Forum Discussion
HR Data - Monthly Files
Let me lead by saying that I hope this isn't a dumb question. This is more of a conceptual "how to handle" than a specific "what's the code" type of question.
I'm about to start some work where every month I will receive an updated HR employee data file. Some people will terminate, new people will be hired, jobs will change, etc. I'm going to use one measure as an example where I'm worried I won't be able to report historicals. For example, turnover rate where this is roughly defined as people that left (for certain reasons) divided by the number of active employees. I'm sure I can calculate this for a given file, but I"m worried that when the next file comes in I won't be able to know what last month's attrition rate was vs. what the new month's is and so on since's it just a new version of this data.
I hope I'm explaining this correctly and perhaps I'm not seeing this clearly, but any guidance will help.
4 Replies
I'm thinking this might help explain.
Let's say I get this for Sept
Employee Status Term Dt 11111 Inactive 9/1/2023 22222 Active 33333 Active September turnover rate is 33# (1/3)
Then in October I get an update file. I don't want to count the September turnover in there, so the October turnover is 25% (1/4). Since I'm getting update files, I don't know how to preserve (other than using the turnover date somehow) the turnover rate by month.
Employee Status Term Dt 11111 Inactive 9/1/2023 22222 Inactive 10/1/2023 33333 Active 44444 Active 55555 Active Thank you so much. I was thinking something like this might be the answer. Do you know of a way to automatically pull the file create date into a Report Date column so that it doesn't require manual manipulation?
And I wanted to use the solution where the new file is just dropped into the same folder every month. Would that be how the append solution you suggested would work? Or is there something different that has to be done to append it?
