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FTE Exhibits

 

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FTE (Full Time Equivalent) Exhibit Models

These FTE models are used by our clients to manage the number of employees and the design of job responsibilities.
 



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FTE Exhibit 1

This IT FTE Analysis provides activities in the left column and job positions across the top. The cells contain annual hours and the annual FTEs that each activity requires.

It is used by a CIO to assure that the IT department has the required number of people with the needed skills.

IT FTE Analysis

  Total Developer Quality Assurance Tech Support
Activity Hours FTE Hours FTE Hours FTE Hours FTE
Total 49,350 27.8 26,320 14.8 3,290 1.9 19,740 11.1
Administrative 6,844 3.9 2,804 1.6 263 0.1 3,778 2.1
Analysis 14,159 8.0 3,257 1.8 789 0.4 10,113 5.7
AGD/PTF Preparation 1,148 0.6 905 0.5 0 0.0 243 0.1
Code 4,704 2.7 4,704 2.7 0 0.0 0 0.0
Code Review 1,365 0.8 634 0.4 0 0.0 732 0.4
Design 91 0.1 91 0.1 0 0.0 0 0.0
Document 1,148 0.6 905 0.5 0 0.0 137 0.1
Meeting 1,731 1.0 1,356 0.8 131 0.1 243 0.1
Research 10,185 5.7 6,603 3.7 658 0.4 2,924 1.6
Test 6,246 3.5 4,433 2.5 1,447 0.8 366 0.2
Training 1,731 1.0 634 0.4 95 0.1 1,097 0.6

 

FTE Analysis Exhibit 2

This Accounts Receivable FTE Analysis provides activities in the left column and AR events across the top. The cells contain annual hours and the FTEs that the activities and events require.

It is used by an Assistant Controller to manage the AR staff as well as conduct cost benefit analyses for technology enhancements.

 

FTE Analysis Exhibit 3

This is an FTE Analysis report for an national commercial automobile insurance company that provides the number of CSRs (Customer Service Reps) that each process and activity require.  Processes are in red and each processes' activities are beneath in black.

It was initially used to design regional processing centers. It is used today for staffing management by the  operations managers  and by IT system analysts to conduct cost benefit analysis of system changes being considered.

FTE Analysis for Auto Insurance Company
  Auto Time
  Hours FTEs
Total 1,225,988 682.62
Renewal Preparation 22,354 12.45
Review suspense. 2,907 1.62
Create Pre-U/W Analysis. 1,754 0.98
Confirm SIC & ISO codes. 1,283 0.71
Summarize expiring terms. 1,877 1.05
Prep info for referral. 1,185 0.66
Capture P&L Snapshot info. 729 0.41
Account round. 1,562 0.87
Order reports. 2,682 1.49
Review policy in PolicyView. 3,634 2.02
Conditional letter/disclosure. 2,907 1.62
Other renewal prep. 381 0.21
Underwriting Analysis 45,881 25.55
Assign index code. 7,268 4.05
Update rate % offered. 2,180 1.21
Review risk class changes. 9,448 5.26
Analyze terrorism exposure. 931 0.52
Competitive analysis. 7,268 4.05
Catastrophe analysis. 1,304 0.73
Loss review with claims. 579 0.32
Develop account mgmt. plan. 11,629 6.47
Discuss risk with branch/HO. 5,088 2.83
Other U/W analysis. 187 0.10
Rate & /Quote 85,034 47.35
Pre-rate policy. 14,536 8.09
Create/revise quote letter. 7,268 4.05
Rate/re-rate policy. 60,323 33.59
Create rfrl for autho. 0 0.00
Other rate/quote activity. 2,907 1.62
Policy Issuance 66,419 36.98
Book electronically. 11,629 6.47
Book via E-Prem. 530 0.30
Issue binder. 7,271 4.05
Issue policy or endorsement. 42,154 23.47
Countersigning. 84 0.05
Compliance.  2,180 1.21
Reinsurance. 1,522 0.85
Set-up reimbursable deduc. 429 0.24
Type manual policy.  0 0.00
Other issuance activity. 620 0.35

      

FTE Analysis Exhibit 4

This is an FTE Analysis report for an automobile insurance company that provides the number of CSRs  needed in 2004 and those predicted in 2005. The new policy quantities are in red.

This FTE chart was used by a manager  to determine and submit her 2005 staffing budget.

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