Excel Skills for HR and Admin Professionals |Smart

Overview

Why Attend

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.

Course Methodology

This is a practical course with a multitude of hands-on exercises that HR and administration professionals will learn and practice in order to help them apply these time saving techniques in their daily work and to present meaningful information to management from day one.

Course Objectives

By the end of the course, participants will be able to:

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

Target Audience

HR and administration professionals, compensation and beneﬁts professionals, HR reward and payroll professionals, HR managers as well as anyone who perform HR and administration functions in their organizations on regular basis.

Target Competencies

HR reporting techniques
Analyzing HR data
Data modeling
Integration with external data sources
Report structuring techniques
Automation of routine tasks
Charting and visualization techniques
leveraging pivot table powers

Course Outline

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

Schedule & Fees

2026 Schedule & Fees

1 - 5 Nov, 2026

English

Per participant USD 2,900

1 - 5 Nov, 2026

Arabic

Per participant USD 2,900

29 Nov - 3 Dec, 2026

English

Per participant USD 2,900

29 Nov - 3 Dec, 2026

Arabic

Per participant USD 2,900

2027 Schedule & Fees

31 Jan - 4 Feb, 2027

English

Per participant USD 2,900

31 Jan - 4 Feb, 2027

Arabic

Per participant USD 2,900

28 Feb - 4 Mar, 2027

English

Per participant USD 2,900

28 Feb - 4 Mar, 2027

Arabic

Per participant USD 2,900

2 - 6 May, 2027

English

Per participant USD 2,900

2 - 6 May, 2027

Arabic

Per participant USD 2,900

30 May - 3 Jun, 2027

English

Per participant USD 2,900

30 May - 3 Jun, 2027

Arabic

Per participant USD 2,900

1 - 5 Aug, 2027

English

Per participant USD 2,900

1 - 5 Aug, 2027

Arabic

Per participant USD 2,900

29 Aug - 2 Sep, 2027

English

Per participant USD 2,900

29 Aug - 2 Sep, 2027

Arabic

Per participant USD 2,900

31 Oct - 4 Nov, 2027

English

Per participant USD 2,900

31 Oct - 4 Nov, 2027

Arabic

Per participant USD 2,900

28 Nov - 2 Dec, 2027

English

Per participant USD 2,900

28 Nov - 2 Dec, 2027

Arabic

Per participant USD 2,900

Excel Skills for HR and Admin Professionals

Overview

Why Attend

Course Methodology

Course Objectives

Target Audience

Target Competencies

Course Outline

Schedule & Fees

2026 Schedule & Fees

2027 Schedule & Fees

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