more ways to slice it across companies.

🔎 Why use the Enterprise Turnover Report?

Here are some common reasons teams run this report:

• Compare turnover across companies: Review the beginning count, end count, and Turnover Rate for each company in your organization side by side. 
• Identify patterns by department, tenure, position, or generation: Break down termination reasons and Turnover Rate by the dimension that matters most to your organization.
• Support organization-wide workforce planning: Use consolidated data to inform retention strategy and staffing decisions across your entire organization, rather than company by company.
• Save time on manual reporting: Get filtered views of the same underlying data without running multiple company-level reports.

🔐 Access Required

The Enterprise Turnover Report is part of the Enterprise Dashboard feature and is exclusive to the Supreme package. 

Who can access the Enterprise Turnover Report?

• Super Administrators: Full access to generate and view the Enterprise Turnover Report, provided they've been granted access to the Enterprise Dashboard. If you are unable to access, please confirm your Enterprise Dashboard access with a Super Administrator.
• Team Administrators: Do not have access to the Enterprise Dashboard, and therefore cannot access the Enterprise Turnover Report.

📋 Topics covered in this article:

• Generating & Understanding the Enterprise Turnover Report
• Understanding the Turnover Rate Calculation
• Understanding Generation Categories
• Glossary Terms
• Frequently Asked Questions About the Enterprise Turnover Report

📚 Related articles:

• A Guide to the Turnover Report
• A Guide to Push Reports
• A Guide to the Enterprise Employee Information Report

Generating & Understanding the Enterprise Turnover Report

As the Enterprise Turnover Report pulls data across your entire organization, you'll access it through the Enterprise Dashboard rather than an individual company account.

When opening the report, the filter defaults to Company Wide, and the date range is pre-filled from January 1 of the current year to today's date, based on when you open the report. You can further customize how you review turnover information by selecting a different report filter and adjusting the date range as you see fit.

1. Click the Company name in the top right-hand corner.
2. In the drop-down menu under Organizations, click the Company Name.
3. From the Enterprise Dashboard, click the Reports tab.
4. Under Report Name, click Employee Turnover.

5. Under Report Filter, click the drop-down menu to choose which view of your organization's turnover data you want to see. Pick from the following:
   💡 | Tip: To see more information about the Turnover Rate calculation, Generation Categories, and Glossary terms, see the relevant sections below.

   Report Filter	What It Shows	Table Layout
   Company Wide	Begin count, end count, termination count, average headcount, and Turnover Rate for each company in your organization.	Rows are Company Name, columns are Begin Count, End Count, Termination Count, Average Head Count, and Turnover %.
   Termination Reasons	Termination count and Turnover Rate for each dismissal reason across your organization.	Rows are Termination Reason, columns are Termination Count and Termination Reason %.
   Termination Reasons by Department	Termination count and Turnover Rate for each dismissal reason, broken down by department.	Rows are Termination Reason; columns are grouped by Department, showing the count for each.
   Turnover Percentage by Department	Termination count and Turnover Rate for each dismissal reason, broken down by department.	Rows are Company Name; columns are grouped by Department, each split into Terminations Count and Average Turnover %.
   Turnover Percentage by Tenure	Termination count and Turnover Rate for each dismissal reason, broken down by tenure (e.g., Within 1 Year, 1–3 Years).	Rows are Company Name; columns are grouped by tenure range, each split into Termination Count and Average Turnover %.
   Turnover Reasons by Tenure	Termination count for each dismissal reason, broken down by tenure.	Rows are Termination Reason; columns are grouped by tenure range, showing the count for each.
   Termination Reasons by Generation	Termination count for each dismissal reason, broken down by generation (e.g., Millennials, Gen Z).	Rows are Termination Reason; columns are each Generation, showing the count for each.
   Turnover Percentage by Generation	Termination count and Turnover Rate for each dismissal reason, broken down by generation	Rows are Company Name; columns are grouped under a Category header for each Generation (e.g., Millennials, Gen Z, etc.), each split into Termination Count and Average Turnover %.
   Termination Reasons by Position	Termination count for each dismissal reason, broken down by Position.	Rows are Termination Reason; columns are grouped by Position, showing the count for each.
   Turnover Percentage by Position	Termination count and Turnover Rate for each dismissal reason, broken down by Position.	Rows are Company Name; columns are grouped by Position, each split into Terminations Count and Average Turnover %.

6. Under Start Date and End Date, use the calendar picker to select the date range, or enter the dates you wish to review manually (e.g., YYYY, MM, DD).
   📌 | Note: The report will only include hires and terminations that fall within the date range you select.
7. Once done, click Generate.
8. The page will load up the relevant details based on the applied filter!

Understanding the Turnover Rate Calculation

The Turnover Rate (%) is the key metric in this report, so it's helpful to understand how it's calculated before reviewing the rest of the data.

We calculate the Turnover Rate as the number of terminations divided by the average headcount over your selected time period. Average headcount is the average of the number of employees at the start and end of that period. It doesn't account for changes in employee count during the period itself.

For example, if you started with 20 employees on March 1 and finished with 30 employees on July 1, your average headcount would be 25. If 5 employees left during that time, your Turnover Rate would be 20% (5/25).

Formulas: 

• Average Head Count = (Number of Employees at Start Date + Number of Employees at End Date) / 2

• Turnover Rate (%) = Terminations / Average Head Count.

Understanding Generation Categories

For the Termination Reason By Generation and Turnover Percentage By Generation report filters, employees are grouped into the following generations based on their birth year:

📌 | Note: This is based on the birthdate inputted in their employee profile.The Other category also covers any employee with an invalid birthdate on file. Any birth year recorded as before 1946 will be grouped into Other for reporting purposes.

Glossary Terms

Based on the filter type selected in the report, you may see certain columns or rows with the following headers. Please review the table below to gain a better understanding of what this information may represent:

Frequently Asked Questions About the Enterprise Turnover Report

Have questions about generating or reading the Enterprise Turnover Report? Whether you're wondering which filter to use, how generations are determined, or how this report differs from the standard Turnover Report, this section provides quick answers to help you review your organization's workforce data with confidence.

Q: What's the difference between the Enterprise Turnover Report and the Turnover Report?
A: The Turnover Report covers a single company's hires, terminations, and termination reasons at a location level. The Enterprise Turnover Report is part of the Enterprise Dashboard and lets you view consolidated turnover data across every company in your organization, filtered by Company, Department, Tenure, Position, or Generation. 

Q: Can Team Administrators access the Enterprise Turnover Report?
A: No. Team Administrators do not have access to the Enterprise Dashboard, so they cannot access the Enterprise Turnover Report. For more details, refer to the Access Required section of this article.

Q: Which Report Filter should I use?
A: This depends on what you're trying to review. Use Company Wide for a high-level comparison across companies, or one of the Department, Tenure, Position, or Generation filters for a more detailed breakdown. For more details, refer to the Available Report Filters step of this article.

Q: Why might an employee show up in the Other generation category?
A: The Other category includes employees born before 1946, as well as any employee with an invalid birthdate on file. We recommend generating the Employee Information Report or the Enterprise Employee Information Report, filtered by birthday, to see who may have an invalid birthdate. You can then make the necessary changes in the specific employee profiles for future reporting. For more details, refer to the Understanding Generation Categories section of this article.

Additional Information

Need further help? Refer to our Getting Help & Contacting Support article for the latest support options and ways to connect with our team.