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Free report template · Word

Monthly Work Report

A monthly work report gives a structured account of an employee's month: progress against KRAs, achievements, numbers, attendance and leave, learning and goals for the coming month. It supports monthly reviews and provides evidence for the annual appraisal.

  • Editable Word (.docx)
  • Made for India
  • 18 fill-in fields highlighted
  • Free, no sign-up

Preview of the report

[Highlighted] = fill in
[Company Logo][Company Name]

MONTHLY WORK REPORT

Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Designation:
[Designation]
Month:
[Month Year]
Reporting Manager:
[Reporting Manager]

1. KRA Progress

KRAMonthly TargetAchieved% AchievementComments
[KRA][Target][Achieved][%][Comments]
[KRA][Target][Achieved][%][Comments]
[KRA][Target][Achieved][%][Comments]
[KRA][Target][Achieved][%][Comments]

2. Major Achievements

  • [Achievement with result]
  • [Achievement with result]
  • [Recognition / client feedback]

3. Attendance and Leave

Working DaysDays PresentLeave Taken (type)WFH / Field Days
[No.][No.][No. / Type][No.]

4. Learning and Development

Training attended
New skills or certifications

5. Challenges and Support Needed

Challenges faced
Support requested

6. Goals for Next Month

  1. [Goal 1 with target]
  2. [Goal 2 with target]
  3. [Goal 3 with target]

7. Manager Feedback

Strengths observed
Areas to focus
Employee
[Employee Name]
Date: [Date]
Reporting Manager
[Reporting Manager]
Date: [Date]

What this template includes

  • KRA progress table – ties work to goals
  • Major achievements – evidence for appraisal
  • Monthly metrics with targets – measurable results
  • Attendance and leave summary – full picture
  • Learning and training – development record
  • Challenges and support – honest review
  • Next month goals – forward plan

When to use it

  • Monthly performance reviews
  • Building evidence for annual appraisal
  • Reporting by consultants on retainers
  • Probation reviews for new employees

How to customise this template

  1. 1Insert the employee's current KRAs
  2. 2Choose metrics that match the role
  3. 3Add a self-rating column if your appraisal uses ratings
  4. 4Attach supporting documents (sales list, project report)

HR tips

  • Use the same KRAs as the appraisal form
  • Quantify achievements where possible
  • Discuss the report in a meeting, not just by email
  • Store reports for the appraisal cycle

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Frequently asked questions

What is a monthly work report?+

It is a monthly summary of an employee's work against goals, with achievements, metrics, attendance and next month's plan.

How is it different from a monthly attendance summary?+

The work report focuses on output and goals; the attendance summary covers days present, leave and absence.

Should managers comment on the monthly report?+

Yes, brief manager feedback makes the report useful and creates a record for appraisals.