HR Reporting Templates

A Quick Guide to HR Reporting in 2024 + Free Template

Do you ever feel like you’re spending more time wrestling with spreadsheets than shaping your company’s future? Employee data is crucial, but it can quickly become an overwhelming tide if you lack the tools to analyze and interpret it.

Imagine being able to transform that data into a clear picture of your workforce – identifying trends, pinpointing areas for improvement, and making data-driven decisions that boost employee engagement, reduce turnover, and propel your organization forward.

This is the power of an effective HR reporting process. It’s not just about numbers; it’s about unlocking the hidden potential within your data to become a strategic HR leader.  

This blog is your roadmap to navigate this data landscape. We’ll equip you with the knowledge of the different types of HR reports to transform your HR function from data-drowning to data-driven, empowering you to make a real impact on your organization’s success.

Let’s get started.

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Turnover Report

Track employee departures and understand why they leave.

A turnover report tracks employee departures within a specific timeframe. This report is essential for identifying trends in employee exits, pinpointing areas with high turnover, and understanding the reasons behind them. Armed with this knowledge, the Human Resources team can develop targeted retention strategies to keep valuable employees engaged.

Metrics to Track

MetricDescription
Turnover RatePercentage of employees leaving within a period (e.g., monthly, quarterly, annually)
Time to ReplaceAverage time to fill a vacant position
Cost per HireIncludes recruitment and onboarding expenses
Retention RatesPercentage of employees who have stayed for a defined period (e.g., one year, five years)
Exit Interview AnalysisInsights gathered from exit interviews to identify recurring themes or issues
Demographic BreakdownAnalysis of turnover rates based on demographic factors such as age, ethnicity, or educational background
Performance CorrelationExamination of correlation between employee performance ratings and turnover rates

Dimensions

  • Department or Team
  • Manager or Supervisor
  • Location
  • Salary Band or Compensation Level
  • Hierarchy Level
  • Gender or Diversity
  • Tenure (Time with the Company)
  • Reason for Departure (Voluntary vs. Involuntary)
  • Performance Ratings
  • Demographic Factors

Key Questions it Helps Answer:

  • Which departments or teams experience high turnover?
  • Are there specific managers with higher turnover rates?
  • What are the reasons for employee departures (voluntary vs. involuntary)?
  • How long does it take to replace departing employees?
  • Is there a correlation between employee turnover rates and employee demographics?
  • Are there patterns in turnover related to performance ratings?
  • What impact does turnover have on operational costs?
  • Are there recurring themes or issues identified in exit interviews?
  • How does turnover impact overall organizational stability and culture?
  • What strategies and best practices can be implemented to improve employee retention?
Employee Turnover Report

Time-to-Hire Report

Streamline recruitment and reduce the time to hire new employees.

Tracks the time taken to hire new employees, from initiating the hiring process to onboarding the new hire. A time-to-hire report helps identify bottlenecks in the recruitment process. By understanding where delays occur, HR can streamline recruitment, develop better recruitment strategies, and reduce time-to-hire, leading to cost savings and a faster ramp-up for new hires.

Metrics to Track

MetricDescription
Average Days to Fill Open PositionsThe average number of days from when a job opening is posted to when a candidate is hired and onboarded.
Time Spent per Stage of Recruitment Process
– SourcingAverage duration (in days) spent sourcing candidates for open positions.
– InterviewingAverage duration (in days) spent on candidate interviews, including scheduling and coordination.
– OfferAverage duration (in days) spent finalizing and extending job offers to selected candidates.

Dimensions

  • Department or Team
  • Job Level or Role
  • Location
  • Recruitment Stage
  • Manager or Hiring Lead
  • Candidate Demographics
  • Type of Position
  • Source of Hire
  • Historical Trends

Key Questions it Helps Answer:

  • How long does it typically take to fill open positions within the organization?
  • What are the average days or hours spent on each stage of the recruitment process (sourcing, screening, interviewing, selection, offer, onboarding)?
  • Are there specific stages of the recruitment process where delays commonly occur, and if so, what are the causes?
  • What is the overall cost-per-hire, including expenses related to sourcing, advertising, interviewing, and onboarding?
  • Do certain job levels or positions require significantly longer recruitment times compared to others?
  • Are there departments or teams experiencing longer time-to-hire periods, and if yes, what factors contribute to these delays?
  • How does the time to hire vary across different locations or geographic regions where the organization operates?
  • What impact does an extended time to hire have on the organization’s ability to meet staffing needs and maintain operational efficiency?
  • Is there a correlation between the time to hire and the quality of candidates selected for open positions?
  • Based on historical data, are there seasonal or cyclical patterns in recruitment timelines that can inform workforce planning and resource allocation?
Time to hire report

New Hire Satisfaction Survey Report

Ensure a smooth onboarding experience and improve retention.

Analyzes feedback from new hires through automated surveys conducted shortly after onboarding. This report helps assess the effectiveness of the onboarding process and identify areas for improvement. Satisfied new hires are more likely to integrate smoothly, become productive members of the team, and stay with the company longer.

Metrics to Track:

MetricDescription
Overall Satisfaction ScoreA composite score based on new hires’ overall satisfaction with the onboarding experience.
Clarity of Job ResponsibilitiesRating of how well new hires understand their roles, responsibilities, and expectations.
Quality of Training and Development ProgramsAssessment of the effectiveness and quality of training provided during onboarding.
Support and AccessibilityFeedback on the level of support received from managers, colleagues, and HR during the onboarding process.
Integration into Team and CulturePerception of how well new hires feel integrated into the team and aligned with the company culture.
Work Environment SatisfactionRating of satisfaction with the physical work environment, facilities, and amenities.
Communication and FeedbackFeedback on the clarity, frequency, and effectiveness of communication during onboarding.
Career Growth OpportunitiesPerception of the availability of career advancement opportunities within the organization.
Likelihood to RecommendLikelihood of new hires to recommend the company as a great place to work based on their onboarding experience.

Dimensions

  • Department or Team
  • Manager or Supervisor
  • Job Role or Position
  • Onboarding Period
  • Demographic Factors
  • Location
  • Previous Work Experience
  • Hiring Source
  • Training and Development Opportunities

Key Questions it Helps Answer:

  • How satisfied are new hires with the overall onboarding experience?
  • What aspects of the job responsibilities are new hires most clear or unclear about?
  • How do new hires rate the quality and effectiveness of the training and development provided during onboarding?
  • Are new hires receiving adequate support and accessibility from managers, colleagues, and HR during the onboarding process?
  • How well do new hires feel integrated into their team and aligned with the company culture?
  • What is the level of satisfaction with the physical work environment, facilities, and amenities?
  • How do new hires perceive the communication and feedback processes during the onboarding period?
  • What are the perceptions regarding organizational growth opportunities?
  • Would new hires recommend the company as a great place to work based on their onboarding experience?
  • Are there specific areas or stages of the onboarding process that require improvement based on new hires’ feedback?
New hire satisfaction report

Performance Review Ratings with Key Performance Indicators

Identify trends, ensure fairness, and improve performance management.

Analyzes performance review data to identify trends and potential areas for improvement. This report helps ensure consistency and fairness in the performance review process. It can also uncover patterns related to high or low performers across departments or demographics.

Metric to Track:

MetricDescription
Average Performance RatingThe average rating assigned to employees based on their performance reviews.
Distribution of Team Performance RatingsBreakdown of performance ratings (e.g., excellent, satisfactory, needs improvement) across employees.
Departmental Performance TrendsAnalysis of performance ratings trends within different departments or teams.
Demographic Performance DisparitiesIdentification of performance rating disparities based on demographic factors (e.g., age, gender).
Promotion RatesPercentage of employees who received promotions based on their performance ratings.
Improvement Plans Completion RatePercentage of employees who completed improvement plans following performance reviews.
Employee Engagement and SatisfactionCorrelation between performance ratings and employee engagement or job satisfaction levels.
Performance-Linked Compensation TrendsAnalysis of how performance ratings correlate with compensation adjustments or incentives.
Training and Development NeedsIdentification of training or development needs based on performance review outcomes.

Dimensions:

  • Department or Team
  • Demographic Factors
  • Manager or Supervisor
  • Job Role or Position
  • Performance Level
  • Tenure with the Company
  • Training and Development History
  • Location or Geographic Region
  • Promotion Status
  • Feedback and Improvement Plans

Key Questions it Helps Answer:

  • What are the overall workforce trends in performance ratings across departments or teams within the organization?
  • Are there disparities in performance ratings based on demographic factors such as age, gender, ethnicity, or tenure?
  • How consistent are performance ratings among different managers or supervisors across the organization?
  • Which job roles or positions demonstrate consistently high or low-performance ratings, and what factors contribute to these trends?
  • What are the performance levels of employees based on performance ratings (e.g., high performers, average performers, low performers)?
  • Is there a correlation between employees’ tenure with the company and their performance ratings?
  • How effective are training and development initiatives in improving employees’ performance based on performance review outcomes?
  • Are there regional variations in performance ratings, and if so, what factors influence these differences?
  • What is the relationship between performance ratings and employees’ promotion status within the organization?
  • How well are feedback and improvement plans implemented following performance reviews, and what impact do they have on subsequent performance outcomes?
Performance Review Ratings with Key Performance Indicators

Skill Gap Analysis Report

Bridge the gap between current skills and future needs.

Identifies the discrepancy between the skills currently possessed by the workforce and the skills required for present and future needs. A skill gap analysis report helps HR develop targeted training programs to bridge these skill gaps and ensure the workforce is equipped for future challenges.

Metrics to Track:

MetricDescription
Current Skills InventoryAssessment of the existing skills possessed by employees within the organization.
Desired Skills ProfileIdentification of the skills required for present and future needs based on business objectives.
Training Needs AssessmentEvaluation of the specific training needs required to bridge the identified skill gaps.
Employee Readiness for ChangeAssessment of employees’ readiness and willingness to acquire new skills and adapt to changes.
Training Program EffectivenessMeasurement of the effectiveness of training programs implemented to address skill gaps.
Skill Development ProgressTracking employees’ progress in acquiring and developing new skills through training initiatives.
Impact on Performance and Employee ProductivityAnalysis of how closing skill gaps impacts employee performance and organizational productivity.
Cost of Skill Gap RemediationEstimation of the costs associated with implementing training programs to address skill gaps.
Employee Engagement and SatisfactionCorrelation between skill development opportunities and employee engagement and satisfaction levels.

Dimensions:

  • Department or Team
  • Job Role or Position
  • Skill Category or Competency Area
  • Employee Tenure or Experience Level
  • Demographic Factors
  • Performance Level
  • Future Business Needs or Strategic Goals
  • Training Effectiveness and Adoption
  • External Market Trends or Industry Standards
  • Feedback and Employee Input

Key Questions it Helps Answer:

  • What are the critical skill gaps within different departments or teams of the organization?
  • Which specific job roles or positions exhibit the most significant skill deficiencies that need to be addressed?
  • In which competency areas (e.g., technical skills, soft skills, industry-specific skills) are employees lacking proficiency?
  • How does employees’ tenure or experience level correlate with identified skill gaps?
  • Are there demographic disparities in skill gaps based on factors such as age, gender, ethnicity, or educational background?
  • Which performance levels (e.g., high performers, average performers, low performers) show the most urgent need for skill development?
  • What are the key skills required to support future business needs or strategic goals, and how do current skills align with these requirements?
  • How effective have past training programs been in addressing skill gaps, and what improvements can be made to enhance training outcomes?
  • What external market trends or industry standards impact skill requirements, and how can the organization adapt to these changes?
Skill Gap Analysis Report

Pulse Survey Report

Keep your finger on the pulse of employee sentiment.

Short, frequent surveys that gauge employee sentiment on various aspects of work. Pulse surveys provide real-time insights into employee engagement, morale, and satisfaction. This allows HR to identify and address any emerging issues before they escalate, fostering a more positive and productive work environment.

Metrics to Track:

MetricDescription
Overall Employee SatisfactionAggregate score reflecting employees’ overall satisfaction with their work experience.
Engagement LevelMeasurement of employees’ level of engagement and commitment to their work and the organization.
Job SatisfactionAssessment of employees’ satisfaction with their specific job roles and responsibilities.
Manager RelationshipRating of employees’ relationships with their managers and supervisors.
Team CollaborationFeedback on the effectiveness of teamwork and collaboration within departments or teams.
Communication EffectivenessEvaluation of the clarity, frequency, and quality of communication channels within the organization.
Work-Life BalancePerception of work-life balance and the impact of workload on personal well-being.
Feedback Reception and ActionAssessment of employees’ perception of how feedback is received and acted upon by management.
Diversity and Inclusion PerceptionInsights into employees’ perception of diversity and inclusion initiatives within the organization.
Change ReadinessMeasurement of employees’ readiness and adaptability to organizational changes.

Dimensions

  • Department or Team
  • Manager or Supervisor
  • Job Role or Position
  • Demographic Factors
  • Location or Office Site
  • Employee Tenure or Experience Level
  • Work Schedule or Shift
  • Team Collaboration
  • Communication Channels
  • Feedback and Action Perception

Key Questions it Helps Answer:

  • How satisfied are employees with their overall work experience within the organization?
  • What factors contribute to employees’ level of engagement and commitment to their work and the organization?
  • Are employees satisfied with their specific job roles and responsibilities, and if not, what aspects need improvement?
  • How do employees perceive their relationships with managers and supervisors, and what impact does this have on morale and productivity?
  • What is the effectiveness of teamwork and collaboration within different departments or teams of the organization?
  • How clear and effective are communication channels within the organization, and how can they be improved?
  • What are employees’ perceptions of work-life balance, and how does workload impact personal well-being?
  • Do employees feel that management receives and acts on their feedback, and how does this influence engagement and morale?
  • How do employees perceive diversity and inclusion initiatives within the organization, and are there areas for improvement?
Pulse Survey Report

360-Degree Feedback Reports

Gain a holistic view of employee performance for development.

360 degree feedback report provides comprehensive performance feedback from an employee’s manager, peers, and sometimes even direct reports. It offers a holistic view of an employee’s performance, helping with development planning and identifying areas for improvement.

Metrics to Track:

MetricDescription
Overall Performance RatingComposite score reflecting the overall performance assessment based on feedback from managers, peers, and direct reports.
Leadership EffectivenessAssessment of the employee’s leadership skills and effectiveness as perceived by different stakeholders (managers, peers, direct reports).
Communication SkillsFeedback on the employee’s ability to communicate effectively with colleagues at all levels within the organization.
Team CollaborationEvaluation of the employee’s collaborative skills and ability to work effectively within teams.
Problem-Solving AbilityAssessment of the employee’s capability to identify and solve problems based on feedback from multiple perspectives.
Adaptability and FlexibilityFeedback on the employee’s adaptability to changing situations and flexibility in approach.
Customer/Client RelationshipsPerception of the employee’s effectiveness in managing relationships with customers or clients, if applicable.
Conflict Resolution SkillsAssessment of the employee’s ability to manage and resolve conflicts in the workplace.
Goal AchievementFeedback on the employee’s success in achieving individual and team goals as perceived by various stakeholders.
Development NeedsIdentification of specific areas for improvement or development based on feedback from different sources.

Dimensions

  • Feedback Providers
  • Leadership and Management
  • Communication Skills
  • Collaboration and Teamwork
  • Problem-Solving and Decision-Making
  • Adaptability and Flexibility
  • Customer or Client Relationships
  • Conflict Management
  • Goal Achievement and Performance
  • Development and Growth Needs

Key Questions it Helps Answer:

  • How does the employee’s performance and effectiveness as a leader/manager differ based on feedback from managers, peers, and direct reports?
  • What are the employee’s strengths and areas for improvement in communication skills as perceived by colleagues at different levels within the organization?
  • How effectively does the employee collaborate and contribute to team projects according to feedback from team members and stakeholders?
  • What is the employee’s problem-solving approach and decision-making capability based on input from multiple perspectives?
  • According to feedback from various stakeholders, how adaptable and flexible is the employee in handling changing work environments and challenges?
  • What is the perception of the employee’s customer or client relationship management skills, and what problem areas need development?
  • How does the employee manage conflicts and interpersonal issues within the team or organization according to feedback from colleagues?
  • To what extent does the employee achieve employee goals, and what factors contribute to goal attainment based on feedback?
  • What are the employee’s specific development needs and growth opportunities identified by feedback from different sources?
  • How can the organization leverage the feedback to tailor targeted development plans and initiatives to enhance the employee’s performance and effectiveness?
360-Degree Feedback Reports

Diversity Metrics Report

Track progress towards diversity and inclusion goals.

Analyzes the composition of the workforce across various demographic categories. This report helps HR track progress towards diversity and inclusion goals and identify areas where improvement is needed. A diverse and inclusive workforce fosters creativity, innovation, and better decision-making.

Metrics to Track:

MetricDescription
Gender DiversityRepresentation of different genders (e.g., male, female, non-binary) within the workforce.
Ethnic DiversityComposition of employees from various ethnic or racial backgrounds within the organization.
Age DiversityDistribution of employees across different age groups (e.g., Generation Z, Millennials, Generation X, Baby Boomers).
LGBTQ+ InclusivityRepresentation and support for LGBTQ+ individuals within the workforce.
Disability InclusionPresence and accommodation of employees with disabilities in the workplace.
Socioeconomic BackgroundDiversity in socioeconomic status or background among employees.
Geographic DiversityDistribution of employees across different geographic locations or regions.
Language DiversityPresence of employees who speak different languages or come from diverse linguistic backgrounds.
Diversity in Leadership PositionsRepresentation of diversity within leadership or management roles.

Dimensions

  • Demographic Categories:
    • Gender
    • Ethnicity or Race
    • Age
    • LGBTQ+ Identity
    • Disability Status
    • Veteran Status
    • Socioeconomic Background
    • Geographic Location
    • Language Diversity
  • Organizational Levels:
    • Leadership Positions
    • Employee Roles
  • Inclusion Practices:
    • Employee Resource Groups (ERGs)
    • Inclusive Policies and Practices
  • Talent Management:
    • Recruitment and Hiring
    • Promotion and Career Development
  • Organizational Impact:
    • Employee Engagement
    • Innovation and Performance

Key Questions it Helps Answer:

  • How diverse is the workforce across different demographic categories such as gender, ethnicity, age, and LGBTQ+ identity?
  • What is the representation of employees with disabilities and veterans within the organization?
  • Are there disparities in socioeconomic backgrounds or geographic locations among employees?
  • How inclusive are leadership positions and senior management roles in terms of diversity?
  • What is the distribution of diversity across various job roles and departments within the organization?
  • Are there effective employee resource groups (ERGs) and inclusive policies that support diversity and inclusion initiatives?
  • How diverse is the talent pipeline, especially at recruitment, hiring, promotion, and career development stages?
  • What is the impact of workforce diversity on employee engagement levels and overall organizational performance?
  • Are there correlations between workforce diversity, innovation, and creativity within the organization?
Diversity Metrics Report

Pay Equity Analysis Report

Ensure fair and equitable compensation across the workforce.

Analyzes compensation data to identify any gender, race, or ethnicity-based pay gaps. An employee pay equity analysis report helps HR ensure fair and equitable compensation practices, fostering a culture of trust and transparency.

Key Metrics to Track:

MetricDescription
Gender Pay GapComparison of average earnings between male and female employees to assess gender-based disparities in compensation.
Race/Ethnicity Pay GapsAnalysis of compensation disparities across different racial or ethnic groups within the workforce.
Pay Equity IndexCalculation of a pay equity index to measure the level of gender, race, or ethnicity-based pay disparities.
Compensation RatiosExamination of salary ratios between different demographic groups to identify potential disparities.
Promotion Rates by DemographicAssessment of promotion rates and advancement opportunities based on gender, race, or ethnicity.
Equal Pay for Equal WorkEvaluation of equal pay for equal work by comparing compensation for similar roles and responsibilities.

Dimensions

  • Gender
  • Race or Ethnicity
  • Age
  • Disability Status
  • Job Level or Hierarchy
  • Years of Experience
  • Location or Geographic Region
  • Performance Ratings
  • Base Salary
  • Bonuses and Incentives
  • Benefits and Perks

Key Questions it Helps Answer:

  • Are there gender-based disparities in compensation within the organization, and if so, what factors contribute to these differences?
  • What are the racial or ethnic pay gaps across different job roles, levels, or geographic locations within the workforce?
  • How do age-related factors impact compensation levels and pay equity among employees?
  • Are there disparities in pay based on disability status or veteran status, and how can these be addressed to ensure equitable compensation?
  • What role does educational background play in compensation differentials, and are there opportunities to promote educational equity in pay practices?
  • How does job level or hierarchy influence compensation disparities?
  • What job roles or functions exhibit significant pay gaps, and how can job design and compensation structures be revised to promote equity?
  • Do differences in years of experience contribute to pay disparities, and how can organizations recognize and reward experience while ensuring equitable compensation?
  • What impact does geographic region or location have on compensation levels, and how can regional wage disparities be addressed to promote pay equity?
Pay Equity Analysis Report

Employee Net Promoter Score (eNPS) Report

Measure employee loyalty and likelihood to recommend the company.

The eNPS is a metric that gauges employee loyalty and likelihood to recommend the company as a great place to work. A high eNPS score indicates a positive work environment and engaged employees who are brand advocates.

HR Metrics to Track

MetricDescription
eNPS ScoreCalculation of the overall eNPS score based on employee responses to the likelihood to recommend question.
PromotersPercentage of employees who are promoters (score 9-10) and likely to recommend the company enthusiastically.
PassivesPercentage of employees who are passives (score 7-8) and satisfied but not enthusiastic about recommending.
DetractorsPercentage of employees who are detractors (score 0-6) and unlikely to recommend the company.
Response RatePercentage of employees who responded to the eNPS survey out of the total employee population.
Trend AnalysisComparison of eNPS scores over time to identify trends and changes in employee loyalty and satisfaction.

Dimensions

  • Department or Team
  • Location
  • Job Role or Position
  • Tenure or Experience Level
  • Company Size
  • Industry or Sector
  • Employee Engagement Levels
  • Reasons for Scores
  • Trend Analysis
  • Onboarding Experience
  • Performance and Recognition

Key Questions it Helps Answer:

  • How likely are employees to recommend the company as a great place to work based on their eNPS scores?
  • What factors contribute to variations in eNPS scores across different departments, locations, or job roles within the organization?
  • Are there demographic or tenure-related differences in employee loyalty and likelihood of recommending the company?
  • Which organizational factors, such as company size or industry sector, influence employee sentiment and eNPS scores?
  • What are the key drivers behind high or low eNPS scores, and how can actionable insights be derived from employee feedback?
  • How does employee engagement level correlate with eNPS scores, and what strategies can be implemented to boost employee engagement and loyalty?
  • What impact does the onboarding experience have on employee loyalty, and how can the onboarding process be improved to enhance eNPS scores?
  • What role do performance evaluations, recognition practices, and career development opportunities play in influencing employee loyalty and eNPS scores?
  • How have eNPS scores trended over time, and what changes or initiatives have impacted employee loyalty and satisfaction levels?
Employee Net Promoter Score

Free HR Reporting Templates with Google Sheets!

We understand that building HR reports from scratch can be time-consuming. To kickstart your journey, we’ve compiled a collection of free HR report templates readily available on Google Sheets. These templates cover a wide range of essential reports, including turnover rates, time-to-hire, employee satisfaction surveys, and more. With these templates as a foundation, you can easily customize them to fit your specific needs and get a head start on data analysis.

Free HR Reporting Templates

Why Consider a Unified Tool Like Peoplebox for HR Reporting?

While our Google Sheet templates are a great starting point, managing numerous spreadsheets can become cumbersome as your HR department needs grow. This is where a unified HR analytics platform like Peoplebox comes into play.

Peoplebox goes beyond basic reporting, offering a comprehensive suite of tools to empower your HR team. Imagine a central hub where you can consolidate all your HR data into a single report, automate report generation, and gain deeper strategic insights through data visualization and advanced analytics. Peoplebox can help you:

  • Streamline Data Collection and Reporting: Effortlessly collect and store HR data from various sources, eliminating the need for manual data entry and ensuring data accuracy.
  • Automate Report Generation: Generate reports with a single click, saving you valuable time and allowing you to focus on strategic analysis and decision-making.
  • Gain Deeper Insights: Leverage powerful analytics and data visualization tools to uncover hidden patterns, identify trends, and make data-driven recommendations.
  • Improve HR Decision-Making and workforce management: Gain a holistic view of your workforce and make informed decisions about talent acquisition, retention, performance management, and more.

Get a free demo of Peoplebox and discover how it can streamline your HR processes, empower data-driven strategic decisions, and unlock the true potential of your workforce.

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A Quick Guide to HR Reporting in 2024 + Free Template
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