Course Outline

Module 1: Introduction to Excel for HR

• Understanding Excel’s role in HR
• Navigating the Excel interface
• Setting up HR data templates
• Using Excel’s HR add-ins
• Case Study: Create an HR data template

Module 2: HR Data Formatting

• Formatting numbers, dates, and text
• Using conditional formatting for HR data
• Preventing duplicate employee records
• Using Power Query for data import
• Case Study: Format an employee dataset

Module 3: HR Reports with Pivot Tables

• Creating listing reports with custom views
• Using pivot tables for HR analysis
• Consolidating data from multiple sources
• Using Excel’s pivot table tools
• Case Study: Build a payroll report

Module 4: Data Calculations for HR

• Using date and time functions for attendance
• Applying SUMIF, COUNTIF, and AVERAGEIF
• Calculating years of service and bonuses
• Using Excel’s formula auditing tools
• Case Study: Compute employee bonuses

Module 5: Lookup and Logical Functions

• Using VLOOKUP, HLOOKUP, and INDEX-MATCH
• Applying IF for leave eligibility
• Creating data validation rules
• Using Excel’s logical functions
• Case Study: Validate HR data

Module 6: Leave and Benefits Calculations

• Tracking accrued leave and balances
• Calculating payroll and benefits
• Computing gratuity and cashable leave
• Using Excel’s financial functions
• Case Study: Calculate leave balances

Module 7: HR Charts and Graphs

• Creating speedometer and performance charts
• Using spinners for dynamic visuals
• Formatting charts for HR reports
• Using Excel’s chart tools
• Case Study: Design a performance chart

Module 8: Automating HR Tasks with Macros

• Recording and editing macros for HR reports
• Assigning macros to the Quick Access Toolbar
• Saving macros in personal workbooks
• Using VBA for automation
• Case Study: Automate a monthly report

Module 9: Operational Dashboards

• Building HR dashboards with KPIs
• Using pivot charts for dynamic visuals
• Linking dashboards to HR data
• Using Excel’s Power Pivot
• Case Study: Create an HR dashboard

Module 10: Advanced Analysis and Troubleshooting

• Applying advanced data analysis techniques
• Troubleshooting errors in HR datasets
• Collaborating and sharing Excel files
• Using Excel’s collaboration tools
• Case Study: Resolve a data error