How do you create a compelling HR report with HR software?

To create a compelling HR report with HR software, first define the report's objective and target audience. Gather relevant data from the software, focusing on key metrics like employee turnover, hiring rates, diversity, performance, and engagement levels. Use the software's analytics tools to interpret data, identify trends, and draw actionable insights. Organize the information logically, highlighting significant findings and recommendations. Incorporate visual elements like charts and graphs for clarity. Ensure the report is concise, focusing on data that aligns with strategic goals. Finally, tailor the presentation and language to your audience, making the report informative, accessible, and actionable.

Examine the HR report to ensure that the data presented is accurate, consistent, and reliable. Confirm data sources, calculations, and assumptions to minimize errors.

Here, first of all, it is necessary to divide the audience into two. managers or experts? If they are managers, they should provide very structured and very short but powerful information, while it may be logical to give more detailed information to people at expert level according to the subject and depth.

Think about two audiences: C-level executives and middle management. A few tips: For the C-level, it’s recommended to match your HR analytics with business outcomes, such as ROI, company productivity, etc. Answer the question: “How has this investment we made within the HR department improved company results?” Include the financial impact. Complement your report with trends and projections, talk about future-proofing, and how some key initiatives you are working on will impact in the near future. For the managers, you should have an operational focus. Put more detail on the metrics relative to each department. Add recommendations and actionables, and explain how their (managers') actions will impact those metrics.

Creating a compelling HR report with HR software begins with defining the target audience and the report's purpose. The content and format will differ based on the reader's role. For instance, managers need detailed insights into their team's attendance, performance, and work trends to aid daily management. HR professionals require a broader view of organizational trends, such as attendance, vouchers, increments, and payroll metrics, to identify and address HR issues. Directors need strategic insights, often in graphical form, to make high-level decisions quickly. Thus, understanding the audience and purpose is essential for creating effective HR reports.

Surveys can provide us with really good insights, especially in the employer branding part of the subject. Of course, it is useful to conduct surveys that will contribute to recruitment outside the company, but it is integrated into the internal system and with this system, we can easily filter demographic changes and see the satisfaction or dissatisfaction we want to measure and obtain useful outputs from this data. Of course, a psychologically safe environment and anonymity are essential for this.

To collect and organize data for an HR report, use HR software to simplify the process. The software integrates with your existing systems, automates data collection from sources like surveys, payroll, or performance reviews, and stores everything in one place. You can easily filter, sort, and group data based on your needs. This saves time, reduces errors, and ensures you have the right information to back up your report, making it more organized and impactful.

La precisión y relevancia de los datos son fundamentales. Utiliza el software de recursos humanos para extraer datos actuales y pertinentes, organizándolos de manera lógica. Crear categorías claras y usar etiquetas consistentes facilita el análisis posterior. Asegúrate de incluir datos cualitativos y cuantitativos, como encuestas de satisfacción y métricas de desempeño, para ofrecer una visión integral.

Once you have obtained the data, it is necessary to direct it to the correct outputs. We can use different tools to do this, but an integrated HR tool can also do our job. Just as we need enough wisdom to distinguish what we don't know, we need a culture with a growth mindset to know which tool really makes our job easier.

Employ data analytics tools within your HR software to analyze the collected data. Identify trends, outliers, and correlations that provide valuable insights. Interpret the data in the context of your report's purpose and provide explanations for any significant findings.

Once your data is collected and organized, the next step is to analyze and interpret it for valuable insights. HR software makes this easy with tools like dashboards, charts, and tables. You can use these to spot trends, answer key questions, and back up your claims with evidence. The software also helps perform calculations, comparisons, and correlations. Summaries, highlights, and alerts keep you informed. By making sense of the data, you can present a clear, compelling case that addresses your audience’s needs.

Más allá de presentar datos crudos, es vital interpretarlos para extraer insights significativos. Utiliza técnicas de análisis estadístico para identificar tendencias y patrones. Por ejemplo, un aumento en la rotación de empleados puede correlacionarse con una disminución en la satisfacción laboral. Comparar los datos actuales con períodos anteriores o benchmarks de la industria puede proporcionar contexto y relevancia.

When writing and formatting an HR report, clarity and simplicity are key. Use concise, professional language tailored to your audience. Structure the report for easy navigation—headings, bullet points, and lists help make data digestible. HR software simplifies this process by offering templates, examples, and guidelines. It also allows for customization, like adding your company’s branding, colors, and fonts. By leveraging these tools, you can present data in a clear, visually appealing way, making it easier for stakeholders to understand and act on the insights.

La claridad y la estructura son claves para un informe efectivo. Utiliza encabezados claros, gráficos y tablas para facilitar la comprensión. Incluir resúmenes ejecutivos al inicio del informe puede ayudar a captar la atención de los lectores ocupados. Usa lenguaje sencillo y evita jerga técnica excesiva. Recuerda que un informe bien formateado no solo informa, sino que también facilita la toma de decisiones.

To create a compelling HR report using HR software, visualize and present your findings clearly. Use charts, graphs, tables, and icons to make data engaging. Tailor the format to your audience—whether online, offline, or interactive. HR software simplifies this with tools for easy editing and sharing. You can export reports in PDF, Word, Excel, or PowerPoint for versatility. This approach makes your report both attractive and effective.

Utilize charts, graphs, and visuals to make complex data more understandable and engaging. Choose appropriate visualization styles for different types of data, such as bar charts for comparisons or pie charts for proportions. Include captions and labels to ensure that readers can interpret the visuals accurately.

Las visualizaciones de datos pueden transformar números en historias comprensibles. Utiliza gráficos de barras, líneas, y diagramas de pastel para ilustrar puntos clave. Herramientas de software de HR permiten crear dashboards interactivos que pueden actualizarse en tiempo real. Estas visualizaciones ayudan a destacar tendencias y anomalías de manera clara y atractiva. Asegúrate de que las visualizaciones sean precisas y no distorsionen los datos.

A smart HRMS like uKnowva HRMS provides real-time reporting and analysis through its interactive, user-friendly, fully configurable, and low-code dashboard. Super admins can leverage the drag and drop functionality to create customised forms and reports in the analytics when using the uKnowva instance. Other than that, they already get reports on integrated modules like leave, attendance, employee engagement, employee satisfaction, turnover, retention, salaries drawn, performances of a team or an individual depending on their appraisals, completed projects, learned skills, etc.

Integration: Look for HR software that seamlessly integrates with other business systems and tools, such as payroll, performance management, and employee engagement platforms. Integration enables you to access relevant data and insights from multiple sources, providing a comprehensive view for more informed decision-making and reporting.

In my experience, most of the modern HR software available today will provide you with the necessary tools to create or download a sophisticated report. However, the reports generated by the software can not always provide you with all the information that you'd prefer in a format that is visually appealing. That's where you could use your experience and create a report that fulfills the needs of your team, your employees, and sometimes the organization. It's good to spend time collecting feedback from the team, to come up with a customized report that consists of greater insights and presents the data in a visually appealing format.

La consistencia y la continuidad son esenciales. Establece un calendario regular para la creación y distribución de informes para mantener a todas las partes interesadas informadas. La inclusión de secciones de comentarios o análisis de expertos puede añadir valor y perspectiva al informe. Finalmente, asegúrate de que el informe esté alineado con los objetivos estratégicos de la organización, reflejando cómo los recursos humanos contribuyen al éxito general de la empresa.

A key issue is the extent to which the reports you require are relatively standard or not. If you have a real need to build bespoke reports then integration with a 3rd party tool specifically built for this need is, in most cases, the easiest way to go. Think of Power BI etc. An important feature to look for with your HR software is the ability to filter information dynamically as this ability will enable most reporting requirements.