HR RECORDS &
REPORTS
01/23/14

BMSCE

1
MEANING OF RECORDS:
Records refer to the informational
documents utilized by an organization
to carry out its functions.
TYPES OF RECORDS:

1.Conventional papers, cards, charts, files, blue prints etc
2.Modern Video, audiocassettes,magnetic tapes, floppy,diskettesetc
01/23/14

BMSCE

2
EMPLOYEE RECORD
SURNAME…………………………………….………FIRST NAME…………………………………………………
FATHERS NAME ……………………………………………………………………………………………………...
DATE OF BIRTH…………………………………PLACE OF BIRTH………………………………………………..
AGE …………………………SEX……………………… HEIGHT………………………WEIGHT…………………
NATINALITY……………………………………MARITAL STATUS………………………………………………
LANGUAGES KNOWN…………………………………………………………………………………………………
PRESENT ADDRESS……………………………………………………………………………………………………
PERMANENT ADDRESS………………………………………………………………………………………………
DESIGNATION…………………………………………………………………………………………………………….
DATE OF APPOINTMENT……………………….DATE OF CONFIRMATION……………………………………
DATE WHEN INCREMENT DUE……………………………………………………………………………………..
DEPARTMENT IN WHICH POSTED……………………………………………………….………………………….
DATE OF JOINING PERSON / PROVIDENT FUND…………………………………..…………………………….
MONTHLY CONTRIBUTION…………………………………………………………………………………………..
WHEN PAYABLE I(N CASE OF DEATH)…………………………………………………………………………….
MEMBERS IN FAMILY…………………..WIFE / SONS / DAUGHTERS………………………………………….
AGES OF CHILDREN………………………….SONS………………………..DAUGHTERS………………………
EDUCATIONAL QUALIFICATIONS…………………………………………………………………………………..
PROFESSIONAL QUALIFICATIONS / TRAINING ACHIEVED…………………………………………………….
PROMOTIONS:
TO……………………………… WITH EFFECT FROM……………………………………….
TRANSFERS:
TO……………………………….WITH EFFECT FROM……………………………………….
LEAVE RECORD: FROM……………TO……………NO. OF DAYS…………..PAYMENT MADE…………
MEDICAL/ SICK LEAVE
FROM………………….TO………………….DAYS…………………………….…..
PERIODICAL MEDICAL EXAMINATIONSWHEN DONE……………………………………………………………
MEDICAL HISTORY OF MAJOR ILLNESS……………………………………………………………………………
PERPORMANCE APPRAISAL…………………………………………………………………………………………
WARNINGS AND CENSURES: DATE…………………….. REMARKS……………………………………………

01/23/14

BMSCE

TOKEN FILE NO…………………………………………………..

3

SIGNATURE…………………………
IMPORTANCE OF RECORDS
• To supply information required by
management
• To identify training needs
• To use them for succession planning
• To know validity of employment tests and
interviews
• To take personnel decisions like transfer,
promotion etc
• To maintain up to date data about
everything in BMSCE
organization
01/23/14
4
ESSENTIALS OF GOOD RECORD
OBJECTIVES FOR MAINTAINENCE SHOULD BE
CLEARLY AND ADEQUATELY STATED

CONSISTENT WITH REQUIREMENTS

EASILY AVAILABLE

ECONOMICAL AND SAFE

PERIODICAL REVISED AND UPDATED

EASILY ACCESSIBLE

EASILY IDENTIFIED AND DIFFERENCIATED

QUICK REFERENCES

AVOID DUPLICATION OF ENTRIES

PERSON ENTRUSTED WITH RESPONSIBILITY TO
MAINTAIN

A PROCEDURAL MANUAL
01/23/14
BMSCE
5

PURPOSE OF PERSONAL RECORDS
 PROVIDE

AN EVIDENCE OF EVENTS
 USEFUL FOR TAKING IMPORTANT
DECISIONS
 FACILITATE EVALUATION OF
PERFORMANCE
 AS PROVISIONS UNDER INDUSTRIAL
AND LABOUR LAWS
01/23/14

BMSCE

6
ESSENTIAL POINTS TO FOLLOW
TO ACHIEVE THE OBJECTIVES
 SIMPLICITY

 ACCURACY

 ECONOMY

 USEFULNESS

01/23/14

BMSCE

7
SOME EXAMPLES OF RECORDS
 Employee turnover record
 Absenteeism record
 Accident frequency and severity
 Scrap-loss record
 Employee requests
 Grievance records
 Personnel inventories
 Time standards and output records
 Cost of training methods
 Employee use of services such as canteen
 Payroll data
 Health records
 Suggestions records ….etc…………….
01/23/14
BMSCE
8
PRINCIPLES OF RECORD KEEPING
• The purpose for which the record is kept
must be justifiable
• Records must be capable of verification
• Records must be classified
• The requisite information must be
available when needed
• Records must be produced and
maintained at a reasonable cost
• 01/23/14
Records must be precise
BMSCE

9
REPORTS
A report is an account or statement
describing in detail an event, a happening
or evaluating an enterprise or product etc.

01/23/14

BMSCE

10
ESSENTIALS OF A GOOD REPORT
• Should deal with a specific objective
• Should dwell on the issues referred
• Data collected should be interpreted
honestly
• Should make specific recommendations
• Should be timely
• Should be clearly worded
• 01/23/14
Should be reader oriented
BMSCE

11
THANK YOU
01/23/14

BMSCE

12

Hr records and reports

  • 1.
  • 2.
    MEANING OF RECORDS: Recordsrefer to the informational documents utilized by an organization to carry out its functions. TYPES OF RECORDS: 1.Conventional papers, cards, charts, files, blue prints etc 2.Modern Video, audiocassettes,magnetic tapes, floppy,diskettesetc 01/23/14 BMSCE 2
  • 3.
    EMPLOYEE RECORD SURNAME…………………………………….………FIRST NAME………………………………………………… FATHERSNAME ……………………………………………………………………………………………………... DATE OF BIRTH…………………………………PLACE OF BIRTH……………………………………………….. AGE …………………………SEX……………………… HEIGHT………………………WEIGHT………………… NATINALITY……………………………………MARITAL STATUS……………………………………………… LANGUAGES KNOWN………………………………………………………………………………………………… PRESENT ADDRESS…………………………………………………………………………………………………… PERMANENT ADDRESS……………………………………………………………………………………………… DESIGNATION……………………………………………………………………………………………………………. DATE OF APPOINTMENT……………………….DATE OF CONFIRMATION…………………………………… DATE WHEN INCREMENT DUE…………………………………………………………………………………….. DEPARTMENT IN WHICH POSTED……………………………………………………….…………………………. DATE OF JOINING PERSON / PROVIDENT FUND…………………………………..……………………………. MONTHLY CONTRIBUTION………………………………………………………………………………………….. WHEN PAYABLE I(N CASE OF DEATH)……………………………………………………………………………. MEMBERS IN FAMILY…………………..WIFE / SONS / DAUGHTERS…………………………………………. AGES OF CHILDREN………………………….SONS………………………..DAUGHTERS……………………… EDUCATIONAL QUALIFICATIONS………………………………………………………………………………….. PROFESSIONAL QUALIFICATIONS / TRAINING ACHIEVED……………………………………………………. PROMOTIONS: TO……………………………… WITH EFFECT FROM………………………………………. TRANSFERS: TO……………………………….WITH EFFECT FROM………………………………………. LEAVE RECORD: FROM……………TO……………NO. OF DAYS…………..PAYMENT MADE………… MEDICAL/ SICK LEAVE FROM………………….TO………………….DAYS…………………………….….. PERIODICAL MEDICAL EXAMINATIONSWHEN DONE…………………………………………………………… MEDICAL HISTORY OF MAJOR ILLNESS…………………………………………………………………………… PERPORMANCE APPRAISAL………………………………………………………………………………………… WARNINGS AND CENSURES: DATE…………………….. REMARKS…………………………………………… 01/23/14 BMSCE TOKEN FILE NO………………………………………………….. 3 SIGNATURE…………………………
  • 4.
    IMPORTANCE OF RECORDS •To supply information required by management • To identify training needs • To use them for succession planning • To know validity of employment tests and interviews • To take personnel decisions like transfer, promotion etc • To maintain up to date data about everything in BMSCE organization 01/23/14 4
  • 5.
    ESSENTIALS OF GOODRECORD OBJECTIVES FOR MAINTAINENCE SHOULD BE CLEARLY AND ADEQUATELY STATED  CONSISTENT WITH REQUIREMENTS  EASILY AVAILABLE  ECONOMICAL AND SAFE  PERIODICAL REVISED AND UPDATED  EASILY ACCESSIBLE  EASILY IDENTIFIED AND DIFFERENCIATED  QUICK REFERENCES  AVOID DUPLICATION OF ENTRIES  PERSON ENTRUSTED WITH RESPONSIBILITY TO MAINTAIN  A PROCEDURAL MANUAL 01/23/14 BMSCE 5 
  • 6.
    PURPOSE OF PERSONALRECORDS  PROVIDE AN EVIDENCE OF EVENTS  USEFUL FOR TAKING IMPORTANT DECISIONS  FACILITATE EVALUATION OF PERFORMANCE  AS PROVISIONS UNDER INDUSTRIAL AND LABOUR LAWS 01/23/14 BMSCE 6
  • 7.
    ESSENTIAL POINTS TOFOLLOW TO ACHIEVE THE OBJECTIVES  SIMPLICITY  ACCURACY  ECONOMY  USEFULNESS 01/23/14 BMSCE 7
  • 8.
    SOME EXAMPLES OFRECORDS  Employee turnover record  Absenteeism record  Accident frequency and severity  Scrap-loss record  Employee requests  Grievance records  Personnel inventories  Time standards and output records  Cost of training methods  Employee use of services such as canteen  Payroll data  Health records  Suggestions records ….etc……………. 01/23/14 BMSCE 8
  • 9.
    PRINCIPLES OF RECORDKEEPING • The purpose for which the record is kept must be justifiable • Records must be capable of verification • Records must be classified • The requisite information must be available when needed • Records must be produced and maintained at a reasonable cost • 01/23/14 Records must be precise BMSCE 9
  • 10.
    REPORTS A report isan account or statement describing in detail an event, a happening or evaluating an enterprise or product etc. 01/23/14 BMSCE 10
  • 11.
    ESSENTIALS OF AGOOD REPORT • Should deal with a specific objective • Should dwell on the issues referred • Data collected should be interpreted honestly • Should make specific recommendations • Should be timely • Should be clearly worded • 01/23/14 Should be reader oriented BMSCE 11
  • 12.