Welcome!

Welcome to the Monitoring Staff Turnover Calculator v1.1

September 2012
This easy-to-use template is a mechanism for tracking and monitoring monthly turnover for
CNAs, RNs, and LPN/LVNs. This workbook will also help assisted living staff to use this tool.

This workbook contains ten [10] worksheets to assist you in your turnover calculations and
monitoring. Each worksheet can be accessed by
clicking on the Tab at the bottom of each worksheet.

1
2
3
4

Worksheet
Welcome!
Instructions
Common Qs & As
CNA Calc

Description
A table of contents to aid workbook navigation.
A navigation guide to task completion. Print for easy access.
Answers to commonly asked questions. Print for easy access.
The CNA Turnover Calculator. Enter data on this worksheet.

5
6
7
8
9
10

CNA Trending
RN Calc
RN Trending
LPN/LVN Calc
LPN/LVN Trending
Sample Data

A trending graph to see your impact on Turnover Rates.

The RN Turnover Calculator. Enter data on this worksheet.
A trending graph to see your impact on Turnover Rates.
The LPN/ LVN Turnover Calculator. Enter data on this worksheet.
A trending graph to see your impact on Turnover Rates.
A completed Calculator sample.

This Turnover Calculator is a modified version of the Advancing Excellence Turnover Calculator which was prepared by CFMC,
the Medicare Quality Improvement Organization for Colorado, under contract with the Centers for Medicare & Medicaid
Services (CMS), an agency of the U.S. Department of Health and Human Services. The contents presented do not necessarily
reflect CMS policy.PM-4020-036 CO 2012

Instructions
Please print this worksheet for easy-to-follow instructions.

Monitoring
CNA Staff
Turnover [SAMPLE]
Achieving
Excellence
in America's
Nursing Home
Step

1:

Type in

Living Na

Assisted Living Name:

Month & Year

January 2014
February 2014
March 2014
April 2014
May 2014
June 2014
July 2014
August 2014
September 2014
October 2014
November 2014
December 2014

Number of CNA
Number of CNA
Staff Employed on Staff Terminated
the First Day of by the Last Day of
Each Month
Each Month
[Enter this number [Enter this number
on the website]
on the website]

Step

100
2
103
3
95
4
97
1
102
0
103
2
99
1
:
Enter
Number
of
103
3 Staff

and Number of Terminations in

yellow columns . Monthly and
annualized turnover rates will
calculate automatically.

Turnover Rate
Per Month

1
1
1
1
1
1
1
1
0
0
0
0

2.0%
2.9%
4.2%
1.0%
0.0%
1.9%
1.0%
2.9%

Cumulative
Terminations
Year-to-Date

2
5
9
Step
: Print
10
worksheet
or make note
10
of the
MONTH,
NUMBER
12
OF STAFF & NUMBER OF
13
TERMINATIONS.
16

Step

: Enter Number of Staff

and Number of Terminations in
yellow columns . Monthly and
annualized turnover rates will
calculate automatically.

2014

Total # of Data Collection Months

Total # of CNA Staff Terminations During the 8 Months
Average # of CNA Staff During the 8 Months

Annualized Turnover Rate

structions

ksheet for easy-to-follow instructions.

CNA Staff
Turnover [SAMPLE]
nce
in America's
Nursing Homes
Step

1:

Type in the Assisted

Living Name

Average Number
of CNA Staff
Employed
Year-to-Date
100.0
101.5
99.3
Step : Print98.8
worksheet or make 99.4
note
of the MONTH, NUMBER
100.0
OF STAFF & NUMBER OF
99.9
TERMINATIONS.
100.3

Turnover Rate
Year-to-Date

3.0%
7.4%
13.6%
15.2%
15.1%
18.0%
19.5%
23.9%

Total # of Data Collection Months

Total # of CNA Staff Terminations During the 8 Months
Average # of CNA Staff During the 8 Months

Annualized Turnover Rate

8
16
100.3

23.9%

Frequently Asked Questions

Q: What is a termination?
A: An employee departure, either due to firing or quitting, whereby the employee receives a final paycheck.
Q: Where can I find the data to fill out this Calculator?
A: Often, the organization has a separate form that must be completed for each termination. The periodic payroll reports
also may list terminations.
Q: Why does a part-time or per diem Staff termination count equally as a full-time Staff termination?
A: The calculation is measuring turnover of all Nursing Staff regardless of individual employment status.
Q: What about a member of the Nursing Staff who changes his/her job title and stays in the organization;
does this count as a termination if the employee is still a member of the Nursing Staff?
A: No. Do not count this individual as a termination.
Q: What about a member of the Nursing Staff who changes his/her job title and stays in the organization;
does this count as a termination if the employee leaves the Nursing Staff?
A: No. Do not count this individual as a termination.
Q: What if a Nursing Staff member works at two communities owned by the same corporation and leaves one of the facilities,
but stays at the other?
A: The Staff member would be coded as a termination by thecommunity from which he/she departed.
Q: What if a Nursing Staff employee cuts his/her hours from full-time to per diem? Does that count as a termination?
A: No. He/She is still employed by the community.
Q: What about a Nursing Staff employee who goes on unpaid leave?

Frequently Asked Questions

A: He/She is still employed and would continue to be included in the denominator.
Q: What if a Nursing Staff employee leaves via a termination, but then is re-hired 3 weeks later?
A: He/She would count as a termination.
Q: If a home has 30 budgeted Staff positions, but only 25 of the positions are filled, is the number of
Staff 30 or 25?
A: The number of positions is 25.
Q: What about Agency Staff? Do they count in any of the calculations?
A: No. Agency Staff are not employed by the assisted living community and therefore are not included.
Q: Does the turnover period need to be a calendar year? Must the year start in January?
A: Turnover periods are based on a calendar year.
Q: On the 'CNA Calc' or 'RN Calc' or 'LPN LVN Calc,' where do I enter data?
A: Data are entered in yellow cells only.
Q: Why is the Trending Graph not showing any trends?
A: Be sure data values have been entered in the yellow columns.
Q: Where do I include: personal caregivers, CMAs, and other similar front-line staff
A: Include these in the calculations with the CNAs

Monitoring CNA

For CNA we are including CNA, personal caregivers, CMAs, and other similar f
of residents

Assisted Living Name:

Month & Year

Number of CNA
Number of CNA
Staff Employed on Staff Terminated
the First Day of by the Last Day of
Each Month
Each Month

January 2013
February 2013
March 2013
April 2013
May 2013
June 2013
July 2013
August 2013
September 2013
October 2013
November 2013
December 2013

0
0
0
0
0
0
0
0
0
0
0
0

Total # of C
A

2013
Month & Year

January 2014
February 2014
March 2014
April 2014
May 2014

Number of CNA
Number of CNA
Staff Employed on Staff Terminated
the First Day of by the Last Day of
Each Month
Each Month

0
0
0
0
0

June 2014
July 2014
August 2014
September 2014
October 2014
November 2014
December 2014

0
0
0
0
0
0
0

Total # of C
A

2014
Month & Year

January 2015
February 2015
March 2015
April 2015
May 2015
June 2015
July 2015
August 2015
September 2015
October 2015
November 2015
December 2015

2015

Number of CNA
Number of CNA
Staff Employed on Staff Terminated
the First Day of by the Last Day of
Each Month
Each Month

0
0
0
0
0
0
0
0
0
0
0
0

Total # of C
A

oring CNA Staff Turnover

CMAs, and other similar front-line staff directly responsible for the daily care
of residents

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of CNA Staff
Employed
Year-to-Date

Turnover Rate
Year-to-Date

Total # of Data Collection Months

Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months

Annualized Turnover Rate

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of CNA Staff
Employed
Year-to-Date

Turnover Rate
Year-to-Date

Total # of Data Collection Months

Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months

Annualized Turnover Rate

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of CNA Staff
Employed
Year-to-Date

Total # of Data Collection Months

Total # of CNA Staff Terminations During the Months
Average # of CNA Staff During the Months

Annualized Turnover Rate

Turnover Rate
Year-to-Date

CNA Year-To-Date Turnover Trends

1200%

1000%

800%
Percent Turnover
2013
2014

600%

2015

400%

200%

0%
J

J
Month

Monitoring RN

Assisted Living Name:

Month & Year

Number of RN
Number of RN
Staff Employed on Staff Terminated
the First Day of by the Last Day of
Each Month
Each Month

January 2013
February 2013
March 2013
April 2013
May 2013
June 2013
July 2013
August 2013
September 2013
October 2013
November 2013
December 2013

0
0
0
0
0
0
0
0
0
0
0
0

Total # of

2013
Month & Year

January 2014
February 2014
March 2014
April 2014
May 2014

Number of RN
Number of RN
Staff Employed on Staff Terminated
the First Day of by the Last Day of
Each Month
Each Month

0
0
0
0
0

June 2014
July 2014
August 2014
September 2014
October 2014
November 2014
December 2014

0
0
0
0
0
0
0

Total # of

2014
Month & Year

January 2015
February 2015
March 2015
April 2015
May 2015
June 2015
July 2015
August 2015
September 2015
October 2015
November 2015
December 2015

2015

Number of RN
Number of RN
Staff Employed on Staff Terminated
the First Day of by the Last Day of
Each Month
Each Month

0
0
0
0
0
0
0
0
0
0
0
0

Total # of

oring RN Staff Turnover

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of RN Staff
Employed
Year-to-Date

Turnover Rate
Year-to-Date

Total # of Data Collection Months

Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months

Annualized Turnover Rate

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of RN Staff
Employed
Year-to-Date

Turnover Rate
Year-to-Date

Total # of Data Collection Months

Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months

Annualized Turnover Rate

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of RN Staff
Employed
Year-to-Date

Total # of Data Collection Months

Total # of RN Staff Terminations During the Months
Average # of RN Staff During the Months

Annualized Turnover Rate

Turnover Rate
Year-to-Date

RN Year-To-Date Turnover Trends

1200%

1000%

800%
Percent Turnover
2013

600%

2014
2015

400%

200%

0%
J

J
Month

Monitoring LPN/LVN

Assisted Living Name:

Month & Year

Number of
LPN/LVN Staff
Employed on the
First Day of Each
Month

Number of
LPN/LVN Staff
Terminated by the
Last Day of Each
Month

January 2013
February 2013
March 2013
April 2013
May 2013
June 2013
July 2013
August 2013
September 2013
October 2013
November 2013
December 2013

0
0
0
0
0
0
0
0
0
0
0
0

Total # of LPN/
Avera

2013

Month & Year

January 2014
February 2014
March 2014

Number of
LPN/LVN Staff
Employed on the
First Day of Each
Month

Number of
LPN/LVN Staff
Terminated by the
Last Day of Each
Month

0
0
0

April 2014
May 2014
June 2014
July 2014
August 2014
September 2014
October 2014
November 2014
December 2014

0
0
0
0
0
0
0
0
0

Total # of LPN/
Avera

2014

Month & Year

January 2015
February 2015
March 2015
April 2015
May 2015
June 2015
July 2015
August 2015
September 2015
October 2015
November 2015
December 2015

2015

Number of
LPN/LVN Staff
Employed on the
First Day of Each
Month

Number of
LPN/LVN Staff
Terminated by the
Last Day of Each
Month

0
0
0
0
0
0
0
0
0
0
0
0

Total # of LPN/
Avera

ng LPN/LVN Staff Turnover

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of LPN/LVN Staff
Employed
Year-to-Date

Turnover Rate
Year-to-Date

Total # of Data Collection Months

Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months

Annualized Turnover Rate

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of LPN/LVN Staff
Employed
Year-to-Date

Turnover Rate
Year-to-Date

Total # of Data Collection Months

Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months

Annualized Turnover Rate

Turnover Rate Per

Month

Cumulative
Terminations
Year-to-Date

Average Number
of LPN/LVN Staff
Employed
Year-to-Date

Total # of Data Collection Months

Total # of LPN/LVN Staff Terminations During the Months
Average # of LPN/LVN Staff During the Months

Annualized Turnover Rate

Turnover Rate
Year-to-Date

LPN / LVN Year-To-Date Turnover Trends

1200%

1000%

800%
Percent Turnover
2013

600%

2014
2015

400%

200%

0%
J

J
Month

Assisted Living Name:

Month & Year

January 2013
February 2013
March 2013
April 2013
May 2013
June 2013
July 2013
August 2013
September 2013
October 2013
November 2013
December 2013

2013

Number of CNA
Number of CNA
Staff Employed on Staff Terminated
the First Day of by the Last Day of
Each Month
Each Month

100
103
95
97
102
103
99
103
100
100
101
102

2
3
4
6
0
2
1
3
4
2
3
0

1
1
1
1
1
1
1
1
1
1
1
1

M
A
S

L
P

Total # of CNA
Ave

E
L

Turnover Rate Per

Month

M
A

2.00%
2.91%
4.21%
6.19%
0.00%
1.94%
1.01%
2.91%
4.00%
2.00%
2.97%
0.00%

Cumulative
Terminations
Year-to-Date

Average Number
of CNA Staff
Employed
Year-to-Date

Turnover Rate
Year-to-Date

2
5
9
15
15
17
18
21
25
27
30
30

100
102
99
99
99
100
100
100
100
100
100
100

2%
5%
9%
15%
15%
17%
18%
21%
25%
27%
30%
30%

Total # of Data Collection Months

Total # of CNA Staff Terminations During the 12 Months
Average # of CNA Staff During the 12 Months

Annualized Turnover Rate

12
30
100.4

29.9%