HR Analytics Using Excel

In today’s workplace, HR is no longer just about paperwork and administration — it’s about data-driven decision making. Companies now expect HR professionals to analyze employee data, track performance, and generate insights that improve productivity and retention.

Excel remains the most powerful and accessible tool for HR professionals. This course, HR Analytics Using Excel, is designed to take you from the basics of managing HR data to advanced analysis and dashboard creation. Over 8 interactive sessions (20 hours total), you’ll build the skills to transform raw HR data into meaningful reports and insights.

By the end of this course, you’ll be able to:

• Create and manage HR databases (employees, payroll, attendance).

• Apply Excel formulas directly to HR tasks (age, tenure, leave calculations).

• Monitor HR metrics such as Turnover, Absenteeism, and Overtime.

• Build professional dashboards to present HR insights.

• Automate repetitive HR processes with Excel.

Course Sessions

Session 1: Excel Basics for HR

We start from the ground up — you’ll learn how to structure HR data properly so it’s easy to manage and analyze later. You’ll build an Employee Master Database including key details (name, ID, hire date, department, salary, etc.), and use tools like Tables and Data Validation to ensure data accuracy.

Practical Exercise: Build your first HR database with clean, validated data.

Session 2: Essential Excel Formulas for HR

Once the data is ready, the next step is learning the formulas every HR professional needs. We’ll cover basic formulas (SUM, AVERAGE, COUNT) and move to conditional logic (IF, AND, OR). You’ll also explore date functions that are critical in HR (DATEDIF, NETWORKDAYS) to calculate age, years of service, and leave balances.

Practical Exercise: Calculate employee age, work experience, and absence days automatically.

Session 3: Lookup & Data Management

• Master VLOOKUP, XLOOKUP, and INDEX & MATCH for HR records.

• Use text functions (LEFT, RIGHT, TRIM) to clean messy HR data.

• Exercise: Search and retrieve employee details instantly using Excel formulas.

Session 4: HR Metrics & KPIs

• Calculate and analyze HR KPIs: Turnover Rate, Absenteeism Rate, Overtime Hours.

• Build an HR KPI sheet to monitor performance.

• Exercise: Create a KPI report for a sample HR dataset.

Session 5: PivotTables for HR Reporting

• Build PivotTables to group and summarize HR data.

• Use PivotCharts to visualize workforce trends.

• Apply Conditional Formatting to highlight HR risks.

• Exercise: Generate a monthly absence report with PivotTables.

Session 6: Payroll & Compensation

• Structure payroll sheets in Excel.

• Automate calculations for allowances, deductions, and taxes.

• Generate Salary Slips for all employees.

• Exercise: Build a payroll system with auto-generated slips.

Session 7: Advanced HR Analysis

• Spot trends in resignation or absence patterns.

• Run What-If Analysis to simulate HR scenarios (e.g., salary increases).

• Forecast future staffing needs using Excel tools.

• Exercise: Forecast hiring needs for the next year.

Session 8: Final HR Dashboard Project

• Combine employee data, payroll, and KPIs into one system.

• Build an interactive HR Dashboard with charts and slicers.

• Present HR insights as if reporting to management.

• Final Project: Deliver a full HR Dashboard with live KPIs.

Outcome:After 8 sessions, you’ll confidently use Excel not just for data entry, but as a strategic HR analytics tool. You’ll be able to track metrics, build dashboards, and deliver insights that managers can rely on.