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HR Monthly Report Document Template

Summarizes key HR metrics and activities for a specific month.

HR Monthly Report - {month} {year}

This document provides a summary of key human resources metrics, activities, and updates for the month of {month} in the year {year}. The report includes headcount changes, recruitment activities, employee engagement initiatives, leaves, and other HR matters.

1. Headcount Overview

Department Opening Headcount New Hires Exits Closing Headcount
{#departments}{departmentName} {openingHeadcount} {newHires} {exits} {closingHeadcount}{/departments}

2. Recruitment Summary

Total New Hires: {totalNewHires}

{#newHiresList}

  • {fullName}{position}, {department} – Joined on {startDate}

{/newHiresList}

3. Departures

Total Departures: {totalDepartures}

{#departuresList}

  1. {fullName}{position}, {department} – Left on {exitDate}. Reason: {exitReason}

{/departuresList}

4. Employee Leaves

Summary of Leaves:

Employee Department Leave Type Leave Duration
{#employeeLeaves}{employeeName} {department} {leaveType} {leaveDuration}{/employeeLeaves}

5. Employee Engagement

{^hasEngagementActivities}No engagement activities recorded this month.{/hasEngagementActivities}

{#hasEngagementActivities}

Activities Conducted:

{#engagementActivities}

  • {activityName} – {activityDate}: {description}

{/engagementActivities}

{/hasEngagementActivities}

6. Trainings & Development

{^hasTrainings}No training sessions were conducted this month.{/hasTrainings}

{#hasTrainings}

Training Sessions:

{#trainingSessions}

  • {trainingTitle} – {trainingDate}, Attendees: {attendeeCount}

{/trainingSessions}

{/hasTrainings}

7. Notes & Comments

{notes}


Prepared by: {preparedBy}

Date of report: {reportDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate HR Monthly Report Using Forms

collect monthly HR KPIs from department heads via form
gather employee attendance data through HR reporting form
share monthly HR event survey for report input
submit team training completion forms for HR report generation
collect employee feedback for monthly HR summary report

Generate HR Monthly Report Using APIs

generate monthly HR report via API using data from HRIS
auto-create HR metrics report from internal analytics dashboard
trigger HR report generation from custom workflow tool via REST API
generate HR summary report from workforce management system API
create monthly headcount report using API integration with payroll system

Integrations / Automations

automatically generate HR monthly report from Google Sheets via Zapier
use Make to create HR report when Airtable record is updated
schedule HR report creation from Microsoft Excel using Power Automate
auto-generate HR document when new entry added to Trello HR board
send completed HR monthly report to Slack using Zapier integration

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