INTRODUCTION
In this course, HR and administration professionals will learn to save precious hours from their daily tasks. We will provide participants with tips that will help them resolve in a fraction of the time the challenges they face when working on employee compensations, salary, leave, benefits and the like.
In this training, participants will practice formatting techniques to convert data from different sources and learn to make the best use of the most important formulas for HR. They will create meaningful charts and diagrams, use logical functions, and link their spreadsheet to other worksheets and applications. Participants will also automate some common Excel tasks, apply advanced analysis techniques and troubleshoot errors.
Excel tools enable us to be more productive and efficient. By attending, participants will learn to leverage the powerful features of Excel for HR, auditing, and other HR tasks. Explore the use of Excel as an audit and analysis tool, as well as, selected features that help prepare accurate reports
DURATION
10 days.
WHO SHOULD ATTEND
This course is beneficial to Admin Professionals, Compensation and Benefits Professionals, HR Reward and Payroll Professionals, HR Managers as well as anyone who performs HR functions in their organizations on daily basis.
Course Level:
COURSE OBJECTIVES
Upon completion of this course the participant will:
- Learn how to resolve the difficulties they face on a daily basis in doing employee compensations, salary, leave, benefits and much more.
- Learn the formatting techniques to convert data from different sources.
- Learn how to make the best use of important formulas for HR.
- Learn how to manipulate charts and diagrams, use logical functions, and link their spreadsheet to other worksheets and applications.
- Understand how to automate some common Excel tasks, apply advanced analysis techniques to more complex data sets, troubleshoot errors, collaborate on worksheets, and share Excel data with other applications.
- Apply Excel reporting expertise in HR and administration by enhancing data slicing and dicing, data massaging, and data analysis skills
- Use pivot tables and pivot charts to efficiently perform automated report writing and analysis
- Develop operational dashboards including business KPI’s
- Repeat tasks and generate reports efficiently by recording, running, and editing macros
- Acquire numerous tips and tricks that will improve working efficiency
TOPICS TO BE COVERED
HR reports
- Listing reports with custom views
- Preparing reports using pivot tables
- Consolidation of data
Cells and name ranges
- Creating name ranges for data
- Using name ranges for values calculations
- Creating names from selection command
- Creating a 3-D formula
- Updating name ranges
- Editing name ranges
HR data formatting
- Formatting numbers
- Formatting dates
- Conditional formatting
- Avoiding duplication of employee records
- Data bars for performance appraisal
- Icon sets for job level
- Color scale for employees grades
- Greater or less than for earnings
- Based on a formula
- Setting warnings on residency expiry date
Automate HR repetitive tasks
- Creating macros for HR reports
- Using macros for monthly reports
- Saving macros in personnel macros workbook
- Assigning macros to quick access toolbar
Data calculations
- Date and time functions for attendance
- Working days
- Years of service
Logical and statistical functions
- Employee pay increase and bonus (paste special)
- Implement HR policies
- Statistical functions for HR data
- Sumif / sumifs / count / countif / countifs / subtotal
- Average / averageif / averageifs
Lookup functions
- Vlookup and hlookup
- Approximate and exact match
- Index and match functions
Creating masters with data validation
- Employee status, locations and grades
- Employee designations, nationalities and departments
- Date and number validation
- Custom validation
Leave records and calculations
- Is the employee eligible for leave or bonus? If function
- Accrued leave
- Leave taken records
- Leave balance
Payroll and benefits
- Payroll sheet and salary slips
- Using attendance data to calculate payroll
End of service calculations
- Computing gratuity
- Computing cashable leave
HR charts and graphs
- Speedometer chart
- Performance against range
- Spinner
Comprehensive exercises
- Calculating gratuity
- Salary increment calculator
- Performance review scores
Related Courses
Course Administration Details:
METHODOLOGY
The instructor-led trainings are delivered using a blended learning approach and comprise presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
ACCREDITATION
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
TRAINING VENUE
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
ACCOMMODATION AND AIRPORT PICKUP
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
TAILOR-MADE
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
PAYMENT
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
Click here to register for this course.
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