Introduction
For the first time in the South African HR Industry, we offer a customised course for HR Professionals to boost their productivity and enhance their creativity by providing them with the right tools to get the job done. Join us and take your HR function to the next level by attending this unique two-day course on “MS Excel for Human Resource Professionals.”
In this course we encourage you to bring your day-to-day problems and find solutions. You will get hands-on practice using some great tools to make your life easier. You will also create various models to help your department show more visible results.
What’s in it for me?
You will receive practical guidance on how to effectively use MS EXCEL in your department to get the desired results. You will also gain valuable insights into the different tools and techniques to create effective calculators (such as tax calculators, package calculators, etc.) and how you can connect them with your function with the help of market examples. You will investigate the factors that influence your decision-making and presentation of large and complex data to higher management by learning the secrets to design models which can be used time and again. You will discover ways in which MS Excel can change your work methodology and bring positive change for you in your professional life.
What will I learn?
You will learn how to create, manage and interpret complex data and develop a result-oriented approach, so as to make an impact on your bottom-line.
Course attendees will receive the following templates on a CD:
Application for Leave Form; Break-Even Analysis; Employee Registration Form; Headcount and Payroll Plan; Manager Evaluation Form; Monthly Employee Time Sheet; Monthly Shift Schedule; New Employee Form; Request for change of record; Travel Expense Report.
COURSE CONTENT
Basics of MS Excel
- Understanding the Basics of Excel and what role Excel can play in HR
- Knowing the Excel Basics – getting started
- Customising Excel
- Excel Shortcuts and Simple Techniques
- Data Entry Tips
Formatting and Validations
- Understanding various File Formatting
- Numeric and Artistic Formatting
- Conditional Formatting
- Data Validations
Functions and Formulas (Nested Formulas)
- Basic Facts about Formulas
- Basic Formulas
- Nested Formulas
- Dealing with Circular Referencing
- Errors in Formulas
- Practical Exercise: Learners will design a Wage Calculator applying the techniques learnt above
Tables and Charts
- Linking Worksheet
- Creating Tables Design and Layouts
- Using Filters and Sorting
- Chart and Graphs
- Practical Exercise: Learners will design a Training Budget and apply the techniques learnt above
Human Resource Intelligence
- Data Modeling Basics
- Data Modeling Rules
- Creating HR Models and Calculators
- Using Pivot Table and Charts
- Analysis and Interpretation of Data
- Using Lookups
- Optimizing Results
- Managing Scenarios
- Designing HR Intelligence
- Practical Exercise: Learners will design their own Tax Calculator and apply the techniques learnt above
Securing and Reviewing your Worksheet
- Tracking Changes and Comments
- Hiding and Protecting Formulas
- Limiting Navigation
- Protecting your Data
Forms and Macros
- Creating User Forms
- Linking and Recording Macros
- Practical Exercise: Learners will design their own HR Dashboard and apply the techniques learnt above
ABOUT YOUR EXPERT PRESENTER
Alex Nortje is an experienced facilitator, consultant and financial planner. He holds a degree in accounting (B Comm.) has a master’s degree in Business Leadership (MBL) from Unisa and has recently obtained a postgraduate diploma in financial planning from the University of the Free State (CFP).
Alex has spent the last 5 years as a lecturer for various institutions, and is currently actively involved with the MBA, MBL, MDP and FMP courses at the Post Graduate School for Business Leadership at Unisa.
