The HR Dashboard & HR Report: A Full Guide with Examples & Templates

The Human Resource dashboard and HR report are an important part of managing Human Resources. Both tools are part of HR reporting and for the basics of informed decision making. Why? Because it is hard to make informed decisions when HR business partners and other stakeholders lack insight into their own organization. Never fear, HR reporting can solve this! How? Well, that’s what this article is all about.

Here, we’ll explore the advantages of an HR report as well as the data and metrics which could be included therein. I’ll also include an interactive report and a few HR dashboard templates to provide you with some practical insights in how to get yourself started.

3 Functions of an Human Resources Report

Reporting on the workforce is one of the HR’s essential tasks. When done right, it offers three key benefits for both HR and management:

  • HR Monitoring. Regular reporting enables HR to keep a finger on the pulse of the organizations by tracking key workforce metrics. New trends and opportunities can be spotted early on and emerging problems can be addressed before they significantly impact the business.
  • Management information. An HR report can also help managers in doing their job better. An HR report can inform managers about relevant developments in their teams and department. When, for example, the marketing department struggles with high turnover and a high time-to-hire, managers will be more likely to put emphasis on retaining employees and will be aware of risks like longer replacement times when someone is about to leave.
  • Track problem areas. HR reporting also offers a great way to track key problem areas in a transparent way. Transparency in turnover rates per manager will encourage them to pay closer attention to retaining employees because their own reputation is on the line! By tracking problem areas, HR can leverage its position to drive improvements.

How to create an Human Resource Report

Before you start to create your HR report, there are a few considerations to be made about the ‘how’ and ‘when’.

Automated vs. manual

A lot of organizations still work with ad-hoc data reports. For example, when a manager or director wants to know something about the organization’s workforce, they ask HR to send them a report. After this request, the HR data department will work overtime to produce this report. This is an example of (inefficient and) reactive reporting. HR reports should be deployed (pro)actively and should, therefore, be automated.

Static vs. dashboard

In line with the previous point, there’s still a fair amount of organizations that work with manual/paper reports. This isn’t necessarily bad: When the information isn’t prone to change, paper reports can be quite effective.

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In addition, an email containing a report might be more likely to be seen than an infrequent update on an HR dashboard. This is simply because people won’t use dashboards that don’t constantly add value, like David Creelman described in his blog on Why you produce HR dashboards no one will use.

An HR dashboard, however, offers the possibility to drill down. Turnover may be an interesting metric, but how much of this turnover consists of regretted loss? You wouldn’t bat an eye when a bad performer leaves, but it’s like shooting yourself in the foot when the one who leaves is a high performer and potentially senior management material. Interactive dashboards enable you to drill down into your data and make these observations. You can either give everyone access to this dashboard or provide the relevant drill downs for everyone to see.

Where the previous dashboards offer simple drill-downs, more advanced dashboards enable you to you can predict the future through the predictive power of machine learning algorithms. This gives insights into how employees will behave, for example, which employees are at risk of quitting. This information could potentially be of great strategic value.Note: in this case, the dashboard is merely the means of displaying the information. The predictions are made using specialized analytics tools.

An example of a Human Resource dashboard with headcount. Click to enlarge. For more examples, check the end of the article


Hygiene factor

A final note before I show you an example of the HR report: HR reporting is often seen as a hygiene factor. This means that, like hygiene, solid reporting is not appreciated. However, when someone has bad hygiene (i.e. when mistakes slip into the reporting) people will notice and complain.

This emphasizes the importance of solid reporting. Accurate reporting is not a nice to have; it’s a must-have. Without it, HR will quickly lose its credibility.

Luk Smeyer, founder of iNostix, wrote about this about HR reporting a few years ago. I think it captures this sentiment quite well.

Of course, every HR department should be (extremely) good at this ‘classical’ reporting level. No discussion. No debate. Just do it. This level should be the fully automated, highly effective, super-fast, slicing-and-dicing, easy to read, well-structured, ‘just-click-on-the-button’ functionality in every organization.

Not every organization is at the ‘highly effective and super-fast’ bit yet. However, every organization should be extremely good at doing HR reporting.

Metrics in an HR report

There are several important metrics that need to be included in an HR report. Note that most of them are high-level metrics as they provide an organizational overview. We’ve published multiple lists of HR Metrics, including recruitment metrics and performance metrics on this platform. These can be used for specialized dashboards. The most common HR metrics that are being reported on, include:

  • Seniority
  • Sex: Common distinction often used for diversity purposes (see the example HR dashboard below)
  • Age: Age is becoming increasingly important in today’s aging workforce. Age is often a key focus point for organizations that want to innovate and reorganize.
  • Education level: Educational level should only be included when available and when relevant for the overarching goals of the organization. Otherwise, it runs the risk of being a ‘vanity metric’ in the HR report.
  • Function type: A metric like function type or function clusters might help to distinguish different groups within the company. An example could be top management, middle management, production personnel, and support staff.
  • FTE: A Full-Time Equivalent is the hours worked by one employee on a full-time basis. The number of FTE is often lower than the number of total employees. This holds especially true if there are a lot of part-time workers present in the organization.FTE provides an accurate measure of the total workload in the organization. In addition, people who work less than 1 FTE can be considered part-time workers.
  • Employees Active: This metrics represents the number of employees working at the organization.
  • Turnover: This metric represents the number and/or percentage of employees who left in the previous period. Read here how to calculate employee turnover.
  • New hires: This metric represents the number and/or percentage of new employees who joined the organization within the last year.
  • Absence: This metric represents the percentage of time that employees were absent in the previous period on average. Another representation of this number is the total days of absence per employee.
  • Cost of absence: This metric is not a standard metric but it can make the previously mentioned absence rate more tangible by attaching it to a financial number.
  • Cost of labor: Labor cost is the total amount of money that an organization pays to its workforce. This number includes employee benefits and payroll taxes. The cost of labor can be split up into direct or indirect costs. Direct costs are the labor costs associated with people who contribute to the primary process (an assembly line worker). Indirect costs cannot be traced to a specific level of production (a security person guarding the factory).
  • Training cost: Training cost represents the total amount that a company spends on training new hires and the existing workforce.
  • Recruitment cost: The total cost of recruitment efforts, often includes the costs of external agencies, advertisement and, sometimes, lost productivity. Entire books have been written on how to calculate this number. Read for more information here.
  • Time to fill: We’ve already touched upon time to fill. It’s the number of days between a position opening up and a candidate accepting that position. This metric will vary significantly between job types: software developers, big data analysts, and highly qualified salespeople are much harder to find than entry-level marketers for example.

This is by no means an exhaustive list. Other metrics that can be included are:

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Personnel flow matrix

Simply capturing the number of people who join the organization and who leave the organization is often insufficient as it doesn’t provide you with the full picture. A solution could be a personnel flow matrix. Such a matrix offers a great way of representing how many people joined, were promoted and left the company, and also how these numbers stack up.

Based on Evers, 2014


This somewhat complex-looking table is a perfect example of a personnel flow matrix. The rows represent the four personnel categories (A, B, C, and D) and the changes between 2018 and 2019. For example, during the year 2018, 10 people went from a middle management position to a top management position.

The total employees on 1-1-2019 are displayed in the bottom row, while the total employees on 1-1-2018 are displayed in the rightmost column. The total turnover of 2018 is represented in the turnover column, and the promotions/demotions are represented in the matrix.

This overview helps to visualize organizational growth, turnover (this organization has low turnover in its production staff department, but all other departments struggle with turnover levels of well over 10%). It also visualizes its personnel development (note the 10% increase in top management, from 45 in 2018 to 50 in 2019).

On one hand, a table like this provides a great overview, on the other hand, it helps to identify some key organizational problem areas.

Human Resource dashboard and HR report templates

In trying to find some sample HR reports, I came across the Valuing Your Talent initiative. They provide some great resources, including a case study on Capgemini. This case study was developed with Capgemini’s own people analytics team and their report contained some excellent examples of human resources dashboards that they’ve created (all data is, of course, fictitious).

HR Top Dashboard

HR dashboard: Sickness & Absence


HR dashboard: Talent 9 box grid


HR dashboard: Diversity


General HRIS dashboard

This is the report we’re most proud of. It’s part of our HR analyst course in which our students learn how to create this exact report by connecting multiple datasets using Power BI. As you can see for yourself, the report is fully interactive!

If you want to learn how to work with data and Excel & PowerBI to create this report, check out the HR analyst course page.

HR reporting pitfalls

There are several pitfalls in regards to HR reporting. It’s important to address these as they will prevent you from getting trapped in a never-ending reporting cycle.

  • Automate your HR reporting: Don’t try to generate every report manually. This is highly inefficient and will drain the capacity of your HR data department. All reports described in this article can easily be automated and auto-generated.
  • Provide relevant information: Don’t try to make everyone happy. If you can make 80% of the people happy with 20% of the information, that may well be the best solution. Making an overly complicated dashboard and reporting on irrelevant data may lead to low engagement with the reports or dashboards and thus lower the impact.
  • Fix mistakes: HR data is dirty, and there will be mistakes in your HR report. Fix those mistakes in the source systems and make sure to help to create procedures that are beneficial in the accurate input of data.

HR reporting and HR dashboards are often a stepping stone for organizations that want to move towards HR analytics – and that’s why this subject is so important. Depending on the company that you work for, different data will be relevant. Good luck with creating your HR report!