Discover how to create an Employee Engagement Index. Use that Employee Engagement Index to monitor engagement from year-to-year. Do you create employee engagement metrics to track changes in employee views? These slides provide a step-by-step guide for creating an Employee Engagement Index. First, administer an Employee Engagement Survey. Next, implement changes to improve engagement. Then, conduct an Employee Engagement Survey a year later, and calculate the Employee Engagement Index. This metric will show if your changes had an impact in improving engagement. Now it the time to measure employee engagement and monitor change. Create a workplace that engages employees and retains top talent. Ensure that employees and the company prosper! Go to www.SheilaMargolis.com to learn more about Employee Engagement.

1. Employee Engagement Index
Use Employee Engagement Metrics
to Monitor Change
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2. ©2020 Sheila Margolis
Employee Engagement is dedicating one’s energy
to one’s work.
• Cognitive energy
• Affective energy
• Physical energy
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3. Do you measure employee engagement?
Do you monitor engagement from year-to-year?
• Most companies conduct an annual Employee Engagement Survey.
• Between surveys, actions are taken to improve engagement.
• Do those actions have an impact on engagement? Has engagement improved?
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4. One option to monitor change is to create an
Employee Engagement Index
• This Index uses the Level of Engagement items on your Employee
Engagement Survey.
• You can calculate the Employee Engagement Index for each year.
• This is the percent of respondents who are “Engaged.”
• You can also calculate the Employee Engagement Change Index.
• This number indicates the change in percent Engaged from one year to
the next.
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5. Level of Engagement items
• Level of Engagement items on the survey measure the degree of
engagement of each survey respondent.
• These items do not measure the drivers of engagement.
• Go to these links for more information on what is meant by Employee
Engagement and Level of Engagement items.
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6. To calculate the Employee Engagement Index,
first, look at your survey options
• Typically, in a Likert scale, there are five possible responses to each item on the
survey.
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7. Calculate three percentages
• Based on each person’s survey responses (keep names anonymous), classify each
respondent in one of these three categories:
• 1) Engaged,
• 2) Responsive to Engagement (or Passive), or
• 3) Disengaged.
• Once you’ve identified the number of respondents in each category, you can
tabulate the percent of survey respondents for each category.
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8. To be classified as Engaged:
• Add together the percent of survey respondents who gave only Favorable
responses to all of the Level of Engagement items on the survey.
• These employees gave a “Strongly Agree” and/or “Agree” response to each
of the Level of Engagement items.
• The respondent gave no neutral or negative response to any of the Level of
Engagement items.
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9. To be classified as Responsive to Engagement
(Passive):
• Calculate the percent of respondents who gave at least one Neutral
response, but no Negative responses.
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10. To be classified as Disengaged:
• Add together the percent of survey respondents who gave at least one negative
response to the Level of Engagement items on the survey.
• These employees gave at least one “Disagree” and/or “Strongly Disagree”
response.
% Disengaged
At least
one
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11. For example, in the sample table below:
• To calculate the Employee Engagement Index, look at the percent of respondents in the
Engaged group. These respondents gave a Strongly Agree and/or Agree response to all
Level of Engagement items.
• The Employee Engagement Index in Year 1 is 38%.
• The Employee Engagement Index in Year 2 is 47%.
• The percent of Engaged employees increased from 38% to 47% from Year 1 to Year
2. Therefore, the Employee Engagement Change Index is +9%.
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12. There are other ways to calculate Employee
Engagement Metrics
• The prior slides discussed one option for creating an Employee Engagement
Index.
• There are other options for calculating metrics based on your survey data.
• Drivers of Engagement Category Index
• Drivers of Engagement Change Index
• Level of Engagement Item Index
• Drivers of Engagement Item Index
• Find explanations of the above metrics at this link.
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13. Contact Sheila for more information on
Employee Engagement, conducting an
Employee Engagement Survey, and creating an
Employee Engagement Index to monitor
change.
Go to SheilaMargolis.com or
email Sheila@SheilaMargolis.com
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