HR Reporting and Dashboard Creation Strategies Checklist

In this step, relevant data is collected from various sources and organized in a structured format for further analysis. This involves identifying and retrieving required information from databases, files, and other electronic or physical storage mediums. Data from different formats such as spreadsheets, documents, and images is converted into a consistent format to ensure seamless integration. Additionally, irrelevant or redundant data is filtered out to avoid confusion during the analysis process. The organized data is then stored in a centralized location for easy access and reference. This step ensures that all necessary information is readily available for subsequent stages of the process.

This process step involves designing and creating interactive dashboards to effectively communicate key performance indicators (KPIs) and trends to stakeholders. The objective is to develop intuitive and visually appealing visualizations that facilitate data-driven decision making. To achieve this, the following tasks are performed: Identify relevant data sources and requirements Develop a clear understanding of stakeholder needs and expectations Design dashboards using industry-standard tools such as Tableau or Power BI Configure filters, sorting, and other interactive features to enhance user experience Test and refine dashboard performance to ensure seamless navigation and optimal data display

The Establishment of Reporting Schedules involves defining the frequency and timing for the delivery of reports to stakeholders. This includes determining how often data will be collected and analyzed, as well as setting specific dates or intervals for report submissions. The process ensures consistency and predictability in reporting, allowing stakeholders to plan accordingly. Involving relevant teams and stakeholders is crucial to ensure that schedules align with their needs and expectations. A clear communication plan should also be developed to inform parties about upcoming reports and any changes to the schedule. This step helps maintain transparency, reduces errors, and avoids missed deadlines, ultimately contributing to a smooth and efficient reporting process.

This process step involves monitoring and evaluating the effectiveness of reporting to stakeholders. Key activities include tracking key performance indicators (KPIs), analyzing data for trends and patterns, and assessing the quality and timeliness of reports. Additionally, this step entails providing feedback to report creators on areas of improvement, updating reporting templates as needed, and identifying opportunities to enhance the overall reporting process. The goal is to ensure that reporting meets the needs of stakeholders and provides actionable insights to inform decision-making. This evaluation also considers stakeholder satisfaction, data accuracy, and adherence to reporting standards and guidelines. The output from this step will be used to adjust the reporting process to improve its effectiveness and efficiency over time.

This process step ensures that all data collected and processed is securely stored, transmitted, and protected from unauthorized access, use or disclosure. It also verifies that all data handling practices comply with relevant laws, regulations, industry standards and organizational policies. This includes implementing appropriate physical, technical, and administrative controls to safeguard sensitive information, maintaining accurate records of data collection, processing, storage and disposal, and regularly assessing and reporting on compliance status to relevant stakeholders. Additionally, it ensures that access to data is strictly controlled and limited to authorized personnel, that data is encrypted both in transit and at rest, and that regular backups are performed to prevent data loss in case of system failure or other disasters.