An employee progress report documents an employee’s performance, activities, accomplishments, and achievements in a given period. It can be written in a manual log book that the manager can check from time to time, or it could be in the form of a single document that is submitted to the manager daily, weekly, or monthly, depending on what is preferred by the team or the company.
- How to Write an Employee Status Report Part 1
- Employee Status Report Download Part 2
- How to Make Status Reporting 10x Easier Part 3
- Additional Sources Part 4
Here are 5 tips how to write an effective employee status report:
- The report should contain a list of achieved goals rather than a ‘laundry list’ of activities the employee has done for the day. It should also be able to show the progress the employee has made on the project and how it contributes to the team’s performance or project.
- Problems found by the employee should be in the status report. More importantly, he should state here how he was able to resolve the problem. Doing so will pave the way for improvements in the workflow or in any other aspects of the team’s implementation of their tasks.
- Accomplishments should be presented based on the main metrics to show its relationship to the team’s goals.
- Try to summarize each achievement in 5-7 items under each category. If an employee wants to write his activities for the day, he may do so, provided that he will also state how his activity contributed to the goals of the team and the project.
- Even when the progress made seems small, it’s still important to document it in the status report. It promotes transparency and can help instigate changes in plans and scheduled activities.
Here are some ways how the team or the organization can benefit from an employee’s status report:
It Lets Everyone Know Who Is Doing What.
The employee progress report provides managers with a means to track and monitor activities of his staff. It lets him know who is doing what, so he can equally distribute assignments. Also, through this report, he would be able to see who is on track with his assignments, who is ahead, and who is far behind, giving him an idea on who among his employees needs help or assistance.
On the part of the employees, they get to see the progress that they make on their tasks. Each member can also see how their work contributes to the overall achievements of the team and can also appreciate other members’ contribution.
It Encourages Collaboration.
Employees are also given an opportunity to share ideas, tips, or techniques on how he was able to accomplish his tasks successfully. It also encourages him to suggests or recommend ways to enhance the performance of the team or how they can make the project more successful.
It Lets Employee See How They Spend Their Workdays.
By keeping a file of their regular status report, employees can see where they spent the chunk of their day, allowing them to plan their workday. They can also find out the time of the day when they are most productive and then schedule their tasks according to it.
Make sure that both the employee and the manager keeps a record of the report for their future reference, especially if the employee is up for pay increase, promotion, or is vying for an award.
Employee Status Report: Free Download Section
Free online tools for work:
1. Fluxes.com — Free Project and Task Management Software
2. Status.net — Software for Daily and Weekly Status Reports
How to Make Status Reporting 10x Easier
How to configure status reports on status.net:
- Create a “Employee Status Report” applet — customize our preset forms or easily create a new form in minutes.
- Setup reminders if you want your team members to receive automatic reminders when their reports are due.
- Configure who will submit reports by choosing the “Participants” tab.
Step 2: Users will click the “Open Submission Form” button to fill in and submit the report.
Data such as the report type, date and name will be added automatically.
As soon as a new status report is added, participants with “View” rights can view it in real time.
- Set the applet as “Team-wide” if you want all team members to view each other’s status reports.
- Alternatively, you can make every participant to view his/her own reports only. Manager/stakeholders will view all reports.
- Add, remove, and assign new team members at any time.
Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don’t print them.)
Click “Generate Report”.
- Make reporting easier with auto-fill:
Fields such as date, name, report type, and formatting are inserted automatically by software.
- Consolidate reports automatically:
Reports created by your team members can be consolidated easily.
- Save time with auto-layout:
No need to spend hours in Word or Excel perfecting the report’s layout because it exports your updates into a beautifully crafted file with a couple of clicks.
- Peace of mind with auto-reminders:
No one forgets to fill in their status reports because status.net sends timely reminders according to the schedule you chose.
- Decrease time and effort spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
- Optionally, enrich reports with the latest updates automatically added from web apps your team uses (such as popular free task management software Fluxes.com, and other project management tools, version control systems, support systems, financial applications, etc.) by connecting these apps to your status applet.
- Quick sharing:
Status reports can be either
– exported to files and printed, or sent by email;
– shared with the manager online (in real time);
– shared online (in real-time) as company-wide or team-wide status reports, i.e., all team members share their progress with each other — spend less time on meetings.
Sign up now to make status reporting easier for your team.