One thing’s for sure, Baby Boomers will begin retiring from the workforce in massive numbers over the next few years. This mass exodus will create a huge problem for most organisations as they scramble to identify replacement staff in a timely manner.
One question I’m often asked during Account Management Meetings with clients is “how can OrgPlus help my organisation identify Baby Boomers easily so we can proactively plan for their retirement by transferring skills and knowledge to Gen-X and Gen-Y staff before they leave?”
The answer is simple, and easy to implement – create an organisational chart using formatting to highlight where the Baby Boomers, Gen-X and Gen-Y staff sit within your organisation.
Implementing this type of chart will provide you with a top down view of each department within your organisation highlighting the Baby Boomers and the Gen-X and Gen-Y staff that work around them. From here you can easily identify the staff who work closest to the Baby Boomers and then pro-actively put a knowledge transfer plan in place or identify if new staff are required. Simple!
This can be achieved by creating conditional formats in OrgPlus:
First we’ll format a base chart, then we’ll overwrite parts of that with conditional formatting. For convenience, our base chart will be baby boomers.
Step 1: Creating the box properties for the Baby Boomers
Step 2: Create a conditional format for the GEN-X staff
Step 3: Create a conditional format for the GEN-Y staff
For more information on this chart feel free to call me (Belinda) on +61 3 9879 4060
Note: Date of Birth must be stored within your data extract.