7 of April, 2025

As a business owner, it’s important to track the performance of your employees to ensure they are meeting their goals. In this blog post, we will share seven simple steps on how to make a worker’s report.

Creating a worker’s report is an essential task for Human Resources departments and team leaders. These reports provide a detailed assessment of employee performance, skills, and behavior, making it easier to make informed decisions about promotions, layoffs, and professional development.

In addition to seeing some examples of favorable and unfavorable human resources reports. So if you’re looking for advice, you’re in the right place!

How to create a worker’s report

You may not know how to create a worker’s report. So we will explain the 7 key steps to successfully accomplish this task.

And remember, although you can choose to do the entire process manually, you can also count on local and cloud-based software. Everything to automate the process and simplify it. Very useful when you have a large volume of employees to evaluate.

1. Establish a format

How do you create a worker’s report? The first step is to establish a format.

This will help you to organize all the information you need to include, as well as giving you a structure to follow. A standard format for a worker’s report includes:

Cover: includes the worker’s name, position, department, report date, and evaluator’s name.
Introduction: a brief description of the report’s purpose.
Objectives: the specific objectives that the report intends to address.
Methodology: description of the methods used to gather the information.
Results: details about the employee’s performance.
Conclusions: summary of the findings and any recommendations.
Annexes: additional documents that support the report’s information.

2. Set a goal

Once the format is established, the next step is to set a goal. It should be a specific goal that you want to achieve with the report.

For example, you may want to evaluate the performance of a particular employee, or you may want to measure the overall performance of a team of employees.

Examples of objectives:

Evaluate the employee’s performance during a specific period.
Identify strengths and areas for improvement.
Determine the suitability of the employee for a promotion or job change.
Provide constructive feedback for professional development.

3. Gather the data

You now have a clear goal, so you can start to collect data. This data should be relevant to the report’s objective.

And it should include information about the employee’s duties, performance metrics, work habits, and other relevant metrics based on the initial purpose you set.

Common data sources:

Performance evaluations: results of previous formal evaluations.
Feedback from supervisors and peers: opinions and comments from people who work directly with the employee.
Self-evaluations: the employee’s perception of their own performance.
Attendance and punctuality records: data about the employee’s presence.
Production and results: objective metrics related to job performance.

4. Show the methodology

We keep progressing on how to create a worker’s report.

Now you can move on to showing the methodology. It’s about explaining how the data has been collected and what tools have been used to analyze it.

Elements of the methodology:

Evaluation instruments: describe the tools and methods used (e.g., surveys, interviews, observations).
Evaluation criteria: explain the criteria and standards used to evaluate performance.
Procedure: detail the steps followed to collect the information and carry out the analysis.

This ensures that all stakeholders understand the process and the results.

5. Structure the information

After presenting the methodology, the next step is to structure the information. This involves organizing the data in a logical way that makes it easy to read and understand.

To do this, you can include tables, graphs, and other visual aids, with the following structure:

Introduction: presents the purpose and objective of the report.

Overall performance: summary of the worker’s general performance.

Strengths: details of the employee’s main strengths.

Areas for improvement: identification of areas where the worker can improve.

Specific feedback: detailed comments and observations.

Conclusion: summary of the findings and recommendations.

6. Write the report

Once you have structured the information, the next step is to write the report. This is where the data is presented clearly and concisely, and the report’s objectives are addressed.

Tips for writing:

Clarity: use short, precise sentences.
Objectivity: base it on verifiable facts and data.
Consistency: ensure the information flows logically.
Professionalism: maintain a professional and respectful tone.

Make sure to include the methodology, data, and results in a logical order.

7. Present results

The last step is to present the results. This involves summarizing the report’s results and drawing conclusions or making recommendations.

This is the most important part of how to create a worker’s report. So make sure to include all pertinent information and be as clear and concise as possible.

Model of a favorable worker’s report

Now that we have discussed the steps to create a worker’s report, let’s see an example of a favorable report.

A favorable report is one that highlights a worker’s strong points, such as their job performance and their positive contributions to the organization.

What are the characteristics of a favorable report? First of all, it should be written in a positive and professional tone.

In addition, it should address the report’s objectives in a clear and concise manner. It should also include objective data to support the conclusions drawn. This must include an introduction, a main body, and a conclusion.

The introduction should provide a brief overview of the report’s objectives, along with a summary of the data collected and analyzed.
The body of the report should include tables, charts, and other visual aids to clearly present the data and results.
The conclusion should summarize the report’s findings and offer recommendations to maintain positive trends or even take action to further improve results.

Negative employee report template

Now let’s take a look at an example of how to write an employee report in a negative scenario.

A negative report highlights a worker’s weaknesses, including areas for improvement such as training needs or repeated lateness in time tracking.

This type of report should be written in a professional but constructive tone.

In the introduction, clearly and concisely state the objectives of the report.
In the body, include data that supports your findings.
In the conclusion, summarize the results and provide the necessary recommendations to help improve the situation, especially emphasizing the areas that need attention or change.

How to create an employee report with Sesame HR

We’ve already covered the steps for writing employee reports and looked at examples of both positive and negative reports. Now let’s see how to create an employee report using Sesame HR.

Sesame HR is a human resources software platform that simplifies data collection, analysis, and report creation for your workforce. Here’s how to make the most of it:

1. Select the HR indicators

The first step in creating an employee report with Sesame HR is selecting the relevant HR performance indicators.

You can filter these indicators by department, office, report type, or employee—making it easy to quickly find the data you need and ensure your report is accurate.

Indicators are grouped into categories such as performance, attendance, and employee satisfaction, allowing you to focus on what matters most and select the most relevant metrics for your report.

2. Modular HR dashboard

The next step is building your reports using Sesame HR’s customizable HR dashboard modules.

You can fully tailor your reports to meet your specific goals and needs by selecting and organizing the modules you want to include.

Once selected, simply populate your modules with the data you’ve collected. This helps you create a detailed and personalized report aligned with your objectives.

3. Downloadable HR reports

Once your reports are built, the final step is exporting and sharing them easily in PDF, CSV, or Excel formats—all within your HR software.

This makes it easy to share insights with stakeholders and ensures everyone is on the same page.

You’ll also be able to quickly identify any potential issues and take corrective action when needed.

Now you know how to create an employee report using Sesame HR!

Why invest in HR reporting software like Sesame HR

As you’ve seen, Sesame HR is a powerful workforce management solution that simplifies the process of collecting, analyzing, and reporting on HR data—at scale.

It allows you to create reports using personalized modules that you can later export in multiple formats.

In short, Sesame HR becomes your best ally in making sure employees are meeting the expectations of their roles.

So if you’re looking for an efficient and effective way to report on employee performance, Sesame HR is the perfect solution.

Want a 14-day free demo? Don’t wait—request yours today!

Customer-oriented, both internally and externally, specializing in the definition and implementation of HR policies, as well as talent management, recruitment, and retention. Strong leadership, communication, negotiation, organization, and team coordination skills. Over 12 years of experience in Human Resources.

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iriserrador

HR Content Specialist

How to make a worker report in 7 steps