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2164 lines (2164 loc) · 87.6 KB
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{
"schema_version": "1.0",
"note": "Canonical People Analytics metric registry (ISO 30414-aligned). One definition per metric, so the numbers an agent reports are the numbers everyone trusts. Agents READ and CITE this file; they never redefine metrics. metric_class separates Core KPIs from Diagnostics and Operational Alerts; protocol carries the implementation rule; aggregate_formula gives the correct group/portfolio form where it differs from the per-unit formula. agent_forbidden_actions make this a measurement-GOVERNANCE system.",
"metric_classes": [
"core_kpi",
"diagnostic",
"operational_alert"
],
"metrics": [
{
"id": "open_reqs",
"name": "Open requisitions",
"domain": "talent_acquisition",
"definition": "Count of approved, active requisitions at the as-of date (open-approved only, not drafts).",
"formula": "count(reqs where status = 'open' and approved = true and on_hold = false)",
"grain": "point_in_time",
"unit": "count",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "drafts / pending-approval reqs; on-hold, filled, and closed reqs",
"common_misuse": "Treating open reqs as demand without netting against approved headcount, or counting drafts as demand.",
"decision_supported": "Where to focus sourcing capacity this week.",
"downstream": [
"ta-reporting"
],
"metric_class": "core_kpi",
"protocol": "Point-in-time count of distinct req_ids; report open-approved as the headline, drafts separately.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
],
"aggregate_formula": "openings_remaining = sum(openings_approved - openings_filled) when a req carries multiple openings"
},
{
"id": "time_to_fill",
"name": "Time to fill",
"domain": "talent_acquisition",
"definition": "Calendar days from requisition APPROVED to offer accepted (recruiter-controllable clock).",
"formula": "median(offer_accepted_date - req_approved_date)",
"grain": "per_req",
"unit": "days",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "cancelled reqs; clock pauses during on-hold intervals",
"common_misuse": "Reporting a lone mean on a right-skewed distribution; starting the clock at req-created so HM/finance approval latency is charged to recruiters; dropping never-filled reqs (survivorship) so the hard searches are invisible.",
"decision_supported": "Capacity planning and hiring-plan commit dates.",
"downstream": [
"ta-reporting"
],
"metric_class": "core_kpi",
"protocol": "Report p50 AND p90 (never a lone mean); clock starts at req-approved; segment by job family/level/geo; pair with open-req aging so the unfilled tail stays visible.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
],
"aggregate_formula": "report p50 and p90 by segment; track 'approval latency' (created->approved) and 'time to start' (req_approved->start_date) as companions"
},
{
"id": "time_to_hire",
"name": "Time to hire",
"domain": "talent_acquisition",
"definition": "Calendar days from a candidate's first touch to offer accepted (candidate-experience clock).",
"formula": "median(offer_accepted_date - first_touch_date)",
"grain": "per_hire",
"unit": "days",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "non-hired candidates (only resolvable for accepted candidates)",
"common_misuse": "Confusing time-to-hire (candidate clock) with time-to-fill (req clock); excluding sourced candidates by keying only on application_date, which hides the fastest passive-talent hires.",
"decision_supported": "Candidate-experience and process-speed improvements.",
"downstream": [
"ta-reporting"
],
"metric_class": "core_kpi",
"protocol": "first_touch = min(application_date, first_recruiter_contact_date); report p50 and p90 over hired candidates.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
]
},
{
"id": "requisition_aging",
"name": "Requisition aging",
"domain": "talent_acquisition",
"definition": "A requisition is 'aging' when it has been open (from approved) longer than a self-calibrating threshold; the example agent uses a flat fallback.",
"formula": "days_open(from approved) > k * median_time_to_fill(job_family, level, geo) (flat fallback: days_open > aging_threshold_days)",
"grain": "per_req",
"unit": "boolean",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "on-hold reqs (clock pauses during on-hold)",
"common_misuse": "Using one flat threshold across markets with very different natural fill times.",
"decision_supported": "Which searches need intervention or re-scoping.",
"downstream": [
"ta-reporting"
],
"metric_class": "operational_alert",
"protocol": "Self-calibrating k ~= 1.5 x segment median TTF is preferred; flat aging_threshold_days is a documented fallback the ta-reporting example uses.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
],
"params": {
"aging_threshold_days": 90,
"k": 1.5
}
},
{
"id": "requisition_stale",
"name": "Requisition staleness",
"domain": "talent_acquisition",
"definition": "A requisition is 'stale' when it has had no SUBSTANTIVE human pipeline activity for longer than the stale threshold.",
"formula": "days_since_substantive_update > stale_threshold_days",
"grain": "per_req",
"unit": "boolean",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "on-hold reqs; automated/system status writes do not count as updates",
"common_misuse": "Counting automated status pings or candidate self-updates as recruiter 'updates'.",
"decision_supported": "Recruiter follow-up / pipeline hygiene.",
"downstream": [
"ta-reporting"
],
"metric_class": "operational_alert",
"protocol": "Substantive update = candidate added, stage change, interview scheduled, or recruiter note; exclude automated syncs.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
],
"params": {
"stale_threshold_days": 14
}
},
{
"id": "thin_pipeline",
"name": "Thin pipeline",
"domain": "talent_acquisition",
"definition": "A high-priority (P1) requisition whose stage-weighted expected hires fall below a safety factor; the example agent uses a flat active-candidate count.",
"formula": "priority = 'P1' AND expected_hires < safety_factor where expected_hires = sum_stage(count_at_stage * passthrough(stage->hire)) (flat fallback: pipeline_depth < thin_threshold)",
"grain": "per_req",
"unit": "boolean",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "non-P1 reqs (triage scope, not a measurement limit)",
"common_misuse": "Treating raw pipeline count as quality without stage weighting (3 at 'applied' != 3 at 'onsite').",
"decision_supported": "Where to add sourcing before a search stalls.",
"downstream": [
"ta-reporting"
],
"metric_class": "operational_alert",
"protocol": "Stage-weighted expected-yield is preferred; flat thin_threshold on active (post-screen, not dispositioned) candidates is the ta-reporting fallback.",
"agent_allowed_actions": [
"calculate",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
],
"params": {
"thin_threshold": 3,
"safety_factor": 1.5
}
},
{
"id": "offer_acceptance_rate",
"name": "Offer acceptance rate",
"domain": "talent_acquisition",
"definition": "Share of resolved written offers that were accepted, over a closed offer cohort.",
"formula": "offers_accepted / (offers_accepted + offers_declined)",
"grain": "cohort",
"unit": "percent",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "company-rescinded offers; offers still pending (not counted as declines)",
"common_misuse": "Counting unresolved-pending offers as declines, or mismatching numerator/denominator across period boundaries; reading a low rate as comp-only.",
"decision_supported": "Comp competitiveness and closing effectiveness.",
"downstream": [
"ta-reporting"
],
"metric_class": "core_kpi",
"protocol": "Closed cohort: offers extended in the window, measured once each reaches a final disposition; 'extended' = written offer.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision",
"recommend_pay_change"
]
},
{
"id": "pass_through_rate",
"name": "Stage pass-through rate",
"domain": "talent_acquisition",
"definition": "Share of candidates advancing from one funnel stage to the next, over a matured stage cohort.",
"formula": "advanced_to_next_stage / candidates_with_final_outcome_from_stage",
"grain": "per_stage",
"unit": "percent",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "candidates still in stage (no final outcome yet)",
"common_misuse": "Comparing pass-through across roles with different bars; reporting stage-local rates without the cumulative funnel yield.",
"decision_supported": "Where the funnel leaks.",
"downstream": [
"ta-reporting"
],
"metric_class": "diagnostic",
"protocol": "Mature stage-entry cohort; handle re-entry/skips/same-day transitions explicitly.",
"agent_allowed_actions": [
"calculate",
"trend",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
],
"aggregate_formula": "cumulative funnel yield = hires / top_of_funnel_candidates (app -> offer -> hire)"
},
{
"id": "quality_of_hire",
"name": "Quality of hire",
"domain": "talent_acquisition",
"definition": "Composite, indexed 0-100, of post-hire success: early performance, first-year retention, hiring-manager satisfaction, and time to productivity.",
"formula": "weighted_index(early_performance, twelve_month_retention, hiring_manager_satisfaction, time_to_productivity)",
"grain": "hire_cohort",
"unit": "index",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "cohorts too recent to observe the component signals",
"common_misuse": "Optimizing for speed/cost while quality silently drops; using an unweighted average of incomparable sub-scores.",
"decision_supported": "Whether faster/cheaper hiring is still good hiring.",
"downstream": [
"ta-reporting"
],
"metric_class": "core_kpi",
"protocol": "Composite indexed 0-100: each component is normalized 0-100 then combined with the params.weights (sum=1.0); publish the weights; score only matured cohorts.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
],
"params": {
"weights": {
"early_performance": 0.3,
"twelve_month_retention": 0.3,
"hiring_manager_satisfaction": 0.25,
"time_to_productivity": 0.15
},
"scale": "0-100",
"components_normalized": "each component scaled 0-100 before weighting"
}
},
{
"id": "cost_per_hire",
"name": "Cost per hire",
"domain": "talent_acquisition",
"definition": "Fully loaded recruiting cost per hire (ANSI/SHRM-2012 standard).",
"formula": "(total_internal_recruiting_cost + total_external_recruiting_cost) / number_of_hires",
"grain": "cohort",
"unit": "currency",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "non-recruiting costs; relocation/sign-on (report separately)",
"common_misuse": "Counting only external (agency) spend and omitting internal cost, or vice-versa.",
"decision_supported": "TA efficiency and budget tradeoffs.",
"downstream": [
"ta-reporting"
],
"metric_class": "core_kpi",
"protocol": "Use the ANSI/SHRM-2012 definition verbatim; state the period and the internal-cost components included.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
]
},
{
"id": "source_channel_effectiveness",
"name": "Source-channel effectiveness",
"domain": "talent_acquisition",
"definition": "Yield (and downstream quality) of each recruiting source.",
"formula": "hires_from_source / candidates_from_source",
"grain": "per_channel",
"unit": "percent",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "untracked / referral-of-referral attribution gaps",
"common_misuse": "Ranking channels on volume alone without quality-of-hire or cost per channel.",
"decision_supported": "Where to allocate sourcing spend.",
"downstream": [
"ta-reporting"
],
"metric_class": "diagnostic",
"protocol": "Pair yield with quality_of_hire and cost per channel; state the attribution model (first-touch vs last-touch).",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
],
"aggregate_formula": "pair yield with quality_of_hire_by_source = mean(quality_of_hire | source) and cost_per_hire_by_source; rank channels on quality-adjusted yield, not raw yield"
},
{
"id": "recruiter_capacity",
"name": "Recruiter capacity",
"domain": "talent_acquisition",
"definition": "Active open-approved requisitions carried per recruiter.",
"formula": "count(open_approved_reqs) / count(active_recruiters)",
"grain": "point_in_time",
"unit": "ratio",
"source_system": "ATS",
"owner": "Talent Acquisition",
"refresh_cadence": "weekly",
"exclusions": "reqs on hold; non-requisition work",
"common_misuse": "Reading a single load number without role-mix difficulty (a senior eng search != a high-volume role).",
"decision_supported": "TA staffing and load-balancing decisions.",
"downstream": [
"ta-reporting"
],
"metric_class": "diagnostic",
"protocol": "Report distribution, not just the mean; weight by role difficulty where possible.",
"agent_allowed_actions": [
"calculate",
"segment",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"make_hiring_decision"
]
},
{
"id": "headcount",
"name": "Headcount",
"domain": "headcount",
"definition": "Active worker count at the as-of date (point-in-time), including employees on protected leave.",
"formula": "count(workers where worker_type = 'employee' and status in active_like_statuses)",
"grain": "point_in_time",
"unit": "count",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "contractors (counted separately); pending-starts (until start date); terminated workers",
"common_misuse": "Mixing point-in-time headcount with average headcount when annualizing; excluding employees on protected leave.",
"decision_supported": "Workforce size and plan tracking.",
"downstream": [
"headcount-reporting"
],
"metric_class": "core_kpi",
"protocol": "Active_like includes protected leave (LOA/parental/disability); state treatment of interns/fixed-term.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
]
},
{
"id": "fte",
"name": "FTE",
"domain": "headcount",
"definition": "Full-time-equivalent count, weighting each assignment by scheduled hours against the region's full-time standard.",
"formula": "sum(scheduled_hours / standard_full_time_hours_region)",
"grain": "point_in_time",
"unit": "fte",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "contractors",
"common_misuse": "Reporting FTE as headcount in finance reconciliations; using one global full-time-hours constant across regions.",
"decision_supported": "Cost and capacity modeling.",
"downstream": [
"headcount-reporting"
],
"metric_class": "core_kpi",
"protocol": "standard_full_time_hours is region-aware; cap individual FTE at 1.0 for headcount-equivalent (uncapped only for cost/capacity with OT).",
"agent_allowed_actions": [
"calculate",
"trend",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
]
},
{
"id": "net_headcount_growth",
"name": "Net headcount growth",
"domain": "headcount",
"definition": "Change in active headcount over a period, defined as ending minus beginning (reconciles exactly).",
"formula": "ending_active_headcount - beginning_active_headcount",
"grain": "period",
"unit": "count",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "n/a (the bridge accounts for every component)",
"common_misuse": "Reporting hires - exits as the headline: it won't tie to the roster because it misses conversions, rehires, returns from leave, and net transfers.",
"decision_supported": "Plan vs. actual growth.",
"downstream": [
"headcount-reporting"
],
"metric_class": "core_kpi",
"protocol": "Headline is ending - beginning; publish the bridge = hires + conversions + rehires + returns - voluntary - involuntary +/- net_transfers.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
],
"aggregate_formula": "bridge: ending = beginning + hires + conversions + rehires + returns_from_leave - voluntary_exits - involuntary_exits +/- net_transfers"
},
{
"id": "span_of_control",
"name": "Span of control",
"domain": "headcount",
"definition": "Average number of direct reports per people-manager (counts every manager, including managers of managers).",
"formula": "count(workers_with_a_manager) / count(distinct_people_managers)",
"grain": "org_unit",
"unit": "ratio",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "dotted-line reports",
"common_misuse": "Using count(ICs)/count(managers), which drops managers who report to managers and makes the org look flatter than it is; reporting the mean alone.",
"decision_supported": "Org-design and layer reduction.",
"downstream": [
"headcount-reporting"
],
"metric_class": "core_kpi",
"protocol": "Equivalently, the mean of each manager's direct-report count; report median and the distribution, not a lone mean.",
"agent_allowed_actions": [
"calculate",
"segment",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
],
"aggregate_formula": "report mean AND median span, plus the full distribution"
},
{
"id": "span_outlier_rate",
"name": "Span outlier rate",
"domain": "headcount",
"definition": "Share of people-managers whose span falls outside the target band (sub-scale or overloaded).",
"formula": "count(managers with span < low_band OR span > high_band) / count(people_managers)",
"grain": "org_unit",
"unit": "percent",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "non-people-managers",
"common_misuse": "Watching only the average span; the outliers (sub-scale managers) are what actually drive delayering.",
"decision_supported": "Delayering and org-design decisions.",
"downstream": [
"headcount-reporting"
],
"metric_class": "diagnostic",
"protocol": "Report sub-scale (< low_band) and overloaded (> high_band) separately; sub-scale managers are the delayering signal.",
"agent_allowed_actions": [
"calculate",
"segment",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
],
"params": {
"low_band": 3,
"high_band": 10
}
},
{
"id": "management_layers",
"name": "Management layers",
"domain": "headcount",
"definition": "Reporting depth from the top executive to individual contributors, reported as a distribution (not just the deepest chain).",
"formula": "distribution(depth_in_reporting_tree); headline = median depth-to-IC",
"grain": "org",
"unit": "count",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "vacant manager nodes",
"common_misuse": "Reporting max(depth) alone -- one outlier chain is a 'tallest point', not an org-health read.",
"decision_supported": "Flattening and decision-speed initiatives.",
"downstream": [
"headcount-reporting"
],
"metric_class": "diagnostic",
"protocol": "State the CEO index convention (CEO = layer 0 or 1); keep max as one stat but headline the layer distribution + median depth.",
"agent_allowed_actions": [
"calculate",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
],
"aggregate_formula": "employees per depth level (layer distribution) + median depth-to-IC; max(depth) as a secondary stat"
},
{
"id": "vacancy_rate",
"name": "Vacancy rate",
"domain": "headcount",
"definition": "Approved open positions as a share of total budgeted establishment.",
"formula": "approved_open_positions / (filled_approved_positions + approved_open_positions)",
"grain": "org_unit",
"unit": "percent",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "unapproved/pipeline positions",
"common_misuse": "Counting reqs without an approved position behind them; using just-vacant rather than total establishment as the denominator.",
"decision_supported": "Coverage risk by team.",
"downstream": [
"headcount-reporting"
],
"metric_class": "core_kpi",
"protocol": "Denominator = budgeted establishment (filled + approved-open positions), not req counts; optionally time-weight over the period.",
"agent_allowed_actions": [
"calculate",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
]
},
{
"id": "contingent_workforce_ratio",
"name": "Contingent-workforce ratio",
"domain": "headcount",
"definition": "Contractors as a share of the blended workforce.",
"formula": "contractors / (employees + contractors)",
"grain": "point_in_time",
"unit": "percent",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "n/a",
"common_misuse": "Excluding contractors from every other metric without one measure that tracks the blended workforce shape.",
"decision_supported": "Blended-workforce shape and risk.",
"downstream": [
"headcount-reporting"
],
"metric_class": "diagnostic",
"protocol": "Define 'contractor' (SOW vs staff-aug vs 1099) consistently with how the HRIS classifies worker_type.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
]
},
{
"id": "headcount_plan_attainment",
"name": "Headcount plan attainment",
"domain": "headcount",
"definition": "Actual headcount against the approved plan.",
"formula": "actual_headcount / planned_headcount",
"grain": "org_unit",
"unit": "percent",
"source_system": "HRIS",
"owner": "People Analytics",
"refresh_cadence": "monthly",
"exclusions": "n/a",
"common_misuse": "Comparing actual to a stale plan version; mixing FTE-based plans with people-based actuals.",
"decision_supported": "Ties People execution to FP&A.",
"downstream": [
"headcount-reporting"
],
"metric_class": "core_kpi",
"protocol": "Pin the plan version and the basis (FTE vs people); state the as-of date.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
]
},
{
"id": "compa_ratio",
"name": "Compa-ratio",
"domain": "total_rewards",
"definition": "Base salary divided by the midpoint of the salary range for the employee's job profile, level, and location.",
"formula": "base_salary / range_midpoint",
"grain": "employee_snapshot",
"unit": "ratio",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "employees with no mapped band; variable/commission pay",
"common_misuse": "Comparing across roles/geographies without controlling for range structure; reporting mean-of-ratios as the group figure; assuming midpoint = market when midpoints lag.",
"decision_supported": "Identify pay-positioning patterns and outliers.",
"downstream": [
"comp-reporting"
],
"metric_class": "core_kpi",
"protocol": "FTE-normalize part-time base before the ratio; for groups use the aggregate form, not the mean of individual ratios; pair with a market ratio when midpoints may be stale.",
"agent_allowed_actions": [
"calculate",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary"
],
"aggregate_formula": "group compa-ratio = sum(base) / sum(midpoint) (NOT mean(base_i/midpoint_i)); market ratio = base / market_p50"
},
{
"id": "range_penetration",
"name": "Range penetration",
"domain": "total_rewards",
"definition": "Position within the band: where base salary sits between range min and max.",
"formula": "(base_salary - range_min) / (range_max - range_min)",
"grain": "employee_snapshot",
"unit": "percent",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "unbanded roles; degenerate (zero-width) ranges",
"common_misuse": "Using penetration where compa-ratio (midpoint comparison) was intended; reporting mean-of-ratios for groups.",
"decision_supported": "Where employees sit in band; merit headroom.",
"downstream": [
"comp-reporting"
],
"metric_class": "diagnostic",
"protocol": "With a symmetric range, compa-ratio 1.0 == 50% penetration; they diverge with asymmetric ranges or varying spreads. Use the aggregate form for group views.",
"agent_allowed_actions": [
"calculate",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary"
],
"aggregate_formula": "group penetration = sum(base - min) / sum(max - min)"
},
{
"id": "out_of_band_rate",
"name": "Out-of-band rate",
"domain": "total_rewards",
"definition": "Share of banded employees whose base salary falls outside their band, split below-min vs above-max.",
"formula": "below_min_rate = count(base < range_min)/count(banded); above_max_rate = count(base > range_max)/count(banded); combined = below + above",
"grain": "cohort",
"unit": "percent",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "unbanded roles; red-circled with a documented exception (reported as a sub-population)",
"common_misuse": "Reporting one combined rate that masks direction (below-min = compression/equity; above-max = red-circle/promo/band design); flagging above-max without checking for approved exceptions.",
"decision_supported": "Comp governance and annual-comp-review planning.",
"downstream": [
"comp-reporting"
],
"metric_class": "core_kpi",
"protocol": "Report below_min_rate and above_max_rate separately, plus combined; boundary inclusive (base == min/max is in band); track red-circled-with-exception as a reported sub-population (needed for true-up budget).",
"agent_allowed_actions": [
"calculate",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary"
]
},
{
"id": "merit_increase",
"name": "Merit increase %",
"domain": "total_rewards",
"definition": "Percentage base-pay increase awarded in the merit cycle; headline is the dollar-weighted spend, not the average of percents.",
"formula": "individual: (new_base - old_base) / old_base",
"grain": "per_employee_event",
"unit": "percent",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "promotions and market adjustments (separate events); sub-threshold new hires and ineligible/LOA per policy",
"common_misuse": "Blending merit with promotion increases; reporting the average of individual percents (mis-weights by salary mix) as the budget figure.",
"decision_supported": "Merit-budget design and calibration.",
"downstream": [
"comp-reporting"
],
"metric_class": "core_kpi",
"protocol": "Separate three numbers people conflate: budget (planned), spend (actual), and average increase per recipient; define the eligible population.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary"
],
"aggregate_formula": "merit_spend% = sum(merit_$) / sum(eligible_base) (WorldatWork merit-budget convention)"
},
{
"id": "comp_exception_rate",
"name": "Compensation exception rate",
"domain": "total_rewards",
"definition": "Share of guideline-eligible comp actions that REQUIRED an out-of-guideline exception (approved + denied), by action type.",
"formula": "exceptions_requested / guideline_eligible_actions",
"grain": "cohort",
"unit": "percent",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "auto-approved within-guideline actions; actions not subject to guideline review",
"common_misuse": "Counting approved-only (which conflates request volume with approval leniency); using one denominator across offer/merit/promo/adjustment so the band misfit is hidden.",
"decision_supported": "Whether bands/guidelines match the market.",
"downstream": [
"comp-reporting"
],
"metric_class": "diagnostic",
"protocol": "Numerator = exceptions requested (approved + denied); report separately for offers, merit, promo, market adjustments.",
"agent_allowed_actions": [
"calculate",
"trend",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary"
]
},
{
"id": "benefits_enrollment_rate",
"name": "Benefits enrollment rate",
"domain": "total_rewards",
"definition": "Take-up: share of eligible employees enrolled in a given benefit.",
"formula": "enrolled / eligible",
"grain": "cohort",
"unit": "percent",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "ineligible populations; employees still inside a waiting period",
"common_misuse": "Using enrolled/total-employees instead of enrolled/eligible; treating auto-enroll defaults as active engagement.",
"decision_supported": "Benefits design and communication.",
"downstream": [
"comp-reporting"
],
"metric_class": "core_kpi",
"protocol": "Distinguish active elections from auto-enroll defaults; pair with waiver_rate; for 401(k) report participation + average deferral %.",
"agent_allowed_actions": [
"calculate",
"trend",
"draft_summary"
],
"agent_forbidden_actions": [
"alter_record"
]
},
{
"id": "adjusted_pay_gap",
"name": "Adjusted pay gap (pay equity)",
"domain": "total_rewards",
"definition": "Regression-adjusted residual pay difference between demographic groups after controlling for legitimate factors.",
"formula": "exp(coef_on_demographic in regression of ln(pay) ~ demographic + level + job_family + location + tenure) - 1",
"grain": "cohort",
"unit": "percent",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "Groups with fewer than 10 members on either side of a contrast (estimate suppressed, not zero); performance rating (excluded as a potentially biased control).",
"common_misuse": "Reading raw/unadjusted gaps as discrimination, or treating compa-ratio as a pay-equity metric; omitting legitimate controls or over-controlling with tainted variables.",
"decision_supported": "Pay-equity risk and remediation budgeting.",
"downstream": [
"comp-reporting"
],
"metric_class": "core_kpi",
"protocol": "Report alongside the raw gap; document the controls; never expose an individual's residual. Performance rating is deliberately NOT a control (it can carry the same bias being measured - over-controlling masks discrimination). A minimum focal-cell size (>=10 per side) is enforced; smaller groups are suppressed, not reported.",
"agent_allowed_actions": [
"calculate",
"segment",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary",
"identify_individual_publicly"
]
},
{
"id": "raw_pay_gap",
"name": "Raw (unadjusted) pay gap",
"domain": "total_rewards",
"definition": "Unadjusted median pay difference between two demographic groups.",
"formula": "median_pay(group_a) / median_pay(group_b) - 1",
"grain": "cohort",
"unit": "percent",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "groups below the minimum reportable size",
"common_misuse": "Presenting the raw gap as evidence of discrimination without the adjusted analysis, or hiding it because it looks worse than adjusted.",
"decision_supported": "Transparency context for the adjusted analysis.",
"downstream": [
"comp-reporting"
],
"metric_class": "diagnostic",
"protocol": "Always report with the adjusted_pay_gap; state the pay measure (base vs total cash).",
"agent_allowed_actions": [
"calculate",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary",
"identify_individual_publicly"
]
},
{
"id": "ceo_pay_ratio",
"name": "CEO pay ratio",
"domain": "total_rewards",
"definition": "Ratio of CEO total compensation to the median employee's annual total compensation.",
"formula": "ceo_total_comp / median_employee_annual_total_comp",
"grain": "annual",
"unit": "ratio",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "annual",
"exclusions": "the CEO from the median calculation; per SEC methodology",
"common_misuse": "Comparing the ratio across companies with different workforce mixes as if it were a like-for-like figure.",
"decision_supported": "Required US public-company disclosure (Dodd-Frank 953(b)) and governance.",
"downstream": [
"comp-reporting"
],
"metric_class": "core_kpi",
"protocol": "Follow the SEC pay-ratio methodology for identifying the median employee; annual cadence.",
"agent_allowed_actions": [
"calculate",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary"
]
},
{
"id": "total_cash_comp",
"name": "Total cash compensation (TCC)",
"domain": "total_rewards",
"definition": "Base salary plus target (or actual) cash variable.",
"formula": "base_salary + target_bonus + target_commission",
"grain": "employee_snapshot",
"unit": "currency",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "equity/LTI (see total direct comp); benefits",
"common_misuse": "Benchmarking competitiveness on base alone, which understates rewards in bonus-heavy roles.",
"decision_supported": "Cash-competitiveness benchmarking.",
"downstream": [
"comp-reporting"
],
"metric_class": "core_kpi",
"protocol": "State target vs actual; FTE-normalize; benchmark at TCC, not base.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary"
],
"aggregate_formula": "TCC positioning = TCC / market_reference_point (e.g. market p50)"
},
{
"id": "bonus_target_attainment",
"name": "Bonus / target attainment",
"domain": "total_rewards",
"definition": "Actual variable pay relative to target, and pool funding.",
"formula": "actual_bonus_paid / target_bonus",
"grain": "cohort",
"unit": "percent",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "employees not on a bonus plan; prorated new hires (handle explicitly)",
"common_misuse": "Reading attainment without pool funding %, or blending plans with different target structures.",
"decision_supported": "Governance of variable spend.",
"downstream": [
"comp-reporting"
],
"metric_class": "diagnostic",
"protocol": "Report alongside pool_funding% = funded_pool / target_pool; segment by plan.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"flag_outliers",
"draft_summary"
],
"agent_forbidden_actions": [
"recommend_pay_change",
"change_salary"
]
},
{
"id": "labor_cost_per_fte",
"name": "Labor cost per FTE",
"domain": "total_rewards",
"definition": "Total workforce labor cost per FTE.",
"formula": "total_labor_cost / average_fte",
"grain": "period",
"unit": "currency",
"source_system": "HRIS + comp bands",
"owner": "Total Rewards",
"refresh_cadence": "monthly",
"exclusions": "non-labor opex",
"common_misuse": "Mixing fully-loaded cost (with benefits/taxes) and base-only cost across reports; using headcount instead of average FTE.",
"decision_supported": "Workforce-cost governance (ISO 30414 workforce-cost area).",
"downstream": [
"comp-reporting"
],
"metric_class": "core_kpi",
"protocol": "State what 'labor cost' includes (base, variable, benefits, employer taxes); also report as % of revenue/opex.",
"agent_allowed_actions": [
"calculate",
"trend",
"segment",
"draft_summary"
],