Full-Time Equivalent _FTE_ by yurtgc548

VIEWS: 24 PAGES: 18

									Full-Time Equivalent (FTE)


      February 8, 2007




                     OFFICE OF THE CHIEF FINANCIAL OFFICER
           1
                                             CFO
Full-Time Equivalent (FTE)

FTE = Unit of Measure of a
worker’s productivity or effort


FTE ≠                 Count
           Head




                              OFFICE OF THE CHIEF FINANCIAL OFFICER
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                                                      CFO
Units of Measure - 4 Types of Hrs

• Productive Hours – hours charged to a project

• Paid Leave Hours:       Leave      Project                    Accoun
                                     ID                         t
                          Vacatio                               221402
                          n
                          Sick       356001
                          Holiday    356011
                          Other      356002
• Overtime Hours                    not in FTE calc

• Leave w/o Pay (LWOP) – not in FTE calc
                                        OFFICE OF THE CHIEF FINANCIAL OFFICER
                      3
                                                                CFO
Units of Measure – Work Month

 Work Month = Productive Hours in Acctg Period
/ Available Hour in Acctg Period

FY07                                    Period
Available Hours   1   2   3   4   5   6   7    8  9 10 11 12 Total
MON             176 176 168 184 160 176 168 184 168 176 184 160 2,080
BWK             120 200 120 240 160 160 160 200 160 160 200 200 2,080



Available hours for monthly (MON) employees
are different from bi-weekly (BWK) employees
because of their differences in time reporting to
LDRS and General Ledger in any given month.
                                               OFFICE OF THE CHIEF FINANCIAL OFFICER
                              4
                                                                       CFO
         FTE Calculation
FTE = FTE Factor x Work Month of each
employee

FTE Factor =
(Σ Productive Hours + Σ Paid Leave Hours)
             Σ Productive Hours

calculated for each paygoup (MON or BWK) at
the Level 1 division – employee’s home
organization
                               OFFICE OF THE CHIEF FINANCIAL OFFICER
                    5
                                                       CFO
   Paid Leave Factor (PLF)
PLF = 1 / FTE Factor


PLF =        (Σ Productive Hours )

  (Σ Productive Hours + Σ Paid Leave Hours)

FTE = Employee Work Month / PLF




                               OFFICE OF THE CHIEF FINANCIAL OFFICER
                       6
                                                       CFO
                      Example
                  Assume Division A has 4 MON
                     and 3 BWK Employees

For each MON employee:
Available Hrs = 22 Days x 8 Hrs/Day = 176 Hrs

For each BWK employee:
                 Pay Period Ending Sent to FMS               Hours
                           11/4/06       11/9/06               80
                          11/18/06      11/28/06               80
                           12/2/06      11/28/06               40
Total Available Hours/BWK employee                            200
                                               OFFICE OF THE CHIEF FINANCIAL OFFICER
                             7
                                                                       CFO
    Example - Monthly (MON)

                                    Hours
               (a)         (b)            (c)             (d)        (e) = (a)/176 (f)=S(d)/S(a) (g)=(e)x1.15
            Productive Paid Leave        LWOP        Total (a)+(b)   Work Month     FTE Factor       FTE
Bill               160         16                             176            0.9091                      1.045
Mary               152         24                             176            0.8636                      0.993
Jack                80         16                              96            0.4545                      0.522
Mike               144         24                8            168            0.8182                      0.940
Total              536         80                             616            3.0455         1.15         3.500

Total Dept A MON FTE = 3.500; headcount = 4                                PLF =                    0.8701

(a) Productive Hours = Hours Worked (hours charged to projects)




                                                                            OFFICE OF THE CHIEF FINANCIAL OFFICER
                                                8
                                                                                                    CFO
 Example - Bi-weekly (BWK)


                                    Hours
               (a)         (b)           (c)                 (d)        (e) = (a)/200 (f)=S(d)/S(a) (g)=(e)x1.14
            Productive Paid Leave      Overtime         Total (a)+(b)   Work Month     FTE Factor       FTE
Joe                184         16                                200            0.9200                      1.050
Sue                 92         24                                116            0.4600                      0.525
Don                176         24                   8            200            0.8800                      1.005
Total              452         64                                516            2.2600         1.14         2.580

Total Dept A BWK FTE = 2.580; headcount = 3                                   PLF =                    0.8760

(a) Productive Hours = Hours Worked (hours charged to projects)




                                                                              OFFICE OF THE CHIEF FINANCIAL OFFICER
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                                                                                                      CFO
            Adjustments
• Adjustments for late time entry or corrections
to hours reported in prior reporting periods.
• If the prior time reporting period occurs in the
same accounting period as the current time
reporting period, then adjustment hours are
included in the FTE calculations.
• If the adjustment is not for the current
reporting period, an Adjusting FTE is
calculated and will be included in calculating
YTD FTE.
                                  OFFICE OF THE CHIEF FINANCIAL OFFICER
                     10
                                                          CFO
            Key Points

• Standard calculation for LBNL FTE reports.
• FTE Calculation based on FTE Factor of
whole L1 Division (home organization).
• FTE of an employee can be > 1.0 or 0.
• FTE calculation excludes LWOP and
overtime.
• YTD Ave FTE calculation includes FTE
adjustments.
                               OFFICE OF THE CHIEF FINANCIAL OFFICER
                   11
                                                       CFO
Sample BRS Report-Page1 Current Period




                           OFFICE OF THE CHIEF FINANCIAL OFFICER
                  12
                                                   CFO
Sample BRS Report-Page 4 Adjustments




                         OFFICE OF THE CHIEF FINANCIAL OFFICER
                 13
                                                 CFO
Sample BRS Report-Page 5 Total




                     OFFICE OF THE CHIEF FINANCIAL OFFICER
              14
                                             CFO
                  Sample Effort Analyzer Report 1
                                                   FY06 FTE
                              FTE
                                        Oct        Nov        Dec        Jan        Feb        Mar        Apr        May         Jun         Jul          Aug        Sep
                            as values

AD - Administrative Services                0.00       0.00       0.00       0.00       0.00       0.00       0.00       0.00        0.00          0.00       0.00       0.00
AF - Accelerator & Fusion Research        74.17      74.97      72.78      75.34      71.13      70.29      68.79       68.64       72.61      71.53        71.99      70.90
AL - Advanced Light Source                85.25      85.30      84.02      84.96      83.13      82.48      83.11       82.96       88.89      91.61        92.95      90.91
BU - Business Services Division             0.00       0.00       0.00       0.00       0.00       0.00       0.00       0.00        0.00          0.00       0.00       0.00
CF - Office of Chief FinanceOfficer      182.09     185.59     187.37     186.12     181.51     183.85     184.61      182.64      182.95     182.86       183.40     183.44
CH - Chemical Sciences                    70.83      71.90      71.07      68.86      68.27      66.57      65.40       69.11       88.15      95.37        77.45      65.90
CR - Computational Research Div          113.23     112.93     116.44     115.72     108.07     133.50     132.74      132.52      139.97     144.20       142.89     133.86
CS - Computing Sciences                     0.00       0.00       0.00       0.00       9.00       9.00       9.01       9.01        9.00          9.00       9.00       9.00
EE - Environmental Energy Tech           209.00     206.42     206.83     198.39     201.88     200.80     196.91      197.79      205.32     204.02       202.27     194.75
EG - Engineering                         275.33     275.95     274.73     275.69     275.86     272.91     273.52      274.14      272.61     271.50       270.70     266.23
EH - Environment, Health & Safety         90.85      89.41      87.57      86.72      83.84      83.99      83.10       83.08       84.60      86.50        87.99      90.26
ES - Earth Sciences                      129.57     128.44     128.43     127.24     130.12     131.66     130.75      126.05      131.55     132.31       131.16     127.92
FA - Facilities                          264.35     266.59     264.22     258.57     255.24     255.17     249.97      248.24      249.51     238.54       235.71     235.55
GN - Genomics Division                   151.81     153.65     150.60     149.14     148.87     152.21     151.24      153.58      157.63     165.60       168.08     165.53
HR - Human Resources                      66.74      63.96      61.33      62.54      64.36      66.03      64.50       62.98       61.01      62.66        63.07      61.91
IC - Information Technology Div          180.89     178.67     176.55     177.16     175.51     149.10     149.80      149.78      150.35     152.52       154.27     148.41
LD - Laboratory Directorate               63.71      64.35      64.67      64.14      62.56      60.84      62.23       61.84       62.43      60.80        60.84      59.08
LS - Life Sciences                       240.63     238.29     239.45     239.57     240.27     244.99     249.48      252.71      257.56     265.83       258.70     246.94
MS - Materials Sciences                  163.30     164.51     166.86     177.93     175.29     185.09     182.74      187.35      226.47     230.11       212.55     188.46
NE - NERSC                                69.37      67.43      67.38      67.11      64.53      64.06      61.62       62.54       67.17      68.63        67.37      67.14
NS - Nuclear Science                      83.88      82.62      81.42      80.21      80.40      77.39      76.53       78.62       79.81      81.50        76.53      73.66
OP - Operations Division                  12.21      11.27      10.95      10.00      10.00      10.00      10.00        9.00        8.57          7.00       7.17       6.65
PA - Public Affairs                       27.59      27.19      26.45      26.28      26.62      27.22      27.21       27.17       29.28      30.83        30.71      27.87
PB - Physical Biosciences                120.46     122.06     120.67     120.44     125.55     124.56     123.44      121.31      136.15     137.40       132.28     112.94
PH - Physics                              89.90      88.10      88.65      88.58      91.15      90.48      90.61       92.84       94.30      97.17        94.65      86.26
Undefined value - Undefined value           0.00       0.00       0.00       0.11       0.00       0.18       0.00       0.00        0.00          0.11       0.00       0.00
Employee Home Organization              2,765.16   2,759.57   2,748.41   2,740.81   2,733.15   2,742.38   2,727.30   2,733.87    2,855.87    2,887.57     2,831.73   2,713.58


                                                                                                                OFFICE OF THE CHIEF FINANCIAL OFFICER
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                                                                                                                                        CFO
                     Sample Effort Analyzer Report 2
                                                 FY06 YTD Ave FTE
       Home Dept Average YTD FTE      Oct        Nov        Dec        Jan         Feb          Mar        Apr        May        Jun          Jul          Aug        Sep        2006
AF - Accelerator & Fusion Research      74.20      74.54      73.92      73.58          73.13     71.79      71.37      71.03       71.17       71.19        71.30      71.27      71.27
AL - Advanced Light Source              85.25      84.54      84.33      85.24          85.53     85.00      85.37      85.34       85.74       86.35        88.68      89.78      89.78
CF - Office of Chief FinanceOfficer    182.15     185.02     185.75     185.77         183.84    183.90     184.35     184.78      183.57      183.42       183.43     183.41     183.41
CH - Chemical Sciences                  70.84      71.00      70.34      69.58          69.21     67.91      66.91      68.09       70.32       72.83        73.24      72.63      72.63
CR - Computational Research Div        113.01     112.97     115.20     114.66         109.29    135.74     135.29     134.08      134.68      135.64       136.15     135.84     135.84
CS - Computing Sciences                   0.00       0.00       0.00       0.00          8.91       8.93       8.94       8.95       8.95           8.95       8.96       8.96       8.96
EE - Environmental Energy Tech         209.33     207.62     206.98     205.12         206.10    205.29     204.09     203.33      203.57      202.75       202.61     201.97     201.97
EG - Engineering                       273.60     274.67     275.00     275.08         275.19    274.74     274.51     273.77      272.62      273.45       273.25     272.57     272.57
EH - Environment, Health & Safety       90.52      89.90      88.44      87.86          87.00     86.55      86.11      86.51       86.27       85.41        85.64      86.01      86.01
ES - Earth Sciences                    130.76     129.27     128.93     129.24         129.34    129.65     129.79     128.66      129.00      129.38       129.57     129.38     129.38
FA - Facilities                        262.05     263.89     263.60     262.09         259.26    258.55     257.37     256.21      256.38      254.58       252.85     251.33     251.33
GN - Genomics Division                 152.30     152.56     151.86     150.47         149.92    150.25     149.47     149.99      150.67      152.16       153.61     154.44     154.44
HR - Human Resources                    66.81      65.21      63.90      63.58          63.68     64.06      63.23      63.21       62.93       62.83        62.84      62.76      62.76
IC - Information Technology Div        180.94     179.24     177.93     177.71         175.71    148.41     148.50     148.59      148.77      149.08       149.49     149.04     149.04
LD - Laboratory Directorate             63.79      63.82      63.94      64.04          64.16     64.48      64.16      63.82       63.69       63.39        63.16      61.88      61.88
LS - Life Sciences                     241.45     239.44     239.57     238.97         239.43    240.81     241.93     243.31      244.92      247.05       247.93     248.63     248.63
MS - Materials Sciences                163.68     163.95     164.51     167.56         167.71    170.53     172.26     173.84      180.67      186.47       188.17     188.16     188.16
NE - NERSC                              69.25      68.25      67.96      68.49          66.07     65.66      65.09      65.60       66.64       66.84        66.88      66.85      66.85
NS - Nuclear Science                    83.91      82.56      82.14      81.41          81.24     80.60      79.44      79.28       78.45       78.72        79.47      79.01      79.01
OP - Operations Division                12.21      11.74      11.48      10.30          10.24     10.20      11.06        9.96       9.81           9.53       9.31       9.08       9.08
PA - Public Affairs                     27.33      27.08      26.85      26.70          26.67     26.76      26.85      26.89       27.20       27.56        27.85      27.85      27.85
PB - Physical Biosciences              120.68     121.37     121.14     122.55         123.20    123.50     124.40     122.82      124.25      125.56       125.28     123.23     123.23
PH - Physics                            89.90      89.02      88.90      88.83          90.10     90.04      90.12      91.13       91.48       92.16        91.36      90.93      90.93
Undefined value - Undefined value         0.00       0.00       0.00       0.03          0.02       0.05       0.04       0.04       0.03           0.04       0.04       0.03       0.03
Employee Home Organization            2,763.95   2,757.67   2,752.65   2,748.85    2,744.96     2,743.40   2,740.64   2,739.22   2,751.77    2,765.31      2,771.06   2,765.05   2,765.05




                                                                                                                             OFFICE OF THE CHIEF FINANCIAL OFFICER
                                                                                  16
                                                                                                                                                       CFO
                            Sample Effort Analyzer Report 3

                                                                                               For Oct, 2006
                                     Oct
                                     AF - Accelerator AL - Advanced     CF - Office of      CH - Chemical     CR -              EE -              EG -                 EH -              ES - Earth                                GN - Genomics     HR - Human          IC - Information
       Project Dept \ Home Dept                                                                                                                                                                               FA - Facilities
                                     & Fusion         Light Source      Chief               Sciences          Computational     Environmental     Engineering          Environment,      Sciences                                  Division          Resources           Technology Div
                                         Net FTE         Net FTE           Net FTE              Net FTE          Net FTE           Net FTE           Net FTE              Net FTE            Net FTE              Net FTE              Net FTE          Net FTE              Net FTE
( Blank )                                       0.00             0.00                0.00              0.00              0.00              0.00                 0.00              0.00                 0.00                 0.00              0.00                0.00               0.00

AF - Accelerator & Fusion Research             65.50             0.00                1.47              0.00              1.02              0.00             36.81                 0.00                 0.00                 0.78              0.00                0.86               0.32

AL - Advanced Light Source                      8.01            84.49                1.98              0.00              0.00              0.00             81.56                 1.06                 0.00                 5.17              0.00                1.08               2.24
CF - Office of the CFO                          0.00             0.00             133.24               0.00              0.00              0.00                 0.00              0.00                 0.00                 0.67              0.00                0.00               0.00
CH - Chemical Sciences                          0.00             0.00                0.05             70.84              0.51              0.00                 0.12              0.00                 0.31                 0.33              0.00                1.42               0.00
CS - Computing Sciences                         0.00             0.00                3.92              0.00            100.56              0.89                 0.39              0.00                 0.00                 2.58              0.00                2.41              43.48
EE - EETD                                       0.15             0.00                5.47              0.00              0.00            206.27                 0.87              0.00                 0.10                 2.53              0.00                4.44               0.00
EG - Engineering                                0.25             0.00                1.27              0.00              0.00              0.00             66.90                 0.00                 0.00                 2.51              0.00                3.88               1.52
EH - Environment, Health & Safety               0.05             0.00                1.33              0.00              0.00              0.00                 0.00             85.17                 5.91                 4.67              0.00                0.00               5.57
ES - Earth Sciences                             0.00             0.00                2.12              0.00              0.00              0.75                 7.22              0.01            123.27                    2.94              0.00                0.00               0.75
FA - Facilities                                 0.00             0.05                6.14              0.00              0.00              0.18                 0.43              0.94                 0.00              219.50               0.00                0.00               5.20
GN - Genomics                                   0.00             0.00                4.05              0.00              3.87              0.00             12.33                 0.39                 0.00                 5.38            151.94                3.80               0.05
IC - Information Technology                     0.00             0.00                0.00              0.00              0.39              0.00                 0.64              0.26                 0.00                 1.95              0.00                0.00             119.09
LD - Laboratory Directorate                     0.00             0.00                2.03              0.00              0.00              1.25                 0.00              0.00                 0.36                 1.49              0.00                0.88               0.40
LS - Life Sciences                              0.00             0.00                8.99              0.00              0.05              0.00                 4.03              0.21                 0.00                 1.38              0.05                3.57               0.70
MS - Material Sciences                          0.00             0.70                3.23              0.00              0.00              0.00             12.12                 0.00                 0.00                 3.55              0.00                3.49               0.00
NS - Nuclear Science                            0.00             0.00                0.79              0.00              3.74              0.00             26.64                 0.37                 0.00                 2.35              0.00                0.80               0.00
OP - Operations                                 0.00             0.00                1.11              0.00              0.00              0.00                 0.03              2.11                 0.00                 0.85              0.00            37.27                  0.03
PB - Physical Biosciences                       0.00             0.00                4.36              0.00              0.71              0.00                 4.98              0.00                 0.82                 2.39              0.31                2.11               1.20
PH - Physics                                    0.24             0.00                0.60              0.00              2.17              0.00             18.54                 0.00                 0.00                 1.04              0.00                0.82               0.40
SUMMARY - SUMMARY                               0.00             0.00                0.00              0.00              0.00              0.00                 0.00              0.00                 0.00                 0.00              0.00                0.00               0.00
Project Summary Group                          74.20            85.25             182.15              70.84            113.01            209.33            273.60                90.52            130.76                 262.05             152.30            66.81                180.94




                                                                                                                                                                                               OFFICE OF THE CHIEF FINANCIAL OFFICER
                                                                                                                                17
                                                                                                                                                                                                                                      CFO
               Sample Effort Analyzer Report 3
                                                         For Oct, 2006 cont’d

                                     LD - Laboratory LS - Life            MS - Materials                          NS - Nuclear          OP - Operations PA - Public           PB - Physical
       Project Dept \ Home Dept                                                               NE - NERSC                                                                                          PH - Physics          Employee Home
                                     Directorate     Sciences             Sciences                                Science               Division        Affairs               Biosciences
                                                                                                                                                                                                                         Organization
                                        Net FTE          Net FTE             Net FTE             Net FTE             Net FTE               Net FTE          Net FTE              Net FTE             Net FTE
( Blank )                                         0.00             0.00                0.00                0.00                  0.00                0.00              0.00                0.00                  0.00             0.00

AF - Accelerator & Fusion Research                1.84             0.00                0.00                0.00                  0.68                0.00              0.00                0.00                  0.38           109.65

AL - Advanced Light Source                        1.07             0.00                0.64                0.00                  0.00                0.00              0.00                0.00                  0.00           187.31
CF - Office of the CFO                            1.07            -0.13                0.00                0.00                  0.00                0.34              0.00                0.00                  0.00           135.20
CH - Chemical Sciences                            0.00             0.00                1.03                0.00                  0.00                0.00              0.00                1.09                  0.00            75.69
CS - Computing Sciences                           1.89             0.00                0.00            55.48                     0.00                0.00              0.00                0.38                  0.00           211.96
EE - EETD                                         1.07             0.00                1.37                0.00                  0.00                0.00              0.00                0.00                  0.00           222.27
EG - Engineering                                  1.28             0.00                1.47                0.00                  0.04                0.00              0.00                0.00                  0.54            79.66
EH - Environment, Health & Safety                 1.80             0.00                0.00                0.00                  0.00                0.57              0.00                0.00                  0.00           105.07
ES - Earth Sciences                               2.10             0.21                0.00                0.00                  0.00                0.00              0.00                0.49                  0.00           139.85
FA - Facilities                                   1.64             0.00                0.98                0.00                  0.00                1.02              0.00                0.00                  0.00           236.06
GN - Genomics                                     1.08             6.48                0.00                0.00                  0.00                0.00              0.00                0.00                  0.00           189.36
IC - Information Technology                       0.00             0.00                0.00                0.00                  0.00                0.00              0.00                0.00                  0.00           122.34
LD - Laboratory Directorate                    43.80               0.00                0.34                0.00                  0.00                1.94              0.00                0.00                  0.00            52.50
LS - Life Sciences                                0.87           232.97                0.34                0.00                  0.00                0.00              0.00                4.13                  0.00           257.29
MS - Material Sciences                            0.87             0.00            153.70                  0.00                  0.00                0.00              0.00                0.99                  0.00           178.66
NS - Nuclear Science                              1.02             0.23                0.31                4.02              82.67                   0.00              0.00                0.00                  3.62           126.58
OP - Operations                                   1.30             0.00                2.18                0.00                  0.47                8.34             27.33                0.00                  0.00            81.01
PB - Physical Biosciences                         0.23             1.50                1.03                0.00                  0.00                0.00              0.00             113.60                   0.00           133.23
PH - Physics                                      0.87             0.00                0.28                9.75                  0.05                0.00              0.00                0.00              85.35              120.11
SUMMARY - SUMMARY                                 0.00             0.18                0.00                0.00                  0.00                0.00              0.00                0.00                  0.00             0.18
Project Summary Group                          63.79             241.45            163.68              69.25                 83.91                12.21               27.33             120.68               89.90            2,763.95




                                                                                                                                                                OFFICE OF THE CHIEF FINANCIAL OFFICER
                                                                                                     18
                                                                                                                                                                                                   CFO

								
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