Free Professional HR Overview Summary Sheet Template
Professional HR Overview Summary Sheet
1. General Information
|
Category |
Details |
|---|---|
|
Company Name |
[Your Company Name] |
|
HR Department Head |
[Your Name] |
|
Date |
[Insert Date] |
|
Location |
[Insert Location(s)] |
|
HR Team Size |
[Insert Number] |
|
Employee Headcount |
[Insert Number] |
2. HR Objectives & Goals
|
Objective/Goal |
Target Completion |
Status |
|---|---|---|
|
Talent Acquisition |
||
|
Employee Retention Programs |
||
|
Learning & Development Initiatives |
||
|
Diversity & Inclusion Strategies |
||
|
Employee Wellness Programs |
3. HR Metrics & KPIs
|
Metric |
Value |
Comparison (if applicable) |
|---|---|---|
|
Employee Turnover Rate |
||
|
Average Time to Hire |
||
|
Employee Satisfaction Rate |
||
|
Training Hours per Employee |
||
|
Diversity Hiring Rate |
4. Current HR Programs & Initiatives
|
Program/Initiative |
Status |
Target Completion Date |
|---|---|---|
|
Employee Engagement Program |
||
|
Leadership Development Program |
||
|
Wellness & Mental Health Support |
||
|
Internship Program |
||
|
Employee Recognition Program |
5. HR Challenges & Areas for Improvement
|
Challenge/Issue |
Impact |
Actions/Plans |
|---|---|---|
|
High Turnover Rate |
||
|
Talent Acquisition Gaps |
||
|
Employee Engagement |
||
|
D&I Representation |
||
|
Training/Development Gaps |
6. HR Strategic Focus for the Next Quarter/Year
|
Focus Area |
Details/Plan |
Timeline |
|---|---|---|
|
Employee Retention Strategies |
||
|
Workforce Planning |
||
|
Automation of HR Processes |
||
|
Employee Development & Engagement |
||
|
HR Technology Integration |
7. HR Budget Overview
|
Category |
Allocated Budget |
Spent to Date |
Remaining Budget |
|---|---|---|---|
|
Recruitment |
|||
|
Employee Training & Development |
|||
|
Employee Benefits |
|||
|
HR Technology Investments |
|||
|
Wellness Programs |
