Utilizing Microsoft Excel In Human Resource Management

Excel for HR Professionals Incorporating & Formatting Data, Performance Management & Evaluation etc

Utilizing Microsoft Excel In Human Resource Management

Trainer

Target Audience: Human Resource Personnel / Executives / Managers; anyone
with any interest in understanding and utilizing Microsoft Excel
in Human Resources Management.

Learning Outcome: Participants will grasp various techniques and methods on
analyzing human resources data, summarizing and
presenting it a report format.

Pre-requisite: Participants should have working knowledge of basic Excel
functions, formulas, and number formatting techniques.

HR

About the Course:

The business world runs on the engine of human resources. Workers are one of the
essential resources needed to produce timely goods and services with the right skills,
attitude, knowledge and training, if required. Like any other function within an
organization, this area needs to be managed well.

With this in mind, and knowing that HR professionals deal with many types of data,
ranging from recruitment, employee benefit plans, career development programs, right
up to retirement, they need to equip themselves with the right tools to perform the right
analysis. This workshop aims at simplifying these tasks by introducing and utilizing
various techniques of Microsoft Excel to track, manage and report HR data efficiently.
Specifically designed for the HR professional, this workshop allows one to have a quickstart
on applying various functions, features, techniques, concepts and tricks available
in Microsoft Excel to meet the needs of the HR Department. Being familiar with a useful
library of Excel functions allows one to present data in a more meaningful and
manageable way. Backed with relevant HR examples, participants can understand and
apply them in their work almost immediately.

Training / Course Outline:

1. WHY EXCEL IS A HR PERSON’S BEST RESOURCE

Uses for Excel in a HR context
Key features of Excel you need to know to help organize a spreadsheet

2. INCORPORATING AND FORMATTING HR DATA IN EXCEL

Importing HR data from text file into Excel and editing it
Using AutoFill, AutoFit and AutoComplete
Performing calculations using the usage of absolute and relative cell referencing
($ signs within formulas)
Validating specific data within column(s) or row(s)
Highlighting detailed information based on specific criteria for a range of cells
Creation of Headers and Footers

3. WORKING WITH ORGANIZATION DATA

Formatting Lists, Numbers and Dates
Formatting columns of data from text file
The Paste Special button
Combining data from different columns
Performing calculations on Dates
How to filter data
Removing duplicate data with Advanced Filter
Naming ranges

4. EXCEL FOR PERFORMANCE MANAGEMENT

Comparing different scenarios using logical functions
Looking up specific value from a database
Checking to see if an employee names exists in database
Screening employees by category

5. EXCEL FOR COMPENSATION CHANGES

Creating a payroll system in Excel
Updating a database
Selecting employee name by department

6. EXCEL FOR PERFORMANCE EVALUATION

Applying VLOOKUP and HLOOKUP
Highlighting criterias met by employees
Understanding Linear Regression
Creating Charts
Summarizing data with Tables

7. EXCEL FOR MARKET ANALYSIS

Applying Pivot Tables to summarize large quantities of data
Using Goal Seek to perform a what-if analysis
Anticipating the number of extra employees needed for future growth
Understanding Statistical Functions for consolidating employee demographics
Tabulation of data using Frequency tables and histograms

8. CASE STUDY USING EXCEL

Apply the various functions and features shown to the raw data given