Download user file with terminations since the last survey run - first name, last name, email, termination status: voluntary or involuntary
Pull existing user file from survey, add tab and copy/paste term list, save to desktop (log into Entromy, select surveys and open the survey set up for the survey you are running the attrition analysis for)
Add column in user file tab titled "Terminated" next to last name column
Assign termination status by using XLOOKUP (email, look up array is Terminated tab emails, return array is voluntary or involuntary in Terminated tab)
Filter for n/a terms and label “Current employee”
Note: You can bypass the XLOOKUP function if you prefer to update the participant census with the Termination Status demographic details manually.
Reimport user file with termination assignment as new dimension into platform under survey
Re-pull report with this new data.
Additional Support: To include a comparative review by the new 'Terminated' demographic, navigate to 'Reports' then 'Insights' - Be sure you have selected the survey you want to pull results for and select, 'Report Settings' and 'Edit Dimensions' to unhide the Terminated Demographic and Show All under Comparative Review.
How to do an retention/attrition analysis
Written by Entromy Support
Updated over 2 months ago