FREE TEMPLATES
Best Human Resource Periodic Report Template
Use this free, customizable Human Resource Periodic Report to track hiring, retention, training, diversity, and employee engagement all in one place. Whether running a small business or a large company, this template can help you get HR teams to track and present data in a streamlined way for better decision making and improved strategies on the workforce.
What is a Human Resource Periodic Report?
A Human Resource Periodic Report is a structured document that summarizes HR activities, achievements, and challenges over a defined period—such as monthly, quarterly, or yearly. It allows HR professionals and leadership teams to review key workforce metrics, evaluate progress toward goals, and plan for the future.
Benefits of Using a Human Resource Periodic Report
- Monitors hiring, training, retention, and engagement from one place.
- It enables leadership to make decisions based on its workforce.
- It highlights strengths and opportunities for improvement in HR functions.
- It promotes accountability and transparency.
- It will be a useful reference for planning next quarter's initiatives.
What should be included in the Human Resource Periodic Report?
A strong HR periodic report includes both quantitative data (metrics) and qualitative insights (analysis, goals, and recommendations). The right mix ensures it’s not just about numbers but also about action and outcomes.
Key Elements of the Human Resource Periodic Report
- Cover Information: Company, department, reporting period, author, and update date.
- Introduction: A brief overview of HR focus areas during the period.
- Key Highlights: Top metrics such as hires, turnover, training, and survey results.
- Recruitment & Retention: New hires, department breakdowns, and turnover analysis.
- Training & Development: Hours, sessions, and professional development efforts.
- Diversity & Inclusion: Initiatives and progress toward inclusivity goals.
- Employee Engagement: Survey results and feedback analysis.
- Following Quarter Goals: Action-oriented goals to improve HR outcomes.
- Conclusion: A summary of progress and future direction.
How to use this Human Resource Periodic Report
This template provides a clear structure so HR teams can simply fill in the data and add analysis. By following the steps, you’ll produce a professional, easy-to-understand report every cycle.
Steps to Use the Human Resource Periodic Report
Step 1: Enter company, department, and reporting period details.
Step 2: Write an introduction highlighting the purpose of the report.
Step 3: Add key highlights—new hires, turnover, training hours, and satisfaction rates.
Step 4: Break down recruitment by department and include retention analysis.
Step 5: Summarize training and development programs with participation data.
Step 6: Document diversity and inclusion initiatives implemented.
Step 7: Share employee engagement survey results and insights.
Step 8: Define next quarter’s goals based on findings.
Step 9: Conclude with a summary to close the report effectively.
What’s Inside This Human Resource Periodic Report
This HR report template is designed to cover every aspect of workforce management and ensure stakeholders get a complete picture of HR performance.
This Customizable Human Resource Periodic Report Layout Includes
- Company & Report Information: Title, department, author, and relevant timeframe.
- Introduction: General information about the context of the report's scope and purpose.
- Key Highlights: The overview of important HR metrics.
- Recruitment & Retention: Hiring information, new hires by department, and turnover.
- Training & Development: Training hours, training sessions, and employee skills growth.
- Diversity & Inclusion: Initiatives and metrics.
- Employee Engagement: Satisfaction survey and morale indicators.
- Next Quarter Goals: Clear and actionable priorities for improvement.
- Conclusion: Summary of overall HR progress.
Why You Need a Human Resource Periodic Report
Without a regular HR report, leaders often end up using guesswork when making decisions. This document provides a single source of truth that compiles all people-related activities. It supports accountability, surfaces challenges in HR, and provides an action plan to align people strategy with organization strategy.
How to Fill Out a Human Resource Periodic Report
Begin with HR data sourced from HRIS, surveys, and training records. Next, fill in basic info about the company and reports. Input metrics to highlight work in this section, followed by recruitment and training updates. Next, document any diversity initiatives or engagement feedback. Then set objectives for the next quarter. Finally, end with a brief conclusion to summarize progress made and next steps.
Who can use this Human Resource Periodic Report
This template is ideal for:
- HR Managers who need to present department performance.
- Executives & Leadership Teams who require insights for decision-making.
- Small Business Owners who want visibility into workforce trends.
- Consultants managing HR functions for clients.
FAQs
Q.1 How often should I prepare a Human Resource Periodic Report?
Most organizations prepare HR reports quarterly, but monthly or yearly versions can also be helpful depending on company needs.
Q.2 Can I customize this HR report template?
Yes, the template is fully customizable—you can add, remove, or adjust sections to suit your organization’s reporting style.
Q.3 What makes this HR report effective?
It combines clear metrics with actionable insights, making it easy for leadership to understand trends and plan improvements.
Q.4 Who benefits most from using this HR report?
Executives, managers, and HR teams benefit by gaining visibility into workforce data and aligning strategies with business goals.
