When an employee has a change in status, such as adding or subtracting dependents, or submits a new W-4 withholding form, you'll record that information and verify that the payroll system is updated. Filing is a large part of the job.
For instance, if a policy expired on January 1, 2007, the data included on the Experience modification would comprise the period from January 1, 2003 to January 1, 2006. Experience modifiers are normally recalculated for an employer annually. Each year, a newer year's data is added to the three-year window of experience used in the calculation, and the oldest year from the prior calculation is dropped off. The other two years worth of data in the rating window are also updated on an annual basis.
After you identify and remove the assignable cause(s), collect additional data and recalculate the mean and control limits. Observe the control chart to confirm it is in statistical control. Continue plotting new data but do not recalculate the control limits. If the process does not change, the limits should not change. If you make changes to the process, recalculate the control limits to observe shifts in variation after the change. For example, imagine youâre interested in improving monthly customer satisfaction scores. You collect scores from August to November 2009 and plot the data in time series using an I-chart. The chart measures the process mean, and the control limits are calculated: