Starting as an HR Executive: What Reports Should I Focus on in My New Role?

Dear Seniors,

This is Samidha. Starting from tomorrow, I will be working as an HR Executive in a company. Previously, I worked as an HR recruiter. In my new role, I will be responsible for handling all HR functions. I kindly request your guidance as I am not familiar with some of the functions. Could you please advise me on the specific reports I need to prepare in my new role?

Thank you for your assistance.

Best regards,
Samidha

Nature of the Organization
It's an international credit reporting agency.

Size of the Organization
Over 70 employees.

Roles and Responsibilities
- Leave record management
- Performance appraisal
- Leave maintenance
- Recruitment
- Other HR-related tasks

Please do not plan anything before analyzing or assessing the present situation of your company. Once you join, start preparing an AS-IS Report. As your company's strength is 70, you can meet all the teams, speak with them, and try to probe and collect their concerns. Speak with your management or your manager to understand your limitations. There should be some policies already implemented; check whether the employees have anything to comment on them. Once you compile the report and understand the situation in your company, you will be able to prioritize the course of action.

Just apply simple logic. HR is not rocket science that requires expertise. Try to write down: who are your customers, what they expect from you as an HR, and what are the critical factors to make them satisfied. Now, prepare your action plan to achieve those critical factors. Do PDCA every time.

Regards

Maybe you should ask your superiors for guidance regarding existing policies and systems before you go about finding new and "better" ones. In my humble opinion, it is always better to know and learn about what currently exists first.

@Aussiejohn - we are like that only :-) Seriously, I think Samidha is just gathering different inputs. Those who hired her obviously saw possibilities; otherwise, they wouldn't take the risk.

You need to prepare the following:

1. Employee policy
2. HR policy - you can find my postings on this site itself.
3. Internet and computer policy
4. Model Standing Order
5. Leave policy (this varies from company to company). Normally, there are seven casual leaves, five sick leaves, and 15 privilege/earned leaves.
6. Maintaining the time office
7. Employees' movement Registers
8. All statutory records of the HR Dept, like Adult Register, Leave Register, Bonus Register, Accident Register (in case it is a manufacturing company), Attendance Register, and Muster Roll, need to be maintained for the disbursement of salaries.
9. Maintainable checklists (In case Administration comes under HR)
10. Transport Desk Management
11. Cafeteria/Canteen Management

Thanks,
Regards