Description

HR runs on data that arrives messy. Exports from the HR system, absence returns from managers, recruitment trackers built by whoever needed one, and payroll files that almost match but not quite. This course teaches you to clean that data, bring it together and report on it, rather than spending your week reconciling spreadsheets by hand.

Who This Course Is For

HR advisers, HR business partners, people and culture teams, recruitment and resourcing staff, reward and payroll colleagues, and anyone who produces headcount, absence or turnover reporting.

What You Will Learn

Beginner module, included and skippable

There so you can start from scratch; easy to skip if you are already confident.

  • Getting started with Excel
  • Formatting
  • Formulas
  • Tables
  • Printing
  • Shortcuts and time-saving habits
  • Charts
  • Graphics and illustrations

Intermediate module

Mostly about taming an export before you report on it.

  • Creating and managing tables
  • Presenting and sorting employee data
  • Automatic calculations and filtering
  • Blank cells and duplicates, the usual reason a headcount figure is nearly right
  • Advanced filtering with a criteria range, to isolate a department, site or contract type
  • Copying filtered rows out cleanly for a report
  • Validation criteria, so department, contract type and leaver reason are chosen from a list
  • Conditional and custom formats, so probation ends and expiring contracts highlight themselves
  • Converting data and creating data series, for exports Excel does not recognise as dates
  • Displaying several lines of data in one cell
  • Moving, copying and hiding sheets, to tidy a file before it is shared
  • Summarising a long list with an outline
  • Attaching comments to cells, to record the reason behind an entry
  • Creating and customising charts

Advanced module

Reporting that stands up in a meeting, and files that stay confidential.

  • PivotTables and PivotCharts for headcount, turnover and absence by department, site or grade
  • Lookup functions to bring salary, department or start date across from another file
  • Date functions for length of service, probation and contract end dates
  • IF statements with AND and OR for eligibility and flagging rules
  • Nested, array and conditional formulas
  • Scenarios and Goal Seek
  • Auditing and error checking, so you can prove a figure before you present it
  • Templates and themes for a reusable reporting pack
  • Protecting workbooks, which matters more in HR than almost anywhere
  • Sharing workbooks

How the Course Is Delivered

The course is delivered online through our interactive learning system. It shows you each technique, then asks you to do it yourself in a live version of Excel, marking your work and correcting you as you go. That function is called the virtual tutor. It is part of the software rather than a person, so the training fits around your working week instead of taking a day out of it.

You do not need Excel installed on your computer. Everything runs inside the training system.

Your CPD Certificate

The course is accredited by the CPD Standards Institute. Complete the training, pass the assessment, and you receive a CPD certificate in Excel for HR Professionals. The assessment and the certificate are included in the price.

Course Details

Start whenever you like, study at your own pace and keep access for twelve months. No prior Excel experience is assumed. If you are training an HR team, ask us about group discounts and invoicing.